TD · 4 hours ago
Associate, Investment Banking - Software
New York, NY
Full-time
Onsite
Entry, Mid Level
$175K/yr - $225K/yr
2+ years expTD is committed to providing fair and equitable compensation opportunities to all colleagues. The Associate role in the Enterprise Software Investment Banking practice involves financial analysis, managing teams, preparing client presentations, and interacting with senior bankers and clients.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Works within a deal team under the overall direction of a senior team member
Researches and analyzes clients' financial situations, industry and market data, and mergers and acquisition opportunities
Values private and public companies
Performs complex financial and M&A modeling
Prepares external client proposals and internal underwriting memos
Prepares client presentations based upon the above
Assists with client negotiations and documentation
Researches and analyzes clients' financial situations, industry and market data, and M&A opportunities
Provides structure, transactional and marketing support at a professional and subject matter expert level to support senior team members as required
Recommends and implements solutions, as well as providing advanced analysis or specialized work requiring specialized/advanced knowledge for own area of responsibility
Keeps fully informed on market data, economic information and key industry developments as well as regulatory standards at all times to assist in maximizing profitability through sound and well informed decisions
Develops and maintain contacts with market participants
Works closely with/oversees junior colleagues to ensure accuracy
Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank
Maintains confidentiality of client information
Direct, train and develop staff to enable them to meet challenges, department objectives and achieve full potential
You are required to demonstrate governance, control and risk management behaviors in alignment with TD policies and practices
Qualification
Required
Bachelors' degree from a leading university
2+ years working in investment banking, investing, corporate development or related roles
Series 79 and 63 licenses must be obtained within four months of hire date
Preferred
prior Software Technology coverage preferred, but not required
Benefits
Base salary and variable compensation/incentive awards
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
Reward and recognition
Company
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD).
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$65MKey Investors
U.S. Department of the Treasury
2023-10-03Grant· $65M
Leadership Team
Brian Jacobson
Chief of Staff to the CEO, TD Bank, America's Most Convenient Bank
F
Foster Glenn
Senior Vice President Technology and Data Risk Management
Recent News
2026-01-24
2026-01-24
Company data provided by crunchbase