VP, Equity Research - Healthcare Technology & Distribution

Work location: New York, New York, United States of America. Full-time role (40 hours per week) within TD Securities.

About the role

Conducts comprehensive analysis and research on individual corporations, industries, financial markets, and/or economic developments to support business needs and publish high-quality research reports and presentations. Provides critical insights and industry information to support advisory services.

This is a highly seasoned professional role requiring substantial expertise in a complex field, with knowledge of broader related areas. The role involves leading advanced modeling and interpretation of insights within research reports, integrating cross-functional knowledge, and solving complex problems. Acts as a technical expert and lead, influencing senior stakeholders and driving business objectives.

Responsibilities

• Lead the modeling and interpretation of advanced insights within research reports.
• Integrate knowledge of sub-function’s overarching strategy to develop solutions across multiple functions or operations.
• Interpret internal and external business challenges and industry environments; recommend courses of action and best practices.
• Solve or lead others in solving complex problems; develop new solutions in collaboration with cross-functional teams.
• Communicate difficult concepts effectively, converting information into compelling business context and advice for senior stakeholders.
• Act as a technical expert, integrating cross-functional knowledge to impact business objectives.
• Work closely with sales and trading groups to develop new relationships and provide ongoing guidance to analysts and associates.
• Develop and maintain contacts and relationships with institutional clients and the broader community.
• Compile and evaluate multiple data inputs for research reports, including initiating coverage reports, thematic reports, quarterly reporting initiatives, and marketing packages.
• Publish high-quality, comprehensive analysis and research on industry sectors, companies, financial markets, and economic developments.
• Develop business relationships and generate profits through regular research publications.
• Provide service to internal and external clients in the form of information, expertise, analysis, and opinions on market information, financial markets, economic outlook, and investment strategies.
• Stay abreast of market data, economic information, key industry developments, and internal policies and regulatory standards to maximize profitability.
• Demonstrate governance, control, and risk management behaviors aligned with TD policies and practices.
• Ensure programs, policies, and practices comply with internal and external requirements and align with business priorities.
• Exercise discretion in managing confidential information and escalate issues as appropriate.
• Participate in cross-functional initiatives as a subject matter expert, providing guidance on complex risk situations.
• Conduct internal and external research projects; support the development and delivery of presentations to management or broader audiences.
• Analyze data at the functional or enterprise level, using results to draw conclusions, make recommendations, and assess program effectiveness.
• Monitor service and productivity; implement continuous process and performance improvements.
• Actively manage relationships across business lines, corporate functions, and control functions to ensure alignment with enterprise and regulatory requirements.
• Foster a culture of risk management and control, supported by effective processes.
• Participate as a team member, supporting a positive work environment that promotes service, quality, innovation, and teamwork.
• Provide thought leadership and industry knowledge; participate in knowledge transfer within the team and business unit.
• Stay current on emerging trends and developments; grow knowledge of the business, tools, and techniques.
• Participate in personal performance management and development activities, including cross-training.
• Mentor others, share knowledge and experiences, and leverage best practices to develop team skills.
• Lead, motivate, and develop relationships with internal and external business partners and stakeholders.
• Contribute to a fair, positive, and equitable environment that supports a diverse workforce.
• Act as a brand ambassador for the business area and the bank, both internally and externally.

Requirements

• Undergraduate degree.
• 5+ years of related experience.
• FINRA SIE, Series 63, 86, and 87 certifications, or willingness to obtain them.
• Master’s degree or PhD preferred.
• CFA designation preferred for publishing analysts and associates.

Pay

Base pay range: $225,000 - $225,000 USD per year. TD is committed to providing fair and equitable compensation opportunities. The base pay offered may vary based on skills, experience, job-related knowledge, geographic location, and other business and organizational needs.

Benefits

TD offers a Total Rewards package that includes:

• Base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards).
• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO).
• Banking benefits and discounts.
• Career development and reward and recognition programs.

Schedule

• Full-time role (40 hours per week).
• Domestic travel: occasional.
• International travel: none.

Physical Requirements

• Performing sedentary work: continuous (67-100%).
• Performing multiple tasks: continuous (67-100%).
• Operating standard office equipment: continuous (67-100%).
• Responding quickly to sounds: occasional (1-33%).
• Sitting: continuous (67-100%).
• Standing: occasional (1-33%).
• Walking: occasional (1-33%).
• Moving safely in confined spaces: occasional (1-33%).
• Lifting/carrying (under 25 lbs.): occasional (1-33%).
• Squatting: occasional (1-33%).
• Bending: occasional (1-33%).
• Reaching forward: occasional (1-33%).
• Concentrating for long periods: continuous (67-100%).
• Applying common sense to standardized problems: continuous (67-100%).
• Reading, writing, and comprehending instructions: continuous (67-100%).
• Basic arithmetic (adding, subtracting, multiplying, dividing): continuous (67-100%).

About TD Securities

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients. With more than 6,500 professionals across 40 cities globally, TD Securities focuses on innovation, execution, and experience. Services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, TD acquired Cowen Inc., expanding access to a premier U.S. equities business and a highly diverse equity research franchise, further strengthening its investment bank.