Vice President, Investment Banking - Financial Sponsors jobs in United States
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TD · 7 hours ago

Vice President, Investment Banking - Financial Sponsors

TD is a leading investment banking franchise, and they are seeking a Vice President for the Financial Sponsors Group. This role involves developing transaction ideas, maintaining client relationships, and executing transactions for large-cap, tech-focused sponsors.

BankingFinanceFinancial ServicesWealth Management

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
Executes on deals, generating or contributing to increases in revenue levels
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
Acts as an experienced specialist for sponsor tech portfolios; role requires deep knowledge
Effectively leads and develops junior staff by providing training and mentorship

Qualification

Series 79Series 63Financial Sponsors experienceTech Leveraged FinanceAnalytical skillsCommunication skillsTeamworkLeadership

Required

Bachelor's degree
Series 79 and 63
Experience on a Financial Sponsors team, Technology/Software coverage team, or Tech Leveraged Finance
5-7 years of related experience
Excellent verbal / written communication skills, strong work ethic and a high degree of attention to detail
Demonstrated ability to balance multiple priorities and work effectively in a team setting
Strong analytical and quantitative skills with experience performing comparable company, precedent transaction, DCF, merger and LBO analysis
Commitment to leadership and integrity with capacity to build internal and external 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
Reward and recognition

Company

The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD).

Funding

Current Stage
Late Stage
Total Funding
$65M
Key Investors
U.S. Department of the Treasury
2023-10-03Grant· $65M

Leadership Team

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Brian Jacobson
Chief of Staff to the CEO, TD Bank, America's Most Convenient Bank
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F
Foster Glenn
Senior Vice President Technology and Data Risk Management
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Company data provided by crunchbase