Analyst – Treasury Solutions - GTB, TD Securities

TD • New York, NY

4d • $110,000 - $135,000

About The Position

TDS Treasury Solutions provides treasury management products to US and Canadian companies as well as global multinationals. Treasury management consists of the collection, disbursement, liquidity management and the related information technology required to implement this. Treasury Solutions provides the linkages between these large corporate clients and the global payment systems through a variety of technology-based products, supported by high caliber sales and execution personnel. Each client typically receives a bespoke solution which allows their systems to connect with those of TD to facilitate money movement on an automated basis. Treasury Solutions has teams throughout Canada and the US and call on clients around the world.
Role Overview This position provides an entry point for 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 supporting 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. While the role will always require client interaction, there is a large body of domain knowledge that will be learned on the job. We sell 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 New York. Travel will be required to Canada for training and coordination as well as needed to other locations for clients.

Requirements

• 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.

Nice To Haves

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

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.

Benefits

• Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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, and reward and recognition.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees