What are the responsibilities and job description for the Associate TDS Research (US) position at TD Bank?
Hours
40
Pay Details
$66,560 - $109,720 annually
Job Details
Equity Research Associate – Energy & Sustainability
Job Overview
TD Cowen is looking for a Research Associate to join its Energy & Sustainability – Integrated Oil, Refining & Next Generation Fuels team in New York. The role is an exciting opportunity to cover companies that are balancing the dual challenge of meeting growing energy demand in an increasingly sustainable way. The job offers exposure to evolving businesses that are anchored to legacy hydrocarbon operations and at the same time are pursuing low-carbon energy solutions.
The successful candidate will work directly with the Senior Research Analyst on many aspects of the research process including; building and maintaining financial models, performing financial analysis and due diligence, writing investment-driven research reports, developing oil commodity research and undertaking a wide array of industry analyses and competitive assessments. The associate will have broad exposure to company managements, investor conferences, and the research process that professional investment analysts utilize to make investments and recommendations.
Job Requirements / Qualifications
The following are the minimum requirements for the position:
Job Overview
TD Cowen is looking for a Research Associate to join its Energy & Sustainability – Integrated Oil, Refining & Next Generation Fuels team in New York. The role is an exciting opportunity to cover companies that are balancing the dual challenge of meeting growing energy demand in an increasingly sustainable way. The job offers exposure to evolving businesses that are anchored to legacy hydrocarbon operations and at the same time are pursuing low-carbon energy solutions.
The successful candidate will work directly with the Senior Research Analyst on many aspects of the research process including; building and maintaining financial models, performing financial analysis and due diligence, writing investment-driven research reports, developing oil commodity research and undertaking a wide array of industry analyses and competitive assessments. The associate will have broad exposure to company managements, investor conferences, and the research process that professional investment analysts utilize to make investments and recommendations.
Job Requirements / Qualifications
The following are the minimum requirements for the position:
- Bachelor's degree with a minimum of 2 years of work relevant work experience, preferably related to the energy/oil/refining sector
- Strong quantitative, financial modeling and Excel skills with a thorough understanding of financial statements, financial analysis and the investment process
- Equity Analysis and FINRA licenses (SIE, 63, 86, and 87) preferred
- CFA or CFA track a plus
- Strong written and verbal communication skills with an acute attention to presentation details
- Proven ability to work well on teams, self-motivated, showing initiative, and a willingness to work hard
Job Requirements
Job Description
Depth & Scope:
- Highly seasoned professional role requiring substantial knowledge / expertise in a complex field and knowledge of broader related areas
- Takes a lead role in modeling and interpretation of advanced insights within research reports
- Integrates knowledge of sub-function's overarching strategy in developing solutions across multiple functions or operations
- Interprets internal/external business challenges and the industry environment, recommends course of action and best practices to improve products, processes, or services
- Solves or may lead others to solve complex problems; leads efforts or partners with others to develop new solutions
- Uses sophisticated analytical thought to exercise judgement and identify solutions
- Communicates difficult concepts; converts information to compelling business context and advice; influences and gains alignment across increasingly senior stakeholders
- Acts as a technical expert / lead integrating cross-functional knowledge, impacting the achievement of business objectives
- Work is guided by policies and industry standards/methods
- Works autonomously as the lead and guide others within area of expertise
Education & Experience:
- Undergraduate degree
- Masters or PhD preferred
- CFA designation preferred for publishing analysts and associates
- 5 years related experience
Customer Accountabilities:
- Works closely with the sales and trading group to develop new relationships, and with other analysts and associates to provide ongoing guidance
- Develops and maintains contacts and relationships in the community and with institutional clients
- Leads in the compilation and evaluation of multiple data inputs for:
- Companies/industries and/or
- Financial markets and economic analysis research reports (e.g., initiating coverage reports, thematic reports, quarterly reporting initiatives, and marketing packages)
- Publishes high quality, comprehensive analysis and research on industry sectors and companies and/or financial markets and economic development
- Develops business relationships and generates profits from producing and sharing regular research publications
- Provides service to clients (internal and external) in the form of information, expertise, analysis, and opinions regarding market information, financial markets, economic outlook, and investment strategies
Qualifications
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
Company Overview
Our Values
At TD, we're guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and behaviors. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career, and be part of our caring and inclusive culture.
Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment, so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.
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.
How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they’ll always have access to the TD community to experience our culture of care.
Who We Are
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
At TD, we're guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and behaviors. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career, and be part of our caring and inclusive culture.
Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment, so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.
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.
How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they’ll always have access to the TD community to experience our culture of care.
Who We Are
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
Inclusiveness
Our Commitment to Diversity, Equity, and Inclusion
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Accommodation
If you are a candidate with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
How We're Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.
We look forward to hearing from you!
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Accommodation
If you are a candidate with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
How We're Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.
We look forward to hearing from you!
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