TD Securities · 14 hours ago
Analyst – Treasury Solutions - GTB, TD Securities
New York, NY
Full-time
Onsite
New Grad, Entry Level
$110K/yr - $135K/yrTD Securities is a leading provider of capital markets products and services. The Analyst role focuses on treasury management products and involves client management, sales development, and collaboration with senior team members to enhance client relationships and drive revenue growth.
BankingFinanceFinancial Services
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
Qualification
Required
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
Preferred
Industry experience and accreditations (CFA, CTP, etc.) are highly desirable
Experience with Microsoft CoPilot and other AI tools a plus
Benefits
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
Reward and recognition
Company
TD Securities
TD Securities is an investment banking that offers global transaction, M&A advisory, foreign exchange, and equity research services.
Founded in 1855
5001-10000 employees
H1B Sponsorship
TD Securities has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (70)
2024 (49)
2023 (37)
2022 (31)
2021 (27)
2020 (30)
Funding
Current Stage
Late StageLeadership Team
Rona Ambrose
Deputy Chairwoman
Recent News
2026-01-14
Company data provided by crunchbase