Wealth Operations Analyst I - TD Asset Management

Job Description:

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of June 30, 2024, TDAM and its affiliates manage over $434 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds. A cornerstone of TDAM's success has been the ability to partner with its clients to develop customized solutions that meet their evolving needs and objectives.

The main responsibility of Investment Operations is to provide a high level of service and professionalism to their internal clients, and if applicable, external clients. Ability to work within strict deadlines, strong problem-solving skills, initiative, attention to detail and the ability to make a strong contribution to the team are keys to success. Experience in an investment environment and understanding of basic accounting principles is preferred.

Job Description:

The main responsibility of Wealth Operations Analyst l (Institutional Operations) is to provide a high level of service and professionalism to the Institutional clients and our internal Portfolio Managers. Ability to work within strict deadlines, strong problem-solving skills, initiative, attention to detail and the ability to make a strong contribution to the team are keys to success. Proven interpersonal skills are essential to maintain, manage and expand relationships with the TDAM Relationship Managers, Portfolio Managers, Product and Operations and other servicing staff to provide support with respect to models and funds for TDAM, Institutional and TD Wealth. Experience in an investment environment and understanding of basic accounting principles is preferred.

Job Requirements:

Specific to Institutional clients and internal clients, The Wealth Operations Analyst l is responsible for:

• Compiling mutual fund trades for transfer to and execution by Wealth Management Operations
• Accurate & timely recording of client instructions in appropriate internal system (i.e. meet deadlines; be flexible in adjusting to changing work priorities)
• Prompt and thorough resolution of all client and process issues
• Responsible for Inbox management of shared e-mailboxes and providing timely responses to / execution of: cash request messages, manual mutual fund orders, new account setups, account closures, account transfers and general inquires
• Responsible for general portfolio administration, including monitoring of rebalancing of portfolios as required
• Provide required daily/monthly/weekly reporting to various business partners and custodians, both internal and external and maintain internal databases to track portfolio transactions and trading
• Participate in Audits (Financial Statements, Internal, etc.)
• Participate fully as a member of the team; contribute to a positive work environment, TD Pulse results /action plan
• Provide support and back up as required across the Portfolio Administration and Operations team.
• Set up, authorization, maintenance and reconciliation of payments and templates in Web Banking and ensuring that the payments are sent off by cut off time.
• Review existing processes and procedures to improve workflow and efficiency. Update procedure notes to include changes to processes.
• Risk Mitigation and prompt completion of Error reports, escalating issues that could impact the business

Additional Information:

• Self-starter with the ability to work independently and also within a team environment
• Highly motivated and enthusiastic individual who demonstrated the ability to work in a high volume, fast paced environment
• Highly organized with strong focus on quality of deliverables
• Effective time management skills with the ability to multitask and handle tight deadlines while paying attention to details
• Exhibits and encourages a positive and proactive approach toward change
• Excellent verbal and written communication and interpersonal skills with the ability to communicate in a transparent and concise manner as well possess critical listening skills
• Strong analytical, logical and organization skills
• VBA/Macro skills are an asset

Hours

• M-F - including CAD holiday coverage.
• Please note employees will be going to 4 days in the office March 2025

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):
Sans Objet