Associate, Investment Banking - Communications & Media

TD Bank; New York (NY); On-site; USD 175,000 - 225,000; Full time

Job summary

TD Securities is seeking an Associate Investment Banking professional in New York. The role provides structure, marketing and execution support to senior team members and may rotate to assist with transactions, analysis and client documentation.

You will research client opportunities, prepare financial models and client materials, and contribute to deal execution while collaborating with junior staff to ensure accuracy and governance in line with TD policies.

Qualifications

• Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics.
• Series 7, 79 and 63.
• 3+ years of related experience.

Responsibilities

• Works within a deal team under the supervision of a senior officer.
• Researches and analyzes clients' financial situations, industry and market data.
• Performs complex financial and M&A modeling.
• Prepares client proposals and internal underwriting memos.
• Prepares client presentations and supports negotiations.

Skills

Financial modeling

M&A analysis

Market research

Education

Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics

Tools

Series 7

Series 79

Series 63

Job description

Work Location

New York, New York, United States of America

Hours

40

Line of Business

TD Securities

Pay Detail

$175,000 - $225,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description

The Assoc Investment Banking is responsible for providing structure, marketing and execution activities supporting senior members of the team. May on a rotational basis provide transactional, statistical analysis and executional support to the team.

Depth & Scope

• Works within a deal team under the overall direction of a senior officer
• 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
• Develops and maintain contacts with market participants
• Provides updates regarding institutional/retail demand and remaining TD liability for equity deals
• 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
• 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
• 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.

Education & Experience

• Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics
• Series 7, 79 and 63
• 3+ Years of related experience

Physical Requirements

• Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
• Domestic Travel - Occasional
• International Travel - Never
• Performing sedentary work - Continuous
• Performing multiple tasks - Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds - Occasional
• Sitting - Continuous
• Standing - Occasional
• Walking - Occasional
• Moving safely in confined spaces - Occasional
• Lifting/Carrying (under 25 lbs.) - Occasional
• Lifting/Carrying (over 25 lbs.) - Never
• Squatting - Occasional
• Bending - Occasional
• Kneeling - Never
• Crawling - Never
• Climbing - Never
• Reaching overhead - Never
• Reaching forward - Occasional
• Pushing - Never
• Pulling - Never
• Twisting - Never
• Concentrating for long periods of time - Continuous
• Applying common sense to deal with problems involving standardized situations - Continuous
• Reading, writing and comprehending instructions - Continuous
• Adding, subtracting, multiplying and dividing - Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Who We Are

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.