Associate, Equity Research, Energy

Scotiabank - Global Banking and Markets; New York (NY); On-site; USD 165,000 - 195,000; Full time

Job summary

Scotiabank seeks a Senior Associate in Equity Research, Energy, to join the Global Banking and Markets team in New York. You will contribute to forecasting, model updates, and company coverage with Senior Analysts, delivering timely research and client insights.

The role emphasizes rigorous analysis, cross-continental collaboration with US, Canada and Latin America teams, and adherence to compliance and risk controls in a fast-paced, client-focused environment.

Qualifications

• University degree required; preference for business/economics/engineering/computer science.
• Strong financial modeling and accounting skills.
• Experience with Bloomberg, FactSet and AI tools is a plus.

Responsibilities

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Assists the Senior Analyst with day-to-day responsibilities including developing and updating forecasting models, maintaining current up-to-date information for identified companies and monitoring domestic and global economic developments.
• Review daily news services for relevant information that impacts the macro, industry specific and company drivers.
• Communicate with company management to stay informed regarding events that may/will impact company performance.
• Draft research reports which communicate views regarding company specific recommendations and provide commentary on a variety of economic developments.
• Work closely with Senior Analyst in the launch of new company coverage as well as the development of new industry and thematic research reports.
• Partner with other sector colleagues and analysts in the United States, Canada and Latin America on industry and company reports as well as client and corporate events
• Assist sales and trading personnel with communications to investors.
• Facilitate company marketing efforts by coordinating meetings with industry and corporate contacts.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Champions a high performance environment and contributes to an inclusive work environment

Skills

Financial modeling

Excel expertise

Analytical skills

Verbal communication

Written communication

Capital Markets knowledge

Education

University degree

Tools

Bloomberg

FactSet

AI tools

Job description

Requisition ID: 271570

Salary Range: 165,000.00 - 195,000.00

Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Senior Associate, Equity Research, Energy

Global Banking and Markets

Global Banking and Markets (GBM) is a leading Capital Markets and Investment Banking platform with a competitive presence across the Americas, operating globally over 100 years. Scotiabank’s strong US presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.

Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group including transaction banking and trade finance solutions.

Be part of an innovative Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition to every future!

Purpose

Contributes to the overall success of the Scotiabank US Research Department ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Individuals in this role are driven to win and are motivated to grow and ultimately be one of the best in the sector. Additionally, this person works to ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.

What You’ll Do

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Assists the Senior Analyst with day-to-day responsibilities including developing and updating forecasting models, maintaining current up-to-date information for identified companies and monitoring domestic and global economic developments.
• Review daily news services for relevant information that impacts the macro, industry specific and company drivers.
• Communicate with company management to stay informed regarding events that may/will impact company performance.
• Draft research reports which communicate views regarding company specific recommendations and provide commentary on a variety of economic developments.
• Work closely with Senior Analyst in the launch of new company coverage as well as the development of new industry and thematic research reports.
• Partner with other sector colleagues and analysts in the United States, Canada and Latin America on industry and company reports as well as client and corporate events
• Assist sales and trading personnel with communications to investors.
• Facilitate company marketing efforts by coordinating meetings with industry and corporate contacts.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Champions a high performance environment and contributes to an inclusive work environment

What You’ll Bring

• A university degree is required, with a preference for business, economics, engineering, computer science/programming
• FINRA SIE, S-63, S-86 and S-87 designations will be required
• Strong accounting, financial modeling, and analytical skills are required
• Excellent command of Microsoft Suite, with a particular emphasis on Excel is required
• Work experience in a financial, engineering or analytical capacity in computer science/programing field
• Strong written and verbal communication skills
• Capital Markets knowledge/experience would be an asset
• Experience using Bloomberg, FactSet and AI tools would be an asset
• A P.Eng, MBA, CPA/CA designation or enrollment in/completion of the Chartered Financial Analyst (CFA) program is an asset
• Good business judgment and decision-making skills
• Ability to perform under pressure and meet tight deadlines, sometimes for extended periods of time
• Ability to multi-task and manage several on-going projects at the same time
• Energetic, self-motivated, hardworking one firm minded and detail-oriented

Interested

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That’s why we work to grow and diversify talent and engage employees in a performance-oriented culture.

What's in it for you?

Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

#GBMFO2026

Location(s): United States : New York : New York City

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.