Job Description

TD Securities 2026 Summer Analyst Program – Investment Banking, Technology (San Francisco)

Recruitment began on February 7, 2025 and the job listing Expires on March 2, 2025

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 across a wide range of industries. Our Investment Banking business provides world-class advice and execution services to guide corporations, financial institutions and financial sponsors through strategic M&A opportunities and capital markets transactions. Our client-first, solutions-oriented, and product agnostic approach drives high-quality transaction outcomes and long-lasting relationships.

Our Investment Banking Summer Analyst program offers an exciting opportunity to gain valuable hands-on experience and deep insights into our day-to-day work as we deliver on innovative strategies and solutions to meet the objectives of our clients. You will work on a collaborative and dynamic team, during which you will develop extensive industry experience, build long-lasting relationships and create best-in-class, client-facing presentation materials and financial models.

The Diversified Technology Group covers dynamic clients across a breadth of sectors, including focus areas such as Software, Electronics, Payments, Financial Technology, and Digital & IT Services. The team provides services across banking products, providing a diverse experience within advisory, debt, equity and leveraged finance. Summer Analysts will work directly with colleagues on deal teams executing transactions and providing support on various internal initiatives. As a Summer Analyst, you will:

• 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.

What makes Investment Banking right for you?

• Investment Banking at TD Securities offers the opportunity to gain extensive industry experience, develop long-lasting client relationships and create best-in-class, client-facing presentation materials and financial models.
• Analysts will work in a fast-paced environment that is challenging yet collaborative and motivating.
• Along with establishing soft skills (communication, professionalism, etc.) and technical skills (financial modeling, valuation analysis, etc.), successful analysts develop strong attention to detail, proactivity, urgency, pride, work ethic and enthusiasm.

Who We Are Looking For

• Pursuing a bachelor’s degree with an anticipated graduation date between December 2026 and June 2027.
• 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, knowledge of MS Excel preferred.
• 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.).

Role Type: Internship/Co-op

Work Term: Summer/Term 3

Work Location: San Francisco, California, United States of America

Hours: 40

Compensation: $30.00 – $45.00 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.

Depth & Scope:

• 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 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

Education & Experience:

• High School Diploma required
• Currently enrolled in 4 year college program or post graduate program
• 3.2 GPA or higher preferred
• 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

Physical Requirements:

• Domestic Travel – Occasional
• International Travel – Never
• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment – Continuous
• Responding quickly to sounds – Occasional
• Standing – Occasional
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Never
• Kneeling – 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 deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world.

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 and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, 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.

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 [email protected]. 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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