Equity Research Associate - Enterprise Software

Work Location Boston, Massachusetts, United States of America Hours 40 Line of Business TD Securities Pay Detail

$115,000 - $200,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job‑related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. 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. 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; escalates 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; supports 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 assesses efficiency levels within own function and implements 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 ensures timely communication of issues/points of interest Provides thought leadership and/or industry knowledge for own area of expertise and participates in knowledge transfer within the team and business unit Keeps current on emerging trends/developments and grows 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 strive to make every interaction, product and experience remarkably human and refreshingly simple. 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. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well‑being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well‑being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at View email address on click.appcast.io. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. #J-18808-Ljbffr CFA Institute