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Senior Guidance Portfolio Development Analyst

Quick Facts

Jersey City, New Jersey ID# 2018-17418 Regular Full-Time Second Level Professional


The disciplines of portfolio construction, portfolio oversight, and automation through the use of technology and behavior finance are converging fast among innovative financial firms that offer managed money and advice services. It is done with the ultimate objective of empowering and engaging the end investor.


Are you looking to apply your experience in portfolio construction and oversight with an interest in these emerging areas in technology to help investors increase their chances of achieving their financial objectives?


Do you have the drive and capability to help create synergies between these rapidly converging disciplines while also helping oversee sizable portfolio construction and oversight business?


If the answer is “yes” you will want to consider this role.


This new role is a member of the Portfolio Construction & Guidance Oversight team at TD Ameritrade Investment Management Services (IMS). The role will manage, support and enhance the framework and parameters around the IMS products, Essential Portfolios, Selective Portfolios and the new tailored portfolio solution, Personalized Portfolios.  This role works with the team and third party investment consultants on constructing and oversee portfolio asset allocations, manager research and security selection. Portfolio risk, performance oversight, market analysis and collateral writing will be the primary responsibility of the role.


The role is analytical and akin to an assistant portfolio manager for new open architecture portfolios on the platform. The individual will serve as a subject matter expert (SME) for the content that powers our education and sales support on managed portfolios, including preparing commentary and information presented to IMS Client Services, Portfolio Consultants and clients.


She/he will also interact with technology partners on critical services related to portfolio construction & management, model portfolio positioning and natural language capabilities. The third party technology services may be delivered via API to power an engaging digital client experience. The individual will gain exposure to internal agile development teams that design the digital client experience for the portfolios.


  • Financial market monitoring and analysis
  • Portfolio risk and performance calculation and review
  • Communicate portfolio updates and implications with a client experience focus in mind
  • Client content development and education- i.e. investment reviews and presentations
  • SME on client facing collateral
  • Support asset allocation research and fund manager selection process
  • Support and contribute to system and client experience enhancements and development


  • 4 Year College Degree in Finance/Economics
  • 2-3 years related experience
  • 2-5 years total experience
  • Experience and knowledge in financial markets and future trends
  • Experience with the investment management processes and construction of  portfolios for investors
  • Ability to analyze, construct and write market views for financial advisors, investors and TDA associates
  • Analytical, with knowledge of Modern Portfolio Theory, and other investment methodologies and behavioral sciences.
  • Familiarity or experience with large datasets, Morningstar Direct and Bloomberg a plus
  • Previous evaluation of mutual funds, ETFs and other investment products including SMAs, a plus
  • Interest or background in emerging technologies that are transforming the portfolio management discipline with a focus on optimizing the client experience, a plus
  • Series 65, not required at hiring, but required within 6 months
  • CFA or CIMA candidate preferred 
  • Military education or experience may be considered in lieu of civilian requirements listed

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About TD Ameritrade.

A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be.

From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish.

As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours.

Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position.

TD Ameritrade participates in the E-Verify program. For additional information on this program please click here. TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace. TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ:AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank.

© 2018 TD Ameritrade IP Company, Inc.

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All about growth.

By virtue of what we do, our world is filled with numbers. Here are just a few that we believe best describe TD Ameritrade at its finest.

  • 10,000 Full-time

    Graphic 2 people
  • 350+Branches
    in 49 States

    Graphic 2 people
  • 18,380 Hours Volunteered to
    Community Programs in 2017

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