Fundamental Equity Analyst

2 weeks ago

Toronto, Canada TD Bank Full time

**TD Description**

Stay current and competitive. Carve out a career for yourself. Grow with us.

**Department Overview**
- 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 — including Financial Planning, Private Investment Advice, Private Investment Counsel and Family Office. WIO is a place for professionals who love to manage money and get excited about the opportunity to consult with others on how to build and manage investment portfolios. This is not a place for people stuck in neutral. WIO is a dynamic, multifaceted, multi-channel group working on numerous priorities and initiatives in a fast-paced environment.
- WIO provides holistic portfolio management, counsel and guidance across a broad range of investment methodologies including traditional, endowment and risk-aware allocations. WIO is the portfolio manager of Core Asset Allocation, Core Equity, CoreQ Quantamental Equity Portfolios and Risk Priority Portfolios.
- WIO plays a role in the education and ongoing support of TD Wealth advisors through numerous internal and client-facing publications, as well as presentations, seminars and one-on-one communications to advisors.
- The role will be to support the Senior Equity Portfolio Managers as an equity analyst with sector-specific and generalist coverage of Canadian, US, and global equities.
- The equity analyst will conduct fundamental equity research primarily on North American equities, to generate actionable investment ideas, and keep investment views updated.-
**Key Responsibilities**:

- Conducting in-depth company and industry research to evaluate equities for the WIO Core fundamental and CoreQ quantitative equity portfolios
- Building and maintaining financial models to assess operating and financial performance and valuation and generate actionable investment ideas
- 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 names.
- Participating in weekly investment team meetings, contributing with qualitative and quantitative market insights gained from ongoing research activities to help inform the team's investment decisions
- Participating in conference calls for the investment advisor field, presenting analysis and market updates
- Contributing to various WIO publications on a monthly, quarterly, and ad hoc basis
- Contributing to and/or preparing WIO's daily pre-market news and market data client note

**Job Requirements**
- Be passionate and insatiably 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 opportunities to contribute alpha to portfolios in pursuit of outperforming the market and peers
- Be highly proficient at comprehensive fundamental analysis including at the macroeconomic, industry, and company-specific level
- Be highly proficient at analyzing and interpreting large amounts of data related to equities, interest rates, credit markets, economics and political events
- Excel at presenting data and conclusions in written and chart form (must be an Excel “guru”)
- Have deep knowledge in one or more GICS sectors
- Have excellent time management and organizational skills with an ability to work under pressure, within tight timelines and with strict attention to detail
- Be a self-starter with a demonstrated ability to work independently while also collaborating with the team and contributing to team goals
- Have strong interpersonal, communication and presentation skills (sales experience a plus) with an ability to provide investment views in a clear and concise manner
- Work well with others and have a positive mindset that emanates a natural passion and enthusiasm for the role and as a member of the investment management team

**Required Skills**:

- Ability to verbally communicate research findings clearly as well as through both first-draft written articles and first-draft written presentations. Charting (creative) is a critical skill
- Ability to complete tasks under tight deadlines and efficiently prioritize multiple work streams.
- High level of proficiency in Microsoft Office suite is a must, particularly advanced modeling capabilities in Excel and proficiency in building marketing presentations in PowerPoint.

**Inclusiveness**

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live

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