Analyst, Investment Banking - Financial Institutions Groups
About The Position
We are currently seeking an Analyst to join our Financial Institutions Investment Banking practice in New York. The day-to-day responsibilities of an Analyst include: financial analysis and modeling, preparing client presentations and interacting with senior bankers and clients. Depth & Scope: Works within a deal team under the overall direction of a senior officer Assists in the analysis of clients' financial situations, industry and market data, and M&A opportunities Assists in valuations of private and public companies Performs basic to intermediate financial modeling in Excel Provides input to external client proposals and internal underwriting memos; assists in the preparation of client presentations based upon the above Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank Maintains confidentiality of client information Experienced working professional level role providing a broad range of support to the team
Requirements
- Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics
- Series 7, 79 and 63
- 0-3 years of related experience
Responsibilities
- financial analysis and modeling
- preparing client presentations
- interacting with senior bankers and clients
- Assists in the analysis of clients' financial situations, industry and market data, and M&A opportunities
- Assists in valuations of private and public companies
- Performs basic to intermediate financial modeling in Excel
- Provides input to external client proposals and internal underwriting memos
- assists in the preparation of client presentations based upon the above
- Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank
- Maintains confidentiality of client information
Benefits
- Growth opportunities and skill development are defining features of the colleague experience at TD.
- 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.
- regular development conversations
- training programs
- competitive benefits plan
- access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
- Training & Onboarding
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
