VP - Research Analyst (US)

Vice President - Research Analyst

Work Location : New York, New York, United States of America Hours : 40 Pay Details : $160,000 - $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. Line of Business : EPOCH LLC

Job 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 firm's 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 firm's quantitative and screening processes Contributes to the firm's 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 firm's 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

Preferred Qualifications

Candidates without direct finance experience are encouraged to apply if they are actively pursuing the CFA designation.

Education : Bachelor's or Master's in Finance, Economics, Computer Science, Engineering, Mathematics, or related quantitative fields.

Experience : 37 years in quantitative research, data visualization, or financial analytics (preferably in asset management or hedge funds). Candidates without direct finance experience are encouraged to apply if they are actively pursuing the CFA designation.

Technical Skills : Strong programming in Python (preferred) or R for data manipulation and visualization. Proficiency with visualization tools (Dash, Power BI, Plotly, Streamlit, Tableau). SQL and data integration experience. Familiarity with natural language processing and cloud development (Azure strongly preferred).

Soft Skills : Intellectual curiosity and a problem-solving mindset. Strong attention to detail. Collaborative mindset and ability to communicate technical concepts clearly and collaborate across teams.

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.