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About the Role

The Associate Investment Banking role involves providing structure, marketing, and execution support to senior team members. This position may also offer transactional, statistical analysis, and executional support on a rotational basis.

Responsibilities

• Provide structure, marketing, and execution activities supporting senior team members.
• Provide transactional, statistical analysis, and executional support on a rotational basis.
• Research and analyze clients' financial situations, industry and market data, and mergers and acquisition opportunities.
• Value private and public companies.
• Perform complex financial and M&A modeling.
• Prepare external client proposals and internal underwriting memos.
• Prepare client presentations.
• Assist with client negotiations and documentation.
• Provide structure, transactional, and marketing support at a professional and subject matter expert level.
• Recommend and implement solutions, providing advanced analysis or specialized work.
• Develop and maintain contacts with market participants.
• Provide updates regarding institutional/retail demand and remaining TD liability for equity deals.
• Work closely with and oversee junior colleagues to ensure accuracy.
• Establish an environment that promotes respect for the individual employee and adheres to Bank policies and guidelines.
• Maintain confidentiality of client information.
• Stay informed on market data, economic information, key industry developments, and regulatory standards.
• Direct, train, and develop staff to enable them to meet challenges, department objectives, and achieve full potential.
• Demonstrate governance, control, and risk management behaviors in alignment with TD policies and practices.

Requirements

• Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics.
• Series 7, 79, and 63.
• 3+ Years of related experience.
• Performing sedentary work – Continuous.
• Performing multiple tasks – Continuous.
• Operating standard office equipment - Continuous.
• Sitting – Continuous.
• 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.

Skills

• Financial modeling
• M&A modeling
• Client presentations
• Market data analysis
• Economic information analysis
• Industry development analysis
• Regulatory standards
• Governance
• Control
• Risk management

Location

• New York, New York, United States of America

Work Type

• Full-time

Experience Level

• 3+ Years of related experience

Education Level

• Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics

Salary/Compensations

• $175,000 - $225,000 USD

Benefits

• Health and well-being benefits
• Savings and retirement programs
• Paid time off (Vacation PTO, Flex PTO, and Holiday PTO)
• Banking benefits and discounts
• Career development
• Reward and recognition
• Training programs
• Mentoring programs

About the Company

• TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients.
• We have more than 6,500 professionals operating out of 40 cities across the globe.
• Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.
• In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
• Together, we are reimagining what banking can be for our clients, colleagues and communities.

Equal Opportunity

• TD Bank is an equal opportunity employer.
• All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
• If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.