Analyst – Treasury Solutions - GTB, TD Securities jobs in United States
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TD · 8 hours ago

Analyst – Treasury Solutions - GTB, TD Securities

TD Securities is a leading provider of capital markets products and services. The Analyst position focuses on supporting client management functions and business development in Treasury Solutions, with an emphasis on sales and relationship management.

BankingFinanceFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Understand the overall TDS client origination strategy, particularly that of Corporate and Investment Banking
Support activity to increase sales revenue by adding new clients and increasing the penetration and profitability of cash management products and services
Attend client pitches with Treasury Solutions team members and other TDS calling officers, primarily as an observer
Work closely with Treasury Solutions RMs to complete RFPs and create pitch decks
Work closely with other partners in TD Securities (U.S. and Canada) and TDBG including: Investment Banking, Credit Origination, Credit Management, Foreign Exchange, Money Markets and Trade Finance, as well as Business Banking to monetize cash management opportunities
Lead the onboarding & maintenance of cash management clients, including overseeing anti-money laundering compliance
Manage the opening of new accounts, changes to existing accounts, prepare account documentation, including negotiation of legal documents, obtain AML/KYC information and day-to-day support on account inquiries and investigations from clients
Manage cash management specific credit facilities, including liaison with credit management and risk management functions
Continuously learn about new and current cash management products and manage diverse projects
Act as primary point of contact for relatively simple clients
Act as secondary point of contact, in support of senior team members for more sophisticated clients

Qualification

CFACTPAdvanced analytical skillsMS OfficeData manipulationAI toolsCommunicationCreative problem-solverSelf-starterTeam playerInterpersonal skills

Required

Undergraduate or graduate degree, with strong academics
Excellent communication skills English (written and spoken)
Advanced analytical and data manipulation skills
Creative problem-solver
Self-starter with a positive attitude and good sense of humor
Life accomplishments that demonstrate motivation to achieve results, commitment to excellence and willingness to go above and beyond
Demonstrated ability to work well individually and as part of a team
A people person who thrives on social interaction
Expert in MS Office, especially Word, Excel and PowerPoint

Preferred

Industry experience and accreditations (CFA, CTP, etc.) are highly desirable
Experience with Microsoft CoPilot and other AI tools a plus

Benefits

Base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan)
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

The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD).

H1B Sponsorship

TD 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
2022 (1)
2020 (6)

Funding

Current Stage
Late Stage
Total Funding
$65M
Key Investors
U.S. Department of the Treasury
2023-10-03Grant· $65M

Leadership Team

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Brian Jacobson
Chief of Staff to the CEO, TD Bank, America's Most Convenient Bank
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F
Foster Glenn
SVP, Chief Information Security Officer
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Company data provided by crunchbase