New York, New York, United States of America
$175,000 - $225,000 USD
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) orMathematics/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.
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.
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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.