TD Bank

Associate, Investment Banking - Vertical Software, Data and Analytics

TD Bank$175K — $225K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree in Business (Accounting, Finance) or Mathematics/Economics.
  • SIE, Series 79 and 63 licenses required.
  • 3+ years of related experience ideally in investment banking or financial analysis.
  • Strong analytical, financial modeling and M&A skills.
  • Excellent written and verbal communication skills.

Responsibilities

  • Provide structure and marketing support for senior team members.
  • Analyze clients' financial situations and market data for M&A opportunities.
  • Value private and public companies through complex financial modeling.
  • Prepare client proposals and underwriting memos for internal use.
  • Assist in client negotiations and manage related documentation.
  • Develop and maintain relationships with market participants.
  • Oversee junior colleagues to ensure work accuracy and quality.

Benefits

  • Opportunities for professional growth and skill development.
  • Supportive work environment focused on respect and teamwork.
  • Opportunity to work in a high-impact, dynamic investment banking team.
  • Access to reputable market data and industry resources.
  • Comprehensive policies for governance, control, and risk management.
Full Job Description

Work Location:

New York, New York, United States of America

Hours:

40

Line of Business:

TD Securities

Pay Detail:

$175,000 - $225,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. 

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

We are looking to hire an Associate to join our Vertical Software, Data and Analytics Investment Banking team in New York. The Associate 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.


Depth & Scope:

  • Works within a deal team under the overall direction of a senior officer
  • 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
  • Develops and maintain contacts with market participants
  • Provides updates regarding institutional/retail demand and remaining TD liability for equity deals
  • 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
  • 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
  • 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:

  • Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics
  • SIE, Series 79 and 63
  • 3+ Years of related experience

About TD Bank

TD Securities offers a range of advisory and capital market services to its clients. The company's range of services includes research, investment banking, capital markets, and global transaction banking. Research consists of commodity and equity research. Investment banking consists of mergers, acquisitions, industry expertise, and credit origination. Global transaction banking consists of trade finance, cash management, and correspondent banking. TD Securities was founded in 1855 and is based in Ontario.

TD Bank Careers

Join the vibrant team at TD Bank, one of North America's leading financial services organizations, where innovation, leadership, and growth go hand in hand. At TD Bank, we are committed to fostering a culture of diversity and inclusion, making it an ideal place for ambitious professionals to thrive. Work You’ll Do At TD Bank, your professional journey is bolstered by a robust support system. From your first interview to every career milestone, you will find opportunities for growth and leadership. Our team is dedicated to helping you develop the skills necessary for success in the ever-evolving financial sector. TD Bank offers a variety of job opportunities across multiple fields, from customer service to investment banking. Each position at TD Bank is a chance to contribute to our culture of innovation and exceptional client service. Internship Programs Kickstart your career with a TD Bank internship. Our programs provide invaluable industry exposure and hands-on experience, making them a perfect starting point for students and recent graduates eager to make their mark in the banking industry. Interns at TD Bank enjoy the unique opportunity to work alongside seasoned professionals, gaining insights that are crucial for future employment. Benefits and Growth TD Bank is deeply committed to the well-being and continuous growth of our team members. We offer competitive benefits packages that cover health, finance, and family care. Our employees enjoy comprehensive health insurance, retirement plans, and generous paid time off, among other perks. Moreover, TD Bank encourages professional development through various training programs, including leadership development and diversity training. These initiatives ensure that our team remains at the forefront of industry standards and best practices. Join Our Team Explore the numerous career paths available at TD Bank and discover how your skills and interests align with our mission. We are actively hiring and continually looking for talented individuals who are passionate about banking and customer service. Networking and Professional Development At TD Bank, we believe in the power of networking and collaboration. Our employees have access to a wide range of networking events, workshops, and seminars that promote career development and professional growth. These platforms not only enhance your professional skills but also expand your industry connections. Stay Connected Keep up to date with the latest at TD Bank Careers by subscribing to our job alert emails. Tailor your subscription to match your career preferences and get the latest news, insider tips, and job opportunities delivered straight to your inbox. Explore job opportunities at TD Bank and be part of a team that values hard work, creativity, and a diverse workplace culture. Your next great career move is just a click away. SEARCH TD BANK JOBS Join us at TD Bank and let your ambition lead you to a rewarding career filled with opportunities to learn, grow, and innovate.
Learn more about TD Bank
Size
90,000 employees
Market Cap
$117.9 billion
Industry
Net Income
-$6.9 million
5 Year Trend
+6.6%

Similar Jobs

More Jobs at TD Bank

More Finance & Insurance Jobs

Find similar Associate, Investment Banking - Vertical Software, Data and Analytics jobs: