2027 Summer Analyst Program - Investment Banking, Healthcare (San Francisco)

TD•San Francisco, CA

2d•$30 - $45•Onsite

About The Position

TD Cowen, a division of TD Securities, is a market leader in Capital Markets and Corporate & Investment Banking. Our Investment Banking business provides world-class advice and execution services for M&A opportunities and capital markets transactions. The Summer Analyst program offers hands-on experience and insights into our day-to-day work, delivering innovative strategies and solutions for clients. Analysts will work on a collaborative team, gaining industry experience, building relationships, and creating client-facing presentation materials and financial models. Summer analysts will learn about key healthcare sectors including biotechnology, medical technology, and healthcare technology. The program includes an immersive orientation and rigorous technical training focused on financial analysis, accounting, and valuation skills. Analysts will build and maintain complex financial models, perform financial analyses, apply valuation tools, conduct company and industry research, draft marketing materials and client pitch presentations, and support the execution of financing and M&A transactions. Analysts will collaborate with various teams across the Corporate & Investment bank. Investment Banking at TD Cowen offers the opportunity to gain extensive industry experience, develop long-lasting client relationships, and create best-in-class, client-facing presentation materials and financial models. Analysts will work in a fast-paced environment that is challenging yet collaborative and motivating. Successful analysts develop strong attention to detail, proactivity, urgency, pride, work ethic, and enthusiasm, along with soft skills (communication, professionalism) and technical skills (financial modeling, valuation analysis). The Intern assists designated department management and staff in performing assigned tasks under direct or general supervision, exemplifying the TD Securities Culture and Customer Service Philosophy. The intern will interact with various internal and external groups.

Requirements

Pursuing a bachelor’s degree with an anticipated graduation date between December 2027 and June 2028.
Authorized to work in the United States without the need for employer sponsorship. For individuals whose work authorization is or will be based on F-1 optional practical training, your degree or anticipated degree must be in a qualifying STEM program, as reflected on your Form I-20. This role is not suitable for individuals who are ineligible for a STEM OPT extension.
Results driven, proven academic excellence and strong interpersonal skills.
High ethical and professional standards.
Strong financial/analytical skills, knowledge of MS Excel preferred.
Proactive and highly motivated.
Able to work effectively in a team environment and independently.
Demonstrated leadership (i.e., sports, clubs, extracurricular activities, and philanthropy, etc.).
High School Diploma required.
Currently enrolled in 4 year college program or post graduate program.
Excellent computer skills, including Microsoft Office.
Excellent interpersonal skills.
Demonstrated leadership qualities.
Good written and oral communications skills.
Detail oriented and self-motivated.
Ability to handle multiple tasks in a fast-paced environment.
Ability to work in an office environment.

Nice To Haves

3.2 GPA or higher preferred

Responsibilities

Build and maintain complex financial models.
Perform various financial analyses and apply valuation tools to assess opportunities.
Conduct comprehensive and in-depth company and industry research.
Draft external marketing materials and client pitch presentations.
Support in the execution of financing and M&A transactions.
Collaborate with various teams across the Corporate & Investment bank.
Builds an understanding of the businesses and Customers the role supports.
May answer and direct incoming calls internally and externally.
Provides support for Manager and others areas, as indicated.
May assist in completing various departmental projects/reports.
May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects.
Analyzes specific accounts.
Assists in the preparation of specific federal and state returns.
Assists with projects.
Assists in the audit requests.
Assists with operational and administrative functions.
May support or partner with several business functions/areas/departments.
Participates in various projects and tasks, as assigned.