Portfolio Research Support Specialist II (US)

Work Location:
New York, New York, United States of America

Hours:
40

Pay Details:
$105,000 - $140,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business:
EPOCH LLC
Job Description:

The Portfolio Research Support Specialist II is typically a support role, where the authority for decision-making on matters of significance reside at a more senior level. The role provides portfolio construction support, research support, trade implementation support and/or pre-trade compliance monitoring for Epoch strategies (US, International and Global) on multiple execution platforms within the Firm. Works closely with the Investment Team along with the Trading, Compliance and Client Service teams.

Depth & Scope:

• Acts as a subject matter expert within their own area of specialty or a resource for others
• Applies best practices to implement process, product or service improvements
• Leads projects of moderately to complex risk and resource requirements; may lead end-to-end processes or functional programs
• Contributes to setting standards within area of expertise
• Solves complex problems requiring analysis of multiple variables, including consultation with multiple stakeholders
• Uses advanced methods to contribute to new solutions and recommend standards against which others will operate
• Impacts a range of functional programs and operations across own and related teams
• Interprets guidelines, standards, policies and results of analysis to inform decision making at senior levels
• Builds stakeholder alignment in leading projects and activities; may provide process and subject matter advice at senior levels
• Works independently as the technical lead and guide others within area of expertise
• Identifies and leads problem resolution for complex issues at all levels
• Portfolio construction and implementation - works with portfolio managers to implement portfolio and trade construction on multiple platforms
• Portfolio / Trading Analysis - works with portfolio managers and analysts to evaluate portfolio risks and factor exposure. Produce and evaluate transaction cost analysis.
• Portfolio monitoring, including cash levels and positions across portfolios and risk in portfolios relative to benchmarks and model accounts
• Enhances current processes, monitoring and reporting
• Liaises with external third-party managers as required
• Runs and evaluates custom daily reports to monitor risk and holdings across strategies.
• Completes ad hoc projects for portfolio managers and analysts.
• Reviews and provides comments on reports received from asset managers
• Assists in reviewing information for accuracy, with a deep understanding of prevailing market conditions
• Assists to build, maintain and analyze investment models using the appropriate software applications

Education & Experience:

• Bachelor's Degree required; CFA / CFA candidate a plus
• 4+ years of related work experience preferred

• In-depth knowledge / expertise in own domain / field of specialty and working knowledge of broader related areas
• Demonstrated ability to integrate the broader organizational context into advice and solutions within own area
• Understands the industry, competition and the factors that differentiate the organization
• Experience with international and global portfolio management a plus

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

• Domestic Travel - Occasional
• International Travel - Never
• Performing sedentary work - Continuous
• Performing multiple tasks - Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds - Occasional
• Sitting - Continuous
• Standing - Occasional
• Walking - Occasional
• Moving safely in confined spaces - Occasional
• Lifting/Carrying (under 25 lbs.) - Occasional
• Lifting/Carrying (over 25 lbs.) - Never
• Squatting - Occasional
• Bending - Occasional
• Kneeling - Never
• Crawling - Never
• Climbing - Never
• Reaching overhead - Never
• Reaching forward - Occasional
• Pushing - Never
• Pulling - Never
• Twisting - Never
• Concentrating for long periods of time - Continuous
• Applying common sense to deal with problems involving standardized situations - Continuous
• Reading, writing and comprehending instructions - Continuous
• Adding, subtracting, multiplying and dividing - Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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 base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. 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.

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.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.

If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.