Equity Research Associate - Software & Business Services

TD Bank•New York, NY

9d•Onsite

About The Position

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. This is an 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. It involves integrating the broader organizational and industry context into advice and solutions, solving complex problems requiring analysis of multiple variables, and using advanced methods to contribute to new solutions and recommend standards against which others will operate. The role requires building stakeholder alignment in leading activities, identifying and leading problem resolution, and working independently as a subject matter expert. The associate will act as an escalation point and/or knowledge resource for others.

Requirements

Undergraduate degree
2+ years related experience
FINRA SIE, Series 63, 86, & 87 or willing to obtain

Nice To Haves

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

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)
Assists in the development of valuation tools and provides advice to institutional clients
Assists 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
Develops and maintains contact with market participants
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
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