Equity Research Associate - Enterprise Software

Job Information

• Location:
  
  Boston, Massachusetts, United States of America
• Hours:
  
  40
• Line of Business: TD Securities
• Pay: $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.

Expert level professional role requiring in‑depth knowledge and 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, uses advanced methods to contribute to new solutions and recommend standards, interprets guidelines to inform decision making at senior levels, builds stakeholder alignment, works independently as a subject matter expert, and serves as an escalation point.

• 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 interact with clients; develops and presents client presentations.
• Builds governance, control and risk‑management behaviors in alignment with TD policies and practices.
• Participates fully as a member of the team, fostering service to the business, quality, innovation and teamwork.

• Undergraduate degree.
• 2+ years related experience.
• FINRA SIE, Series 63, 86 & 87, or willingness to obtain.
• Holds or is working toward a CFA designation preferred for publishing analysts and associates.
• Master’s or PhD preferred.

The role involves primarily sedentary work and the use of standard office equipment. Certain tasks may require occasional walking, standing and lifting (under 25 lbs.) as described in the job specifications.

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.