2027 Summer Analyst Program - Investment Banking, Healthcare (San Francisco)

TD Bank•San Francisco, CA

2d•$30 - $45

About The Position

202 7 Summer Analyst Program - Investment Banking , Healthcare (San Francisco ) TD Cowen, a division of TD Securities is a market leader in Capital Markets and Corporate & Investment Banking, delivering a full suite of integrated products and services across a wide range of industries. Our Investment Banking business provides world-class advice and execution services to guide corporations, financial institutions and financial sponsors through strategic M&A opportunities and capital markets transactions. Our client-first, solutions -oriented, and product agnostic approach drives high quality transaction outcomes and long-lasting relationships. Our Investment Banking Summer Analyst program offers an exciting opportunity to gain valuable hands-on experience and deep insights into our day-to-day work as we deliver on innovative strategies and solutions to meet the objectives of our clients. You will work on a collaborative and dynamic team, during which you will develop extensive industry experience, build long-lasting relationships and create best-in-class, client-facing presentation materials and financial models. Summer analysts will have the opportunity to learn about key healthcare sectors including biotechnology, medical technology and healthcare technology. Participate in an immersive orientation and rigorous technical training program that is focused on building a strong foundation in financial analysis, accounting and valuation skills. Build and maintain complex financial models. Perform various financial analyses and apply valuation tools to assess opportunities. Conduct comprehensive and in-depth company and industry research. Draft external marketing materials and client pitch presentations. Support in the execution of financing and M&A transactions. Collaborate with various teams across the Corporate & Investment bank. What makes Investment Banking right for you? Investment Banking at TD Cowen offers the opportunity to gain extensive industry experience, develop long-lasting client relationships and create best-in-class, client-facing presentation materials and financial models. Analysts will work in a fast-paced environment that is challenging yet collaborative and motivating. Along with establishing soft skills (communication, professionalism, etc.) and technical skills (financial modeling, valuation analysis, etc.), successful analysts develop strong attention to detail, proactivity, urgency, pride, work ethic and enthusiasm. Who We Are Looking For The Intern assists designated department management and staff in performing assigned tasks under direct or general supervision. Exemplifies the TD Securities Culture and Customer Service Philosophy. The intern will be required to interact with various internal and external groups. Depth & Scope: Builds an understanding of the businesses and Customers the role supports May answer and direct incoming calls internally and externally Provides support for Manager and others areas, as indicated May assist in completing various departmental projects/reports May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects Analyzes specific accounts Assists in the preparation of specific federal and state returns Assists with projects Assists in the audit requests Assists with operational and administrative functions May support or partner with several business functions/areas/departments Participates in various projects and tasks, as assigned

Requirements

Pursuing a bachelor’s degree with an anticipated graduation date between December 2027 and June 2028.
Authorized to work in the United States without the need for employer sponsorship.
For individuals whose work authorization is or will be based on F-1 optional practical training, your degree or anticipated degree must be in a qualifying STEM program, as reflected on your Form I-20 .
This role is not suitable for individuals who are ineligible for a STEM OPT extension
Results driven, proven academic excellence and strong interpersonal skills.
High ethical and professional standards.
Strong financial/analytical skills, knowledge of MS Excel preferred.
Proactive and highly motivated.
Able to work effectively in a team environment and independently.
Demonstrated leadership (i.e., sports, clubs, extracurricular activities, and philanthropy, etc.).
High School Diploma required
Currently enrolled in 4 year college program or post graduate program
Excellent computer skills, including Microsoft Office
Excellent interpersonal skills
Demonstrated leadership qualities
Good written and oral communications skills
Detail oriented and self-motivated
Ability to handle multiple tasks in a fast-paced environment
Ability to work in an office environment
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds – Occasional
Sitting – Continuous
Standing – Occasional
Walking – Occasional
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
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

Nice To Haves

3.2 GPA or higher preferred
Strong financial/analytical skills, knowledge of MS Excel preferred.

Responsibilities

Build and maintain complex financial models.
Perform various financial analyses and apply valuation tools to assess opportunities.
Conduct comprehensive and in-depth company and industry research.
Draft external marketing materials and client pitch presentations.
Support in the execution of financing and M&A transactions.
Collaborate with various teams across the Corporate & Investment bank.
Builds an understanding of the businesses and Customers the role supports
May answer and direct incoming calls internally and externally
Provides support for Manager and others areas, as indicated
May assist in completing various departmental projects/reports
May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects
Analyzes specific accounts
Assists in the preparation of specific federal and state returns
Assists with projects
Assists in the audit requests
Assists with operational and administrative functions
May support or partner with several business functions/areas/departments
Participates in various projects and tasks, as assigned

Benefits

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals.
Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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, and reward and recognition.

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