Treasury – Senior Analyst or Associate

Petra Funds Group•New York, NY
•$82,000 - $123,000•Hybrid

About The Position

This role is for a Treasury Senior Analyst or Associate. The position requires a minimum of 3 years of operational or financial service experience in the fund accounting industry. The ideal candidate will be proficient in various Microsoft Office applications and banking software, with experience in treasury management systems being a plus. Key attributes for this role include strong attention to detail, good time management, the ability to multitask, strong analytical and organizational skills, and effective communication abilities. The candidate must be able to thrive in a dynamic environment, adapt to changing priorities, and manage multiple client deadlines and high-value transactions with accuracy and adherence to controls.

Requirements

  • Minimum of 3 years of operational or financial service experience in the fund accounting industry
  • Proficient in Microsoft Word, Excel, Adobe Acrobat, Outlook, PowerPoint, and banking applications
  • Strong attention to detail
  • Good time management skills
  • Ability to multitask
  • Analytical skills
  • Organizational skills
  • Ability to efficiently communicate through oral and written communication with both internal teams and external clients
  • Ability to work in a dynamic environment and adapt to changing priorities
  • Ability to manage multiple client deadlines and high-value transactions while maintaining accuracy and adherence to controls

Nice To Haves

  • Experience with treasury management systems such as Kyriba or similar platforms

Responsibilities

  • Manage multiple client deadlines and high-value transactions while maintaining accuracy and adherence to controls.
  • Adapt to changing priorities in a dynamic environment.
  • Communicate efficiently through oral and written communication with both internal teams and external clients.
  • Utilize analytical skills and maintain strong attention to detail and organization.

Benefits

  • 90% covered medical, dental, and vision insurance premiums
  • Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum
  • 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting
  • Flexible paid time off
  • Generous holiday calendar
  • Hybrid work environment
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