Analytics Associate, CIB Analytics

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Analytics Associate, CIB Analytics

mid · Data Science & Analytics

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Hours:

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Pay Details:

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Securities Corporate & Investment Banking provides financial advisory, capital-raising, liquidity, transaction banking, and risk-management solutions to corporate and institutional clients. 

This Associate role sits within the Corporate & Investment Banking Analytics team and delivers business performance analysis and decision-oriented insights across CIB. The successful candidate will work with stakeholders to frame business questions, connect financial and operational information, and identify opportunities to improve performance. 

Business storytelling is central to the position. The Associate will turn complex analysis into concise, executive-ready narratives that explain performance drivers, implications, risks, opportunities, and recommended actions. The role is expected to move beyond compiling information or producing recurring reports by proactively identifying where management attention may be required.

The role also supports proactive expense management, including analysis of expense drivers and client recovery effectiveness. It acts as an analytical conduit among CIB, Finance, Product Control, Operations, Technology, and Business Management. The Associate will use information from these partners to provide business-led analysis and help management take informed action.

Job Responsibilities

1. Business Performance Analysis and Advisory

• Develop a strong understanding of CIB businesses, products, clients, financial drivers, operating model, and strategic priorities.
• Partner with business stakeholders to identify analytical opportunities and translate business objectives, performance concerns, and ambiguous questions into structured analysis.
• Analyze revenue and profitability, client and product performance, cross-sell opportunities, pipeline and origination, capital and RAROC, productivity, operating efficiency, and emerging risks.
• Use trend, variance, segmentation, driver, and scenario analysis to explain performance and identify opportunities.
• Connect financial and non-financial information to provide a complete view of performance and proactively surface patterns, exceptions, and risks.
• Own analytical assignments from problem definition through executive presentation while managing multiple priorities.

2. Executive Storytelling and Management Decision Support

• Translate complex analysis into concise narratives explaining what is occurring, why it matters, and what management should consider doing. 
• Own the preparation of relevant analytical materials, dashboards, visualizations, and performance narratives for CIB business executives. 
• Present findings to senior stakeholders and respond to questions with appropriate supporting analysis. 
• Tailor content to the audience and distinguish business decision support from baseline reporting owned by Finance. 
• Communicate assumptions and limitations clearly, challenge assumptions constructively, and develop reusable frameworks for recurring management questions. 

3. Expense Analysis and Proactive Expense Management

• Identify which bankers, clients, projects, products, activities, vendors, or patterns are contributing to expense growth.
• Analyze expense trends, concentrations, anomalies, and emerging concerns, and provide targeted recommendations rather than reproducing baseline financial reports.
• Assess applicable client expense recovery, including relationships among incurred expenses, projects or transactions, invoices, and recovered amounts.
• Identify unrecovered expenses, delayed recovery, leakage patterns, and opportunities to improve recovery effectiveness.
• Develop forward-looking insights and scenarios that help the business understand potential expense outcomes.
• Partner with Finance, Product Control, Operations, and Technology to understand source information, definitions, and processes while maintaining clear accountability boundaries.
• Maintain working knowledge of relevant expense policies and provide analytical or coordination support relating to invoices without owning ongoing processing or administration.
• Support the transition of recurring expense-policy administration and invoice-related activities to Business Operations or another appropriate owner.

4. Cross-Functional Coordination and Business Enablement

• Act as an analytical conduit among CIB business stakeholders, Finance, Product Control, Operations, Technology, and Business Management.
• Clarify business objectives, analytical requirements, definitions, assumptions, dependencies, and ownership boundaries across teams.
• Coordinate information and delivery without assuming ownership of other functions’ processes.
• Help ensure analytical outputs use consistent business logic and support executive decision-making.
• Work with Technology when analytical solutions require new data, automation, controlled implementation, or broader scaling.
• Support transition of stable reporting, invoice-related, policy-administration, or other operational activities to the appropriate owner.
• Informally guide junior analysts or project resources and contribute analytical and storytelling best practices across the team.

5. Analytics Delivery, Data Quality and AI Enablement

• Use Power BI, SQL, Databricks, and related tools to prepare data, perform analysis, and develop dashboards or analytical solutions.
• Build fit-for-purpose analytical tools, visualizations, and prototypes that address defined business needs.
• Prepare, combine, validate, and reconcile financial, operational, client, and product information from multiple sources.
• Define and document business rules, calculations, assumptions, data sources, limitations, and appropriate data-quality checks.
• Contribute to reusable datasets, business definitions, semantic models, and analytical frameworks.
• Apply approved AI and GenAI tools to accelerate analysis, commentary, information synthesis, and structured workflows.
• Contribute to agentic workflows with appropriate validation and human oversight, partnering with technical specialists where advanced engineering is required.

Job Requirements

Required

• 3+ years of experience in business analytics, financial analysis, business intelligence, performance management, management reporting, or a related analytical role.
• Experience in banking, capital markets, corporate and investment banking, or a closely related financial-services environment.
• Strong understanding of business and financial performance drivers and ability to connect results to client, product, and operational activity.
• Strong business storytelling skills, including development of concise executive-ready materials and communication of recommendations to senior stakeholders.
• Demonstrated ability to translate ambiguous business questions into structured analysis and actionable recommendations.
• Hands-on Power BI experience, including data modeling, DAX, dashboard development, and executive-facing visualization.
• Strong SQL skills and hands-on experience with Databricks or a comparable analytics platform.
• Experience preparing, combining, validating, and reconciling complex data from multiple sources.
• Experience with trend, variance, driver, segmentation, forecasting, or scenario analysis.
• Ability to independently own analysis and executive materials, manage multiple priorities, and facilitate work across teams without formal authority.
• Strong written, verbal, and stakeholder-management skills.

Nice to Have

• Understanding of CIB products, clients, transaction economics, revenue, profitability, capital, RAROC, expense drivers, and cost recovery.
• Experience analyzing client, project, transaction, product, banker, or vendor-level expenses.
• Understanding of client invoicing, expense recovery, cost allocation, and related operational processes.
• Experience using GenAI tools to accelerate analysis, develop management commentary, identify performance drivers, or support executive storytelling.
• Experience designing, configuring, or contributing to agentic workflows, including prompts, tools, workflow logic, validation, and human oversight.
• Familiarity with expense policies, financial controls, data governance, lineage, and audit-ready documentation.
• Exposure to Power Automate, Python, advanced statistics, or related analytical and automation tools.
• Experience supporting cross-functional initiatives involving Business, Finance, Product Control, Operations, and Technology.

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. Learn more

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):