2027 Summer Analyst Program – Investment Banking, Technology (San Francisco) jobs in United States
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TD Securities · 3 days ago

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

TD Securities is a market leader in Capital Markets and Corporate & Investment Banking, delivering a full suite of integrated products and services. The Summer Analyst program offers valuable hands-on experience in financial analysis, modeling, and client engagement within a dynamic team environment.

BankingFinanceFinancial Services
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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 analysisFinancial modelingValuation skillsMS ExcelProactiveInterpersonal skillsCommunication skillsLeadership qualitiesDetail oriented

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
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
Knowledge of MS Excel 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

TD Securities

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TD Securities is an investment banking that offers global transaction, M&A advisory, foreign exchange, and equity research services.

Funding

Current Stage
Late Stage

Leadership Team

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Rona Ambrose
Deputy Chairwoman
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Company data provided by crunchbase