Current jobs related to Senior Operations Associate, Treasury - Boston - Atlantic Group

  • Senior Treasury Analyst

    1 day ago

    Boston, United States Professional Staffing Group Full time

    Senior Treasury Analyst Join our team as a Senior Treasury Analyst and bring your management experience to lead and oversee treasury functions in a high-growth, dynamic environment. Offering a competitive salary of $130k-$150k with up to a 25% bonus and 100% coverage of health, dental, and vision insurance, this role involves a hybrid work arrangement with...

  • Finance Associate, Treasury

    1 day ago

    Boston, United States SDL Search Partners Full time

    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...

  • Treasury Sales Associate

    1 week ago

    Boston, Massachusetts, United States Bank of America Full time

    Treasury Sales Associate Job DescriptionWe are seeking a highly motivated and self-driven Treasury Sales Associate to join our Healthcare, Education, and Not-For-Profit (HENFP) team at Bank of America. This role is responsible for facilitating a direct end-to-end relationship with two or more Treasury Sales Officers (TSOs) to manage and grow both...

  • Treasury Sales Associate

    2 weeks ago

    Boston, Massachusetts, United States Bank of America Full time

    Treasury Sales Associate Job DescriptionAt Bank of America, we are dedicated to providing innovative treasury solutions for our clients globally. We are seeking a dynamic and motivated Treasury Sales Associate to join our Healthcare, Education, and Not-For-Profit (HENFP) team.Key Responsibilities:Support Treasury Sales Officers in managing and growing client...

  • Treasury Operations Analyst

    2 weeks ago

    Boston, Massachusetts, United States Cambridge Associates Full time

    About the RoleThe Treasury Analyst will be responsible for supporting the processing and execution of cash and security transactions for client portfolios in which Cambridge Associates is the Investment Manager.This role requires high attention to detail while preparing transactions and time management skills to effectively process high volumes of...

  • Senior Treasury Risk Management Engineer

    1 week ago

    Boston, Massachusetts, United States Western Alliance Bank Full time

    Job Title:Senior Treasury Risk Management EngineerLocation:BostonJob Summary:We are seeking a skilled and dedicated Technology Professional to provide technical expertise for our Treasury and Liquidity Risk Management applications. The ideal candidate is a strong technologist with a practical data engineering mindset, outcome-focused, and fosters...

  • Senior Treasury Analyst

    1 day ago

    Boston, United States Acushnet Full time

    Job DescriptionWE ARE A PRODUCT COMPANY.WE ARE A PROCESS COMPANY.ABOVE ALL, WE ARE A PEOPLE COMPANY. The history of the Acushnet Company is tightly woven into the fabric of golf. From the start, we've been committed to enriching the experience of dedicated golfers through superior product performance, technological innovation, unmatched quality, and...

  • Senior Audit Manager

    2 weeks ago

    Boston, United States State Street Corporation Full time

    Who we are looking for We are looking for a Senior Audit Manager - Global Treasury, Vice President, who will be provide leadership in executing Audit's assurance coverage over key treasury functions including capital and liquidity management, asset-liability management, and the investment portfolio and bank funding. This will include assessing strategic...

  • Treasury Sales Officer

    2 weeks ago

    Boston, Massachusetts, United States Bank of America Full time

    Transformative Healthcare Treasury Sales OfficerAt Bank of America, we are dedicated to turning technology advances into treasury solutions for our clients globally. We are seeking a highly motivated and self-starting Treasury Sales Officer to advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance,...

  • Treasury Analyst

    1 day ago

    Boston, United States New Balance Full time

    Who We Are: Since 1906, New Balance has empowered people through sport and craftsmanship to create positive change in communities around the world. We innovate fearlessly, guided by our core values and driven by the belief that conventions were meant to be challenged. We foster a culture in which every associate feels welcomed and respected, where leaders...

  • Senior Treasury Risk Management Specialist

    1 week ago

    Boston, Massachusetts, United States Western Alliance Bank Full time

    Job Title:Principal Engineer - Corporate TreasuryLocation:BostonWhat you'll do:We are seeking a skilled and dedicated technology professional to provide technical expertise for our Treasury and Liquidity Risk Management applications. Your primary responsibility will be to ensure the effective implementation, maintenance, and optimization of our QRM software...

  • Treasury Director

    1 week ago

    Boston, Massachusetts, United States Prime Therapeutics Full time

    Treasury Director Job DescriptionWe are seeking a highly skilled Treasury Director to join our team at Prime Therapeutics LLC. As a key member of our Finance department, you will be responsible for contributing to the development and execution of department strategy, and the management of day-to-day operations.Key Responsibilities:Develop, manage, and...

  • Senior Administrative Associate

    2 weeks ago

    Boston, Massachusetts, United States Roessel Joy Full time

    Job DescriptionA leading healthcare organization, Roessel Joy, is seeking a highly skilled Senior Administrative Associate to join their team.This is a front-desk position that will entail assisting leadership in managing daily administrative operations, monitoring and reconciling budget reports and expenses, assisting with onboarding, scheduling...

