Equity Research Associate - Software & Business Services

About the role

The Equity Research Associate 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. This position will cover the Software & Business Services sector.

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)
• Affords assistance in the development of valuation tools and provides advice to institutional clients
• Affords assistance 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

• 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

Skills

• Strong analytical and research skills
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite
• Ability to manage multiple tasks and prioritize effectively
• Knowledge of financial markets and economic principles

Benefits

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.

Pay

$115,000 - $200,000 USD

Schedule

40 hours per week