Fundamental Equity Analyst

6 days ago


Golden Horseshoe, Canada The Toronto-Dominion Bank (Canada) Full time
Fundamental Equity Analyst

Work Location: Canada

Hours: 37.5

Line of Business: TD General

Pay Details: We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

Department Overview

The Wealth Investment Office (WIO) is committed to providing institutional-grade investment strategy, portfolio management and goals-based models and portfolios for private clients. We set the standard for investment strategy and portfolio management ensuring portfolios are process driven, goal-based, positively risk adjusted, scalable, efficient and compliant across TD Bank Group’s Wealth Management division.

WIO provides holistic portfolio management, counsel and guidance across a broad range of investment methodologies including traditional, endowment and risk-aware allocations.

DESCRIPTION:

The role will be to support the Senior Equity Portfolio Managers as an equity analyst with sector-specific and generalist coverage of public equities.

KEY RESPONSIBILITIES:

  • Conducting in-depth company and industry research to evaluate equities and generate actionable investment ideas for the WIO Core fundamental and CoreQ quantitative equity portfolios.
  • Building and maintaining financial models to assess operating and financial inflection points and equity valuation.
  • Staying highly informed of material news flow in sectors under coverage, alerting portfolio managers in real-time of events relevant to equity portfolio holdings and watch list ideas.
  • Participating in weekly investment team meetings, including pitching top buy and sell ideas, contributing to market update call content, and recording minutes.
  • Participating in conference calls for the investment advisor field, presenting market analysis and sector updates.
  • Contributing to various WIO publications on a monthly, quarterly, and ad hoc basis.

The successful candidate will:

  • Be passionate and curious about investing in equity markets and have a strong desire to build a career in investment management.
  • Be a keen 'stock-picker' driven to seek out investment opportunities and risks.
  • Be highly proficient at comprehensive fundamental and quantitative analysis.
  • Have excellent time management and organizational skills.
  • Be a self-starter with a demonstrated ability to work independently while also collaborating with the team.
  • Have strong interpersonal, communication and presentation skills.

REQUIRED SKILLS:

  • Chartered Financial Analyst (CFA) designation or nearing completion (level two minimum).
  • Master's level degree in a quantitative discipline is preferred.
  • A minimum of five years' (seven+ preferred) experience working in public equity markets.
  • Expert knowledge of one or more GICS sectors.
  • High level of proficiency in Microsoft Office, particularly advanced visualization of data in Excel.
  • Proficiency in financial software applications (FactSet, Bloomberg) for data sourcing, quantitative analysis and modeling.

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.

Our Total Rewards Package:
Our Total Rewards package reflects the investments we make in our colleagues to help them achieve their financial, physical, and mental well-being goals.

Additional Information:
We’re delighted that you’re considering building a career with TD.

Interview Process:
We’ll reach out to candidates of interest to schedule an interview.

Accommodation:
Your accessibility is important to us. Please let us know if you’d like accommodations to help us remove barriers.

Language Requirement: N/A

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