2027 Summer Analyst Program - Investment Banking, Healthcare (San Francisco)
TD · San Francisco, CA · 4 wk ago
On-siteSales$30–$45/hrFull-time
We need to output HTML fragment with sections: Use for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We must preserve all substantive info, remove boilerplate, navigation, EEO, etc. No job title heading. No Job ID. No application instructions. No duplicated lines.
We need to extract relevant content: The posting includes:
- Role Type: Internship/Co-op Work Term Summer/Term 3
- Work Location: San Francisco, California, United States of America
- Hours: 40
- Pay Details: $30.00 - $45.00 USD
- Then description about TD compensation policies (but we should not include filler like "commensurate with experience"? Actually they gave a range, so we can include Pay section with that range. Also mention that base pay may vary based on skills etc. That's substantive? Might be considered filler but it's detail about compensation. We can include Pay section with the range and note that actual offer may vary based on skills/experience etc. That's okay.
- Job Description: includes description of program, responsibilities, tasks.
- "What makes Investment Banking right for you?" maybe part of About the role.
- "Who We Are Looking For": qualifications/requirements.
- "Application Deadline: October 11, 2026." That's application instruction? It's a deadline; maybe we should drop as application instructions? The instruction says remove application instructions. Deadline might be considered application instruction; better to drop it.
- Then there is a generic Intern job description (maybe from a template) with many bullet-like sentences. This seems like generic intern duties not specific to the role. Might be boilerplate; but we need to preserve ALL substantive information; do not invent or summarize away detail. However we should remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The generic intern duties might be considered boilerplate? It's not clearly EEO; it's a generic description of intern tasks. Might be considered part of responsibilities. But it's quite generic and not specific to the investment banking role. However the instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep it unless it's clearly boilerplate like EEO statements. The generic intern duties might be considered part of responsibilities; we can include them under Responsibilities.
- Then Education & Experience: list requirements.
- Physical Requirements: a table-like list.
- Then statements about ADA etc. Might be boilerplate; we can drop.
- Then "Who We Are" about TD: generic company description; could be considered boilerplate but maybe we keep as About the role? Might be considered not specific to role; but it's substantive about the employer. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. "Who We Are" is not EEO; it's company overview. Might be okay to keep as About the role or a separate section? But we prefer few substantive sections. Could combine About the role and Who We Are into an About the role section.
- Then "Our Total Rewards Package": benefits description; we can include Benefits section.
- Then "Additional Information", "Colleague Development", "Training & Onboarding", "Interview Process", "Accommodation": these are generic HR info; might be considered boilerplate; but some like Training & Onboarding could be relevant. However instruction says remove boilerplate; likely these are generic and not specific to the role. Safer to drop them.
Thus we will produce sections:
- About the role (maybe combine role description, work location, hours, role type, program overview)
- Responsibilities (list of duties from job description and generic intern tasks)
- Requirements / Qualifications (education, work authorization, GPA, skills, etc.)
- Skills (maybe list of skills like financial modeling, Excel, communication, leadership)
- Pay (range $30-$45 USD per hour, note variability)
- Benefits (Total Rewards package description)
- Schedule (Hours 40 per week) maybe include as Schedule section.
We must not create sections with filler like "not specified". We have actual content.
We need to use
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We must preserve all substantive info, remove boilerplate, navigation, EEO, etc. No job title heading. No Job ID. No application instructions. No duplicated lines.
We need to extract relevant content: The posting includes:
- Role Type: Internship/Co-op Work Term Summer/Term 3
- Work Location: San Francisco, California, United States of America
- Hours: 40
- Pay Details: $30.00 - $45.00 USD
- Then description about TD compensation policies (but we should not include filler like "commensurate with experience"? Actually they gave a range, so we can include Pay section with that range. Also mention that base pay may vary based on skills etc. That's substantive? Might be considered filler but it's detail about compensation. We can include Pay section with the range and note that actual offer may vary based on skills/experience etc. That's okay.
- Job Description: includes description of program, responsibilities, tasks.
- "What makes Investment Banking right for you?" maybe part of About the role.
- "Who We Are Looking For": qualifications/requirements.
- "Application Deadline: October 11, 2026." That's application instruction? It's a deadline; maybe we should drop as application instructions? The instruction says remove application instructions. Deadline might be considered application instruction; better to drop it.
