Analyst - Core Trade Finance Financial Institutions - Global Transaction Banking, TD Securities

TD•New York, NY

2d•$110,000 - $125,000•Onsite

About The Position

This role is a junior to early-career entry point to a client coverage focused career in finance. We are seeking a candidate with the capability to add value today, and with the potential for a long-term career within our team. We are looking for a highly motivated individual with a deep intellectual curiosity, a passion for corporate finance and technology and outstanding interpersonal skills / EQ. The Analyst will have a specialized position on the team, primarily supporting the Trade Finance Financial Institutions ("TFFI") portfolio which manages the issuance of Letters of Credit ("LCs") involving global correspondent banking partners. The Analyst will act as a key coordination point between external counterparties and internal TD stakeholders, including FI and Corporate Relationship Management, Credit, Risk, and Trade Finance Operations. The Analyst is expected to grow into an independent problem solver. The ambition to develop leadership skills, both laterally and vertically, is essential. The role requires strong organizational skills, attention to detail, and the ability to manage multiple transactions concurrently. The successful candidate will be expected to build deep product and process expertise in LC structures, documentation, pricing, and risk considerations, and to progressively take ownership of recurring workflows, reporting, and transaction support.

Requirements

Strong work ethic and commitment to high professional, ethical, and business standards
Effective organizational, prioritization, and time management skills, with the flexibility to adapt to changing priorities
Ability to work effectively both independently and as part of a collaborative team
Strong analytical and quantitative skills, with the ability to interpret transaction economics, pricing, and basic risk considerations
Advanced Microsoft Office skills (PowerPoint, Excel, etc.); familiarity with AI‑enabled productivity or data tools is an asset
Ability to communicate clearly and effectively both verbally and in writing
Excellent organization and prioritization skills
Strong interpersonal skills and ability to adapt presentation styles
High level of self-motivation and initiative with a willingness to take ownership of recurring processes and continuous improvement
General awareness of global financial markets, geopolitical developments, and their potential impact on cross‑border transactions
Familiarity with corporate financial statements (understanding of credit analysis would be an asset)
Strong appreciation for process discipline, risk management, and control procedure
Flexibility to occasionally work non-traditional hours to support transaction execution across time zones, as business needs require
Ability to travel in North America

Nice To Haves

Understanding of commercial or corporate lending
Familiarity with credit facility documentation
Client facing experience

Responsibilities

Act as a primary coordination point with global correspondent banking partners on inbound and outbound transactions, ensuring timely execution and clear communication throughout the transaction lifecycle
Manage day‑to‑day execution of LC requests, including intake, internal routing, follow‑ups, and status updates
Support transaction execution by coordinating inputs across internal stakeholders, including Operations and Credit & Risk
Perform pricing assessments for transactions, including return analysis and benchmarking
Maintain a comprehensive transaction tracker covering LC reissuance activity, counterparties, pricing, credit status, and key milestones
Prepare and present a quarterly revenue and activity reporting deck, summarizing volumes, revenues, trends, and pipeline activity for management review
Participate in meetings and social events with global correspondent banking partners to strengthen relationships and expand business opportunities with existing clients and prospects
Deliver briefing memos and call reports, helping to document opportunities and strong client connections
Understand the overall TDS client origination strategy, particularly that of CIB
Support activity to enhance client experience & or increase revenue by adding new clients and increasing the penetration rate of trade finance products and services
Become familiar with TDS clients across industries such as: Communications, Media, and Technology; Diversified; Financial Institutions; Financial Sponsors; Global Energy and Power; Mining; Paper, Packaging and Forestry; Real Estate and Utilities
Review financial statements and leverage credit tools to understand clients' requirements
Prepare presentations & discussion papers / term sheets
Arrange / engage in client calls and preparation of call reports
Assist in term sheet negotiation
Collaborate with product partners including CIB, DCM, Derivatives, FX ensuring appropriate client presentation contribution
Support deal communication with Corporate Banking relationship managers
Assist in closing new business
As new business or a transaction is awarded, facilitate all aspects of facility approval from a product perspective, including Know Your Customer due diligence
Assist RMs with review & negotiation of facility documentation with clients
Assist with instrument issuance