Senior Financial Analyst driving FP&A, forecasting, and executive reporting for Upstart’s AI lending marketplace. Supporting financial decisions across its Unsecured Lending organization.
About the role
- Investment Management Intern supporting analytics, reporting, and portfolio decisions at TD Asset Management, a North American investment manager. Collaborating across equity, fixed income, alternatives, and risk teams.
Responsibilities
- Support one of TD Asset Management's teams, including Fundamental Equities Research, Fixed Income, Asset Liability Management, Asset Allocation, Alternatives, or Investment Risk Management
- Build and maintain analytics for portfolio decision-making, data analysis, financial analysis, investment recommendations, and macroeconomic analysis
- Run and support mission-critical reporting used by portfolio managers
- Attend and participate in team meetings and investment discussions
- Validate data and ensure data and information integrity
- Support projects focused on ongoing process improvement
- Undertake projects across strategy, marketing, business and product development, portfolio management, finance, risk, governance, client service, operations, and trading
- Collaborate with investment professionals and cross-functional teams
Requirements
- Current student/intern candidate for a university co-op or internship term (specific degree or year not stated)
- Passion for or demonstrated interest in markets, economics, and current events
- Organizational skills; ability to prioritize, multitask, and maintain attention to detail
- Foundation in business acumen and capital markets
- Problem-solving skills and analytical capabilities
- Good working knowledge of Microsoft Office, including Excel, PowerPoint, and Word
- Strong verbal and written presentation skills
- Accuracy and attention to detail
- Motivation and flexibility to take on different initiatives
- Ability to use specialty software such as Bloomberg, FactSet, Thomson Reuters, or Capital IQ
- Ability to work effectively in a team environment and collaborate across teams
- Applications must include an unofficial university transcript, cover letter of one letter-sized page or less, and resume of two letter-sized pages or less
- Bilingualism in French and English is an asset
- Microsoft Access, Python/SQL/coding skills, financial modelling, VBA, SQL, and co-op experience in investment research, real estate, public or private securities analysis, or risk management are assets
Benefits
- Base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs
- Regular development conversations
- Training programs
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accommodation support during the interview process
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
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