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Analyst, Client Solutions – Global Transaction Banking
TD Securities
Toronto, CAN
Full Time
Mid
Field
1 weeks ago
SQLPower BIMicrosoft ExcelMicrosoft PowerPointData AnalysisBusiness Intelligence
Free
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About the Role
TD Securities seeks an Analyst to support the Global Transaction Banking Client Solutions team through business intelligence, data analytics, and operational excellence. The role involves developing dashboards, analyzing datasets, and supporting process improvements.
Key Skills for This Role
SQLPower BIMicrosoft ExcelMicrosoft PowerPointData AnalysisBusiness Intelligence
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 supporting 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 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
- 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
Full Job Posting
Department Overview
- TD Securities is a leading corporate, investment and transaction bank offering a wide range of capital markets and transaction banking products and services.
- The Transaction Banking Product Management team is responsible for expanding existing product capabilities and building new payments and treasury products at enterprise scale.
About The Role
- Global Transaction Banking (GTB) delivers innovative treasury, payments, liquidity, cash management, and trade solutions.
- We are seeking a highly analytical and technically proficient Analyst to support 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 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, key performance indicators (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.
Qualifications
- Undergraduate degree in Business, Finance, Economics, Mathematics, Computer Science, Data Analytics, or a related field.
- 2+ years of experience in business analysis, business intelligence, data analytics, operations, financial services, or a related discipline.
- Experience within Transaction Banking, Treasury Services, Cash Management, Payments, or Capital Markets is considered 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 business intelligence 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 Package
- Our Total Rewards package includes base salary, variable compensation, 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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