Finance Associate, Treasury

SDL Search Partners; Boston (MA); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Bonus and profit sharing

Excellent benefits

Internal growth opportunities

Job summary

A top global asset management firm in Boston is looking for a Treasury Associate. The role involves financial reporting, FX reporting, and fund administration. Ideal candidates should have 1-2 years of experience in financial services and a strong academic record. A Bachelor's degree is required, with an MBA or CFA in process being a plus. The role offers competitive compensation, bonus opportunities, and excellent benefits, along with a hybrid work schedule.

Qualifications

• High academic achievement with a Bachelor's degree.
• 1-2 years of experience in treasury, financial reporting, or fund administration.
• Experience in the financial services or asset management sector.
• Ability to multitask in a fast-paced environment and think creatively.

Responsibilities

• Process wire activity in a timely manner.
• Collaborate with banking partners on opening and closing accounts.
• Prepare daily, monthly, quarterly, and annual reporting packages.
• Prepare daily, monthly, quarterly, and annual reporting packages for senior leadership.
• Collaborate with team to meet all deadlines.
• Support Manager with various ad-hoc projects.

Skills

Multitasking in a fast-paced environment

Analytical skills

Fund administration

Attention to detail

Team collaboration

Education

Bachelor's degree

MBA in process

CFA in process

Job description

About the job Finance Associate, Treasury

Finance Associate, Treasury

Top global asset management firm is hiring a Treasury Associate to join their team. The Treasury Associate will get involved in financial reporting, fx reporting, fund administration, and wire activity.

Ideal candidates will have 1-2 years of relevant experience from the financial services industry, high academic achievement, and an MBA or CFA in process.

The team is located in downtown Boston and doing a hybrid schedule. Compensation is competitive and includes bonus, profit sharing, excellent benefits - plus tons of internal growth opportunity.

Responsibilities:

• Process wire activity in a timely manner
• Collaborate with banking partners on opening and closing accounts and lines of credit
• FX reporting and collateral reporting
• Prepare daily, monthly, quarterly, and annual reporting packages for senior leadership and various internal teams
• Collaborate with team members to ensure all deadlines are met
• Support Manager with a variety of ad-hoc projects

Qualifications:

• Bachelors degree with high academic achievement
• 1-2 years of treasury / financial reporting / fund administration experience
• Experience from the financial services/asset management sector
• Ability to multitask in a fast-paced environment and think outside the box