Work Location:

New York, New York, United States of America

Hours:

40

Line of Business:

TD Securities

Pay Detail:

$100,000 - $110,000 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:

Overview

The Capital Introduction team is involved in every stage of the hedge fund lifecycle, working with both start-ups and established funds acting as a value add resource to the Firm's Prime Brokerage Clients. The Capital Introduction team is responsible for consulting with hedge fund clients on their market positioning and overall fundraising strategy. In addition to hedge funds, the Capital Introduction team has the unique responsibility of managing relationships with the world’s leading institutional investors. We interface with self-directed hedge fund investors including pensions, foundations, endowments, family offices, sovereign wealth funds, insurance companies, and the advisors/intermediaries who work with these groups. These formative investor relationships allow us to introduce our hedge fund clients to differentiated pools of capital throughout their fundraising process.

The Capital Introduction team sits within TD Securities' US Prime Services business, which provides financing, securities lending, and other services (e.g., securities clearance and settlement, asset servicing reporting and technology, risk management tools) to hedge fund clients. The team is based in NYC and this position is full time in, the New York office.

The TDS Capital Introduction Team is seeking a highly motivated and detail-oriented Analyst to help support the daily operations of the Capital Introduction Team. This individual must be polished, enthusiastic and possesses strong interpersonal skills and attention to detail. Flexibility, initiative and a drive to succeed are essential qualities for the position. Must be able to work in a fast-paced environment.

Job Summary

Operate in a fast-paced, client-centric environment involving frequent client meetings/calls in which analysts assist in preparation, participation, and follow upHeavy in-person, phone, and e-mail interaction with hedge fund clients, allocators and internal contactsPrepare overview materials on individual hedge fund and investor firmsAnalyze data on the hedge fund industry and summarize key trends and themes by creating content that is distributed to a global client baseAssist in planning, organization and execution of a range of client conferences and eventsUpdate internal CRM for client and allocator data

Requirements

Bachelor’s DegreeBetween 1-3 years of industry experience is preferred (e.g., capital introduction, marketing/investor relations, allocator role)Self-starter with excellent attention to detail and exemplary problem-solving abilitiesExceptional interpersonal skillsExcellent written and verbal communication skillsAbility to multi-task, prioritize competing responsibilities, manage deadlines, and stay organized, while conducting oneself with a strong sense of personal accountabilityTeam player who collaborates effectively with colleaguesTechnical skills:Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint)Familiarity with Dynamo or comparable CRM is encouragedLicenses: SIE, Series 7 and 63 are required (in line with firm requirements)

The Analyst Sales & Trading provides quality, efficient and specialized sales and trading support on multiple and diverse range of assignments. The Analyst Sales & Trading also Inputs trade details into trade capture systems as directed by the Sales or Trading desks. The position also ensures that all required economic attributes are captured to appropriately reflect the economic impact for which the trade was intended, positions are appropriately valued and allows for cash flows and risk to be accurately represented. The Analyst Sales and Trading ensures that all required counterparty details and trade control codes are captured to facilitate downstream operations and regulatory reporting processes accurately and efficiently.

Depth & Scope:

Knowledge and adherence to the following policies and procedures ensuring applicable staff under supervision are compliant:Internal TradesTrade CaptureCredit RiskMarket RiskTrading Strategy (associated with the respective Market Risk Policy)Trading Authority LetterTrading Supervision StandardInputs trade details into trade capture systems as directed by the Sales desksCancels and amends trades upon instruction or notification from the Sales desksPerforms maintenance to applicable trades upon instruction or notification from the Sales desks

Education & Experience:

Undergraduate degree in Business (Accounting or Finance) or Mathematics/EconomicsSeries 7 and 630-3 years of related experience

Physical Requirements:

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

Domestic Travel – OccasionalInternational Travel – NeverPerforming sedentary work – ContinuousPerforming multiple tasks – ContinuousOperating standard office equipment - ContinuousResponding quickly to sounds – OccasionalSitting – ContinuousStanding – OccasionalWalking – OccasionalMoving safely in confined spaces – OccasionalLifting/Carrying (under 25 lbs.) – OccasionalLifting/Carrying (over 25 lbs.) – NeverSquatting – OccasionalBending – OccasionalKneeling – NeverCrawling – NeverClimbing – NeverReaching overhead – NeverReaching forward – OccasionalPushing – NeverPulling – NeverTwisting – NeverConcentrating for long periods of time – ContinuousApplying common sense to deal with problems involving standardized situations – ContinuousReading, writing and comprehending instructions – ContinuousAdding, 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 Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

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.