Director, Investment Banking - Financial Institutions Group - Asset Management

TD • New York, NY

3d • $290,000 - $300,000 • Onsite

About The Position

Directors within the Financial Institutions Group at TD Securities provide a professional level of product and coverage expertise, execution, and relationship building with clients at all levels. We are seeking an experienced Investment Banking Director with deep industry knowledge to support our Asset Management business Depth & Scope: Responsible for new revenue origination and ownership of transaction execution across product areas, with a focus on M&A idea generation and execution (The full TD product suite includes Mergers & Acquisitions, Equity Capital Markets, Debt Capital Markets, Leveraged Finance, etc.) Demonstrates expert-level market and industry expertise within the Asset Management sector. Acts as a specialist for the business Development and oversight of high-impact client deliverables and detailed financial analyses with sophisticated understanding of underlying sector dynamics Accountable for providing highly skilled support to senior coverage team members during execution of transactions, including deal structuring Cultivates and maintains client relationships at all levels (CEO, CFO, Treasurer, Assistant Treasurer, etc.) Fosters collaboration and innovation across all levels of the team, as well with internal stakeholders and product partners Maintains confidentiality of client information Keeps senior coverage and product officers informed as deals progress/issues arise Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank Fosters collaboration across all levels of the team, as well with clients and internal stakeholders and product partners Actively participates in the development and mentorship of junior team members

Requirements

• Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics preferred
• Transaction experience leading financial advisory services, including M&A, Equity, and Debt financings for Asset Management companies
• Demonstrated experience managing deal teams including training and developing team members on topics such as industry trends, financial modeling, and transaction processes
• 7-10 Years of related experience within the Financial Institutions sector; [at least 4 years of experience working with Asset Management companies required]
• Series 7, 79 and 63 registrations

Responsibilities

• Responsible for new revenue origination and ownership of transaction execution across product areas, with a focus on M&A idea generation and execution
• Demonstrates expert-level market and industry expertise within the Asset Management sector.
• Acts as a specialist for the business
• Development and oversight of high-impact client deliverables and detailed financial analyses with sophisticated understanding of underlying sector dynamics
• Accountable for providing highly skilled support to senior coverage team members during execution of transactions, including deal structuring
• Cultivates and maintains client relationships at all levels (CEO, CFO, Treasurer, Assistant Treasurer, etc.)
• Fosters collaboration and innovation across all levels of the team, as well with internal stakeholders and product partners
• Maintains confidentiality of client information
• Keeps senior coverage and product officers informed as deals progress/issues arise
• Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank
• Fosters collaboration across all levels of the team, as well with clients and internal stakeholders and product partners
• Actively participates in the development and mentorship of junior team members

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.

What This Job Offers

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