Analyst, Corporate Cash Management

Description

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.

Job Accountabilities:

As a member of the Corporate Cash Management team, the Analyst will perform the following tasks:

• 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

Job Requirements (qualifications):

• Undergraduate or graduate degree, with strong academics
• Industry experience and accreditations (CFA, CTP, CertICM, etc) are highly desirable
• 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

Who We Are:

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.

Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):