Global Bank Relations & Treasury Operations Associate

SRI Conference; New York (NY); On-site; USD 80,000 - 135,000; Full time

Job summary

SRI Conference in New York, NY is seeking an Analyst/Associate for Global Network Management. The role supports the development and execution of the firm’s global agent bank strategy, focusing on maintaining strong bank relationships, delivering commercial outcomes, and aligning with risk, regulatory, and operational standards.

You will partner with senior relationship managers and cross-functional teams to optimize service delivery, manage risk, and support strategic bank initiatives across

Qualifications

• Experience analyzing bank relationships and fees.
• Familiarity with regulatory frameworks (KYC, CASS).
• Ability to interpret data and support negotiations.
• Experience with cross-functional collaboration.

Responsibilities

• Maintain relationships with external agent banks and internal stakeholders.
• Prepare materials and track actions for senior bank engagement.
• Escalate issues clearly to senior team members.
• Represent the firm in bank network interactions and forums.
• Analyze bank fee structures and service levels for optimization.
• Interpret data to inform cost, service, and relationship decisions.
• Support negotiations with data-backed analysis.
• Identify anomalies in bank performance or pricing.
• Ensure adherence to risk and regulatory frameworks (KYC, CASS).
• Collaborate with Risk, Legal, and Audit for governance.
• Assist in evaluating new markets, products, and bank capabilities.
• Contribute to strategic initiatives including RFPs, bank selection, and footprint optimization.
• Assist in preparing materials for senior forums and relationship reviews.
• Participate in industry working groups and market infrastructure discussions.
• Develop working knowledge of banking products including custody, cash, payments, and securities services.
• Understand trade lifecycle and how bank services support business activity.
• Assist in resolving operational issues and improving service delivery across the network.
• Coordination with Operations teams on service performance and issue resolution.

Skills

Analytical capability

Stakeholder management

Risk awareness

Communication skills

Attention to detail

Job description

SRI Conference in New York, NY is seeking an Analyst/Associate for Global Network Management. The role supports the development and execution of the firm’s global agent bank strategy, focusing on maintaining strong bank relationships, delivering commercial outcomes, and aligning with risk, regulatory, and operational standards.

You will partner with senior relationship managers and cross-functional teams to optimize service delivery, manage risk, and support strategic bank initiatives across