Job Description: 2025 Investment Banking Full-Time Analyst Program - Technology (San Francisco) Program Description We are considering candidates interested in joining the Technology Investment Banking Team based in San Francisco, CA as part of TD Securities' 2025 Investment Banking Full-Time Analyst Program. Analysts can expect a fast-paced, demanding work environment that offers the opportunity to learn and grow professionally. Analysts work in small deal teams on a wide range of transactions. From initial client contact through closing a transaction, our analysts are an integral part of the transaction process; researching, valuing, pricing, marketing, and structuring transactions. The Analyst Training Program, which begins in early July, provides a five-week introduction and orientation to the firm and its capabilities. The curriculum includes coursework in accounting, communication skills, debt and equity capital markets, Excel, financial analysis, modeling, and valuation. Who We Are Looking For Earn a Bachelor's Degree no later than June 2025. Authorized to work in the U.S. Interest and/or have prior academic or work experience in technology strongly preferred. Strong academic performance, exceptional interpersonal skills, and superior analytical and communication skills. The firm values individuals who are demonstrated team players and can interact with all levels of the organization, exhibit a common sense approach to problem solving and a strong desire to learn, in addition to showing initiative, integrity, and creativity. Depth & Scope: Works within a deal team under the overall direction of a senior officer. Assists in the analysis of clients' financial situations, industry and market data, and M&A opportunities. Assists in valuations of private and public companies. Performs basic to intermediate financial modeling in Excel. Provides input to external client proposals and internal underwriting memos; assists in the preparation of client presentations based upon the above. 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. Experienced working professional level role providing a broad range of support to the team. Education & Experience: Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics. Series 7, 79 and 63. 0-3 years of related experience. 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. 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. Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. Accommodation If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #J-18808-Ljbffr University of the District of Columbia
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