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senior financial data analyst Jobs in New York

senior financial data analyst

2026 equity research summer analyst new york, ny Jobs in New York

2026 summer internship - third party risk management Jobs in New York

analyst associate credit multi asset solutions fundraise management

Brookfield

<div>
 
 Location
 
 
 
 Brookfield Place New York - 225 Liberty Street, 8th Floor
 
 
 
 Business - Global Client Group
 
 
 
 Brookfield is one of the world&rsquo;s largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Brookfield&rsquo;s Global Client Group provides insights and solutions designed to meet the evolving needs of a diverse group of investors around the world. GCG also manages institutional relationships, strategic partnerships and raises capital for Brookfield&rsquo;s various private funds and Affiliate Managers.
 
 
 
 Brookfield Culture
 
 
 
 Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.
 
 
 
 Job Description
 
 
 
 We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.
 
 
 
 Job Description:
 
 
 
 <ul>
 <li>
 The Global Client Group is seeking an Analyst / Associate &ndash; Credit &amp; Multi-Asset Solutions, Fundraise Management, to work with the Brookfield&rsquo;s Credit and Investment Solutions platforms on a range of activities including assisting with the development and management of new credit solutions/strategies as well as supporting marketing and fundraising activities across Brookfield&rsquo;s existing credit products.
 </li>
 <li>
 The successful candidate will support the team leading the project management of the multi-asset and asset-based finance strategies on all product management, strategy and client proposal initiatives across commingled funds, single sector separately managed accounts and multi-asset proposals
 </li>
 <li>
 Strategize and draft strategic client proposals across credit and multi-asset solutions, including building model portfolios, creating client presentations and incorporating market intelligence into tailored messaging.
 </li>
 <li>
 Create and compile strategy-specific marketing materials, including offering memoranda, investor presentations and other documents related to our strategies.
 </li>
 <li>
 Project manage all deliverables during fundraising such as coordinating client calls, meetings and on-sites to advance investor due diligence processes and interest
 </li>
 <li>
 Assist facilitation of key decisions throughout fundraising process with all stakeholder groups - Marketing, Client Relationship Management, Investor Relations, Legal, Compliance, Finance &amp; Operations and the Investment Teams.
 </li>
 <li>
 Be a source of information and advisor for Brookfield&rsquo;s product offerings, the offerings of our key competitors and market in general.
 </li>
 <li>
 Develop a strong understanding of the institutional landscape and the preferences, styles and requirements for credit investors broadly across key regions and investor types.
 
 
 </li>
 </ul>
 Qualifications Required:
 
 
 <ul>
 <li>
 Undergraduate degree in finance, business, economics, or another relevant discipline.
 </li>
 <li>
 Experience Required: 1-4 years of experience in investor relations, fundraising and/or investment in private markets, with a preference for candidates with direct experience in alternatives
 </li>
 <li>
 Excellent PowerPoint and excel skills. The ability to manipulate and summarize data sets is important.
 </li>
 <li>
 Strong written and verbal communication skills.
 </li>
 <li>
 A team approach and a &ldquo;can do&rdquo; attitude.
 </li>
 <li>
 Ability to be a &ldquo;self-starter&rdquo; with intellectual curiosity and honesty.
 </li>
 <li>
 Experience in high volume processes and technology enabled solutions.
 
 
 </li>
 </ul>
 Salary: $105,000 - $150,000
 
 
 Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.
 
 
 Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.
 
 
 We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.
 
 
</div>

Analyst / Associate, Credit & Multi-Asset Solutions, Fundraise Management

New Millenium Consulting

<div>
 
 Job Title: Jr Capital Markets Analyst (Bloomberg)
 
 
 Job location: New York, New York (hybrid- (3 days onsite)
 
 
 Job Type: Contract W-2
 
 
 1-3 years experience
 
 
 Training will be provided for the right candidate
 
 
 Knowledge of Swaps/Options/derivatives a huge plus
 
 
 
 
 
 A global bank is seeking an Jr Capital Markets Analyst. Jr Capital Markets Analyst Analyst will be training to managing access rights for external clients across 12 electronic trading platforms and internal tools, facilitating transactions with Trading desks in the Forex and Fixed Income markets on a global scale (Europe, Asia, Americas).
 
