Associate, Investment Banking - Software

Description

The team is hiring Associates for its enterprise software investment banking group in New York and San Francisco.

The role combines financial analysis and modeling, managing a team, preparing client presentations, and working with senior bankers and clients.

The securities arm of the bank serves corporate, government and institutional clients with underwriting, advice, market access and transaction banking. It has over 6,500 staff in 40 cities and acquired a US equities business and equity research franchise in 2023.

Responsibilities

• Work on a deal team and take direction from a senior team member.
• Research clients' finances, their industries and markets, and M&A opportunities.
• Value private and public companies.
• Build complex financial and M&A models.
• Write external client proposals and internal underwriting memos.
• Turn that analysis into client presentations.
• Help with client negotiations and deal documents.
• Provide structuring, deal and marketing support at an expert level, recommending and carrying out solutions and doing advanced or specialized analysis in your area.
• Stay current on market data, economic conditions, industry developments and regulation so decisions are well informed and support profitability.
• Build and maintain relationships with market participants.
• Oversee junior colleagues and check their work for accuracy.
• Lead, train and develop staff so they meet challenges, department goals and their potential.
• Foster a respectful environment that follows bank policies and guidelines.
• Protect the confidentiality of client information.
• Show governance, control and risk management behavior in line with bank policies and practices.

Requirements

• Bachelor's degree from a leading university.
• At least 2 years in investment banking, investing, corporate development or a related field.
• Prior software technology coverage is preferred but not required.
• Obtain Series 79 and Series 63 licenses within four months of your hire date.

Conditions

Location: New York, New York, United States. The group also works from San Francisco.

Scheduled hours: 40.

Business line: TD Securities.

Base salary range: $175,000 - $225,000 USD. Actual pay may vary based on skills, experience, job knowledge, location and business needs, and salaries can rise within the range over time.

Ask your recruiter any compensation questions; they can give specifics for this role.

The company aims to pay all colleagues fairly and equitably.

Benefits

• Base salary plus variable pay, which may include cash and/or equity incentive awards, generally through an incentive plan.
• Health and well-being benefits.
• Savings and retirement programs.
• Vacation PTO, flex PTO and holiday PTO.
• Banking benefits and discounts.
• Career development and reward and recognition programs.
• Regular career, development and performance conversations with your manager.
• Access to an online learning platform and mentoring programs.
• Training and onboarding sessions.