Associate, Investment Banking - Software

TD•San Francisco, CA

2d•$175,000 - $225,000•Onsite

About The Position

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. 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.

Requirements

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

Nice To Haves

prior Software Technology coverage preferred, but not required

Responsibilities

financial analysis and modeling
managing a team
preparing client presentations
interacting with senior bankers and clients
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
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
Demonstrate governance, control and risk management behaviors in alignment with TD policies and practices