Analyst - TDS
TD Bank•Dallas, TX
•Onsite
About The Position
The Investment Banking Analyst will provide specialized financial and statistical analysis on a broad range of marketing and execution activities, including conducting research, performing on-going analyses, preparing supporting documentation, and assisting in due diligence efforts on transactions. This is an 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
- 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 on 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
- 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
- reward and recognition
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
