Analyst, Portfolio Research Fundamental Equities

at  TD Bank

REQUIREMENTS:

• Strong understanding of capital markets, including financial statement and fundamental analysis, major valuation techniques, macroeconomics, factor-based and quantitative investing strategies, asset allocation, macroeconomics, and portfolio construction.
• Solid analytical and modelling capabilities, an exceptional passion towards public equity markets, and a desire to actively and collaboratively problem-solve within a fast-paced environment
• Excellent track record of analyzing complex multi-faceted problems and arriving at well-thought-out conclusion through applying logical, expert frameworks
• Personal and/or professional track record of intellectual curiosity, market participation, and equity research
• Ability to work under pressure on time-sensitive and sometimes unpredictable developments
• Ability to work independently with no supervision towards clear objectives with ambiguous waypoints
• Comfortable managing relationships and prioritize demanding workloads with numerous portfolio manager stakeholders
• Ability to distill and convey complex financial and fundamental information to a generalist audience
• Industry experience in capital markets within research, investment banking or related fields is an asset

EDUCATIONAL REQUIREMENTS:

• Undergraduate/Graduate degree in Engineering/Finance/Mathematics/Economics/Accounting/MBA or related fields is preferred
• CFA designation or working towards a CFA designation

THE ANALYST WILL WORK DIRECTLY WITH THE INVESTMENT TEAM, COLLABORATING WITH FUNDAMENTAL ANALYSTS, QUANTITATIVE ANALYSTS TO SUPPORT DECISION MAKING BY PORTFOLIO MANAGERS. KEY RESPONSIBILITIES WILL INCLUDE:

• Conducting in-depth financial analysis on companies and industries to identify investment opportunities suitable for TDAM portfolio.
• Developing investment ideas and educating investment and client-facing teams on research finding and recommendations via written research reports and presentations.
• Owning and supporting a sector-specific research coverage by maintain thorough and consistent coverage of relevant stock universe, including proposing new investment ideas and recommending which securities should exit the portfolio.
• Building relationships with company management, industry contacts, research vendors to enhance company’s brand and research capabilities.
• Attending industry conferences and seminars to gain relevant insights.