Associate, Transaction Advisory Group (TAG) – Global Capital Markets Group
TD Bank, New York, NY, United States
Work Location
New York, New York, United States of America
Hours
40
Line of Business
TD Securities
Pay Detail
$175,000 – $225,00 USD
Job Description
The Transaction Advisory Group at TD Securities is hiring for an associate position in New York to support the Global Capital Markets Group, with focus on fixed‑income origination and execution including Asset‑Backed Securities and Leveraged Finance Private Credit businesses. This role will also provide direct exposure to senior leadership through TD Securities Global Underwriting Secretary responsibilities. This is an opportunity to join a growing team with visibility at the senior executive level within the TD Bank Group and gain transaction experience across multiple products, sectors and asset classes, and a high level of responsibility in a fast‑paced and dynamic investment banking and global markets environment.
Key Responsibilities
Underwriting Secretary
Facilitating and managing underwriting approvals across equity and fixed‑income products, and direct coordination with senior leadership which may include policy management
Provide internal training, as applicable, on underwriting approval‑related processes and requirements
Assisting stakeholders with daily transactional and advisory support responsibilities
Review transaction agreements and documents with efficiency and clarity and coordinate with internal and external counsel
Deal documentation management and record‑keeping
Manage transaction closings and processes
Coordinate preparation and review of transactional due diligence questionnaires
Processing invoices and ensuring deal expense reimbursement
Provide support to the team on structuring transactions and new business solicitations
Review and update pitch books
Provide thorough factual and legal research and analysis
Coordinate and communicate with various internal departments across the bank and dealer (middle/back office, global counterparts, business management and finance)
Internal/external audit management
Assist with internal policy development and education
Develop extensive network of internal contacts across groups including debt capital markets, syndicate, legal, compliance, business management and external contacts including law firms, trustees, and other transaction advisory teams across other dealers
Requirements
Desire to learn and grow in the area of corporate finance and financial markets
Quick learner with the ability to get up to speed quickly and learn about new procedures, products and clients
Self‑motivated – expect high level of autonomy, roll‑up‑your‑sleeves can‑do attitude
Ability to organize thoughts and clearly articulate points and provide summaries and explanations of transactions, orally or in writing to management or other internal departments
Highly collaborative and flexible in a team and client environment with ability to form good relationships internally and externally
Ability to prioritize –expect fast‑paced work environment with evolving priorities
Attention to detail and organization — accuracy of work of utmost importance
Proven ability to exercise sound judgement
Integrity and high moral standards
Highly motivated
Qualifications
Bachelors degree required
3 years of related experience
Preference for paralegal/junior associate experience at a law firm or legal and capital markets background
Strong references
Must be proficient in the use of MS Excel, Word and PowerPoint
Series SIE, 63, 7, and 79 (expected to be completed within 7 months from start date)
Equal Opportunity Employer
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. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
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New York, New York, United States of America
Hours
40
Line of Business
TD Securities
Pay Detail
$175,000 – $225,00 USD
Job Description
The Transaction Advisory Group at TD Securities is hiring for an associate position in New York to support the Global Capital Markets Group, with focus on fixed‑income origination and execution including Asset‑Backed Securities and Leveraged Finance Private Credit businesses. This role will also provide direct exposure to senior leadership through TD Securities Global Underwriting Secretary responsibilities. This is an opportunity to join a growing team with visibility at the senior executive level within the TD Bank Group and gain transaction experience across multiple products, sectors and asset classes, and a high level of responsibility in a fast‑paced and dynamic investment banking and global markets environment.
Key Responsibilities
Underwriting Secretary
Facilitating and managing underwriting approvals across equity and fixed‑income products, and direct coordination with senior leadership which may include policy management
Provide internal training, as applicable, on underwriting approval‑related processes and requirements
Assisting stakeholders with daily transactional and advisory support responsibilities
Review transaction agreements and documents with efficiency and clarity and coordinate with internal and external counsel
Deal documentation management and record‑keeping
Manage transaction closings and processes
Coordinate preparation and review of transactional due diligence questionnaires
Processing invoices and ensuring deal expense reimbursement
Provide support to the team on structuring transactions and new business solicitations
Review and update pitch books
Provide thorough factual and legal research and analysis
Coordinate and communicate with various internal departments across the bank and dealer (middle/back office, global counterparts, business management and finance)
Internal/external audit management
Assist with internal policy development and education
Develop extensive network of internal contacts across groups including debt capital markets, syndicate, legal, compliance, business management and external contacts including law firms, trustees, and other transaction advisory teams across other dealers
Requirements
Desire to learn and grow in the area of corporate finance and financial markets
Quick learner with the ability to get up to speed quickly and learn about new procedures, products and clients
Self‑motivated – expect high level of autonomy, roll‑up‑your‑sleeves can‑do attitude
Ability to organize thoughts and clearly articulate points and provide summaries and explanations of transactions, orally or in writing to management or other internal departments
Highly collaborative and flexible in a team and client environment with ability to form good relationships internally and externally
Ability to prioritize –expect fast‑paced work environment with evolving priorities
Attention to detail and organization — accuracy of work of utmost importance
Proven ability to exercise sound judgement
Integrity and high moral standards
Highly motivated
Qualifications
Bachelors degree required
3 years of related experience
Preference for paralegal/junior associate experience at a law firm or legal and capital markets background
Strong references
Must be proficient in the use of MS Excel, Word and PowerPoint
Series SIE, 63, 7, and 79 (expected to be completed within 7 months from start date)
Equal Opportunity Employer
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. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
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