Vice President, Investment Banking - Financial Sponsors

TD Bank • San Francisco, CA

17d • $250,000 - $275,000

About The Position

TD Securities is a leading investment banking franchise with offices in New York, Houston, San Francisco, Toronto, Vancouver, Calgary, Montreal and London. Our team of professionals provides corporates, financial sponsors and government clients with capital markets and financial advisory services worldwide. We meet our client’s needs everyday by providing them with sophisticated knowledge of capital markets and precise execution capabilities. This exciting opportunity will expose you to a wide variety of clients, industries and financial products. You will work in integrated deal teams comprised of capital markets, corporate finance and mergers and acquisitions professionals across TD's various investment banking regional offices. At TD Securities, we believe that diversity is key to our success in the competitive global marketplace and we embrace people with a wide range of unique experiences and abilities. GROUP DESCRIPTION: TD Securities' Financial Sponsors Group (FSG) provides dedicated coverage to a broad range of North American and Global private equity, infrastructure, pension and sovereign wealth funds. We focus on developing and maintaining financial sponsor relationships through a continuous flow of proprietary ideas and financing solutions. FSG partners with various industry and product groups from across the firm to provide best-in-class, comprehensive advisory and execution solutions to our clients. These include: Leveraged buyouts, sell-side and buy-side M&A mandates Financing and debt advisory mandates Common, preferred and structured equity solutions Financial restructuring and related transactions POSITION: Vice President for the Financial Sponsors Group in San Francisco, CA, supporting the team's coverage of large-cap, tech-focused sponsors. Vice President for the Financial Sponsors Group in New York, NY, provides professional level of expertise as part of a client team and liaises with clients at various levels and helps execute on transactions of large and mid-cap private equity clients.

Requirements

• Bachelor’s degree
• Series 79 and 63
• Experience on a Financial Sponsors team, Technology/Software coverage team, or Tech Leveraged Finance
• 5-7 years of related experience
• Excellent verbal / written communication skills, strong work ethic and a high degree of attention to detail
• Demonstrated ability to balance multiple priorities and work effectively in a team setting
• Strong analytical and quantitative skills with experience performing comparable company, precedent transaction, DCF, merger and LBO analysis
• Commitment to leadership and integrity with capacity to build internal and external relationships

Responsibilities

• 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.
• 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 sponsor tech portfolios; role requires deep knowledge.
• Effectively leads and develops junior staff by providing training and mentorship.

Benefits

• Growth opportunities and skill development are defining features of the colleague experience at TD.
• 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.
• 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