TD Securities ยท 1 day ago
Lead Business Insights Specialist
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$122K/yr - $200K/yr
7+ years expTD Securities is one of the world's leading global financial institutions, and they are seeking a Lead Business Insights Specialist who will provide analytical support and insights to business leaders. The role involves presenting complex data interpretations and generating actionable insights to drive business growth and value.
BankingFinanceFinancial Services
Responsibilities
Leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to help drive business growth or address business/enterprise needs
Presents and communicates generated insights and recommended business actions to stakeholders/business leaders in an easily digestible manner, leveraging tools/techniques/methods to produce a variety of visualizations/presentations that fit the audience
Acts as the primary interface with business to bridge and translate business requirements to analytics and reporting needs for a given domain/business
Applies collaborative and strong stakeholder management approach to constructively influence and persuade stakeholders and partners where appropriate
Serves as an authority on a given business domain and provides business expertise to place context around analytics discovery and inform recommendations
Escalates data/process related problems and communicates to relevant teams in a timely manner and makes recommendations for resolution
Provides day-to-day support and delivery of analytics
Represents functional area as a business insights & analytics specialized expert
Synthesizes complex and vast amount of information and translates into actionable insights and strategy
Builds business requirements and facilitates project execution to develop insights
Collaborates with partners on business challenges and delivers fact-based analytical advice that aligns to strategy and drives shareholder value
Identifies opportunities for business growth within a specific business or function by identifying potential use cases and value drivers
Utilizes both quantitative and qualitative methodologies to interpret and present data effectively and clearly
Works directly with the business teams to gather the demand for analytics and work with the analytics hub to fulfill the analytics demand
Provides business explanation for anomalies/outliers identified during analysis
Works with business functions and analytics teams to transition business requirements to analytics requirements
Trains business users on how to integrate analytics into decisions
Leverages knowledge of data capabilities to build and deliver insights
Develops analysis to corroborate initial proof of concept
Executes on data requests accurately and within a timely manner
Identifies and investigates data/analytics related issues
Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
Leads/facilitates and/or implements actions/remediation plans to address performance/risk/governance issues
Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques
Participates in personal performance management and development activities, including cross training within own team
Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships
Contributes to a fair, positive and equitable environment that supports a diverse workforce
Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
Qualification
Required
Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science)
7+ year of relevant experience; higher degree education and research tenure can be counted
Expertise in Power BI and ideally one or more additional tools within the Microsoft Power Platform suite (e.g., Power Apps or Power Automate)
Ability to interpret complex business issues and generate multifaceted insights
Strong stakeholder management approach to influence and persuade stakeholders
Ability to synthesize complex information and translate into actionable insights
Experience in leading and managing multiple projects
Ability to communicate insights and recommended business actions effectively
Experience in providing day-to-day support and delivery of analytics
Ability to identify and investigate data/analytics related issues
Knowledge of data capabilities to build and deliver insights
Preferred
Experience with Python and data transformation/data cleansing
Preference for candidates with at least Microsoft PL-200 (Power Platform) certification
Benefits
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
Reward and recognition
Company
TD Securities
TD Securities is an investment banking that offers global transaction, M&A advisory, foreign exchange, and equity research services.
5001-10000 employees
H1B Sponsorship
TD Securities has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (70)
2024 (49)
2023 (37)
2022 (31)
2021 (27)
2020 (30)
Funding
Current Stage
Late StageLeadership Team
Rona Ambrose
Deputy Chairwoman
Recent News
2026-01-06
Company data provided by crunchbase