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TD Bank Group·BFSI·23 hours ago
23 hours agoBe an early applicant

Analyst - TDS

Dallas, United States of AmericaMid · 2-5 yearsMarketing Analyst

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Must-have skills for this role

  • financial analysis
  • finance
  • statistical analysis
  • financial modeling

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What you'll do

  • Provide specialized financial and statistical analysis on a broad range of marketing and execution activities
  • Conduct research, perform on-going analyses, prepare supporting documentation, and assist in due diligence efforts on transactions
  • 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 on 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

What they're looking for

  • Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics
  • Series 7, 79 and 63
  • 0-3 years of related experience

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

Role Type:

Undergraduate

Work Location:

Dallas, Texas, United States of America

Hours:

40

Pay Details:

$110,000.00 - $110,000.00 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, 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 Investment Banking Analyst will provide specialized financial and statistical analysis on a broad range of marketing and execution activities, including conducting research, performing on-going analyses, preparing supporting documentation, and assisting in due diligence efforts on transactions.

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 on 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

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

  • Domestic Travel – Occasional
  • International Travel – Never
  • Performing sedentary work – Continuous
  • Performing multiple tasks – Continuous
  • Operating standard office equipment - Continuous
  • Responding quickly to sounds – Occasional
  • Sitting – Continuous
  • Standing – Occasional
  • Walking – Occasional
  • Moving safely in confined spaces – Occasional
  • Lifting/Carrying (under 25 lbs.) – Occasional
  • Lifting/Carrying (over 25 lbs.) – Never
  • Squatting – Occasional
  • Bending – Occasional
  • Kneeling – Never
  • Crawling – Never
  • Climbing – Never
  • Reaching overhead – Never
  • Reaching forward – Occasional
  • Pushing – Never
  • Pulling – Never
  • Twisting – Never
  • Concentrating for long periods of time – Continuous
  • Applying common sense to deal with problems involving standardized situations – Continuous
  • Reading, writing and comprehending instructions – Continuous
  • Adding, subtracting, multiplying and dividing – Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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. Learn more

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. 

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.  

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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

TD Bank is an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.

If you are an applicant with a disability and need accommodations to complete the application process, please email 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 applicant process.
 

BFSI

Company

TD Bank GroupBFSI
Dallas, United States of America

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from TD Bank Group's careers site·first seen 8 Sept 2026·last verified 8 Sept 2026·How we source jobs

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