Portfolio Manager & Investment Strategist - New York, NY
Core
Design, develop, and manage multi-asset portfolios for TD Wealth U.S. investment platforms while leading investment research and analytical platforms.
Role type
Senior IC portfolio manager & investment strategist
Builds
Multi-asset portfolios, investment research platforms, and investment solutions for TD Wealth U.S.
Domain
Financial services / Investment management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Asset allocation, portfolio construction, investment manager due diligence, performance attribution analysis, capital markets knowledge, macroeconomic analysis, quantitative and qualitative analysis, fund selection, affiliate manager research
Preferred skills
CFA, MBA, CAIA
Technologies
MS Office (Excel, Word)
Responsibilities
Support day-to-day oversight of discretionary portfolios; implement tactical asset allocation changes; conduct asset class research and fund coverage; partner with Senior Portfolio Managers for quarterly reviews; deliver presentations on portfolio performance; provide field support to investment advisors; lead investment research and due diligence for mutual funds, ETFs, and alternative investments; produce performance attribution analysis; own relationships with research vendors; develop and communicate investment strategy and outlook; contribute to thought leadership and market reviews; perform competitive analysis; partner with Wealth Products teams to identify product opportunities; support advisor training programs; develop and launch key initiatives to drive business goals
Seniority
Senior, hands-on IC