Td Bank Vice President Investment Banking - Consumer United States, California, San Francisco 107706707
Key Responsibilities:
- Managing deal execution and project management throughout the lifecycle of a transaction
- Overseeing and/or assisting in the preparation of financial models and business valuations
- Conducting deep industry and company-specific due diligence
- Executing on pitch work and client follow-up requests
- Creating presentation materials and actively participating in client discussions
- Interacting with senior TD Cowen team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
Qualifications:
Candidates must have a strong background in investment banking underpinned by solid quantitative and analytical skills. He or she should be able to think creatively about a range of strategic issues confronting the firm’s clients and have an exceptional grasp on accounting, valuation, finance, and business strategy. Specific qualifications include:
- 5+ years of investment banking experience; Consumer industry experience is a plus
- Excellent analytical and modeling skills with a vast knowledge of finance and accounting principles
- Expertise in all phases of project management and deal execution with an established track record
- Ability to comfortably interact with clients in a professional setting
- Assist with idea generation and deal sourcing, when appropriate
- Able to provide direction and leadership to build a strong team environment
- Exceptional written and verbal communication skills
- Bachelor’s degree from a leading university, MBA is a plus
- Series 79 and 63
Depth & Scope:
- 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 relevantmarkets/industries/products
- Developsrecommendations/ideasfor 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
- Acts as an experienced specialist for an assigned business or portfolio; role requires deep knowledge
Education & Experience:
- Undergraduate degree in Business (Accounting or Finance) orMathematics/Economics
- Series 7, 79 and 63
- 5-7 Years of related experience
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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, and reward and recognition.
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
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