Associate, Investment Banking - Communications & Media
About The Position
The Associate, Investment Banking is responsible for providing structure, marketing, and execution support to senior team members. Working within a deal team under the overall direction of a senior officer, the associate researches and analyzes clients’ financial situations, industry and market data, and mergers and acquisition opportunities. The role includes valuing private and public companies, performing complex financial and M&A modeling, preparing external client proposals and internal underwriting memos, and developing client presentations. The associate assists with client negotiations and documentation; provides transactional and marketing support and advanced analysis; develops and maintains contacts with market participants; and provides updates on institutional and retail demand and remaining TD liability for equity deals. The role also involves working closely with and overseeing junior colleagues, directing and developing staff, maintaining client confidentiality, and following TD governance, control, risk management, and other bank policies. The position requires staying informed about market data, economic information, industry developments, and regulatory standards.
Requirements
- Undergraduate degree in Business (Accounting or Finance), Mathematics, or Economics.
- Series 7, 79, and 63 licenses.
- At least 3 years of related experience.
Responsibilities
- Provide structure, marketing, and execution support to senior team members.
- Research and analyze clients’ financial situations, industry and market data, and mergers and acquisition opportunities.
- Value private and public companies.
- Perform complex financial and M&A modeling.
- Prepare external client proposals, internal underwriting memos, and client presentations.
- Assist with client negotiations and documentation.
- Provide transactional and marketing support, advanced analysis, and specialized work for the team.
- Develop and maintain contacts with market participants.
- Provide updates regarding institutional and retail demand and remaining TD liability for equity deals.
- Work closely with and oversee junior colleagues to ensure accuracy.
- Direct, train, and develop staff.
- Maintain confidentiality of client information and follow bank policies and guidelines.
- Stay informed about market data, economic information, industry developments, and regulatory standards.
- Demonstrate governance, control, and risk management behaviors in alignment with TD policies and practices.
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.
- Training and onboarding.
- Access to an online learning platform and mentoring programs.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
