Td Bank Associate - Investment Banking & 

United States, Texas, Dallas 

82077861

Dallas, Texas, United States of America

$175,000 - $200,000 USD

Scope:

• As an M&A Associate, you'll play an integral role in the execution of mergers, acquisitions, divestitures, strategic partnerships, licensings, joint ventures, spin-offs and other complex transactions
• Key skills: financial modeling, valuation, preparing presentations, managing due diligence, and collaborating with cross-functional teams including industry coverage and capital markets
• Industry / sectors of particular focus: industry generalist – relevant experience in healthcare / life sciences, oil & gas, energy & power would be helpful

Education and Experience:

• 3+ years of experience at an M&A-focused investment banking group or transaction advisory group within a similarly-situated firm
• Undergraduate degree
• Currently hold or ability to obtain Series 7, 79 and 63

Location:

• Dallas, TX

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

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.