Real Assets, Treasury Officer

State Street•Atlanta, GA

About The Position

The Treasury Officer will join State Street’s Real Assets Fund Services business unit within the Alternative Investment Services Group. The role partners with clients and internal personnel to establish treasury workflows and meet client deadlines while delivering treasury services to Real Assets fund clients. The officer manages treasury functions for multiple clients and funds, supports client relationships, and leads departmental 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.
  • Ability to lead within the team and among peers.
  • Strong communication, interpersonal, and organizational skills, including time management and prioritization.
  • Initiative and the ability to perform under pressure while handling multiple assignments and meeting client deliverables.

Nice To Haves

  • A college degree, preferably in finance, business, mathematics, accounting, or economics.
  • Certified Treasury Professional (CTP) certification.

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

  • Retirement savings plan (401(k)) with company match.
  • Insurance coverage including basic life, medical, dental, vision, and long-term disability, with optional additional coverage.
  • Paid time off, including vacation, sick leave, short-term disability, and family-care responsibilities.
  • Employee Assistance Program.
  • Incentive compensation, including eligibility for annual performance-based awards, with certain sales-role exclusions.
  • Eligibility for certain tax-advantaged savings plans.
  • Inclusive development opportunities.
  • Flexible work-life support.
  • Paid volunteer days.
  • Employee networks.
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