TD · 5 hours ago
Portfolio Research Support Specialist II (US)
New York, New York
Full-time
Onsite
Mid Level
$105K/yr - $140K/yr
4+ years expTD is one of the world's leading global financial institutions, and they are seeking a Portfolio Research Support Specialist II. This role provides portfolio construction support, research support, trade implementation support, and pre-trade compliance monitoring for Epoch strategies on multiple execution platforms, working closely with the Investment Team and other departments.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
Bachelor's Degree required
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
Preferred
CFA / CFA candidate a plus
Experience with international and global portfolio management a plus
Benefits
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
Reward and recognition
Company
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD).
10001+ employees
H1B Sponsorship
TD has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
$65MKey Investors
U.S. Department of the Treasury
2023-10-03Grant· $65M
Leadership Team
Brian Jacobson
Chief of Staff to the CEO, TD Bank, America's Most Convenient Bank
F
Foster Glenn
Senior Vice President Technology and Data Risk Management
Recent News
2025-12-29
2025-12-17
Company data provided by crunchbase