Associate, Equity Research, Energy

About the role

Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. Associates in this role contribute to the overall success of the Scotiabank US Research Department, ensuring specific individual goals, plans, and initiatives are executed in support of the team’s business strategies and objectives.

Responsibilities

• Champions a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Assists the Senior Analyst with day-to-day responsibilities including developing and updating forecasting models, maintaining current up-to-date information for identified companies, and monitoring domestic and global economic developments.
• Reviews daily news services for relevant information that impacts the macro, industry-specific, and company drivers.
• Communicates with company management to stay informed regarding events that may impact company performance.
• Drafts research reports communicating views regarding company-specific recommendations and providing commentary on a variety of economic developments.
• Works closely with the Senior Analyst in launching new company coverage and developing new industry and thematic research reports.
• Partners with other sector colleagues and analysts in the United States, Canada, and Latin America on industry and company reports as well as client and corporate events.
• Affords support to sales and trading personnel with investor communications.
• Facilitates company marketing efforts by coordinating meetings with industry and corporate contacts.
• Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Acts proactively to ensure operations are efficient and effective, adhering to Scotiabank’s Values, Code of Conduct, and Global Sales Principles, while ensuring adequate, compliant, and effective business controls.
• Champions a high-performance environment and contributes to an inclusive work environment.

Requirements

• A university degree is required, with a preference for business, economics, engineering, computer science/programming.
• FINRA SIE, S-63, S-86, and S-87 designations are required.
• Strong accounting, financial modeling, and analytical skills are required.
• Excellent command of Microsoft Suite, with a particular emphasis on Excel is required.
• Work experience in a financial, engineering, or analytical capacity in computer science/programming field.
• Strong written and verbal communication skills.
• Capital Markets knowledge/experience would be an asset.
• Experience using Bloomberg, FactSet, and AI tools would be an asset.
• A P.Eng, MBA, CPA/CA designation, or enrollment in/completion of the Chartered Financial Analyst (CFA) program is an asset.
• Good business judgment and decision-making skills.
• Ability to perform under pressure and meet tight deadlines, sometimes for extended periods of time.
• Ability to multi-task and manage several ongoing projects at the same time.
• Energetic, self-motivated, hardworking, one-firm-minded, and detail-oriented.

Qualifications

Qualified candidates must have a university degree, preferably in business, economics, engineering, or computer science/programming. FINRA SIE, S-63, S-86, and S-87 designations are required. Strong accounting, financial modeling, and analytical skills are essential. Excellent command of Microsoft Suite, particularly Excel, is necessary. Relevant work experience in a financial, engineering, or analytical capacity in computer science/programming is preferred. Strong written and verbal communication skills are required. Capital Markets knowledge/experience and experience using Bloomberg, FactSet, and AI tools are assets. A P.Eng, MBA, CPA/CA designation, or enrollment in/completion of the Chartered Financial Analyst (CFA) program is an asset. Good business judgment and decision-making skills are needed. The ability to perform under pressure and meet tight deadlines, often for extended periods, is crucial. Multi-tasking and managing multiple projects simultaneously are also essential. Energetic, self-motivated, hardworking, one-firm-minded, and detail-oriented individuals are preferred.

Skills

• Financial Modeling
• Research Reporting
• Client Relationship Management
• Microsoft Excel
• Bloomberg, FactSet, and AI Tools

Benefits

Scotiabank offers a comprehensive benefits package, including flexible working arrangements, a focus on holistic well-being, and a commitment to diversity and inclusion.

Pay

$155,000.00 - $225,000.00 annually

Schedule

Full-time position

Location

United States : New York : New York City