Vice President , Investment Banking - Vertical Software, Data and Analytics

TDNew York, NY
$250,000 - $275,000Onsite

About The Position

We are looking to hire a Vice President to join our Vertical Software, Data and Analytics Investment Banking team in New York. The Vice President is responsible for providing structure, marketing and execution activities supporting senior members of the team. May on a rotational basis provide transactional, statistical analysis and executional support to the team.

Requirements

  • Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics
  • Series 7, 79 and 63
  • 5-7 Years of related experience

Responsibilities

  • Develops transaction ideas and discusses appropriate context with senior coverage team members
  • Develops revenue in all product areas and executes transactions
  • Demonstrates relevant market / industry / product knowledge
  • Structures/delivers high impact presentations
  • Maintains client relationships and keeps them informed as deals progress
  • Keeps more senior M&A and coverage officers informed as deals progress/issues arise
  • Liaises and/or interacts with clients at all levels (CFO, Treasurer, Assistant Treasurer, etc.)
  • Liaises with clients primarily at CEO and CFO level
  • Executes on deals, generating or contributing to increases in revenue levels
  • Directs, trains, and develops team members to enable them to meet challenges department objectives and achieve full potential
  • 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
  • Accountable for providing expertise and support to senior coverage team members in execution of transactions and deal structure by providing expertise and knowledge of relevant markets/industries/products
  • Develops recommendations/ideas for transactions and revenue generation, structures/delivers presentations, and manages deals/transactions as they progress/issues arise (escalating and keeping senior coverage officers informed as required)
  • Liaises and maintains client relationships

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
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service