Equity Research Associate - Enterprise Software

About the role

Provides market research support in compiling and publishing high quality, comprehensive analysis and research on individual corporations, industries, financial markets, and economic developments as assigned.

Depth & Scope

• Expert level professional role requiring in-depth knowledge/expertise in own domain/field of specialty and working knowledge of broader related areas to run data analysis and develop research reports
• Integrates the broader organizational and industry context into advice and solutions
• Solves complex problems requiring analysis of multiple variables, which may require consultation with multiple stakeholders
• Uses advanced methods to contribute to new solutions and recommend standards against which others will operate
• Interprets guidelines, standards, policies, and results of analysis to inform decision making at senior levels
• Builds stakeholder alignment in leading activities, identifying, and leading problem resolution
• Works independently as a subject matter expert within own area of specialty and act as an escalation point and/or knowledge resource for others

Responsibilities

Compiles, analyzes, and evaluates data, conducting modeling on multiple data inputs related to assigned companies/industries and/or financial markets and economic analysis research reports (e.g., initiating coverage reports, thematic reports, quarterly reporting initiatives, and marketing packages)

Aids in the development of valuation tools and provides advice to institutional clients

Aids in the preparation of forecasting models (e.g., forecast quarterly and annual earnings)

Maintains and enhances financial models and databases

Stays current on market data, economic information, and key industry developments as well as internal policies and regulatory standards (as communicated by Compliance) to assist in maximizing profitability through sound and well-informed decisions

Works closely with senior research leads on the ongoing publication of research reports and may assist with ad hoc projects as assigned

May have interaction with clients; develops and presents client presentations

Requirements

Undergraduate degree

2+ years related experience

FINRA SIE, Series 63, 86 & 87, or willing to obtain

Holds or is working towards a CFA designation preferred for publishing analysts and associates

Masters or PhD preferred

Qualifications

Education & Experience

• Undergraduate degree
• 2+ years related experience
• FINRA SIE, Series 63, 86 & 87, or willing to obtain
• Holds or is working towards a CFA designation preferred for publishing analysts and associates
• Masters or PhD preferred

Skills

Expert level professional role requiring in-depth knowledge/expertise in own domain/field of specialty and working knowledge of broader related areas to run data analysis and develop research reports

Uses advanced methods to contribute to new solutions and recommend standards against which others will operate

Interprets guidelines, standards, policies, and results of analysis to inform decision making at senior levels

Works independently as a subject matter expert within own area of specialty and act as an escalation point and/or knowledge resource for others

Benefits

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.

The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Pay

$115,000 - $200,000 USD

Schedule

40 hours per week