Manage portfolio oversight and compliance as a Portfolio Manager Specialist. Oversee a significant investment program while enhancing processes and collaborating with diverse teams.
This role focuses on the TD Privately Managed Accounts Program, providing essential supervision to over 475 portfolio managers. The ideal candidate will ensure alignment with CIRO regulations and engage various teams to optimize workflow processes. You'll chair committees and guide quarterly account reviews, fostering a culture of compliance and excellence.
Key Responsibilities:
• Ensure regulatory compliance for managed accounts • Chair the Portfolio Management Review Committee • Supervise quarterly reviews of portfolios • Approve or decline new Portfolio Manager applications • Coach PMs on effective portfolio strategies
Requirements: • CIRO licensed as a Supervising Portfolio Manager • Excellent oral and written communication skills • Strong cooperative and problem-solving abilities • Familiarity with MS Office tools is advantageous • University degree in business or related field
Drive compliance and operational efficiency while enhancing the TD investment program, leveraging your portfolio management expertise and leadership skills. #J-18808-Ljbffr
Apply on Kit Job: kitjob.ca/job/2g8zfk
📌 Portfolio Manager Oversight Specialist (Toronto)
🏢 TD
📍 Toronto
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