Wealth Operations Analyst I - TD Asset Management

Role overview

Key responsibilities

• Produce, review, and sign off on daily, weekly, monthly, quarterly, annual, and ad hoc reporting for TDAM and TD Epoch funds and accounts.
• Support portfolio administration, investigations, cash forecasting, fund flow oversight, and resolution of operational issues and discrepancies.
• Administer ETFs, income and capital distributions, DRIPs, class actions, and other fund operations.
• Provide reporting and operational support to Portfolio Managers, Traders, and business partners.
• Participate in audits, risk management, process improvement, and maintenance of procedures and controls.
• Manage shared inboxes, prioritize workflow, meet service levels and deadlines, and provide cross-functional support.

Experience and education

• Post-secondary education in Finance, Accounting, Business, Economics, Mathematics, or a related discipline.
• At least 2–3 years of experience in investment operations, asset management operations, wealth operations, fund accounting, or related financial services.
• Strong understanding of investment products, portfolio operations, fund accounting, or securities processing.
• Advanced Excel skills for analyzing, reconciling, and manipulating large datasets.

Preferred skills and competencies

• Python and VBA experience for automation, process improvement, or data analysis is strongly preferred.
• Power Query, SQL, or other reporting and automation tools are considered assets.
• CFA designation completed or in progress is considered an asset.
• Analytical problem-solving, attention to detail, organization, communication, adaptability, and teamwork are valued.

Pay

• The listed pay range is CAD $57,100–$84,000; no compensation cadence is specified in the provided text.

Hours and schedule

• The listed hours are 37.5.
• The schedule is Monday to Friday, with Canadian holiday coverage as required.

Workplace

• The work model is described as office-focused, with in-office attendance stated; the provided description cuts off before the full attendance schedule.