Work Location :
San Francisco, California, United States of America
Hours:
40
Line of Business:
TD Securities
Pay Detail:
$250,000 - $275,000 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
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.
JOB DESCRIPTION / 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.
QUALIFICATIONS:
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
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 (http://hrportal.ehr.com/tdtotalrewards)
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 USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
