Associate - Investment Banking Energy, TD Securities

TD • Houston, TX

1d

About The Position

TD Securities’ Energy & Power Investment Banking group is searching for an Associate to join its growing team in Houston. We meet our clients’ needs every day by providing them with sophisticated knowledge of capital markets and precise execution capabilities. At TD Securities, we believe that diversity is critical to our success in the competitive global marketplaces and we embrace people with a wide range of unique experiences and abilities. Job Description Work within a deal team under the overall direction of a senior banker; Develop a general understanding of TD’s product offerings; Develop and maintain a strong understanding of the energy industry as well as the overall financial markets; Research and analyze clients' financial situations, industry and market data, and mergers and acquisition opportunities; Conduct the valuation of assets and companies (both private and public); Perform complex financial and M&A modeling; Prepare external client proposals and internal memos; Prepare client presentations and marketing materials; Assist with the training and mentorship of more junior team members; Maintain confidentiality of client information; Establish an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank. Job Requirements Applicants should have completed an undergraduate degree; Prior experience within investment banking (or equivalent) is preferred; Well-organized, detail oriented and able to work under pressure and adhere to tight deadlines; Establish priorities and work independently with minimal supervision; Superior financial and analytical skills; Strong verbal and written communication abilities; Proactive and highly motivated. Able to work independently as well as in a team environment. 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.

Requirements

• Applicants should have completed an undergraduate degree
• Well-organized, detail oriented and able to work under pressure and adhere to tight deadlines
• Establish priorities and work independently with minimal supervision
• Superior financial and analytical skills
• Strong verbal and written communication abilities
• Proactive and highly motivated
• Able to work independently as well as in a team environment
• 3+ years of related experience
• Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics
• Series 7, 79 and 63

Nice To Haves

• Prior experience within investment banking (or equivalent) is preferred

Responsibilities

• Work within a deal team under the overall direction of a senior banker
• Develop a general understanding of TD’s product offerings
• Develop and maintain a strong understanding of the energy industry as well as the overall financial markets
• Research and analyze clients' financial situations, industry and market data, and mergers and acquisition opportunities
• Conduct the valuation of assets and companies (both private and public)
• Perform complex financial and M&A modeling
• Prepare external client proposals and internal memos
• Prepare client presentations and marketing materials
• Assist with the training and mentorship of more junior team members
• Maintain confidentiality of client information
• Establish an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank
• 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

Benefits

• Total Rewards at TD includes base salary and variable compensation/incentive 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.
• Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
• 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.
• We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level