TD EPOCH-Director-Research Analyst

at  TD Bank

JOB DESCRIPTION:

The Director - Research Analyst is responsible for researching and analyzing companies and generating investment ideas. The Director - Research Analyst researches companies across an assigned capitalization, industry and/or geographical spectrum. The Director - Research Analyst works within the framework of the Shareholder Yield equity strategy, which is based on a free cash flow methodology that provides investor returns through dividends, share buybacks, and debt reduction.

EDUCATION & EXPERIENCE:

• Bachelors degree required; MBA and/or CFA preferred.
• 10+ years of fundamental equity research experience
• Demonstrated track record of success in the strategy, sector and/or geography to which they are assigned, utilizing a methodology similar to that of the firm, i.e. free cash flow metrics rather than accounting terminology
• A highly developed skill set in developing a view on a company as a result of detailed financial modeling as well as industry and company research
• An ability and willingness to research investment ideas in other sectors and geographies as necessary
• An ability to combine a macro / global understanding with fundamental stock-picking that has led to positive performance over market cycles
• Self-starter with the capacity to function with minimal supervision while providing appropriate and meaningful feedback to portfolio managers
• Consummate team player who will contribute across the firm’s strategies in a collegial and collaborative investment culture
• Strong verbal and written presentation skills
• Strong leadership skills evidenced by example and possessing the potential to assume additional responsibilities over time
• Highly motivated to be successful and help build a firm of substance where clients are the priorityIntellectual curiosity and a passion for the investment industry

PHYSICAL REQUIREMENTS:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

• Domestic Travel – Occasional
• International Travel – Occasional
• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds – Occasional
• Sitting – Continuous
• Standing – Occasional
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Never
• Squatting – Occasional
• Bending – Occasional
• Kneeling – Never
• Crawling – Never
• Climbing – Never
• Reaching overhead – Never
• Reaching forward – Occasional
• Pushing – Never
• Pulling – Never
• Twisting – Never
• Concentrating for long periods of time – Continuous
• Applying common sense to deal with problems involving standardized situations – Continuous
• Reading, writing and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

WHO WE ARE:

TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

• Understands and supports the Bank’s Customer Service Strategy
• Considers the impact of decisions on the well-being of TD, and its customers and stakeholders.
• Provides the highest level of customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity. Model quality service delivery at every interaction
• Leads and contributes to the ongoing improvement of the partner / Customer experience. Employee and Team Accountability
• Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD’s diversity agenda, and creates an extraordinary employee experience
• Participate fully as a member of the team and contribute to a positive work environment
• May provide leadership, training, and guidance to other team members
• Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest
• Actively shares information and knowledge, and proactively learns from the expertise of others