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TD Bank

Vice President – Principal Investments - CIB Business Management, TD Securities

Posted 10 Days Ago
Be an Early Applicant
In-Office
New York, NY, USA
150K-200K Annually
Senior level
In-Office
New York, NY, USA
150K-200K Annually
Senior level
Lead strategic oversight and optimization of investment portfolios, ensuring compliance and enhancing performance metrics while managing stakeholder relationships.
The summary above was generated by AI

Work Location:

New York, New York, United States of America

Hours:

40

Line of Business:

TD Securities

Pay Detail:

$150,000 - $200,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. 

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

We are seeking a high-caliber professional to lead the strategic oversight, governance, and optimization of our investment portfolio. This role sits at the intersection of finance, regulatory strategy, and capital management. You will be responsible for building robust performance frameworks, investment execution and governance, and driving capital and performance efficiency. 

Key Responsibilities

  • Portfolio Oversight & Analytics:
    • Develop, implement, and maintain enhanced datasets and sophisticated performance metrics.
    • Provide continuous oversight of portfolio health and performance trends to inform executive decision-making.
  • Governance & Compliance:
    • Become a subject matter expert on the internal Investment Governance Framework.
    • Develop a deep, working knowledge of the evolving regulatory environment to ensure all investment activities remain compliant.
    • Establish a Performance Review Council to institutionalize portfolio monitoring and evaluation.
  • Capital & Treasury Optimization:
    • Actively engaging in funding and capital optimization efforts to improve financial performance and efficiency.
    • Optimize and maintain a comprehensive Treasury Framework tailored for both existing assets and new investment opportunities.
  • SPV & Investor Management:
    • Design and execute a standardized framework for the management of the SPV portfolio.
    • Act as a central point of contact for investor relations and operational management within these structures.
  • Business Performance:
    • Provide analytical support to broader Business Performance COE, including building out a data set to aid strategic decision making.

Key Partners & Collaboration

Success in this role requires building seamless working relationships with:

  • Investment Bankers: For deal structuring and market insights.
  • Legal & Compliance: To navigate regulatory hurdles and governance standards.
  • Finance: For integrated reporting and capital allocation strategy.
  • Other Principal Investment Portfolio owners across the enterprise: for collaboration on similar issues.

Qualifications

  • Experience: Keen interest and at least 1-2 years' experience in investment oversight, capital markets, or portfolio management an asset; at least 5+ years total work experience preferred.
  • Technical Skills: Advanced proficiency in data modeling, performance attribution, and treasury management systems.
  • Strategic Thinking: Ability to translate complex regulatory requirements into actionable governance policies.
  • Communication: Exceptional ability to lead councils and influence senior stakeholders across banking, legal, and finance disciplines

Who We Are

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple.  Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. 

Together, we are reimagining what banking can be for our clients, colleagues and communities. 

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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, and reward and recognition. Learn more
 

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. 

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.  

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
 

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation

TD Bank is an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.

If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [email protected].  Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
 

TD Bank New York, New York, USA Office

31 W 52nd St, New York, NY, United States, 10019

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