VP, Equity Research - Payments, Processors & IT Services jobs in United States
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TD · 1 day ago

VP, Equity Research - Payments, Processors & IT Services

TD is a leading capital markets provider committed to innovation and execution. The Vice President (VP), Equity Research will conduct comprehensive analysis and research in the FinTech and Payments sector, producing high-quality reports and providing insights to support advisory services.

BankingFinanceFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Conducts a range of comprehensive analysis and research on individual corporations, industries, financial markets and/or economic developments to support business needs and publish high quality research reports/presentations aligned to industries and various markets
Provides critical insights and industry information to support advisory services
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
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
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
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

Qualification

Equity ResearchFinancial AnalysisCFA designationAdvanced ModelingClient Relationship ManagementTeam LeadershipCommunication SkillsProblem SolvingMentorship

Required

Undergraduate degree
FINRA SIE, Series 63, 86, and 87, or willing to obtain
5+ years related experience

Preferred

Masters or PhD preferred
CFA designation preferred for publishing analysts and associates

Benefits

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
Reward and recognition

Company

The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD).

H1B Sponsorship

TD has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2020 (6)

Funding

Current Stage
Late Stage
Total Funding
$65M
Key Investors
U.S. Department of the Treasury
2023-10-03Grant· $65M

Leadership Team

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Brian Jacobson
Chief of Staff to the CEO, TD Bank, America's Most Convenient Bank
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F
Foster Glenn
SVP, Chief Information Security Officer
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Company data provided by crunchbase