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Associate, Investment Banking - Software

TD Bank

$175,000 - $225,000
Dec 5, 2025
New York, NY, US
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TD Securities is seeking Associates to join their Enterprise Software Investment Banking practice to provide financial analysis, modeling, and client interaction services, ultimately driving business growth and maximizing profitability.

Requirements

  • Series 79 and 63 licenses must be obtained within four months of hire date
  • 2+ years working in investment banking, investing, corporate development or related roles
  • Prior Software Technology coverage preferred, but not required
  • Financial analysis and modeling skills
  • M&A modeling skills
  • Client presentation skills
  • Financial and industry data analysis skills

Responsibilities

  • 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
  • Develops and maintain contacts with market participants

Other

  • Bachelors’ degree from a leading university
  • 2+ years of experience in investment banking, investing, corporate development or related roles
  • Ability to work in a team environment and manage junior colleagues
  • Strong communication and interpersonal skills
  • Ability to maintain confidentiality of client information