Associate, Transaction Advisory Group (TAG) – Global Capital Markets Group
About The Position
The Transaction Advisory Group at TD Securities is hiring for an associate position in New York to support the Global Capital Markets Group, with focus on fixed-income origination and execution including Asset-Backed Securities and Leveraged Finance Private Credit businesses. This role will also provide direct exposure to senior leadership through TD Securities Global Underwriting Secretary responsibilities. This is an opportunity to join a growing team with visibility at the senior executive level within the TD Bank Group and gain transaction experience across multiple products, sectors and asset classes, and a high level of responsibility in a fast-paced and dynamic investment banking and global markets environment.
Requirements
- Desire to learn and grow in the area of corporate finance and financial markets
- Quick learner with the ability to get up to speed quickly and learn about new procedures, products and clients
- Self-motivated - expect high level of autonomy, roll-up-your sleeves can-do attitude
- Ability to organize thoughts and clearly articulate points and provide summaries and explanations of transactions, orally or in writing to management or other internal departments
- Highly collaborative and flexible in a team and client environment with ability to form good relationships internally and externally
- Ability to prioritize –expect fast-paced work environment with evolving priorities
- Attention to detail and organization – accuracy of work of utmost importance
- Proven ability to exercise sound judgement
- Integrity and high moral standards
- Highly motivated
- Bachelors degree required
- 3+ years of related experience
- Must be proficient in the use of MS Excel, Word and PowerPoint
Nice To Haves
- Preference for paralegal/junior associate experience at a law firm or legal and capital markets background
- Strong references
- Series SIE, 63, 7, and 79 (expected to be completed within 7 months from start date)
Responsibilities
- Facilitating and managing underwriting approvals across equity and fixed-income products, and direct coordination with senior leadership which may include policy management
- Provide internal training, as applicable, on underwriting approval-related processes and requirements
- Review transaction agreements and documents with efficiency and clarity and coordinate with internal and external counsel
- Deal documentation management and record-keeping
- Manage transaction closings and processes
- Coordinate preparation and review of transactional due diligence questionnaires
- Processing invoices and ensuring deal expense reimbursement
- Provide support to the team on structuring transactions and new business solicitations
- Review and update pitch books
- Provide thorough factual and legal research and analysis
- Coordinate and communicate with various internal departments across the bank and dealer (middle/back office, global counterparts, business management and finance)
- Internal/external audit management
- Assist with internal policy development and education
- Develop extensive network of internal contacts across groups including debt capital markets, Syndicate, Legal, Compliance, Business Management and external contacts including law firms, trustees, and other transaction advisory teams across other dealers
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