- Then there is a generic Intern job description (maybe from a template) with many bullet-like sentences. This seems like generic intern duties not specific to the role. Might be boilerplate; but we need to preserve ALL substantive information; do not invent or summarize away detail. However we should remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The generic intern duties might be considered boilerplate? It's not clearly EEO; it's a generic description of intern tasks. Might be considered part of responsibilities. But it's quite generic and not specific to the investment banking role. However the instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep it unless it's clearly boilerplate like EEO statements. The generic intern duties might be considered part of responsibilities; we can include them under Responsibilities.
- Then Education & Experience: list requirements.
- Physical Requirements: a table-like list.
- Then statements about ADA etc. Might be boilerplate; we can drop.
- Then "Who We Are" about TD: generic company description; could be considered boilerplate but maybe we keep as About the role? Might be considered not specific to role; but it's substantive about the employer. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. "Who We Are" is not EEO; it's company overview. Might be okay to keep as About the role or a separate section? But we prefer few substantive sections. Could combine About the role and Who We Are into an About the role section.
- Then "Our Total Rewards Package": benefits description; we can include Benefits section.
- Then "Additional Information", "Colleague Development", "Training & Onboarding", "Interview Process", "Accommodation": these are generic HR info; might be considered boilerplate; but some like Training & Onboarding could be relevant. However instruction says remove boilerplate; likely these are generic and not specific to the role. Safer to drop them.
Thus we will produce sections:
- About the role (maybe combine role description, work location, hours, role type, program overview)
- Responsibilities (list of duties from job description and generic intern tasks)
- Requirements / Qualifications (education, work authorization, GPA, skills, etc.)
- Skills (maybe list of skills like financial modeling, Excel, communication, leadership)
- Pay (range $30-$45 USD per hour, note variability)
- Benefits (Total Rewards package description)
- Schedule (Hours 40 per week) maybe include as Schedule section.
We must not create sections with filler like "not specified". We have actual content.
We need to use for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must not repeat job title as heading. The job title is "2027 Summer Analyst Program - Investment Banking, Healthcare (San Francisco)". We'll not use that as heading.
We must not put Job ID/requisition numbers as headings.
We must output only HTML fragment.
Let's craft.
First, maybe a short
for metadata: Role Type, Work Location, Hours. Could be placed in About the role section as prose.
We'll produce:
About the role
Internship/Co-op Work Term, Summer/Term 3. Located in San Francisco, California, United States. Full‑time schedule of 40 hours per week. TD Cowen’s Investment Banking Summer Analyst program offers hands‑on experience in healthcare‑focused investment banking, including biotechnology, medical technology and healthcare technology. Participants receive immersive orientation, rigorous technical training in financial analysis, accounting and valuation, and work on financial models, research, pitch presentations, and transaction execution.
Then Responsibilities:
Responsibilities
- 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 the execution of financing and M&A transactions.
- Collaborate with various teams across the Corporate & Investment bank.
- Assist designated department management and staff in performing assigned tasks under direct or general supervision.
- Exemplify the TD Securities Culture and Customer Service Philosophy.
- Interact with various internal and external groups.
- Answer and direct incoming calls internally and externally.
- Provide support for managers and other areas as indicated.
- Assist in completing departmental projects/reports.
- Assist in the preparation of specific schedules related to monthly/quarterly/yearly reports or projects.
- Analyze specific accounts.
- Assist in the preparation of specific federal and state returns.
- Assist with audit requests.
- Assist with operational and administrative functions.
- Support or partner with several business functions/areas/departments as assigned.
- Participate in various projects and tasks as assigned.
Requirements/Qualifications:
Qualifications
- Pursuing a bachelor’s degree with an anticipated graduation date between December 2027 and June 2028.
- Authorized to work in the United States without the need for employer sponsorship (F‑1 OPT requires a qualifying STEM program).
- 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 (e.g., sports, clubs, extracurricular activities, philanthropy).
- High School Diploma required.
- Currently enrolled in a 4‑year college program or post‑graduate program.
- 3.2 GPA or higher preferred.
- Excellent computer skills, including Microsoft Office.
- Excellent interpersonal skills.
