Vice President, Investment Banking Real Estate

TD BankNew York, NY
Onsite

About The Position

TD Securities is currently seeking an experienced Vice President to join our Real Estate Investment Banking practice in New York. The successful candidate will play a vital role in all aspects of sourcing and executing Real Estate transactions and maintaining strategic dialog with clients. The candidate will be responsible for managing and executing a wide range of complex transactions. He or she will also play a critical role in developing junior professionals. Vice Presidents within Investment Banking at TDS provide a professional level of product and coverage expertise, execution, and relationship building with clients at all levels.

Requirements

  • 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.
  • 5+ years of investment banking experience
  • Real Estate industry experience is strongly preferred
  • 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

Nice To Haves

  • Series 79 and 63 preferred

Responsibilities

  • Develops transaction ideas and discusses appropriate context with senior coverage team members
  • Develops revenue across 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 coverage and product 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
  • 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; the VP role requires deep industry knowledge
  • Utilize real estate sector expertise in developing presentations, term sheets and financial models to analyze clients’ financial situations, financing, and M&A opportunities
  • Manage deal execution and project management throughout the lifecycle of a transaction
  • Construct detailed M&A and joint venture models and provide any necessary financial and statistical analysis
  • Conduct deep industry and company-specific due diligence
  • Oversee and/or assist in the preparation of business valuations
  • Provide timely support to cross-functional teams such as Leveraged Finance, Debt Capital Markets, Equity Capital Markets, and Corporate Risk Solutions
  • Create presentation materials and actively participate in client discussions
  • Work independently to deliver presentations and client follow-up requests on a timely basis
  • Guide junior bankers in the preparation of pitchbooks and live deal materials, including offering memoranda, management presentations, ad-hoc analysis, due diligence, and the building of financial models
  • Build relationships and maintain direct contact with clients
  • Interact with senior TD Securities team members and client management teams on a daily basis to successfully execute transactions and discuss strategic alternatives

Benefits

  • base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan)
  • 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
  • regular development conversations
  • training programs
  • competitive benefits plan
  • online learning platform
  • variety of mentoring programs
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