Analyst, Client Solutions – Global Transaction Banking
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Key skills for this role
About the Role
TD Securities seeks an Analyst for Client Solutions in Global Transaction Banking. The role focuses on business intelligence, data analytics, operational excellence, and strategic business support.
Key Skills for This Role
Responsibilities
- Develop and maintain reporting solutions, dashboards, and data visualizations that provide actionable business insights
- Analyze large and complex datasets to identify trends, opportunities, risks, and performance drivers
- Partner with stakeholders to define reporting requirements, KPIs, and success metrics
- Deliver data driven recommendations that support business growth, strategic planning, and operational improvements
- Identify opportunities to automate reporting processes and improve data accessibility through self service solutions
- Monitor and maintain critical business processes to ensure operational efficiency, effectiveness, and continuity
- Identify and implement process enhancements, automation opportunities, and workflow improvements
- Support monthly billing activities and ensure accuracy and completeness of client billing processes
- Maintain process documentation, data dictionaries, governance artifacts, and business control documentation
- Support data quality, security, and governance initiatives to ensure compliance with enterprise standards
- Assist with regulatory reviews, internal audits, testing activities, and remediation efforts
- Partner with Origination, Client Management, Product, Operations, Technology, Risk, and other key stakeholders
Requirements
- Undergraduate degree in Business, Finance, Economics, Mathematics, Computer Science, Data Analytics, or related field
- 2+ years of experience in business analysis, business intelligence, data analytics, operations, financial services, or related discipline
- Advanced proficiency in Microsoft Excel and PowerPoint
- Strong SQL skills with experience working with large datasets
- Experience developing dashboards and reports using Power BI or similar BI tools
- Experience within Transaction Banking, Treasury Services, Cash Management, Payments, or Capital Markets is an asset
Full Job Posting
Department Overview
- TD Securities is a leading corporate, investment and transaction bank offering capital markets and transaction banking products to corporate, government, and financial institution clients.
- Global Transaction Banking (GTB) delivers treasury, payments, liquidity, cash management, and trade solutions.
- The Analyst role supports the Client Solutions team through business intelligence, data analytics, operational excellence, and strategic business support.
Key Responsibilities
- Develop and maintain reporting solutions, dashboards, and data visualizations.
- Analyze large datasets to identify trends, opportunities, risks, and performance drivers.
- Partner with stakeholders to define reporting requirements, KPIs, and success metrics.
- Deliver data driven recommendations for business growth and operational improvements.
- Identify opportunities to automate reporting processes.
- Monitor and maintain critical business processes for operational efficiency.
- Identify and implement process enhancements and automation opportunities.
- Support monthly billing activities and ensure accuracy.
- Maintain process documentation, data dictionaries, and governance artifacts.
- Support data quality, security, and governance initiatives.
- Assist with regulatory reviews, internal audits, and remediation efforts.
- Partner with Origination, Client Management, Product, Operations, Technology, Risk, and other stakeholders.
Qualifications
- Undergraduate degree in Business, Finance, Economics, Mathematics, Computer Science, Data Analytics, or related field.
- 2+ years of experience in business analysis, business intelligence, data analytics, operations, financial services, or related discipline.
- Experience within Transaction Banking, Treasury Services, Cash Management, Payments, or Capital Markets is an asset.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Strong SQL skills with experience working with large datasets.
- Experience developing dashboards and reports using Power BI or similar BI tools.
- Familiarity with Databricks, data warehouses, and modern analytics platforms.
- Experience with Python or other scripting languages is an asset.
- Experience using Jira, Confluence, GitHub, or similar workflow and documentation tools.
Total Rewards
- Base salary range: CAD 90,000 CAD 100,000.
- Eligible for discretionary variable compensation award.
- Health and well being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
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