  • Treasury Solutions Specialist

    1 week ago

    Boston, Massachusetts, United States Citizens Financial Group, Inc. Full time

    Key Responsibilities:As a Private Bank Treasury Advisor, you will provide critical support to Private Bank Relationship Managers and teams, ensuring seamless coordination among product partners, Relationship Managers, and internal partners to develop client solutions.This role will serve as a conduit for all client-facing and internal digital treasury...

  • Treasury Solutions Specialist

    1 week ago

    Boston, Massachusetts, United States Citizens Financial Group, Inc. Full time

    Job SummaryCitizens Financial Group, Inc. is seeking a highly skilled Treasury Solutions Specialist to join our team. As a key member of our Private Bank, this individual will provide expert support to Relationship Managers and teams, ensuring seamless coordination among product partners, Relationship Managers, and internal partners to develop client...

  • Treasury Asset and Liability Management Specialist

    1 week ago

    Boston, Massachusetts, United States Citizens Financial Group, Inc. Full time

    Job Description:The Asset and Liability Management (ALM) Team at Citizens Financial Group, Inc. is responsible for providing key insights into the bank's performance under various economic and interest rate scenarios. As a Treasury Asset and Liability Management Specialist, you will play a crucial role in supporting the strategic management of our interest...

  • Senior Treasury Risk Management Engineer

    1 week ago

    Boston, Massachusetts, United States Western Alliance Bank Full time

    We are seeking a skilled and dedicated Technology Professional to join our team and provide technical expertise for our Treasury and Liquidity Risk Management applications.Your primary responsibility will be to ensure the effective implementation, maintenance, and optimization of our QRM software as well as other applications and tools used by treasury...

  • Treasury Director

    2 weeks ago

    Boston, Massachusetts, United States Prime Therapeutics Full time

    Job Title: Treasury DirectorPrime Therapeutics is seeking a highly skilled Treasury Director to join our team. As a key member of our Finance department, you will be responsible for developing and executing department strategy, managing day-to-day operations, and working cross-functionally with the organization to effectively manage corporate liquidity.Key...

  • Treasury Analyst

    4 weeks ago

    Boston, Massachusetts, United States Manulife and John Hancock Full time

    About the RoleWe are seeking a highly skilled Treasury Analyst to join our team at Manulife and John Hancock. As a key member of our Treasury and Portfolio Services team, you will play a critical role in supporting the operations of our funds and ensuring the accuracy and integrity of our financial data.Key ResponsibilitiesParticipate in the oversight of...

  • Senior Fund Treasury

    3 months ago

    Boston, United States Wellington Management Company, LLP Full time

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

Senior Operations Associate, Treasury

3 months ago

Boston, United States Atlantic Group Full time

Senior Operations Associate - Hybrid - Treasury and Wires experience required


Responsibilities:

  • Collaborate closely with deal teams to track the status of pending deal closings frequently.
  • Review all fund flows to ensure accuracy in sources and uses, purchase price reconciliation, fee calculations, seller proceeds, debt payoff amounts, and wiring information related to transactions.
  • Review and interpret legal documentation related to credit facilities, funds, and investments.
  • Prepare, execute, and document outgoing wires.
  • Prepare weekly reports detailing data points such as pending deal closings, equity requirements, and cash balances.
  • Identify and coordinate the opening of new investment-specific bank accounts, including completing KYC requirements with the bank.
  • Perform daily cash reconciliation of investment-specific bank accounts.
  • Coordinate with Finance, Management Company, and Co-invest teams for liquidity needs for upcoming deal closings.
  • Maintain multiple credit facilities, including submitting borrowing/repayment requests, verifying interest invoices, coordinating payments, and fulfilling quarterly reporting requirements.
  • Maintain investment-specific shareholder and related party wire instructions and templates.
  • Administer assets held with the custodian bank.
  • Make periodic payments for investment-specific expenses and payables.
  • Calculate interest income earned on debt investments periodically.
  • Identify and implement process and reporting enhancements related to daily operations.
  • Complete various other ad-hoc requests and projects.


Requirements/Qualifications:

  • BS in Finance, Accounting, or a related major; advanced degree or certification is a plus.
  • At least 5-7 years of professional experience in an alternative investment manager or administrator role, focusing on operational or financial support.
  • Preferred understanding or experience with private equity or other alternative investment transactions.
  • Proficient knowledge of Excel with superb attention to detail.
  • Excellent communication skills, including speaking, writing, and active listening.
  • Exceptional critical thinking skills to identify opportunities for advancing and improving operations.
  • Effective time management, prioritization, and multitasking abilities to meet tight deadlines.
  • Proactive mindset with a willingness to learn.
  • Experience with online banking platforms, treasury management systems, and CRM software applications (Bank of America CashPro, Kyriba, and InvestorFlow are a plus).