Hiring: Portfolio Manager & Investment Strategist - New York, NY Company: TD Location: New York, NY Job Posted Time: 2026-09-10 13:44:49 Target Skills & Keywords : CFA, Capital Markets, Microsoft Excel, Microsoft Office, Portfolio Management About the job Experience: •Preference for CFA/MBA; CAIA is an asset •10+ years of progressive experience in the financial services industry •Expert knowledge of capital markets, macroeconomic factors and cycles, and the investment management landscape •Significant knowledge of product structures including mutual funds, Exchange Traded Funds (ETFs), Unified Managed Account models (UMAs), Separately Managed Accounts (SMAs) and alternative investments •Significant experience in utilizing quantitative and qualitative due diligence and oversight criteria in assessing individual strategies that are slated for inclusion in the portfolios Required Skills: •Supports day-to-day oversight of all TD Wealth firm discretionary portfolios and recommended investment solutions across U.S. Wealth platforms •Supports the implementation and trading of tactical asset allocation changes within discretionary portfolios •Conducts asset class research and fund coverage to inform portfolio construction and strategic positioning •Partners with Senior Portfolio Managers to conduct quarterly portfolio reviews, including performance measurement and attribution, to ensure portfolios are meeting stated objectives •Delivers and supports presentations on portfolio performance, asset allocation changes, and outcomes at TD Wealth investment oversight and governance committees •Provides field support for investment portfolios, serving as a key point of contact for investment advisors, relationship managers, and other stakeholders. This includes explaining portfolio construction, performance drivers, and the rationale for tactical and strategic investment decisions •Contributes to the development and design of investment solutions across all U.S. Wealth platforms •Provides research leadership and guidance on fund selection, affiliate managers, and mandates to investment advisors, relationship managers, and internal stakeholders Qualifications: •University degree in a related field Compensation: •$97,240 - $145,600 / year •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!