Associate, Investment Banking - Software

Associate, Enterprise Software Investment Banking

We are currently seeking Associates to join our Enterprise Software Investment Banking practice in New York and San Francisco. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients.

• 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.

Education & Experience:

• Bachelors' degree from a leading university
• 2+ years working in investment banking, investing, corporate development or related roles (prior Software Technology coverage preferred, but not required)
• Series 79 and 63 licenses must be obtained within four months of hire date

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.

In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.

Together, we are reimagining what banking can be for our clients, colleagues and communities.

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 base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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, and reward and recognition.

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Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and league Development

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