VP - Research Analyst-NYC, NY-Epoch

Description

The Vice President - Research Analyst is responsible for researching and analyzing companies and generating investment ideas.

The Vice President - Research Analyst researches companies across an assigned capitalization, industry and / or geographical spectrum.

The Vice President - Research Analyst works within the framework of the equity strategies, which are based on a free cash flow methodology that blends fundamental and quantitative insights.

Depth & Scope :

• Researches, analyzes, and recommends investment ideas for inclusion in Epochs strategies
• While the primary focus will be to the strategy, sector and / or geography to which they are assigned, the analyst also contributes ideas, as appropriate, to the firms other strategies
• Generates and researches investment candidates based on the analysts experience and expertise
• The analyst also researches investment candidates as directed by the portfolio manager and / or generated by the firms quantitative and screening processes
• Contributes to the firms broader research efforts by actively participating in investment research meetings, sharing knowledge, and collaborating with colleagues as necessary
• Contributes to and participates in marketing and client service activities including presentations, meetings, and calls with clients, prospects, and consultants

Education & Experience :

• Bachelors degree required plus an MBA and / or CFA preferred
• Demonstrated track record of success in the strategy, sector and / or geography to which they are assigned, utilizing a methodology similar to that of the firm, i.

e. free cash flow metrics rather than accounting terminology

• A highly developed skill set in developing a view on a company as a result of detailed financial modeling as well as industry and company research
• An ability and willingness to research investment ideas in other sectors and geographies as necessary
• An ability to combine a macro / global understanding with fundamental stock-picking that has led to positive performance over market cycles
• Self-starter with the capacity to function with minimal supervision while providing appropriate and meaningful feedback to portfolio managers
• Consummate team player who will contribute across the firms strategies in a collegial and collaborative investment culture
• Strong verbal and written presentation skills
• Strong leadership skills evidenced by example and possessing the potential to assume additional responsibilities over time
• Highly motivated to be successful and help build a firm of substance where clients are the priority
• Intellectual curiosity and a passion for the investment industry
• Has comprehensive experience analyzing securities in the strategy, sector and / or geography to which they are assigned
• Still developing and refining research knowledge, skills and judgment

Customer Accountabilities :

• Understands and supports the Banks Customer Service Strategy.
• Considers the impact of advice and decisions on the well-being of the Bank, as well as its customers, its employees and stakeholders
• Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
• Leads, coaches and models quality service delivery at every interaction
• Supports the ongoing improvement of the partner / Customer experience

Employee / Team Accountabilities :

• Sets appropriate context for the business unit / function to enable optimal performance and alignment to strategy
• Supports the creation of goals and objectives for the business unit / function as well as to communicate those goals and objectives to the team
• Build capability supports / executes plans to acquire, develop and retain the diverse teams with the skills and experience necessary to realize on current and future business strategies
• Role model behaviors consistent with TD's leadership profile, customer and employee experience agendas and risk and control culture
• Creates an extraordinary place to work advance and sustain a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
• Leads, coaches and develops a highly effective team by ensuring on-going training and performance and development management

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 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.

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.

Additional Information :

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at .

Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.