Analyst, Corporate Cash Management

TD•Montreal, QC

3d•Onsite

About The Position

This position provides an entry point to a sales and relationship management focused career. We are looking for more than just an Analyst. We are seeking a recruit with the potential for a long-term career with our team. Initially the Analyst will provide core and direct client management functions, while support more senior members of the team with business development. Although you will deal directly with clients from day one, the expectation is that you will increasingly focus on sales and business development as you progress in your career. 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 is the entry level to the Corporate Cash Management Team. While the role will require client interaction at all time, there is a large body of domain knowledge that will be learned on the job. We are selling technology and innovation, and productive client interactions require a solid understanding of these matters before one can be truly effective in the role. Accordingly, expect a very steep learning curve. We will provide training, but it is essential that you can find ways to autonomously drive your learning and take a degree of responsibility for your development by proactively seeking out opportunities for learning and improvement. This position is based in Montreal. Progression within the team will require gradually more travel to meet and build relationships with clients. A willingness to relocate in future would be advantageous, but not essential, as we have big plans for growth around the world.

Requirements

Undergraduate or graduate degree, with strong academics
Excellent communication skills French & English (written and spoken)
Advanced analytical and data manipulation skills
Creative problem-solver
Self-starter with a positive attitude and good sense of humour
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

Nice To Haves

Industry experience and accreditations (CFA, CTP, CertICM, etc) are highly desirable

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 Cash Management team members and other TDS calling officers, primarily as an observer
Work closely with Cash Management 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 implementation of new products and services, including negotiation of legal documents
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