Treasury Associate (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Treasury Associate (Fintech): Managing end-to-end payment execution and bank administration for a global fund administration business with an accent on operational efficiency, process improvement, and cross-functional collaboration. Focus on leveraging AI-powered tools to streamline workflows, ensuring compliance, and enhancing the client experience within a high-growth ERP platform for private markets.
Location: Must be based in Sandy, UT
Company
is a leading ERP platform for private markets, connecting founders, investors, and limited partners through world-class software and services.
What you will do
- Own end-to-end payment execution workflows, including initiating and reviewing ACH, Wire, and FX payments.
- Collaborate with Product, Engineering, and Operations teams to troubleshoot issues and influence product roadmaps.
- Manage the setup of new client bank accounts and maintain bank connectivity.
- Proactively identify operational gaps and contribute to the development of scalable solutions.
- Leverage AI-powered tools to automate payment processing, exception triage, and reporting.
- Verify vendor wire instructions and ensure compliance with internal controls.
Requirements
- 2–5 years of experience in Treasury, banking operations, or payment processing.
- Strong proficiency in Excel and ability to learn internal data tools like Looker or Salesforce.
- Clear verbal and written communication skills for client and stakeholder interaction.
- High attention to detail and ownership over assigned operational workflows.
- Must be authorized to work in the United States (E-Verify used).
- Comfortable using or learning AI tools to improve operational efficiency.
Nice to have
- Understanding of Fund Administration.
Culture & Benefits
- Opportunity to work in a recognized, fast-paced fintech environment.
- Focus on continuous learning and professional growth in treasury and operations.
- Collaborative culture with cross-functional exposure.
- Commitment to an inclusive interview experience and equal opportunity employment.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →