Portfolio Research Support Specialist II (US)

TD Bank•New York, NY

8h•$105,000 - $140,000

About The Position

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

Requirements

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

Nice To Haves

CFA / CFA candidate a plus
Experience with international and global portfolio management a plus

Responsibilities

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

Benefits

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.
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.
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.

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