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Treasury Analyst with Global Asset Manager

Insight San Francisco, CA
  • Posted: over a month ago
  • Other
Treasury Analyst with Global Family Office
Client Treasury Analyst with growing family office team. This position provides accounting and cashiering services to family office clients. Candidates must have at least two years of experience, a four year degree (ideally in accounting) and strong verbal and written communication skills. This role offers incredible career growth!

PRINCIPAL RESPONSIBILITIES:
  • Perform all cashiering (i.e. bill pay, wires, checks, and other transfers) for large family office client.
  • Develop thorough understanding of assigned client’s expectations and preferences to ensure tailored execution.
  • Work with other team members regarding financial policy and procedures, including sharing and maintaining best practices.
  • Provide back-up support for Client Treasury and Reporting Analysts/Sr. Analysts by performing cashiering for other family office clients.
  • Assist with Client Treasury and Reporting special projects.
  • Promote and ensure respect for client privacy and confidentiality in all matters.
QUALIFICATIONS:
  • Bachelor’s degree in Accounting or similar technical business degree
  • 2+ years of accounting experience with an emphasis on accounts payable
  • Proven ability to work both collaboratively and independently in a fast-paced and high-volume environment with an emphasis on accuracy and meeting deadlines
  • Effective listener who is independent and trainable with a strong work ethic
  • Mastering the myriad nuances of this role will be the key to success
  • Excellent organizational, prioritization and time management skills
  • Strong interpersonal and communication skills, as well as an enthusiasm for learning
  • Advanced working knowledge of Microsoft Excel
  • Familiarity with Bill.com preferred
SALARY:
  • $75-90k plus bonus and benefits

Insight

Address

San Francisco, CA
USA

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