Equity Research Associate — Enterprise Software (Boston)

CFA Institute; Boston (MA); On-site; USD 115,000 - 200,000; Full time

Job summary

TD Securities in Boston is seeking a market research professional to provide high‑quality analysis across corporations, industries, and macro trends. You will compile research, publish insights, and help shape client discussions on investment theses and market opportunities.

The role emphasizes data-driven modeling, collaboration with senior researchers, and delivering actionable reports to institutional clients. A strong background in finance and market analysis is required.

Qualifications

• 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

Responsibilities

• Compiles, analyzes, and evaluates data, conducting modeling on multiple data inputs related to assigned companies/industries and financial markets and economic analysis research reports
• 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 to maximize profitability through informed decisions
• Develops and maintains contact with market participants
• Works with senior research leads on ongoing publication of research reports and client presentations
• May interact with clients and present at client meetings

Skills

Market research

Data analysis

Financial markets

Research reports

Education

Undergraduate degree

2+ years related experience

FINRA SIE, Series 63, 86 & 87, or willing to obtain

CFA designation preferred

Masters or PhD preferred

Job description

TD Securities in Boston is seeking a market research professional to provide high‑quality analysis across corporations, industries, and macro trends. You will compile research, publish insights, and help shape client discussions on investment theses and market opportunities.

The role emphasizes data-driven modeling, collaboration with senior researchers, and delivering actionable reports to institutional clients. A strong background in finance and market analysis is required.