Director, Equity Research - Energy

TD•New York, NY

2d•Onsite

About The Position

Conducts a range of comprehensive analysis and research on individual corporations, industries, financial markets and/or economic developments to support business needs and publish high quality research reports/presentations aligned to industries and various markets. Also provides critical insights and industry information to support advisory services. Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork, and handling any/all disciplinary actions, as required. Recognized as a top-level expert within the company requiring significant in-depth and/or breadth of expertise in a complex field and knowledge of broader related areas. Takes a lead role as a recognized subject matter expert in modeling and interpretation of advanced insights within research reports. Integrates knowledge of the enterprise function’s overarching strategy in leading program design, policy formulation, or operating standards within one or more areas of expertise. Anticipates emerging business trends and regulatory / risk issues as a basis for recommending large-scale product, technical, functional, or operational improvements. Serves as a source of expert advice to senior management in field of specialty; may lead a team of related specialists / experts to solve unique and ambiguous problems with broad impact. Applies innovative thinking to develop new solutions, impacts technical / functional direction and resource allocation. Senior specialist providing advisory services to executives. Engages stakeholders to take action, influence change, and frame information in a broader organizational context. Governs the requirements for own work, operating within general policies and industry guidelines.

Requirements

Undergraduate degree
8+ years related experience
FINRA SIE, Series 63, 86, 87

Nice To Haves

Masters or PhD preferred
CFA designation preferred for publishing analysts and associates

Responsibilities

Conducts a range of comprehensive analysis and research on individual corporations, industries, financial markets and/or economic developments to support business needs and publish high quality research reports/presentations aligned to industries and various markets.
Provides critical insights and industry information to support advisory services.
Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork, and handling any/all disciplinary actions, as required.
Takes a lead role as recognized subject matter expert in modeling and interpretation of advanced insights within research reports.
Integrates knowledge of the enterprise function’s overarching strategy in leading program design, policy formulation, or operating standards within one or more areas of expertise.
Anticipates emerging business trends and regulatory / risk issues as a basis for recommending large-scale product, technical, functional, or operational improvements.
Serves as a source of expert advice to senior management in field of specialty; may lead a team of related specialists / experts to solve unique and ambiguous problems with broad impact.
Applies innovative thinking to develop new solutions, impacts technical / functional direction and resource allocation.
Senior specialist providing advisory services to executives.
Engages stakeholders to take action, influence change, and frame information in a broader organizational context.
Governs the requirements for own work, operating within general policies and industry guidelines.
Works closely with the sales and trading group to develop new relationships, and with other analysts and associates to provide ongoing guidance.
Develops and maintains contacts and relationships in the community and with institutional clients.
Leads in the compilation and evaluation of multiple data inputs for: Companies/industries and/or Financial markets and economic analysis research reports (e.g., initiating coverage reports, thematic reports, quarterly reporting initiatives, and marketing packages).
Publishes high quality, comprehensive analysis and research on industry sectors and companies and/or financial markets and economic development.
Develops business relationships and generates profits from producing and sharing regular research publications.
Provides service to clients (internal and external) in the form of information, expertise, analysis, and opinions regarding market information, financial markets, economic outlook, and investment strategies.
Keeps abreast of market data, economic information, and key industry developments, as well as internal policies and regulatory standards (as communicated by Compliance) at all times to assist in maximizing profitability through sound and well-informed decisions; develop and maintain contacts with market participants.
Demonstrates governance, control, and risk management behaviors in alignment with TD policies and practices.
Adheres to enterprise frameworks or methodologies that relate to activities for our business area.
Ensures respective programs/policies/practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities.
Consistently exercises discretion in managing correspondence, information, and all matters of confidentiality; escalate issues where appropriate.
Participates in cross-functional/enterprise initiatives as a subject matter expert helping to identify risk/provide guidance for complex situations.
Conducts internal and external research projects; support the development/delivery of presentations and communications to management or broader audience.
Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/policies/practices.
Monitors service, productivity, and assess efficiency levels within own function and implement continuous process/performance improvements where opportunities exist.
Actively manages relationships within and across various business lines, corporate, and/or control functions and ensures alignment with enterprise and/or regulatory requirements.
Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite.
Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation, and teamwork, and ensure timely communication of issues/points of interest.
Provides thought leadership and/or industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit.
Keeps current on emerging trends/developments and grow knowledge of the business, related tools, and techniques.
Participates in personal performance management and development activities, including cross training within own team.
Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities.
Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
Leads, motivates, and develops relationships with internal and external business partners/stakeholders to develop productive working relationships.
Contributes to a fair, positive, and equitable environment that supports a diverse workforce.
Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally.