2027 Summer Analyst Program – Investment Banking, Technology (San Francisco)  jobs in United States
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TD · 4 days ago

2027 Summer Analyst Program – Investment Banking, Technology (San Francisco) 

TD Securities is a market leader in Capital Markets and Corporate & Investment Banking, offering a Summer Analyst program that provides hands-on experience in delivering innovative strategies and solutions. The role involves working collaboratively on financial analyses, building financial models, and supporting M&A transactions.

BankingFinanceFinancial ServicesWealth Management
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Responsibilities

Participate in an immersive orientation and rigorous technical training program that is focused on building a strong foundation in financial analysis, accounting and valuation skills
Build and maintain complex financial models
Perform various financial analyses and apply valuation tools to assess opportunities
Conduct comprehensive and in-depth company and industry research
Draft external marketing materials and client pitch presentations
Support in the execution of financing and M&A transactions
Collaborate with various teams across the Corporate & Investment bank
Builds an understanding of the businesses and Customers the role supports
May answer and direct incoming calls internally and externally
Provides support for Manager and others areas, as indicated
May assist in completing various departmental projects/reports
May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects
Analyzes specific accounts
Assists in the preparation of specific federal and state returns
Assists with projects
Assists in the audit requests
Assists with operational and administrative functions
May support or partner with several business functions/areas/departments
Participates in various projects and tasks, as assigned

Qualification

Financial modelingValuation analysisFinancial analysisMS ExcelCompany researchProfessionalismCommunicationTeamworkLeadership

Required

Pursuing a bachelor's degree with an anticipated graduation date between December 2027 and June 2028
Authorized to work in the United States without the need for employer sponsorship
Results driven, proven academic excellence and strong interpersonal skills
High ethical and professional standards
Strong financial/analytical skills, knowledge of MS Excel preferred
Proactive and highly motivated
Able to work effectively in a team environment and independently
Demonstrated leadership (i.e., sports, clubs, extracurricular activities, and philanthropy, etc.)
High School Diploma required
Currently enrolled in 4 year college program or post graduate program
Excellent computer skills, including Microsoft Office
Excellent interpersonal skills
Demonstrated leadership qualities
Good written and oral communications skills
Detail oriented and self-motivated
Ability to handle multiple tasks in a fast-paced environment
Ability to work in an office environment

Preferred

3.2 GPA or higher preferred

Benefits

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
Reward and recognition

Company

The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD).

Funding

Current Stage
Late Stage
Total Funding
$65M
Key Investors
U.S. Department of the Treasury
2023-10-03Grant· $65M

Leadership Team

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Brian Jacobson
Chief of Staff to the CEO, TD Bank, America's Most Convenient Bank
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Foster Glenn
SVP, Chief Information Security Officer
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Company data provided by crunchbase