 
 
 
 
 Key responsibilities include creating and deactivating user accounts for asset managers, adjusting pricing tiers on products, and modifying sales associate links to clients. The position also entails integrating and supporting new platforms, collaborating on the development of internal tools, managing the creation and deletion of books, and ensuring the maintenance of statistical files.
 
 
 Essential Duties and Responsibilities:
 
 
 
 
 
 Manage the access rights of external clients on the electronic trading platforms (12 platforms) and internal tools, so they can conduct transactions with the Trading desks, in the areas of Forex (currency market) &amp; Fixed Income (bond market for Rates/Credit products), and at a global level (Europe, Asia, Americas);
 
 
 Create and deactivate user/client accounts for asset managers;
 
 
 Add and modify tiering (pricing levels offered) on products;
 
 
 Add and modify sales associates linked to clients;
 
 
 Integrate and support new platforms in the tools, as well as collaborate on the development of internal tools;
 
 
 Manage the creation and deletion of books;
 
 
 Ensure the maintenance of statistical files.
 
 
 
 
 
 
 Skills: Requirements:
 
 
 
 
 
 
 Proven experience in managing user access and permissions on electronic trading platforms or similar systems.
 
 
 Strong understanding of client account management, including the creation and deactivation of user accounts.
 
 
 Experience in modifying pricing tiers and managing sales associate linkages to clients.
 
 
 Technical proficiency in integrating new platforms and supporting internal tool development.
 
 
 Ability to manage the creation and deletion of books and maintain statistical files accurately.
 
 
 Excellent attention to detail and strong organizational skills.
 
 
 Effective communication and collaboration skills to work with internal teams and external clients.
 
 
 Proficient in using Microsoft Office Suite (Excel, Word, PowerPoint) and other relevant software tools.
 
 
 Ability to work independently and manage multiple tasks in a fast-paced environment.
 
 
 Nice to have but not required: Familiarity with Forex and Fixed Income markets, including Rates and Credit products.
 
 
 Education:
 
 
 Min - Bachelor's of Science Degree in Computer Science/Information Technology, Economics, or Finance
 
</div>

Jr Capital Markets Analyst

Phyton Talent Advisors

<div>
 
 
 The role involves managing access rights for external clients across 12 electronic trading platforms and internal tools, facilitating transactions with Trading desks in the Forex and Fixed Income markets on a global scale (Europe, Asia, Americas). Key responsibilities include creating and deactivating user accounts for asset managers, adjusting pricing tiers on products, and modifying sales associate links to clients. The position also entails integrating and supporting new platforms, collaborating on the development of internal tools, managing the creation and deletion of books, and ensuring the maintenance of statistical files.
 
 
 
 
 
 
 
 Essential Duties and Responsibilities:
 
 
 <ul>
 <li>
 Manage the access rights of external clients on the electronic trading platforms (12 platforms) and internal tools, so they can conduct transactions with the Trading desks, in the areas of Forex (currency market) &amp; Fixed Income (bond market for Rates/Credit products), and at a global level (Europe, Asia, Americas);
 </li>
 <li>
 Create and deactivate user/client accounts for asset managers;
 </li>
 <li>
 Add and modify tiering (pricing levels offered) on products;
 </li>
 <li>
 Add and modify sales associates linked to clients;
 </li>
 <li>
 Integrate and support new platforms in the tools, as well as collaborate on the development of internal tools;
 </li>
 <li>
 Manage the creation and deletion of books;
 </li>
 <li>
 Ensure the maintenance of statistical files.
 </li>
 </ul>
 
 
 
 
 
 Requirements:
 
