Senior Analyst, Private Markets

TD•Toronto, ON

10d•Onsite

About The Position

The Wealth Investment Office (WIO) is TD Wealth’s source for investment management strategy. We empower advisors and portfolio managers across TD Bank Group’s Wealth Management division — including Financial Planning and Private Wealth Management — by delivering the knowledge and tools they need to execute an efficient and consistent approach to Professional Portfolio Management. WIO is a place for professionals who love to manage money and get excited about the opportunity to consult with others on how to build and manage investment portfolios. This is not a place for people stuck in neutral. WIO is a dynamic, multifaceted, multi-channel group working on numerous priorities and initiatives in a fast-paced environment. The WIO is embedded in the heart of TD Wealth for maximum impact on all the firm's investment advice professionals. This role sits within the Asset Allocation & Managed Investments team in the Wealth Investment Office and serves as TD Wealth’s in-house specialist on private markets. You will apply deep domain knowledge to help shape investment recommendations, support portfolio construction decisions, and advance business development initiatives across TD Financial Planning and Private Wealth Management. Acting as a trusted resource to advisors, portfolio managers, and internal partners, you will also contribute to thought leadership that strengthens how TD Wealth evaluates, positions, and communicates private market solutions.

Requirements

Hard-working, curious, and appreciative of complex realities.
Creative thinker open to diverse perspectives.
Willing to challenge and be challenged.
Strategic team player.
Asset management, investment banking, or equity/manager research background.
Passion and knowledge of private markets.
Proficient with Microsoft Suite, Bloomberg, FactSet, Morningstar Direct, Preqin, MSCI Private i, PitchBook.
Great communication and interpersonal skills.

Nice To Haves

Relevant certifications (CFA, CAIA, etc.).
Experience integrating AI tools in workflow.

Responsibilities

Dive into researching private market managers and products including private equity, debt, infrastructure, and real estate.
Shape the future of multi-asset portfolios with bold recommendations.
Empower advisors and portfolio managers by sharing your knowledge of private assets and offering hands-on support.
Bring your creative side to marketing projects like whitepapers, reports, and events that actually make a difference.
Lead the conversation as a subject matter expert, collaborating and brainstorming with your team.
Build genuine relationships with both internal and external partners and make every connection count.