2025 Investment Banking Full-Time Analyst Program - M&A (San Francisco)

Role Type : Undergraduate

Apply fast, check the full description by scrolling below to find out the full requirements for this role.

Work Term

Work Location : United States of America

Hours : 40

Pay Details : $110,000 - $110,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions.

The base pay actually offered may vary based upon candidate's skills and experience, job-related knowledge, licensure and certifications, 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

The Analyst in Investment Banking provides specialized financial and statistical analysis on a broad range of marketing and execution activities.

Conducts research, on-going analysis, prepares supporting documentation, and assists in due diligence efforts on transactions.

Program Description

We are considering candidates interested in joining the M&A Investment Banking Team based in San Francisco, CA as part of TD Securities' 2025 Investment Banking Full-Time Analyst Program.

TD Securities’ M&A Groups are dedicated to strategic advisory and M&A execution principally within the healthcare (biopharma) and consumer sectors.

The group focuses on a broad range of transaction types from traditional M&A to strategic partnerships.

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.
• Demonstrated team player who can interact with all levels of the organization, exhibit a common sense approach to problem solving, and a strong desire to learn.

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 79 and 63.
• 0-3 years of related experience.

Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches / stores.

Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world.

More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support.

We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing.

As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking.

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 retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

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. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

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. We do our best to communicate outcomes to all applicants by email or phone call.

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. Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

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.

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