Manager - Investment Portfolio Strategy & Analytics

1 month ago

Cherry Hill, United States TD Bank Full time

Work Location:
Cherry Hill, New Jersey

Hours:
40

Pay Details:
$86,840 - $139,360 USD

Line of Business:
Finance

**Job Description**:
The Financial Analyst IV provides planning, forecasting, reporting and financial analysis support for assigned line(s) of business and/or at the total segment level under the guidance of financial management. In addition, The Financial Analyst IV provides highly specialized financial consulting and analytical support at the assigned line(s) of business or total segment level identifying key emerging financial trends, measurement of key performance metrics and success factors, line of business and total segment financial target setting and measurement, capital budget and key initiative evaluation and planning, cost and product profitability analyses, specialized reporting and support for special projects.

Depth & Scope:

- Conducts and/or manages the finance process as it applies to area of responsibility
- Understands the whole finance function and the key business areas supported
- May involve integration of 1-2 functions and/or business lines
- Focuses on complex and/or specialized analysis with a yearly time span
- Leads activities of unit, assigning, prioritizing and monitoring work
- Provides training and mentoring for new and less experienced staff
- Provides financial, analytical, planning, and forecasting expertise to assist in the development and completion of projects
- Develops specialized analytical tools for project or ongoing use
- May manage the development of conclusions and courses of action to rectify discrepancies as well as analyses to be presented to management for aid in decision-making processes
- Provides planning, forecasting and financial analysis support
- Develops and analyzes key metric and plan variances and related information
- Provides cost and product analyses
- Develops analyses of performance and predictive data
- Compiles and generates ad-hoc analytical reports
- Develops financial analytical and forecasting models to test assumptions and predict results of business initiatives
- Researches and reviews details of business operating metrics and actively seeks to identify and promote new opportunities or products

Education & Experience:

- Bachelors degree or progressive work experience in addition to experience below
- 7+ years of related experience
- Accounting knowledge, including FASB and GAAP regulations, particularly in assigned line(s) of business
- Curious and observant with willingness to investigate to understand details of assigned business lines/accounts
- Strong analytical and problem solving skills
- Proactive, with ability to obtain necessary information and influence others in a tactful way without direct authority
- Relationship management skills, with ability to develop good client working relationships
- Communication skills, with ability to clearly display and explain numerical information and articulate required accounting treatment
- Ability to analyze non-routine transactions and those requiring judgment

Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
- Domestic Travel - Occasional
- International Travel - Never
- Performing sedentary work - Continuous
- Performing multiple tasks - Continuous
- Operating standard office equipment - Continuous
- Responding quickly to sounds - Occasional
- Sitting - Continuous
- Standing - Occasional
- Walking - Occasional
- Moving safely in confined spaces - Occasional
- Lifting/Carrying (under 25 lbs.) - Occasional
- Lifting/Carrying (over 25 lbs.) - Never
- Squatting - Occasional
- Bending - Occasional
- Kneeling - Never
- Crawling - Never
- Climbing - Never
- Reaching overhead - Never
- Reaching forward - Occasional
- Pushing - Never
- Pulling - Never
- Twisting - Never
- Concentrating for long periods of time - Continuous
- Reading, writing and comprehending instructions - Continuous
- Adding, subtracting, multiplying and dividing - Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter

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