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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, modeling, and M&A transactions while effectively managing and developing a team. Proficient in preparing client presentations and proposals, ensuring compliance with governance and risk management standards.
Highest-signal resume keywords
Financial AnalysisMergers And Acquisitions ModelingClient PresentationsTeam ManagementGovernance And Risk Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingValuation Of CompaniesM&A AnalysisMarket ResearchClient Proposal Preparation
Soft Skills
Team LeadershipClient InteractionNegotiation SkillsConfidentiality Maintenance
Certifications & Qualifications
Series 79 LicenseSeries 63 License
Industry Keywords
Investment BankingCorporate DevelopmentSoftware Technology CoverageMarket Data AnalysisRegulatory Standards
About the role
Key responsibilities & impact- Conduct financial analysis and modeling
- Manage a team and oversee junior colleagues
- Research and analyze clients’ financial situations, industry and market data, and M&A opportunities
- Value private and public companies
- Perform complex financial and M&A modeling
- Prepare external client proposals, internal underwriting memos, and client presentations
- Interact with senior bankers and clients
- Assist with client negotiations and documentation
- Provide structure, transactional, and marketing support to senior team members
- Recommend and implement solutions and provide advanced or specialized analysis
- Monitor market data, economic information, industry developments, and regulatory standards
- Develop and maintain contacts with market participants
- Direct, train, and develop staff
- Maintain confidentiality of client information
- Demonstrate governance, control, and risk management behaviors in alignment with TD policies and practices
Requirements
What you’ll need- Bachelors’ degree from a leading university
- 2+ years working in investment banking, investing, corporate development or related roles
- Prior Software Technology coverage preferred, but not required
- Series 79 and 63 licenses must be obtained within four months of hire date
- Financial analysis and modeling experience
- Mergers and acquisitions modeling experience
- Ability to value private and public companies
- Ability to prepare client presentations, proposals, and underwriting memos
- Ability to research and analyze financial situations, industry and market data, and M&A opportunities
- Ability to direct, train, and develop staff
- Ability to demonstrate governance, control, and risk management behaviors aligned with TD policies and practices
Benefits
Comp & perks- Variable compensation/incentive awards, including eligibility for cash and/or equity incentive awards
- 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
- Regular career, development, and performance conversations
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Competitive benefits plan