Associate, Investment Banking - Financial Institutions Group

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

Benefits offered by this job

Comprehensive benefits package

Career development programs

Work-life balance initiatives

Job summary

TD Bank is seeking an Associate in the Investment Banking - Financial Institutions Group based in New York, New York. In this role, you will support senior team members with transaction structuring, research, and client engagement. Ideal candidates will have an undergraduate degree in Business, Finance, or Economics and at least 3 years of relevant experience.

This opportunity includes a salary range of $175,000 - $225,000, as well as a comprehensive benefits package that supports career development and work-life balance.

Qualifications

• Minimum 3 years of related experience in investment banking.
• Comprehensive understanding of financial markets and analysis.
• Ability to perform complex M&A modeling.

Responsibilities

• Support senior members in structuring and executing transactions.
• Conduct client and market research for valuation analysis.
• Prepare client presentations and proposals.

Skills

Financial modeling

Statistical analysis

Client negotiation

Education

Undergraduate degree in Business or Mathematics/Economics

Series 7, 79 and 63

Job description

## Associate, Investment Banking - Financial Institutions GroupPostulerremote type: Sur placelocations: New York, New Yorktime type: Temps pleinposted on: Publié aujourd'huitime left to apply: Date de fin : 8 juin 2026 (Il reste 3 jours pour postuler)job requisition id: R\_1493260**Work Location**:New York, New York, États-Unis d'Amérique**Hours:**40**Line of Business:**Valeurs Mobilières TD**Pay Detail:**$175,000 - $225,000 USDTD 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 – ContinuousThe 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.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. Together, we are reimagining what banking can be for our clients, colleagues and communities. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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, and reward and recognition. Learn more**Additional Information:** We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development**If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.**Training & Onboarding** We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. **Interview Process** We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.**Accommodation**TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [e-mail]. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.