Equity Research Associate - Travel & Leisure

TD Bank; New York (NY); On-site; USD 115,000 - 200,000; Full time

Job summary

TD Bank in New York seeks a market research professional to provide high quality analysis on corporations, industries, financial markets and economic developments as assigned.

You will compile data, develop forecasting models, and support the publication of research reports. The candidate should have 2+ years related experience and an undergraduate degree; FINRA/ CFA considerations are a plus.

Collaborate with senior research leads and interact with clients to present insights.

Qualifications

• Undergraduate degree required; 2+ years related experience in market research or finance.
• FINRA SIE and Series 63/86/87 or willingness to obtain is preferred.
• CFA designation is preferred for publishing analysts and associates.

Responsibilities

• Provides market research support in compiling and publishing high quality, comprehensive analysis on corporations, industries, financial markets, and economic developments.
• Develops valuation tools and forecasting models; assists in client presentations and management decisions.
• Maintains and enhances financial models and databases; stays current on market data and regulatory standards.

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

Work Location

New York, New York, United States of America

Hours

40

Line of Business

TD Securities

Pay Detail

$115,000 - $200,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description

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.

Depth & Scope

• 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
• Integrates the broader organizational and industry context into advice and solutions
• Solves complex problems requiring analysis of multiple variables, which may require consultation with multiple stakeholders
• Uses advanced methods to contribute to new solutions and recommend standards against which others will operate
• Interprets guidelines, standards, policies, and results of analysis to inform decision making at senior levels
• Builds stakeholder alignment in leading activities, identifying, and leading problem resolution
• Works independently as a subject matter expert within own area of specialty and act as an escalation point and/or knowledge resource for others

Education & Experience

• 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

Customer Accountabilities

• 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

Shareholder Accountabilities

• 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; escalates 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