 
 <ul>
 <li>
 Proven experience in managing user access and permissions on electronic trading platforms or similar systems.
 </li>
 <li>
 Strong understanding of client account management, including the creation and deactivation of user accounts.
 </li>
 <li>
 Experience in modifying pricing tiers and managing sales associate linkages to clients.
 </li>
 <li>
 Technical proficiency in integrating new platforms and supporting internal tool development.
 </li>
 <li>
 Ability to manage the creation and deletion of books and maintain statistical files accurately.
 </li>
 <li>
 Excellent attention to detail and strong organizational skills.
 </li>
 <li>
 Effective communication and collaboration skills to work with internal teams and external clients.
 </li>
 <li>
 Proficient in using Microsoft Office Suite (Excel, Word, PowerPoint) and other relevant software tools.
 </li>
 <li>
 Ability to work independently and manage multiple tasks in a fast-paced environment.
 </li>
 <li>
 Nice to have but not required: Familiarity with Forex and Fixed Income markets, including Rates and Credit products.
 </li>
 </ul>
 
 
</div>

Trading Capital Markets Analyst

Wells Fargo

<div>The Corporate &amp; Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Learn more about the career areas and lines of business at wellsfargojobs.com. 
 
 
 
About this role: 
 
Wells Fargo is seeking an Analyst to support the Portfolio Strategy &amp; Credit Administration and Capital Optimization &amp; Returns teams within the Corporate &amp; Investment Bank (CIB). This role plays a key part in managing the CIB credit portfolio, evaluating capital deployment, and supporting leadership with high-quality insights and materials. 
 
This unique opportunity provides exposure from both a risk management/strategy as well as business capital and returns perspective. The Analyst will collaborate with partners across Coverage, Underwriting, Corporate Treasury, Finance, and Enterprise Risk to support disciplined portfolio management, strategic growth strategy, and improved returns. 
 
This position is suited for individuals with strong analytical skills, exceptional Excel and PowerPoint capability, and an interest in capital, credit, and portfolio strategy. 
 
In this role, you will support: 
 
Capital Optimization
<ul><li>Assist in evaluating return on capital for new and existing transactions</li><li>
Utilize profitability and pricing tools to assess capital efficiency</li><li>
Support efforts that improve capital deployment, enhance return frameworks, and strengthen data quality</li></ul> 

Portfolio Strategy &amp; Credit Administration
<ul><li>Monitor portfolio trends, credit policy exceptions, industry exposures, and emerging risk themes</li><li>
Assist in regulatory reporting processes, limit framework tracking, and enterprise-wide portfolio routines</li><li>
Support review and control processes for the CIB-Banking portfolio</li></ul> 

Analytics, Reporting &amp; Presentation
<ul><li>Assist with the creation and maintenance of standardized reporting, dashboards, and recurring analytics for portfolio performance, capital usage, industry trends, and asset quality</li><li>
Analyze client-level, industry-level, and portfolio-level data to support capital allocation, RWA assessments, regulatory capital considerations, return analyses, and inherent risk management</li><li>
Support production of polished, executive-ready PowerPoint presentations for senior management, capital and risk committees, and cross-functional forums</li><li>
Assist on materials related to spread performance, loan origination trends, repricing, and macro portfolio outcomes</li></ul> 

Cross-Functional Collaboration<ul><li>
Partner with Underwriting, Treasury, Coverage, Finance, and Risk to gather inputs and create materials for transaction and portfolio reviews</li><li>
Participate in cross-functional initiatives aimed at enhancing portfolio monitoring, standardizing analytics, and improving reporting infrastructure</li></ul>
Required Qualifications:
<ul><li>6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul>
Desired Qualifications:
<ul><li>Foundational understanding of wholesale credit, capital markets, corporate lending, and regulatory capital concepts</li><li>
Familiarity with portfolio management practices, RWA methodologies, or profitability frameworks</li><li>
Experience working with large datasets or reporting/BI tools</li><li>
Interest in developing expertise in capital optimization, portfolio strategy, and credit risk</li><li>
Advanced Excel skills (modeling, financial calculations, data analysis)</li><li>
Advanced PowerPoint skills with the ability to produce executive-ready presentations</li><li>
Strong analytical and problem-solving skills</li><li>
Familiarity with AI prompting techniques</li><li>
Excellent verbal, written, and interpersonal communication skills</li><li>
Ability to effectively interact with senior leaders and cross-functional partners</li><li>
Ability to work independently, manage multiple priorities, and collaborate across teams</li><li>
Strong organization and prioritization skills with ability to meet deliverables in a fast-paced, deadline driven environment</li></ul>
Job Expectations:<ul><li>
Willingness to work on-site in accordance with current office requirements</li><li>
Visa sponsorship is not available</li><li>
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.</li><li>
Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.</li><li>
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required</li><li>
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.</li><li>
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.</li></ul>
Posting Locations: 
 
