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TD Bank Portfolio Research Manager (US) in New York, New York


Job Title:

Portfolio Research Manager (US)

TD Description:

About TD Bank, America's Most Convenient Bank®

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit Find TD Bank on Facebook at and on Twitter at .

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit .

Auto req ID:



United States

Job Requirements:

  • Highly seasoned professional role requiring substantial expertise in a customer segment or product / service line

  • Accountable for sales and / or delivery of solutions across business lines and segments

  • Recommends best practices to improve products or services; integrates a deep understanding of target customer market and dynamics

  • Anticipates, identifies and interprets market trends, and applies this knowledge to serve the needs of the customers

  • May lead teams to ensure integrated solutions

  • Manages existing strategic accounts / opportunities that represent the business segments largest/most important accounts and/or takes a significant business development focuses

  • Solves or may lead others to solve complex problems; leads efforts to develop new product and service solutions or structure complex deals

  • Executes and directs others in complex account management processes – structures sophisticated solutions and advice

  • Impacts a range of sales achievement for strategic accounts

  • Guides and influences customers and stakeholders; converts information to compelling business context and advice at increasingly senior levels

  • Works autonomously as the 'lead' and coaches and guides members within area of expertise

  • Identifies and leads problem resolution for complex requirements related issues at all levels


Mon - Fri

Job Description:

The Portfolio Research Manager conducts in-depth research of Canadian/US/Global corporations. Contributes to the implementation of portfolio strategy and structure for all mandates based on deep knowledge of portfolio holdings and an understanding of portfolio construction principles. Liaises with external third-party managers as required.


At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.

If you are a candidate with a disability and need an accommodation to complete the application process, email the 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 application process.

EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.


New York


New York


  • Undergraduate degree

  • 5+ years relevant experience

  • CFA or CAIA designation Advanced knowledge of investment and money management, strategy development, consulting principles, stakeholders supported, banking industry, and product/customer markets

  • Knowledge of current and emerging competitor and market trends

  • Knowledge of risk management environment, standards and regulations

  • Ability to contribute to strategic direction of the function and provide advice to senior leadership

  • Skill in mentoring and coaching

  • Ability to lead, plan, implement and evaluate program/project activities to ensure completion of initiatives

  • Ability to exercise sound judgement in making decisions

  • Ability to make an impact, influence and achieve results with effective negotiation, problem-solving and communication skills

  • Ability to work collaboratively and build relationships across teams and functions

  • Skill in using analytical software tools, data analysis methods and reporting techniques

  • Skill in using computer applications including MS Office

  • Ability to analyze, organize and prioritize work while meeting multiple deadlines

  • Ability to work successfully as a member of a team and independently

  • Ability to handle confidential information with discretion

Work Location:

1 Vanderbilt Avenue Corporate

Business Line:


Job Category - Primary:

Asset Management

Job Category(s):

Asset Management

**Province/State (Primary):

New York

City (Primary):

New York

Job Family:


Time Type:

Full Time

Employment Type:


Hours/Availability Detail:


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