Credit Ops Treasury Ops Senior Analyst

Responsibilities

• Lead a growing team of centralized treasury individuals, that manages the day-to-day money movement for Gen II clients
• Actively involved in the implementation of Gen II’s treasury technology solutions
• Assist with onboarding clients to the appropriate platforms
• Work with Client Managers, and their respective teams, across Gen II to manage payment instructions and timing of payments for investment capital calls, investor distributions and expenses
• Respond to client inquiries in a prompt manner, utilizing oral and written communications
• Oversee the documentation of Standard Operating Procedures and Internal Control narratives related to the Treasury systems' functions with accuracy and completeness
• Identify opportunities for standardization, and continual process improvement and coordination
• Ensure daily operations functions are completed in a timely manner
• Provide training to client teams on treasury processes and procedures
• Serve as a client contact for any escalation needs
• Liaise with client banks
• Provide support, on an as-requested basis, to the accountants and investor service professionals
• Operate in a deadline driven, high volume and constantly changing environment
• Provide monthly statistics of the team’s volume and key performance indicators
• Other duties/projects as assigned

Requirements

• Bachelor’s degree in finance or related field experience
• 3+ years’ experience within the treasury /banking services industry
• Competency in cash management systems
• Strong organizational and analytical skills
• Strong relationship building skills
• Strong Transformation skills
• People leader experience
• Ability to thrive as part of a team, while also being able to work independently
• Must be legally authorized to work in the United States

Pay

The salary range for this position is $85,000-$100,000 in addition to a discretionary bonus.

Benefits

Comprehensive benefits package.

Schedule

Hybrid schedule: three (3) days a week in the New York office and two (2) days remotely.