Vice President, Investment Banking - Financial Institutions Group
About The Position
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 Depth & Scope: 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
Requirements
- Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics preferred
- 5-7 Years of related experience; at least 3 years of experience within the Financial Institutions sector required
- Transaction experience leading financial advisory services, including M&A, Equity, and Debt financings for Financial Institutions companies
- Development and oversight of detailed financial analyses with sophisticated understanding of underlying sector dynamics
- Demonstrated experience managing deal teams and training and developing team members, including topics such as industry trends, financial modeling, and transaction processes
- Series 7, 79 and 63 registrations
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
