Investment Banking Analyst: M&A Analytics & Valuation

TD; New York (NY); On-site; USD 110,000 - 135,000; Full time

Job summary

TD Securities in New York seeks an Analyst, Investment Banking to provide specialized financial and statistical analysis across marketing and execution activities. You will conduct research, support due diligence, build models in Excel, and assist in client proposals and presentations.

The role requires a related degree and up to 3 years of experience, with Series 7/79/63 licenses preferred. TD emphasizes total rewards and ongoing professional development within a collaborative deal team.

Qualifications

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

Responsibilities

• Works within a deal team under the overall direction of a senior officer.
• Assists in 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 to client proposals and underwriting memos; assists in client presentations.
• Maintains confidential information and adherence to TD policies.

Skills

Financial analysis

Financial modeling in Excel

M&A analysis

Education

Undergraduate degree in Business or Math/Economics

Series 7, 79 and 63

Tools

Excel

Job description

TD Securities in New York seeks an Analyst, Investment Banking to provide specialized financial and statistical analysis across marketing and execution activities. You will conduct research, support due diligence, build models in Excel, and assist in client proposals and presentations.

The role requires a related degree and up to 3 years of experience, with Series 7/79/63 licenses preferred. TD emphasizes total rewards and ongoing professional development within a collaborative deal team.