Operations Analyst Ii

Work Location :

Hours:

Line of Business:

Pay Details:

We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

Global Operations and Business Services employees are unique individuals whose varied talents and experiences bring value to the way they deliver for the franchise. Whether you are analytical or creative, business savvy or a people person, Global Operations and Business Services provides an ideal opportunity to succeed.

The Global Operations and Business Services team is a diverse and dynamic group of people delivering continued business success through leadership, collaboration, innovation and visionary thinking. We provide critical infrastructure services that support and/or control the trading, investment and corporate banking functions of TD Securities.

Within our core values, we foster a culture of diversity, inclusion and community support/giving.

Team Overview:

Global Business Services & Operations is at the core of TD Securities. We are a dynamic, multi-faceted division that partners with all parts of the Dealer, including Sales & Trading to provide banking, securities, and asset management services to clients globally. Global Business Services & Operations recruits highly motivated individuals who can help the Dealer and our clients facilitate business. Professionals in Global Business Services & Operations come from a variety of academic and professional backgrounds.

The successful candidate will be part of the Client Management team within Global Business Services & Operations. The team's primary responsibility is relationship management, coordination and management of onboarding of clients for TD Securities, globally. Client Management is also responsible for assisting with large client relationships initiatives that impact the dealer. The Client Management team is committed to ensuring services provided across the Bank and to its clients are delivered in a professional manner, that risk is minimised, and the client has a positive experience. The candidate is expected to think creatively, improve the daily process, and take responsibility and ownership for this to happen..

Job Description/Accountabilities:

• . Has a solid understanding of the client onboarding requirements including the new global regulatory framework, credit, legal and AML/KYC, FATCA, CRS, MiFID and understands the role of various stakeholders involved
• Working with sales and trading to grow long term relationships with buy side clients as they organically grow with TD
• Proactively working with buy side clients to assess needs and priorities daily
• Assist the desk and stakeholders in managing priorities
• Expediting the ability to trade whilst ensuring all required stakeholders are engaged and risks minimized.
• Participate in new client and product strategies for the Dealer globally, offering value-added ideas and strategies
• Work with the Front Office and internal stakeholders daily to understand the client needs and track and prioritize high value relationships
• Working with stakeholders to understand regulatory and documentation requirements for large global institutional clients
• Building and maintaining strong relationships with internal stakeholders
• Maintain client status updates current in the database to track and monitor workflow
• Escalate and manage client issues proactively and in a timely manner

Job Requirements

• Undergraduate degree/ college diploma
• Up to 4 years' experience of working experience in either buy side firms or Capital Markets industry
• Understanding of Financial Markets and trading products
• Proven ability to maintain and manage large client relationships
• Demonstrates time management skills and commitment to delivering results within aggressive timelines and ability to support global desks
• Ability to analyze, organize and prioritize work while meeting multiple deadlines
• Excellent communication and presentation skills to share recommendations with colleagues
• High degree of intellectual curiosity, passion, and self-motivation
• Ability to work independently and within a team environment experience
• Ability to work within a diverse, global workforce that is client service oriented
• Ability to understand and find appropriate applications for data and analysis results
• Meticulous attention to detail and due diligence
• Sound understanding of risk processes and methodologies
• Demonstrates a high aptitude in time management
• Design, creativity, and problem-solving skills
• Fast learner who is dedicated to continuously improving their skills and expertise.
• Strong OUTLOOK/EXCEL/POWERPOINT skills

Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary and several other key plans such as health and well-being benefits, including medical coverage, paid time off, 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.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

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

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.

Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary and several other key plans such as health and well-being benefits, including medical coverage, paid time off, 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.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

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

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.