Treasury Operations Associate (NYC)

Atlas Search; New York (NY); On-site; USD 80,000 - 130,000; Full time

Job summary

Atlas Search in New York City seeks a meticulous treasury specialist to own money movement workflows including capital calls, distributions, and investment wires. This role sits at the financial control layer, partnering with fund accounting and engineering to minimize errors and ensure timely client capital movements.

You will document, streamline, and automate treasury processes in a fast-growing, on-site environment with a strong emphasis on accuracy and timely communications.

Qualifications

• 1–4 years of treasury experience in financial services.
• Hands-on experience with wire transfers and capital call/distribution workflows.
• Extreme attention to detail and ability to catch errors before they reach the client.
• Strong written and verbal communication skills.

Responsibilities

• Process and own money movement workflows — capital calls, distributions, investment wires, bill payments, intercompany payables/reimbursements, and management fee payments.
• Serve as the operational control layer, catching errors before they reach the client.
• Reconcile cash positions daily and maintain accurate records.
• Partner with engineering to document and systematize treasury processes.
• Identify and surface automation opportunities to reduce manual intervention.
• Support fund accounting leadership on client escalations when needed.
• Own treasury approval workflows, helping migrate approvals into structured, auditable processes.

Skills

Treasury experience

Wire transfers

Attention to detail

Communication skills

Education

Strong academic performance

Tools

Fund accounting platforms

Job description

Capital calls, distributions, and wire transfers are zero-error-tolerance workflows. In this role, you'll serve as the financial control layer for some of the most sophisticated investment firms in the country — at a company that is actively automating the most painful parts of the job. This isn't a role where you inherit a legacy playbook and run it indefinitely. You'll help document, streamline, and eventually automate the treasury processes that keep client capital moving accurately and on time, working closely with fund accounting and engineering teams.

Location: NYC (5 days / week onsite)

Compensation: $80,000 to $130,000

What You'll Do

• Process and own money movement workflows — capital calls, distributions, investment wires, bill payments, intercompany payables/reimbursements, and management fee payments — ensuring accuracy and timeliness
• Serve as the operational control layer, catching errors before they reach the client
• Reconcile cash positions daily and maintain accurate records
• Partner with engineering to document and systematize treasury processes
• Identify and surface automation opportunities to reduce manual intervention
• Support fund accounting leadership on client escalations when needed
• Own treasury approval workflows, helping migrate approvals into structured, auditable processes

What We're Looking For

• 1-4 years of experience, ideally in treasury within a financial services organization
• Hands-on experience processing wire transfers and capital call/distribution workflows
• Extreme attention to detail — you catch errors before anyone else does
• Ability to work quickly under deadline pressure without sacrificing accuracy
• Strong written and verbal communication skills

Preferred

• Experience at a fund administrator, PE/VC back office, or bank treasury team
• Familiarity with fund accounting platforms
• Understanding of management fee and waterfall structures
• Strong academic performance
• Background as a competitive athlete

The Environment

A fast-growing, technology-driven financial services platform based in New York, NY, working in-office full time. The team is actively automating manual treasury work, so this is a build-and-improve environment rather than a legacy-process one.