Full-Time

Analyst – Global Trade Finance

Gtb, TD Securities

Posted on 1/29/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Compensation Overview

$110k - $125kAnnually

Entry, Junior

New York, NY, USA

Category
Commercial Banking
Corporate Finance
Finance & Banking
Required Skills
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Familiarity with corporate financial statements (understanding of credit analysis is considered an asset)
  • Strong analytical and quantitative skills
  • Strong Microsoft skills (PowerPoint, Excel, and OneNote)
  • Ability to communicate clearly and effectively both verbally and in writing
  • High level of self-motivation and initiative
  • Global financial market and political awareness
  • Excellent organization, collaboration, and prioritization skills to manage deliverables
  • Capability to manage continuous reporting and presentation requests
  • Strong interpersonal skills and ability to adapt presentation style to audience
  • Ability to travel in North America
Responsibilities
  • Support four Trade Finance Relationship Managers ("RMs") and provide direct client management functions
  • Engage in productive client interactions and develop a solid understanding of products
  • Proactively seek out opportunities for learning and improvement
  • Grow into an independent problem solver
  • Develop leadership skills both laterally and vertically
Desired Qualifications
  • Familiarity with credit facility documentation
  • Understanding of corporate lending
  • Client facing experience
  • Understanding of trade products and governing rules, and/or the willingness to become familiar with rules & norms associated with trade finance

TD Bank provides wealth management services aimed at helping Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique goals through a detailed discovery process that incorporates behavioral finance to create a personalized Wealth Personality™ profile. This profile guides the development of a customized wealth strategy that adapts to the client's life priorities. Key services include building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. TD Bank differentiates itself by focusing on personalized, goals-based financial planning rather than just numerical assessments, ensuring that clients receive tailored advice that evolves with their needs.

Company Size

11-50

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Behavioral finance integration enhances client engagement and personalized planning.
  • TD eCommerce Solutions can capitalize on the growing eCommerce market.
  • New leadership in U.S. commercial banking aligns with digital transformation trends.

What critics are saying

  • Involvement in money laundering scandal poses reputational and financial risks.
  • Recent leadership changes may disrupt operations or client relationships.
  • $28 million fine highlights ongoing compliance and regulatory challenges.

What makes TD Bank unique

  • TD Bank integrates behavioral finance for personalized wealth management solutions.
  • TD eCommerce Solutions targets Canadian small businesses with a customizable platform.
  • TD's partnership with Monit offers a small business dashboard for informed financial decisions.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

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