Charlotte, NC: 550 S Tryon 
New York, NY: 30 Hudson Yards 
 
Base Salary NC and NY: 
 
Base pay range: $100,000-110,000 
 
Pay Range 
 
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. 
$90,000.00 - $150,000.00 
Benefits
 
 
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.<ul><li>
Health benefits</li><li>
401(k) Plan</li><li>
Paid time off</li><li>
Disability benefits</li><li>
Life insurance, critical illness insurance, and accident insurance</li><li>
Parental leave</li><li>
Critical caregiving leave</li><li>
Discounts and savings</li><li>
Commuter benefits</li><li>
Tuition reimbursement</li><li>
Scholarships for dependent children</li><li>
Adoption reimbursement</li></ul>
Posting End Date: 
16 Apr 2026 
<ul><li>Job posting may come down early due to volume of applicants.
</li></ul> 
We Value Equal Opportunity 
 
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 
 
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 
 
Applicants with Disabilities 
 
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . 
 
Drug and Alcohol Policy 
 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. 
 
Wells Fargo Recruitment and Hiring Requirements: 
 
a. Third-Party recordings are prohibited unless authorized by Wells Fargo. 
 
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Analyst, Corporate Banking - Capital & Portfolio Management

Ventas, Inc.

<div>
 
 Job Description
 
 
 
 Ventas is a leading S&amp;P 500 company enabling exceptional environments that benefit a large and growing aging population. With an enterprise value exceeding $50 billion and a portfolio of more than 1,400 properties across North America and the United Kingdom, Ventas is a preeminent participant in the longevity economy. Its largest business is private-pay senior housing, which includes over 850 communities providing valuable care and services to more than 90,000 residents. The Ventas portfolio also includes outpatient medical buildings, research centers and healthcare facilities that attract strong institutional demand from the largest health systems, biomedical companies and universities and other research institutions in the world. Backed by strong financial performance and a collaborative culture, Ventas has the capital, capabilities and relationships to deliver superior value. The experienced Ventas team shares a commitment to each other and to the Company&rsquo;s mission of helping people live longer, healthier, happier lives.
 
 
 The Investments team identifies and executes high-quality opportunities that expand and strengthen the Ventas portfolio. The team combines financial insight and market intelligence to guide acquisition, disposition, and partnership decisions. This function fuels growth and helps position Ventas as a leader in the longevity economy.
 
 
 
 About The Role
 
 
 
 The Financial Analyst, Investments is a key contributor within the Ventas Investments group, supporting the underwriting, due diligence, approval, and closing of healthcare real estate transactions focused on senior housing. This lean, high‑performing deal team evaluates opportunities ranging from single‑asset investments to multi‑billion‑dollar portfolio transactions across senior housing, outpatient medical, life sciences, and other healthcare verticals. The Financial Analyst will work directly with investments team leadership, senior management and cross‑functional partners in a fast‑paced, analytical, and deadline‑driven environment. The successful candidates will be joining a very active investments platform, with Ventas having completed &gt; $4 billion in new investments since 4Q24. Key responsibilities include:
 
