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Portfolio Research Analyst, Fundamental Equities

Regina, SK
Full Time
2 days ago
Company Overview

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Department Overview
TD Asset Management (TDAM) is a member of TD Bank Financial Group and is one of Canada's largest investment management firms. As of December 30, 2020, TDAM and its affiliates manage over $400 billion in assets on behalf of pension, insurance, endowment/foundation and corporate clients, as well as high-net worth clients and retail mutual funds, across both active fundamental and quantitative-based solutions. On the retail investment side, TDAM is the third largest mutual fund company in Canada and manages assets on behalf of more than 1.9 million investors and offers one of the most broadly diversified fund families in Canada. A cornerstone of TDAM's success has been the ability to partner with its clients to develop customized solutions that meet their evolving needs and objectives.

Job Description
To support the firm's continued growth, there exists an opportunity for an Analyst within the Public Equities team. Reporting to the Managing Director & Head of Fundamental Research, this individual will be responsible for equity research for an assigned sector, making stock recommendations, and assisting in key projects focused on the ongoing improvement of our investment management process.

Key Responsibilities:
  • Detailed business and financial analysis of publicly traded companies
  • Develop a deep understanding of the company business model, revenue and cost drivers, competitive positioning and industry dynamics
  • Analyze company financials to assess economic profitability, capital intensity, balance sheet strength and free cash flow production
  • Evaluate company management's track record, operating strategy, capital allocation philosophy and actions
  • Conduct due diligence with senior management, industry contacts, sell-side analysts, and other valuable primary sources
  • Take the lead in creating investment recommendations which communicate key company attributes, research conclusions, valuation and major risks/concerns
  • Gain a deep understanding of the quant and risk aspects of the investment process
  • Maintain and update internal models as required
  • Client interaction; some global travel may be required
  • Attend industry conferences and seminars to gather information

  • 2 to 5 years of industry experience in capital markets within equity research, investment banking or related
  • Relevant post-secondary education, undergrad in math, finance, accounting, economics, or related studies. Preferably working towards or hold a CFA designation; MBA would be an asset
  • Solid analytical and modelling skills
  • Exceptional skills in Excel including macros
  • Prior knowledge and experience of using FactSet and Bloomberg
  • Programming in SQL, Python or R would be considered an asset
  • Ability to work in a fast-paced team environment



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 and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Management and Executive