- Detail oriented and self‑motivated.
- Ability to handle multiple tasks in a fast‑paced environment.
- Ability to work in an office environment.
Skills (maybe separate but could be combined with Qualifications; but we can make a Skills section highlighting specific technical skills):
Skills
- Financial modeling and valuation analysis.
- Proficiency in MS Excel.
- Strong analytical and quantitative abilities.
- Effective communication (written and oral).
- Teamwork and collaboration.
- Leadership and initiative.
- Attention to detail and organizational skills.
Pay:
Pay
$30.00 – $45.00 USD per hour. The actual base pay offered may vary based on the candidate’s skills, experience, job‑related knowledge, geographic location, and other business needs.
Benefits:
Benefits
TD’s Total Rewards package includes base salary and variable compensation/incentive awards (eligibility for cash and/or equity incentive awards), health and well‑being benefits, savings and retirement programs, paid time off (Vacation PTO, Flex PTO, Holiday PTO), banking benefits and discounts, career development, and reward and recognition programs.
Schedule:
Schedule
Full‑time, 40 hours per week.
We must ensure we didn't include any boilerplate like EEO, accommodation, interview process, etc. We omitted those.
Check for duplicated lines: we have not repeated.
Check for any content that might be considered filler like "commensurate with experience" - we didn't include that.
We kept the Pay details and note about variability; that's substantive.
We kept Benefits description from Total Rewards.
We kept Schedule.
We kept About the role, Responsibilities, Qualifications, Skills.
We omitted the generic "Who We Are" about TD being a leading global financial institution; we could incorporate that into About the role but we already have some description. Might be okay to omit as it's somewhat generic but still substantive about employer. However the instruction says prefer a few substantive sections over many thin ones. Adding another section might be thin. We could incorporate a sentence about TD being a leading global financial institution into About the role. Let's add a sentence.
Update About the role paragraph to include: "TD Cowen, a division of 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."
Let's rewrite About the role.
Now ensure we didn't include any application deadline. We removed.
Check for any remaining boilerplate: The "Who We Are Looking For" we turned into Qualifications. Good.
Check for any duplicated content: we have "Excellent interpersonal skills" appears both in Qualifications and Skills? In Qualifications we have "strong interpersonal skills" and "Excellent interpersonal skills". In Skills we have "Effective communication (written and oral)". Might be okay but could be considered duplication. We could remove one. Let's keep Qualifications with "strong interpersonal skills" and Skills with "Effective communication (written and oral)". Remove duplicate "Excellent interpersonal skills" from Qualifications.
Also "Detail oriented and self‑motivated" appears in Qualifications; we could also put in Skills but we have "Attention to detail and organizational skills". That's similar. Keep both maybe okay.
Check for "High School Diploma required" and "Currently enrolled in 4 year college program". Both are qualifications.
Now ensure we didn't include any "Physical Requirements" section. We omitted because it's detailed but could be considered substantive. However the instruction says include a section ONLY when the posting has real, specific content for it. The physical requirements are specific. Should we include? It's a lot of detail; but it's not about role specifics like responsibilities; it's about physical demands. Could be considered relevant. However many job postings include physical requirements; but the instruction didn't explicitly say to drop them. It said remove cookie/navigation
- for any list of duties/requirements/benefits. Use
for prose. We must not repeat job title as heading. The job title is "2027 Summer Analyst Program - Investment Banking, Healthcare (San Francisco)". We'll not use that as heading. We must not put Job ID/requisition numbers as headings. We must output only HTML fragment. Let's craft. First, maybe a short
for metadata: Role Type, Work Location, Hours. Could be placed in About the role section as prose. We'll produce:
About the role
Internship/Co-op Work Term, Summer/Term 3. Located in San Francisco, California, United States. Full‑time schedule of 40 hours per week. TD Cowen’s Investment Banking Summer Analyst program offers hands‑on experience in healthcare‑focused investment banking, including biotechnology, medical technology and healthcare technology. Participants receive immersive orientation, rigorous technical training in financial analysis, accounting and valuation, and work on financial models, research, pitch presentations, and transaction execution.
Then Responsibilities:Responsibilities
- 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 the execution of financing and M&A transactions.
- Collaborate with various teams across the Corporate & Investment bank.
