TD Bank

Equity Research Associate - Energy

TD Bank • $115K — $200K *
New York, NY 10025In-Person
Finance & Insurance
Less than 5 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • Undergraduate degree required; Masters or PhD preferred
  • 2+ years of relevant experience in market research or financial analysis
  • FINRA SIE, Series 63, 86, 87 or willingness to obtain
  • CFA designation preferred for publishing analysts and associates
  • Expert knowledge in market analysis and financial modeling techniques

Responsibilities

  • Compile and analyze data on assigned companies and industries
  • Assist in developing valuation tools for institutional clients
  • Develop forecasting models for quarterly and annual earnings
  • Enhance financial models and maintain databases
  • Stay current on market data and key industry developments
  • Collaborate with senior research leads for research report publication
  • Present findings to clients and internal stakeholders

Benefits

  • Opportunity to work in a prominent financial services firm in New York
  • Exposure to senior stakeholders and decision-making processes
  • Support for professional development and obtaining certifications
  • Dynamic work environment that encourages innovation and teamwork
  • Potential for mentorship and knowledge transfer within the team
Full 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

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; 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.

About TD Bank

TD Securities offers a range of advisory and capital market services to its clients. The company's range of services includes research, investment banking, capital markets, and global transaction banking. Research consists of commodity and equity research. Investment banking consists of mergers, acquisitions, industry expertise, and credit origination. Global transaction banking consists of trade finance, cash management, and correspondent banking. TD Securities was founded in 1855 and is based in Ontario.

TD Bank Careers

Join the vibrant team at TD Bank, one of North America's leading financial services organizations, where innovation, leadership, and growth go hand in hand. At TD Bank, we are committed to fostering a culture of diversity and inclusion, making it an ideal place for ambitious professionals to thrive. Work You’ll Do At TD Bank, your professional journey is bolstered by a robust support system. From your first interview to every career milestone, you will find opportunities for growth and leadership. Our team is dedicated to helping you develop the skills necessary for success in the ever-evolving financial sector. TD Bank offers a variety of job opportunities across multiple fields, from customer service to investment banking. Each position at TD Bank is a chance to contribute to our culture of innovation and exceptional client service. Internship Programs Kickstart your career with a TD Bank internship. Our programs provide invaluable industry exposure and hands-on experience, making them a perfect starting point for students and recent graduates eager to make their mark in the banking industry. Interns at TD Bank enjoy the unique opportunity to work alongside seasoned professionals, gaining insights that are crucial for future employment. Benefits and Growth TD Bank is deeply committed to the well-being and continuous growth of our team members. We offer competitive benefits packages that cover health, finance, and family care. Our employees enjoy comprehensive health insurance, retirement plans, and generous paid time off, among other perks. Moreover, TD Bank encourages professional development through various training programs, including leadership development and diversity training. These initiatives ensure that our team remains at the forefront of industry standards and best practices. Join Our Team Explore the numerous career paths available at TD Bank and discover how your skills and interests align with our mission. We are actively hiring and continually looking for talented individuals who are passionate about banking and customer service. Networking and Professional Development At TD Bank, we believe in the power of networking and collaboration. Our employees have access to a wide range of networking events, workshops, and seminars that promote career development and professional growth. These platforms not only enhance your professional skills but also expand your industry connections. Stay Connected Keep up to date with the latest at TD Bank Careers by subscribing to our job alert emails. Tailor your subscription to match your career preferences and get the latest news, insider tips, and job opportunities delivered straight to your inbox. Explore job opportunities at TD Bank and be part of a team that values hard work, creativity, and a diverse workplace culture. Your next great career move is just a click away. SEARCH TD BANK JOBS Join us at TD Bank and let your ambition lead you to a rewarding career filled with opportunities to learn, grow, and innovate.
Learn more about TD Bank
Size
90,000 employees
Market Cap
$117.9 billion
Industry
Finance & Insurance
Net Income
-$6.9 million
5 Year Trend
+6.6%
* Ladders Estimates

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