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TD

Associate, Investment Banking – Software

TD

Associate in Investment Banking focusing on financial analysis and modeling while managing a team. Collaborating with senior bankers and clients in New York and San Francisco offices.

Posted 6/10/2026full-timeNew York City • California, New York • 🇺🇸 United StatesJuniorMid-Level💰 $175,000 - $225,000 per yearWebsite

About the role

Key responsibilities & impact
  • financial analysis and modeling
  • managing a team
  • preparing client presentations and interacting with senior bankers and clients
  • researching and analyzing clients' financial situations, industry and market data, and mergers and acquisition opportunities
  • valuing private and public companies
  • performing complex financial and M&A modeling
  • preparing external client proposals and internal underwriting memos
  • assisting with client negotiations and documentation
  • providing structure, transactional and marketing support at a professional and subject matter expert level to support senior team members as required

Requirements

What you’ll need
  • Bachelors’ degree from a leading university
  • 2+ years working in investment banking, investing, corporate development or related roles (prior Software Technology coverage preferred, but not required)
  • Series 79 and 63 licenses must be obtained within four months of hire date

Benefits

Comp & perks
  • 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial analysisfinancial modelingM&A modelingvaluing companiesclient proposals preparationunderwriting memos preparationclient negotiationsmarket data analysisindustry analysismergers and acquisitions
Soft Skills
team managementclient interactionpresentation skillsresearch skillssupporting senior team memberstransactional supportmarketing support
Certifications
Bachelors’ degreeSeries 79 licenseSeries 63 license