Wealth Operations Analyst I - Investment Operations Team Work Location: Regina, Saskatchewan, Canada Hours: 37.5 hours per week Line Of Business: TD Wealth Pay Details: $57,100 - $80,600 CAD TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of September 30, 2025, TDAM and its affiliates manage over $500 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as highnetworth clients and retail mutual funds. The main responsibility of Operations is to provide a high level of service and professionalism to their internal clients, and if applicable, external clients. Ability to work within strict deadlines, strong problemsolving skills, initiative, attention to detail and the ability to make a strong contribution to the team are keys to success. Experience in an investment environment and understanding of basic accounting principles is preferred. Specific to internal clients, the goal of the Trade Support Team is to provide required support and remove as much routine and/or special project work as possible from the Traders and Portfolio Managers, providing them with additional time to manage core trading, analytics and portfolio management competencies. As required, the Portfolio Administrators call upon the assistance of each other and other members of the Operations team to satisfy their responsibilities. Accountabilities Position Specific Daily Trade settlements: Foreign Exchange Spots and Forwards, Swaps, OTC and Listed Options, Futures, Repos, Bond Forwards, Private Debt, Term B Loans, Collateral administration, Private Placement, Hedge trades Investigate/resolve items noted on Daily Failed Trades reports (from Custody) Ensure confirmation of Foreign Exchange trades and Derivatives Monitor corporate actions and ensure responses are submitted to meet deadlines. Maintain records of same Trade transmission review/tracking of issues Coordinate migration activities with stakeholders (inspecie transfers, inkind donation) Ensure matching and confirmation of Foreign Exchange transactions Monitor and update Private Placements, Restricted Securities, and Collateral Management Liaison between Trading, Broker/Dealer, Custody, Fund Accounting to facilitate investigation and resolution of settlement issues Counterparty Credit Maintenance/Onboarding Maintenance of Standard Settlement Instructions (SSIs) in Omgeo's ALERT platform Risk mitigation and Error reporting New account opening liaison with custody including global subcustodians and tax agents, as applicable Daily, weekly, monthly, quarterly, yearly, ad hoc and customized reports Investigation of reconciliation items/issuesMaintenance of shared email boxes and group email Maintenance of EUCs Markit setup and maintenance Process review and updates Broker allocations Participate in projects Provide support and backup as required across the Operations team. Accountabilities TDAM Operations Team Work efficiently in a multitasked environment and ensure deadlines are met Be an effective team player and flexible in adjusting to changing work priorities Participate fully as a member of the team; contribute to a positive work environment, TD Pulse results/action plan Keep others in the immediate team informed and uptodate about the status/progress of projects, and all relevant or useful information related to daytoday activities Support the team by continuously developing knowledge in own area Represent team and provide status updates to outside groups Coverage: Vacation, Health, Canadian holidays Competencies & Qualifications Knowledge of products and processes used in the institutional investment industry Strong analytical, logical and organizational skills Ability to work in a fastpaced environment with deadlinedriven tasks Ability to remain focused and resolve issues under pressure and in stressful situations Strong attention to detail Advanced computer skills Excel is a must Ability to work independently but possess the ability to work effectively within a group with a team focus Strong communication skills, both verbal and written Ability to multitask to meet deadlines and assist colleagues with same Enrolment in CFA program would be an asset Commitment to change and ongoing development Proactive, SelfMotivated, Team Player 4 days required in office TD is one of the worlds 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. TD is deeply committed to being a leader in customer experience, and we believe that all colleagues, no matter where they work, can contribute to our customerfacing mission. Through regular leadership and development conversations, mentorship and training programs, were here to support you toward your goals. #J-18808-Ljbffr
Job Title
Wealth Operations Analyst I - Investment Operations Team