 
 <ul>
 <li>
 Build and maintain financial models to support acquisitions, joint ventures, developments, redevelopments, and debt investments.
 </li>
 <li>
 Lead valuation analyses and sensitization of key transaction assumptions and risk drivers.
 </li>
 <li>
 Assist in designing and structuring asset, portfolio, and entity-level transactions of varying complexity that achieve investment criteria and satisfy counterparty need
 </li>
 <li>
 Conduct detailed due diligence, including operator/tenant financial assessments, market analyses, and site visits.
 </li>
 <li>
 Synthesize findings and present underwriting conclusions to senior leadership.
 </li>
 <li>
 Partner with brokers, sellers, and investment bankers to refine assumptions and validate transaction data.
 </li>
 <li>
 Support Corporate Finance to ensure accurate integration of transaction economics into Ventas&rsquo;s financial projections.
 </li>
 <li>
 Prepare materials for executive approval, investment committee review, and closing processes.
 </li>
 <li>
 Collaborate with Asset Management to support a smooth integration of acquired assets post‑closing.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Economics, or a related analytical field.
 </li>
 <li>
 1+ years of experience in financial analysis, commercial real estate, investment banking, private equity, corporate finance, or related analytical disciplines.
 </li>
 <li>
 Must be located in the Chicago, IL or New York, NY surrounding area or willing to relocate for the duration of employment.
 </li>
 <li>
 Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations.
 </li>
 <li>
 Strong proficiency in Microsoft Excel and PowerPoint; experience with Argus, SQL, or financial modeling tools is a plus.
 </li>
 <li>
 Strong quantitative, communication, and problem‑solving skills.
 </li>
 <li>
 High sense of urgency, adaptability, and ability to manage multiple competing priorities.
 </li>
 <li>
 Must be legally authorized to work in the United States without need for employer sponsorship now or in the future
 
 
 </li>
 </ul>
 
 The estimated base salary range for this position is $100,000 &ndash; $130,000 per year. This range reflects a good-faith estimate of the base salary Ventas reasonably expects to pay at the time of posting. Actual base pay will be determined based on work location, skills, qualifications, relevant experience, and business needs.
 
 
 
 
 In addition to base salary, this role is eligible for discretionary incentive compensation and a comprehensive benefits package, which includes medical, dental, vision, retirement savings, paid time off, and other wellness benefits under applicable plan terms.
 
 
 
 Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate.
 
 
 Ventas, Inc. is an Equal Opportunity Employer.
 
 
 Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties.
 
