Vice President - Investment Banking Energy, TD Securities

TD Bank • Houston, TX

12h • $250,000 - $275,000

About The Position

TD Securities’ Energy & Power Investment Banking group is searching for a Vice President to join its growing team in Houston. We meet our clients’ needs every day by providing them with sophisticated M&A advisory capabilities, in-depth knowledge of capital markets and precise execution capabilities. This exciting opportunity will expose you to a wide variety of energy and power clients, financial services and products. You will work on various integrated teams comprised of corporate finance, mergers and acquisitions and capital markets professionals that will provide you with the necessary skills to succeed in Investment Banking. At TD Securities, we believe that diversity is key to our success in the competitive global marketplaces, and we embrace people with a wide range of unique experiences and abilities. Job Description Reporting to the Managing Director, the Vice President's primary responsibilities include (but are not limited to): Develop transaction ideas and discuss in the appropriate context with senior coverage team members Driving qualitative and quantitative industry analysis for the purpose of Investment Banking transaction origination Liaise and/or interact with clients at all levels (CEO, CFO, Treasurer, Assistant Treasurer, etc.) Execute transactions in all product areas Demonstrate relevant market/industry/product knowledge Oversee complex financial and M&A modelling Generate client presentation and marketing materials Structure/deliver high impact presentations Maintain client relationship and keeps them informed as deals progress Keep more senior coverage officers informed as deals progress/issues arise Establish an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank Direct, train and develop staff to enable them to meet challenges, department objectives and achieve full potential Maintain confidentiality of client information Job Requirements 2+ years of direct experience in the energy sector in a similar or relevant function 3+ years of relevant work experience, ideally including as an Associate/Vice President in a Global Investment Banking firm Executing investment banking transactions across primary product groups (Mergers, Acquisitions, Equity Capital Markets, Debt Capital Markets and Leveraged Finance) for large-cap companies Extensive experience creating financial models for assets and companies, ideally including M&A analysis, drill-out models, MLP models and refining models Experience using valuation/analysis tools by data providers/consultants Experience drafting Offering memorandums, client presentations and other transaction and origination documents related to Investment Banking products and services Demonstrate a combination of strong quantitative/analytical skills, attention to detail and client focus Strategic and creative thinking; distinguished written and oral communications skills Assertiveness, initiative, leadership, strong work ethic, team focus Internal Ability to learn quickly and take on new responsibilities Dedication to building a career in the investment banking industry Education & Experience: 5-7 years of related experience Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics Series 7, 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 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 an assigned business or portfolio; role requires deep knowledge Who We Are TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. 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. Learn more Additional Information: We’re delighted that you’re considering building a career with TD. 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. Colleague Development 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. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [email protected] . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Requirements

• 2+ years of direct experience in the energy sector in a similar or relevant function
• 3+ years of relevant work experience, ideally including as an Associate/Vice President in a Global Investment Banking firm
• Executing investment banking transactions across primary product groups (Mergers, Acquisitions, Equity Capital Markets, Debt Capital Markets and Leveraged Finance) for large-cap companies
• Extensive experience creating financial models for assets and companies, ideally including M&A analysis, drill-out models, MLP models and refining models
• Experience using valuation/analysis tools by data providers/consultants
• Experience drafting Offering memorandums, client presentations and other transaction and origination documents related to Investment Banking products and services
• Demonstrate a combination of strong quantitative/analytical skills, attention to detail and client focus
• Strategic and creative thinking; distinguished written and oral communications skills
• Assertiveness, initiative, leadership, strong work ethic, team focus Internal
• Ability to learn quickly and take on new responsibilities
• Dedication to building a career in the investment banking industry
• 5-7 years of related experience
• Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics
• Series 7, 79 and 63

Responsibilities

• Develop transaction ideas and discuss in the appropriate context with senior coverage team members
• Driving qualitative and quantitative industry analysis for the purpose of Investment Banking transaction origination
• Liaise and/or interact with clients at all levels (CEO, CFO, Treasurer, Assistant Treasurer, etc.)
• Execute transactions in all product areas
• Demonstrate relevant market/industry/product knowledge
• Oversee complex financial and M&A modelling
• Generate client presentation and marketing materials
• Structure/deliver high impact presentations
• Maintain client relationship and keeps them informed as deals progress
• Keep more senior coverage officers informed as deals progress/issues arise
• Establish an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank
• Direct, train and develop staff to enable them to meet challenges, department objectives and achieve full potential
• Maintain confidentiality of client information
• 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 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 an assigned business or portfolio; role requires deep knowledge

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
• Number of Employees: 5,001-10,000 employees