Real Assets, Treasury Officer

State Street•Atlanta, GA

About The Position

The Treasury Officer will work within the Real Assets Fund Services business unit of State Street’s Alternative Investment Services Group, supporting treasury services for Real Assets fund clients. The role partners with clients and internal personnel to establish treasury workflows and meet client deadlines. It is based in Atlanta, GA, and involves managing treasury functions for multiple clients and funds, supporting client relationships, and contributing to process improvements and special projects.

Requirements

  • At least 6 years of previous experience.
  • Advanced Excel skills, including advanced formulas, pivot tables, and VLOOKUP.
  • Experience with a treasury workstation.
  • Experience leading verbal and written communications with internal and external clients at senior levels.
  • Experience effectively leading teams and driving operational efficiencies.
  • Strong critical-thinking, problem-solving, and decision-making skills.
  • Attention to detail.
  • Strong communication, interpersonal, and organizational skills, including time management and prioritization.
  • Demonstrated initiative and the ability to perform under pressure while handling multiple assignments and meeting client deliverables.
  • Ability to be a leader within the team and among peers.

Nice To Haves

  • A college degree in finance, business, mathematics, accounting, or economics is preferred.
  • CTP certification is favorable but not required.

Responsibilities

  • Process daily wire transactions.
  • Manage internal workflows to ensure client deadlines are met.
  • Prepare cash reports and forecasts.
  • Administer credit facilities, bank accounts, and databases.
  • Administer capital calls and distributions.
  • Lead special projects for the treasury department.
  • Prepare client correspondence.
  • Maintain working relationships with client contacts, auditors, tax professionals, lawyers, and banking personnel.

Benefits

  • 401(k) retirement savings plan with company match.
  • Medical, dental, vision, basic life, and long-term disability insurance, with optional additional coverage.
  • Paid time off, including vacation and sick leave, short-term disability, and family care responsibilities.
  • Access to an Employee Assistance Program.
  • Eligibility for annual performance-based incentive awards, except for certain sales roles subject to sales incentive plans.
  • Eligibility for certain tax-advantaged savings plans.
  • Inclusive development opportunities.
  • Flexible work-life support.
  • Paid volunteer days.
  • Employee networks.
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