 
</div>

Financial Analyst, Investments

TD Bank

<div>Work Location :
New York, New York, United States of America
Hours:
40
Line of Business:
TD Securities
Pay Detail:
$110,000 - $130,000 USD
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:
Preferred Qualifications:
Company Overview
TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. The firm works with clients around the world, focusing selectively and strategically on the key financial centers: Toronto, Montreal, Calgary, Vancouver, New York, London, Singapore, and Tokyo. www.td.com
Department Overview
TD Securities Global Asset Servicing (GAS) is a diverse and dynamic group of individuals, whose varied talents and experiences enable us to provide critical infrastructure services that support and/or control the trading, investment, and corporate banking functions of TD Securities. We are committed to innovation with purpose, execution with excellence, and continually improving the employee value proposition. We foster a culture of diversity, inclusion, and community giving. Our dynamic team is divided into five main functional areas: Capital Markets, Financing Operations, Payment and Correspondent Banking Services, Business Services, and Change Delivery.
The GAS team partners with the front office and other groups globally to manage risk and deliver world class service to our global client base. The team provide operational support and control across the trade lifecycle. The team is heavily involved in new product initiatives and process improvements support the growing needs of the business. We take great pride in ensuring controls are continuously monitored and updated while focusing on exceeding customer expectations.
If you are industrious, collaborative, innovative, and enjoy visionary thinking, joining our team could be an ideal opportunity for you.
Global Asset Servicing &ndash; Corporate Actions Overview
<ul><li>Manage daily Corporate Action Events across multiple fixed income products.
</li><li>Familiarity with DTC, Euroclear and foreign depository clearance, settlements, and Asset Servicing.
</li><li>Knowledge of new bond issues, changes in terms and conditions to the indentures, details, and calculations of interest for P&amp;I, fixed and floating rate issues, bankruptcies, liquidations, defaults, consents, conversions, full and partial calls, and maturities.
</li><li>Responsible for processing Corporate Actions from trade date to settlement date including fails management over the complete event.
</li><li>Interact with operations groups globally to provide industry leading client service to external clients and internal stakeholders.
</li><li>Internal and external clients while developing relationships with colleagues across TDS Global Operations and Business Services.
</li></ul>The Global Asset Servicing Corporate Actions team is responsible for ensuring complete, accurate, and timely processing of all corporate actions as well as maintaining the multiple security masters (cross platform).
Primary Responsibilities :
<ul><li>Asset Servicing event creation in proprietary systems.
</li><li>Perform day-to-day processing and reconciliation of all Corporate Action Events.
</li><li>Identification, escalation, and resolution of corporate action issues understanding while working against critical deadlines.
</li><li>Processing ad-hoc bond conversion requests on 144A/REGS securities.
</li><li>Working with external brokers to process events on Repo / Stock Loan positions and settle claims.
</li><li>Respond to both internal and external inquiries expeditiously.
</li><li>Working in a dynamic environment; leverage expertise in key areas to deliver a superior work product.
</li><li>Partner with technology to development, implement and refine internal system and processes.
</li><li>Provide management feedback on custodian and vendor performance.
</li><li>Support direct manager in the delivery and monitoring of daily outputs and critical tasks.
</li><li>Efficiently maintain documentation for regulatory, compliance, and audit purposes.
</li><li>Drive new business initiatives and pursue automations in support of STP (straight through processing).
</li></ul>Qualifications:
<ul><li>5+ years&rsquo; experience in Asset Servicing Operations.
</li><li>Can collaborate with and encourage other team members in the pursuit of operational excellence.
</li><li>Possess excellent communication skills.
</li><li>Able to work in a fast-paced, deadline sensitive environment.
</li><li>Self-starter who is comfortable in a complex role interfacing with clients and internal teams.
</li></ul><ul><li>Strong knowledge of Excel (e.g., VLOOKUP, pivots, macros, etc.).
</li><li>Proven risk management skills, fostering a zero-tolerance policy for poor management practices.
</li><li>Broadridge NAPE experience is preferred
</li><li>Strong front-to-back ownership mentality
</li><li>Adept at multi-tasking skills with the ability to prioritize competing/conflicting priorities.
</li><li>Excellent analytical/problem solving skills while maintaining a sense of urgency.
</li><li>Understanding of industry best practices.
</li><li>Build strong relationships and work collaboratively within Global Operations and Business Services teams to support the growing needs of the business.
</li></ul><h3 class="jobSectionHeader">Inclusiveness
</h3>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, creating an environment where every employee can reach their potential.
If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
The Operations Analyst/Specialist II TDS coordinates and executes projects primarily focused on the continuous improvement of Operations and/or the attainment of organizational objectives. The Operations Analyst/Specialist II TDS assists Operations management in identifying opportunities for process improvements, analyzes options (including software, workflow changes, training needs, and procedure modification), and presents recommendations and implements change.
Depth &amp; Scope:
<ul><li>Performs more complex operational analysis within the Loss Analytics department
</li><li>Works independently and works with the Management team in making decisions on policy and procedure changes
</li><li>Develops recommendation and coordinates the implementation of new procedures
</li><li>Disseminates analyzed findings and makes recommendations to Management pertaining to system configurations and/or process changes
</li><li>Manages through to completion on assigned projects including identifying project requirements, gathering information, developing an approach, executing the project and ensuring communication occurs across functional areas
</li><li>Projects could involve standardization, conversion, productivity, service quality or other strategic issues or documentation related to these areas
</li><li>Leads capacity analysis for Fraud software to determine appropriate staffing levels
</li><li>Collects and analyzes pertinent information and data pertaining to fraud committed against TD Bank
</li><li>Conducts detailed statistical analysis involving fraud loss and check card data and correlate to Fraud Management applications/processes to determine department effectiveness
</li><li>Completes ad-hoc reporting and analysis requests from Management including data collection
</li><li>Considered a subject matter expert for Operations processes and acts as a resource for resolving technical or operational issues
</li><li>Conducts capacity analysis for Fraud software to determine appropriate staffing levels
</li><li>Identifies opportunities and presents solutions for process improvements, including streamlining functions, resolving processing problems and improving service quality
</li>Develops solutions in conjunction with work teams and management and then coordinates implementation 
<li>
</li></ul> 
Experience:
<ul><li>Bachelor's degree, or specialized training / equivalent work experience
</li><li>5+ years related experience
</li><li>Successful project management skills and ability to work independently
</li><li>Proven ability to relate technical solutions to operational issues
</li><li>Proven verbal and written communication skills
</li><li>Excellent in operating computer applications with specific focus on data retrieval and research including CMOD
</li><li>Solid understanding of data analysis techniques and methodology
</li><li>Proficient in Monarch, Access and Excel, proven knowledge of PowerPoint and Word
</li></ul>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 base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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, and reward and recognition. Learn more 
 
