Investment Banking Analyst – M&A & Modeling

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

Job summary

TD Bank Group in New York is seeking an Analyst Investment Banking to deliver financial and statistical analysis across marketing and execution activities. You will conduct research, support due diligence, and assist with client proposals while working on a deal team under a senior officer.

The role requires 0–3 years of related experience and an undergraduate degree in Business or Finance; Series 7/79/63 licenses; and strong Excel modeling skills.

Qualifications

• Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics.
• Series 7, 79 and 63 licenses.
• 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 to 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.
• Maintains confidentiality of client information.
• Experienced working professional level role providing a broad range of support to the team.

Skills

Financial analysis

Valuation

Excel modeling

Deal support

Education

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

Series 7, 79 and 63

Tools

Excel

Job description

TD Bank Group in New York is seeking an Analyst Investment Banking to deliver financial and statistical analysis across marketing and execution activities. You will conduct research, support due diligence, and assist with client proposals while working on a deal team under a senior officer.

The role requires 0–3 years of related experience and an undergraduate degree in Business or Finance; Series 7/79/63 licenses; and strong Excel modeling skills.