Finance Intern/Co-op (TBSM Investments)

Role Type:

Work Term:

Work Location:

Hours:

Pay Details:

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 candidates 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 TBSM Investments team is accountable for delivering on the Front Office and Investments (FOI) initiatives including the addition of new asset classes to the portfolio as well as new capabilities. The TBSM Investments team develops and maintains investment portfolio reporting and analytics to measure and highlight the enterprise investment portfolio performance financial impacts and trends.

The Investments team collaborates with the Front Office team in developing the Investment portfolio plan and delivery of that plan. The team partners with stakeholders across the organization including various teams within TBSM including Asset Liability Management Funding Liquidity Hedge Accounting as well as teams in Finance and Risk to manage the Enterprise Investment Portfolio (EIP) - including US CAD TDBEL and TDS HQLA portfolios

ROLES & RESPONSIBILITIES OF INTERN

Projects/ Initiatives

Spread Database Project: 75% of time will be spent on building a scalable and maintainable database that can record and track spreads of existing holdings in each of the Investment Portfolios starting with the US Investment Portfolio. Spreads will be obtained from Bloomberg for all existing CUSIP holdings daily and then merged with existing data and summarized by asset class. The Intern will work directly with the Senior Manager to leverage Bloomberg SQL Power Query and Power Pivot to build this database.

Processes/BAU

Recurring & Ad-hoc Analysis: 25% of time will be spent on ad-hoc and recurring portfolio analysis to support the team with capacity constraints and to serve as a back-up for certain core processes.

REQUIREMENTS

Program requirements

Target School Year 3rd or 4th Year

Programs Finance/Economics/Data Science or Data-related field

Technical / Soft skills requirements

Technical

• Proficient in Excel
  • Experience with PowerQuery and/or Power Pivot an asset
• Experienced in SQL
• Experienced in Bloomberg
• Python an asset

Soft:

• Excellent interpersonal and communication skills
• Ability to simplify and present complex concepts and business results in terms understandable by audiences with varied backgrounds
• Able to develop and foster a positive working relationship with partners and project stakeholders
• Quick to learn and apply new concepts
• Demonstrated strong analytical abilities
• Ability to collaborate and teach skills and concepts to colleagues
• Approach responsibilities with diligence and initiative taking ownership of issues to ensure successful outcomes
• Strong organizational skills with an ability to prioritize and manage competing initiatives
• Challenge the status quo and exhibit a forward-looking mindset to identify enhancement opportunities that are efficient and scalable

ADDITIONAL INFORMATION

• This position is a 4-month work term and will commence January 5th - April 24th 2026
• Applications must include a transcript cover letter (one letter-sized page or less) and a resume (maximum of 2 pages).
• We welcome all applications; however we will only contact qualified candidates chosen for an interview. Thank you for your interest.
• TD requires employees to reside in the country where the role is located irrespective of remote working arrangements
• TD is committed to providing you with the best candidate experience and internship in these unique circumstances. As such work location and start dates are subject to change.

HOURS

Monday-Friday standard business hours

INCLUSIVENESS

At TD we are committed to fostering an inclusive accessible environment where all employees and customers feel valued respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials or accessible meeting rooms or other accommodation) please let us know and we will work with you to meet your needs.

Who We Are

TD is one of the worlds 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. More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

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 a base salary variable compensation 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 programs. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.

Colleague Development
If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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 were committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well 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
Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):