VP - Invest Bkng TDS


: $205,500.00 - $205,500.00 /year *

Employment Type

: Full-Time


: Executive Management

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Job Requirements

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.).
* 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.

Job Description

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.


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

Employment Type


* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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