Tds Analyst

1 week ago


Toronto, Ontario, Canada TD Bank Full time

TD Description
Stay current and competitive. Carve out a career for yourself. Grow with us.

Department Overview

  • TD Securities Corporate and Investment Banking provides a full range of financial advisory and capitalraising services to corporate and institutional clients. Our Relationship Managers work closely with our clients to understand their needs and bring them unique solutions to complex issues. The department is organized into areas of expertise, by Product, Region, and Industry.
  • The Business Management & Administration team within Corporate & Investment Banking is responsible for providing ongoing operational and strategic support, as well as supervisory oversight to Relationship Managers and Senior Executives within the department, such that their focus can remain on providing optimal client coverage. The team liaises with various TDS and TDBG support partners to advance the needs of the department, as well as, assist with rollingout any firm or bankwide initiatives.


An Investment Banking environment is a demanding environment and requires a self-starting, efficient person, who works extremely well in a team, can manage multiple priorities at the same time, and who thrives in a fast-paced, intense and exciting environment.


In this role, you will work with one of the Vice Presidents of Business Management to manage a variety of change management programs in support of the overall business and 1B function.


More specifically, the role will require you to:

  • Be a CRM (Salesforce) expert in managing the BAU activities of maintaining the platform
  • Has a high attention to detail and can effectively lead periodic clean up exercises focused on deal pipeline, account coverage and account priorities
  • Accountable for the CRM data governance function and will be required to have a strong understanding of the CRM security model and act as a delegate to modify all deal pipeline fields, account coverage, call reports etc.
  • Contributes towards ongoing data quality improvement initiatives and projects involving CRM
  • Leads end user training sessions on CRM across all levels of Investment Bankers and adhoc training to other LOBs.
  • Assists in creating end
- user documentation such as training material, job aids and communication prior to any technology roll-outs

  • Support and assist with IB Data Governance activities
  • Actively involved with testing changes associated with upcoming CRM releasees in lower environments and providing subsequent training.
  • Assists with any audit related queries involving the Deal Pipeline/ CRM
  • Actively involved in taking on new business process that relate to integration efforts

Job Requirements

  • Experience leading and participating in large technology change management initiatives
  • Understanding of financial markets and the business of Corporate and Investment banking
  • Enjoys working in a collaborative team environment where priorities often shift quickly
  • Takes ownership and accountability for the quality of their work
  • Places value on attention to details
  • Strong analytical, problemsolving and critical thinking skills
  • Strong knowledge of data governance/data management practices, enterprise data policy, standards &strategy

Inclusiveness


At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.


Job Family

  • TDS Global Operations

Job Category - Primary

  • Securities / Wholesale Banking

Job Category(s)

  • Securities / Wholesale Banking

Hours

  • 37.5

Business Line

  • TD Securities

Time Type

  • Full Time

Employment Type

  • Regular

Country

  • Canada

Province/State (Primary)

  • Ontario

City (Primary)

  • Toronto

Work Location

  • TD Centre
  • TD Tower 66 Wellington Street West

Job Expires

  • 09Jun2023


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