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.
EDUCATION & EXPERIENCE:
- Undergraduate degree
- Holds or is working towards a CFA designation preferred for publishing analysts and associates
- Masters or PhD preferred
- 2+ years related experience
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; escalate 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
- Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
EMPLOYEE/TEAM ACCOUNTABILITIES:
- Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation, and teamwork, and ensure timely communication of issues/points of interest
- Provides thought leadership and/or industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit
- Keeps current on emerging trends/developments and grow knowledge of the business, related tools, and techniques
- Participates in personal performance management and development activities, including cross training within own team
- Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
- Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
- Leads, motivates, and develops relationships with internal and external business partners/stakeholders to develop productive working relationships
- Contributes to a fair, positive, and equitable environment that supports a diverse workforce
- Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
PHYSICAL REQUIREMENTS:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
- Domestic Travel – Occasional
- International Travel – Never
- 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 Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.