JOB DESCRIPTION:
Core Competencies
- Business Requirements Gathering & Documentation
- Data Master Strategy / Client Data Management
- Business Process Modeling & Optimization
- Cross-Functional Stakeholder Engagement
- Risk & Regulatory Compliance (AML, KYC, etc.)
- Product Development Lifecycle
- Technical Feasibility Analysis
- Change Management & Communication
- Strong Control & Risk Management Frameworks
Professional Experience
- Executed a data and product strategy roadmap to centralize Client Data Masters, enhancing data integrity across product lines (Lending, Equities, FX, Derivatives).
- Collaborated with business and technology stakeholders to elicit, define, and document detailed business and system requirements for a centralized client data master platform.
- Developed data mapping documents, process flows, and functional specifications to support integration across multiple systems and business lines (e.g., Lending, FX, Equities).
- Conducted gap analysis and impact assessments to identify process improvements, redundancies, and opportunities for automation.
- Facilitated JAD (Joint Application Development) sessions and stakeholder workshops to gather business needs and validate requirements.
- Partnered with Data Governance, AML, and Client Onboarding teams to ensure the client data model adhered to compliance and data quality standards.
- Created user stories, acceptance criteria, and test scenarios for development and QA teams using JIRA and Confluence.
- Supported UAT planning and execution, including defect triage, test case validation, and end-user support during rollout.
- Elicited, analyzed, and documented complex business and system requirements by collaborating with internal stakeholders and technology teams to ensure solutions met business needs.
- Facilitated end-to-end alignment between Operations, Front Office, Credit, Finance, and Engineering for the successful rollout of scalable data-driven solutions.
- Supported Agile product development lifecycle in partnership with Product Owners and Engineering teams, delivering on-time and high-quality releases.
- Fostered a culture of continuous improvement, identifying process inefficiencies and implementing strategic changes across the operations portfolio.
Educations
Bachelor’s Degree – Business Administration / Computer Science
Core Competencies
- JIRA/ Confluence
- SQL, Advanced Excel
- Tableau / Power BI
- BPMN Tools
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 help clients meet their needs today and prepare for tomorrow. 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. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.
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