Associate, Investment Banking - Payments & Financial Technology

TD Bank•New York, NY

22d

About The Position

We are currently seeking an Associate to join our Payments and Financial Technology Investment Banking practice in New York. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. Depth & Scope: Works within a deal team under the overall direction of a senior team member Researches and analyzes clients' financial situations, industry and market data, and mergers and acquisition opportunities Values private and public companies Performs complex financial and M&A modeling Prepares external client proposals and internal underwriting memos Prepares client presentations based upon the above Assists with client negotiations and documentation Researches and analyzes clients' financial situations, industry and market data, and M&A opportunities Provides structure, transactional and marketing support at a professional and subject matter expert level to support senior team members as required Recommends and implements solutions, as well as providing advanced analysis or specialized work requiring specialized/advanced knowledge for own area of responsibility Keeps fully informed on market data, economic information and key industry developments as well as regulatory standards at all times to assist in maximizing profitability through sound and well informed decisions Develops and maintain contacts with market participants Works closely with/oversees junior colleagues to ensure accuracy 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 Direct, train and develop staff to enable them to meet challenges, department objectives and achieve full potential You are required to demonstrate governance, control and risk management behaviors in alignment with TD policies and practices.

Requirements

Bachelors’ degree from a leading university
2+ years working in investment banking, investing, corporate development or related roles
Series 79 and 63 preferred, but can be obtained within 4 months of hire

Nice To Haves

prior Payments and Financial Technology coverage preferred, but not required

Responsibilities

financial analysis and modeling
managing a team
preparing client presentations
interacting with senior bankers and clients
Works within a deal team under the overall direction of a senior team member
Researches and analyzes clients' financial situations, industry and market data, and mergers and acquisition opportunities
Values private and public companies
Performs complex financial and M&A modeling
Prepares external client proposals and internal underwriting memos
Prepares client presentations based upon the above
Assists with client negotiations and documentation
Researches and analyzes clients' financial situations, industry and market data, and M&A opportunities
Provides structure, transactional and marketing support at a professional and subject matter expert level to support senior team members as required
Recommends and implements solutions, as well as providing advanced analysis or specialized work requiring specialized/advanced knowledge for own area of responsibility
Keeps fully informed on market data, economic information and key industry developments as well as regulatory standards at all times to assist in maximizing profitability through sound and well informed decisions
Develops and maintain contacts with market participants
Works closely with/oversees junior colleagues to ensure accuracy
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
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