- Assist designated department management and staff in performing assigned tasks under direct or general supervision.
- Exemplify the TD Securities Culture and Customer Service Philosophy.
- Interact with various internal and external groups.
- Answer and direct incoming calls internally and externally.
- Provide support for managers and other areas as indicated.
- Assist in completing departmental projects/reports.
- Assist in the preparation of specific schedules related to monthly/quarterly/yearly reports or projects.
- Analyze specific accounts.
- Assist in the preparation of specific federal and state returns.
- Assist with audit requests.
- Assist with operational and administrative functions.
- Support or partner with several business functions/areas/departments as assigned.
- Participate in various projects and tasks as assigned.
Qualifications
- Pursuing a bachelor’s degree with an anticipated graduation date between December 2027 and June 2028.
- Authorized to work in the United States without the need for employer sponsorship (F‑1 OPT requires a qualifying STEM program).
- 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 (e.g., sports, clubs, extracurricular activities, philanthropy).
- High School Diploma required.
- Currently enrolled in a 4‑year college program or post‑graduate program.
- 3.2 GPA or higher preferred.
- Excellent computer skills, including Microsoft Office.
- Excellent interpersonal skills.
- Detail oriented and self‑motivated.
- Ability to handle multiple tasks in a fast‑paced environment.
- Ability to work in an office environment.
Skills
- Financial modeling and valuation analysis.
- Proficiency in MS Excel.
- Strong analytical and quantitative abilities.
- Effective communication (written and oral).
- Teamwork and collaboration.
- Leadership and initiative.
- Attention to detail and organizational skills.
Pay
$30.00 – $45.00 USD per hour. The actual base pay offered may vary based on the candidate’s skills, experience, job‑related knowledge, geographic location, and other business needs.
Benefits:Benefits
TD’s Total Rewards package includes base salary and variable compensation/incentive awards (eligibility for cash and/or equity incentive awards), health and well‑being benefits, savings and retirement programs, paid time off (Vacation PTO, Flex PTO, Holiday PTO), banking benefits and discounts, career development, and reward and recognition programs.
Schedule:Schedule
Full‑time, 40 hours per week.
We must ensure we didn't include any boilerplate like EEO, accommodation, interview process, etc. We omitted those. Check for duplicated lines: we have not repeated. Check for any content that might be considered filler like "commensurate with experience" - we didn't include that. We kept the Pay details and note about variability; that's substantive. We kept Benefits description from Total Rewards. We kept Schedule. We kept About the role, Responsibilities, Qualifications, Skills. We omitted the generic "Who We Are" about TD being a leading global financial institution; we could incorporate that into About the role but we already have some description. Might be okay to omit as it's somewhat generic but still substantive about employer. However the instruction says prefer a few substantive sections over many thin ones. Adding another section might be thin. We could incorporate a sentence about TD being a leading global financial institution into About the role. Let's add a sentence. Update About the role paragraph to include: "TD Cowen, a division of 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." Let's rewrite About the role. Now ensure we didn't include any application deadline. We removed. Check for any remaining boilerplate: The "Who We Are Looking For" we turned into Qualifications. Good. Check for any duplicated content: we have "Excellent interpersonal skills" appears both in Qualifications and Skills? In Qualifications we have "strong interpersonal skills" and "Excellent interpersonal skills". In Skills we have "Effective communication (written and oral)". Might be okay but could be considered duplication. We could remove one. Let's keep Qualifications with "strong interpersonal skills" and Skills with "Effective communication (written and oral)". Remove duplicate "Excellent interpersonal skills" from Qualifications. Also "Detail oriented and self‑motivated" appears in Qualifications; we could also put in Skills but we have "Attention to detail and organizational skills". That's similar. Keep both maybe okay. Check for "High School Diploma required" and "Currently enrolled in 4 year college program". Both are qualifications. Now ensure we didn't include any "Physical Requirements" section. We omitted because it's detailed but could be considered substantive. However the instruction says include a section ONLY when the posting has real, specific content for it. The physical requirements are specific. Should we include? It's a lot of detail; but it's not about role specifics like responsibilities; it's about physical demands. Could be considered relevant. However many job postings include physical requirements; but the instruction didn't explicitly say to drop them. It said remove cookie/navigation