Associate, Investment Banking - Software

TD • San Francisco, CA

2d • $175,000 - $225,000

About The Position

TD Securities is seeking Associates to join its Enterprise Software Investment Banking practice in New York and San Francisco. Associates work on deal teams under the direction of senior team members and conduct financial analysis and modeling, manage and develop junior colleagues, prepare client presentations, and interact with senior bankers and clients. The role provides professional-level structure, transactional, and marketing support, including advanced analysis and specialized work. Associates stay informed about market, economic, industry, and regulatory developments; develop relationships with market participants; and demonstrate governance, control, and risk management behaviors aligned with TD policies and practices. Series 79 and 63 licenses must be obtained within four months of hire.

Requirements

• Bachelor's degree from a leading university.
• At least 2 years of experience in investment banking, investing, corporate development, or a related role.
• Obtain Series 79 and Series 63 licenses within four months of hire.

Nice To Haves

• Prior Software Technology coverage experience is preferred but not required.

Responsibilities

• Research and analyze clients' financial situations, industry and market data, and merger and acquisition opportunities.
• Value private and public companies.
• Perform complex financial and mergers and acquisitions modeling.
• Prepare external client proposals, internal underwriting memoranda, and client presentations.
• Assist with client negotiations and documentation.
• Provide structure, transactional, and marketing support to senior team members.
• Recommend and implement solutions, and perform advanced analysis or specialized work for the area of responsibility.
• Stay informed about market data, economic information, industry developments, and regulatory standards to support sound decisions.
• Develop and maintain contacts with market participants.
• Work closely with and oversee junior colleagues to ensure accuracy.
• Promote respect for employees and adhere to Bank policies and guidelines.
• Direct, train, and develop staff.
• Maintain confidentiality of client information.
• Demonstrate governance, control, and risk management behaviors aligned with TD policies and practices.

Benefits

• 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
• Variable compensation and incentive awards, potentially including cash and/or equity awards

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level