Associate – Securitization Private Origination, Specialty Finance

About the role

The Associate - Securitization Private Origination, Specialty Finance supports the Asset Securitization Group of TD Securities (USA) LLC. This role focuses on structuring, underwriting, and executing specialty finance securitizations and secured lending facilities.

Responsibilities

• Support the structuring, underwriting, and execution of specialty finance securitizations and secured lending facilities.
• Analyze collateral performance, credit quality, concentration risks, and historical loss trends to assess transaction risk and sizing.
• Build and maintain cash flow, borrowing base, and stress-testing models used for underwriting, credit approvals, and investor discussions.
• Review transaction documents and summarize key structural features, covenants, triggers, and risk mitigants.
• Prepare credit memoranda, transaction summaries, and internal approval materials.
• Cook up and coordinate with clients, legal counsel, rating agencies, investors, and internal teams throughout transaction execution and closing.
• Assist with due diligence, including collateral data analysis, portfolio reviews, and reconciliation of reporting packages.
• Maintain oversight of existing transactions, including collateral performance, covenant compliance, trigger testing, and portfolio trends.
• Support annual reviews, amendments, renewals, and new issuance opportunities across the portfolio.
• Develop client presentations, market updates, and specialty finance sector analysis to support origination efforts.
• Drive process improvements, reporting enhancements, and modeling automation initiatives.

Requirements

• Gathers, researches information and analyzes the market.
• Executes detailed data analysis and valuation.
• Provides in-depth market reports and expert recommendations.
• Identifies issues affecting clients and provides recommendations to remedy.
• Develops deep client relationships and presents new ideas to clients.
• Looks for ways to improve work flow efficiencies.
• Reads and understands the Trading Supervision Standard.
• Demonstrates governance, control and risk management behaviors in alignment with TD policies and practices.

Qualifications

• Bachelor's degree, or specialized training / equivalent work experience.
• 3+ Years of related experience.
• FINRA SIE, Series 7 and 63 or willing to obtain.
• Ability to work independently with minimal supervision, establishes priorities, and possesses strong communication, analytical and problem solving skills.
• Management experience and solid computer skills a must.

Preferred Qualifications

• Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics.
• 2-4 years of related experience.
• Proficient in interpersonal communication (both oral and written), and have the ability to communicate effectively with all levels of staff and management.

Physical Requirements

Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment – Continuous
Responding quickly to sounds – Occasional
Sitting – Continuous
Standing – Occasional
Walking – Occasional
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Never
Squatting – Occasional
Bending – Occasional
Kneeling – Never
Crawling – 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

Pay

$175,000 - $225,000 USD

Schedule

Full-time