Analyst, Investment Banking - Payments & Financial Technology

TD BankNew York, NY
1d$110,000 - $135,000

About The Position

We are currently seeking an Analyst to join our Payments and Financial Technology 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
  • Works within a deal team under the overall direction of a senior officer

Benefits

  • Growth opportunities and skill development are defining features of the colleague experience at TD.
  • 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.
  • Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
  • You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
  • We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
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