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Analyst, Portfolio Research Fundamental Equities

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TD Bank

3mo ago

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Research & Development
    Banking & Finance
  • Regina
  • Quick Apply

AI generated summary

  • You need strong capital markets knowledge, analytical skills, equity research experience, ability to work under pressure, and a relevant degree; CFA pursuit is preferred.
  • You will analyze companies, identify investment opportunities, develop and present research findings, maintain stock coverage, build industry relationships, and attend conferences for insights.

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

Responsibilities

  • 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 maintaining 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.

FAQs

Do we support remote work?

Yes, we support remote work in a hybrid format, with an expectation of team members typically attending the office every day.

What is the work location for this position?

The work location for this position is Canada.

What are the working hours for this role?

The working hours for this role are 37.5 hours per week.

What type of work will the Analyst be doing?

The Analyst will conduct in-depth financial analysis, develop investment ideas, maintain sector-specific research coverage, build relationships within the industry, and attend conferences for insights.

What qualifications are required for this position?

An undergraduate/graduate degree in Engineering, Finance, Mathematics, Economics, Accounting, or an MBA is preferred, along with a CFA designation or progress towards one.

What skills are particularly important for this Analyst role?

Strong understanding of capital markets, analytical and modeling capabilities, problem-solving skills, ability to work under pressure, and excellent communication skills are important for this role.

Is industry experience required for the Analyst position?

While not strictly required, industry experience in capital markets, research, investment banking, or related fields is considered an asset.

What kind of development opportunities does TD offer?

TD offers regular leadership and development conversations, mentorship programs, training sessions, and access to online learning platforms to support career growth.

What is the total rewards package offered by TD?

The total rewards package includes base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, and other employee benefits.

What is the interview process like for this position?

Candidates of interest will be contacted to schedule an interview, and TD communicates outcomes to all applicants by email or phone.

Is there any emphasis on accessibility during the hiring process?

Yes, TD is committed to accessibility and encourages candidates to request accommodations to facilitate their participation in the interview process.

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TD Bank

Finance
Industry
10,001+
Employees

Mission & Purpose

Headquartered in Toronto, Canada, the Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group (TD). TD had CDN$1.9 trillion in assets on July 31, 2023. TD also ranks among the world’s leading online financial services firms, with more than 16 million active online and mobile customers. TD offers a full range of financial products and services to over 27.5 million customers worldwide through four key business lines: - Canadian Personal and Commercial Banking including TD Canada Trust, Business Banking, and MBNA - U.S. Retail including TD Bank, America’s Most Convenient Bank, TD Auto Finance (U.S.), TD Wealth (U.S.) and TD’s investment in Schwab - Wealth Management & Insurance including TD Wealth (Canada), TD Direct Investing, and TD Insurance - Wholesale Banking including TD Securities and TD Cowen