Investment Banking Analyst: Financial Modeling & Deals

TD; Houston (TX); On-site; USD 99,000 - 121,000; Full time

Job summary

TD Bank in Houston, TX seeks an Investment Banking Analyst to provide specialized financial and statistical analysis across marketing and execution activities, including research, ongoing analyses, and due diligence support.

The role supports a deal team under a senior officer, analyzes client financials and market data, and builds financial models in Excel while preparing client presentations and maintaining confidentiality.

Qualifications

• Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics.
• Series 7, 79 and 63.
• 0-3 years of related experience.

Responsibilities

• Works within a deal team under the overall direction of a senior officer.
• Assists in the analysis of clients' financial situations, industry and market data, and M&A opportunities.
• Assists in valuations of private and public companies.
• Performs basic to intermediate financial modeling in Excel.
• Provides input on external client proposals and internal underwriting memos; assists in the preparation of client presentations based upon the above.
• Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank.

Education

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

Series 7, 79 and 63

0-3 years of related experience

Job description

TD Bank in Houston, TX seeks an Investment Banking Analyst to provide specialized financial and statistical analysis across marketing and execution activities, including research, ongoing analyses, and due diligence support.

The role supports a deal team under a senior officer, analyzes client financials and market data, and builds financial models in Excel while preparing client presentations and maintaining confidentiality.