Additional Information:
 
We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
 
 
Colleague Development
If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;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&rsquo;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 &amp; Onboarding
 
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
 
 
Interview Process
 
We&rsquo;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
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.</div>

Operations Analyst, TDS Global Asset Servicing - Corporate Actions

Bank of America

<div>Job Description:
The Telecommunications Services, Communications Infrastructure and Communications Software team currently covers 23-listed companies across subsectors and adjacencies including large cap telecommunications, AI and wireless infrastructure and emerging communications software companies. In addition to coverage of publicly traded companies, the team regularly vets a number of private companies for potential IPOs.
The candidate for the position should be intellectually curious and have a deep desire to learn. The candidate should also have some experience with financial modeling and quantitative analysis, as well as strong verbal communication and writing skills. The ideal candidate possesses experience in telecommunications/technology research. Further, the candidate should possess experience with company modeling and have a passion for following the stock market.
The candidate will work alongside their Senior Analyst and Junior Analyst peers in all aspects, from idea generation to company meetings, including but not limited to the following:<ul><li>
Perform complex financial modeling &amp; valuation work</li><li>
Write regular industry and company reports and company launch initiations from scratch</li><li>
Develop databases integral to our research product</li><li>
Demonstrate strong industry knowledge and business judgment</li><li>
Work with Senior Analyst to develop key industry themes</li><li>
Build relationships and facilitate information flow with contacts at covered companies</li><li>
Participate and contribute to client meetings and events</li><li>
Attend meetings and interact with key opinion leaders</li><li>
Closely follow and understand market, industry and company specific activity, and relay to analyst when traveling</li><li>
Seek out new, value-added, and/or unusual sources of information</li><li>
Leverage our robust network of industry contacts</li><li>
Interact regularly with clients</li></ul>
Responsibilities:<ul><li>
Conducts analysis of financial data, news, and other information to identify opportunities and risks related to companies, industries, or financial instruments</li><li>
Attends to day-to-day sales, trading, and hedging transaction needs, responding to client inquiries, logs, and records data</li><li>
Leads and/or supports the preparation of associated financial models and written reports, which can be complex and quantitative in nature</li></ul>
Qualifications:<ul><li>
Bachelor&rsquo;s Degree or equivalent years of experience (business, economics or accounting degree preferred)</li><li>
2+ years of experience in investment banking and/or research (equity or credit, sell-side or buy-side)</li><li>
Strong writing and spreadsheet skills. Must be an expert at MS Word and MS Excel</li><li>
Along with Finance and Accounting financial modeling skills, should have strong understanding of economics, macroeconomic factors, regulatory and emerging technology trends.</li><li>
Must have strong attention to detail, ability to multi-task, and a strong work ethic</li></ul>
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Analyst/Associate: Equity Research â€“ Telecommunication, Comm Infrastructure and Comm Software

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