Associate, Investment Banking - Payments & Financial Technology

Work Location:

New York, New York, United States of America

Hours:

40

Line of Business:

TD Securities

Pay Detail:

$175,000 - $225,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. 

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

We are currently seeking an Associate to join our Payments and Financial Technology Investment Banking practice in New York. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients.

Depth & Scope:

• Works within a deal team under the overall direction of a senior team member
• 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
• 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
• Develops and maintain contacts with market participants
• 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
• 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:

• Bachelors’ degree from a leading university
• 2+ years working in investment banking, investing, corporate development or related roles (prior Payments and Financial Technology coverage preferred, but not required)
• Series 79 and 63 preferred, but can be obtained within 4 months of hire

Who We Are

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive 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 retire