Full-Time

Associate – Communications & Media Investment Banking

TD Securities

Posted on 1/31/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Compensation Overview

$175k - $225kAnnually

Mid, Senior

New York, NY, USA

Category
Investment Banking
Finance & Banking
Required Skills
Risk Management
Financial Modeling
Requirements
  • Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics
  • Series 7, 79 and 63
  • 3+ Years of related experience
Responsibilities
  • 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
  • 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
  • Demonstrate governance, control and risk management behaviors in alignment with TD policies and practices.

TD Bank provides wealth management services aimed at helping Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique goals through a detailed discovery process that incorporates behavioral finance to create a personalized Wealth Personality™ profile. This profile guides the development of a customized wealth strategy that adapts to the client's life priorities. TD Bank's services focus on building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. Their goal is to offer relevant and tailored financial advice that evolves with the client's needs.

Company Size

11-50

Company Stage

IPO

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Digital banking adoption is driving demand for enhanced mobile banking features.
  • Open banking allows TD Bank to collaborate with fintech for personalized services.
  • Sustainability trends support TD Bank's focus on green finance initiatives.

What critics are saying

  • Competition from fintechs pressures TD Bank to innovate rapidly.
  • Rising interest rates may reduce demand for new home loans.
  • Remote work trends could impact TD Bank's commercial real estate investments.

What makes TD Bank unique

  • TD Bank is leveraging AI for advanced fraud detection and prevention.
  • The bank is integrating ESG criteria into its lending and investment decisions.
  • TD Bank is exploring blockchain for cross-border transaction efficiency.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

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