Vice President - M&A, Investment Banking TDS (US)

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Job Description:

Preferred Qualifications:

TD Securities' New York based M&A team is seeking a Vice President. TD Securities is a leading global investment bank specializing in providing strategic financial advisory services, including mergers and acquisitions, capital raining, and restructuring. We work with clients across industries to drive transformative deals that continue long-term value.

The successful candidate will play a vital role in all aspects of sourcing and executing M&A transactions and maintaining strategic dialogue with clients in partnership with industry groups throughout the firm. The candidate will be responsible for managing and executing a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, recapitalizations, carve-outs, leveraged buyouts, reverse mergers, defenses against unsolicited takeover attempts and other strategic advisory assignments. He or she will also play a critical role in developing junior professionals and collaborate closely with senior leadership to expand the firm's M&A advisory practice.

Key Responsibilities:

• Manage the execution of M&A transactions, including due diligence, valuation and closing processes
• Oversee financial modeling, valuation analyses and strategic deal structuring
• Coordinate with legal, tax and accounting advisors to navigate complex deal structures
• Prepare presentation materials and participate in M&A marketing meetings with key clients
• Interact with senior TD Securities team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
• Stay up to date on market trends, industry developments and competitive intelligence to provide strategic insights to clients
• Guide and mentor analysts and associates, ensuring high-quality work and professional development

Qualifications:

Candidates must have a strong interest 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.

Specific qualifications include:

• Bachelors' degree from a leading university
• 5+ years of experience in investment banking, with a strong focus on M&A
• Expertise in financial modeling, valuation techniques, and transaction execution
• Demonstrated ability to lead deal teams and manage client relationships
• Excellent communication skills, with the ability to present complex financial concepts
• High levels of ethics, integrity and judgment
• Strong intellectual curiosity
• Comfort in and commitment to a teamwork environment
• Highly organized, detail oriented and proactive

The VP Investment Banking TDS provides professional level of expertise as part of a client team and liaises with clients at various levels and helps execute on transactions.

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

Education & Experience:

• Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics
• Series 7, 79 and 63
• 5-7 Years of related experience

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

If you are an applicant with a disability and need accommodations to complete the application process, email the 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 application process.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.