Treasury & Onboarding Consultant
Landing Point · New York, NY · 2 wk ago
On-siteFinance$70–$85/hrContract
Job Responsibilities
- Cook up with Deal Coordination team/Investor Client Services/Global Fund Finance on funding mechanics
- Handle daily cash and liquidity activities for various entities
- Predict cash flow, borrowing needs, and available funds for investments
- Create and polish liquidity analysis tools
- Make sure wire payments are done on time, following strict deadlines
- Check cash movement activity, like wire instructions and agent notices
- Collaborate closely with the deal team, fund finance team, and capital formations team on Treasury needs globally
- Manage resources in the Center of Excellence (CoE) in India and offer hands-on assistance to the Treasury team
- Oversee margin reconciliations and solve breaks
- Offer middle and back-office support for deal funding and trade settlements
- Control and update internal/external standard settlement instructions as needed
- Coordinate account openings and KYC refreshes with banking partners
- Help with new business initiatives and special projects
- Spot process gaps, conduct root cause analysis, and devise solutions to simplify work processes
Qualifications
- At least 8-10 years of experience in KYC onboarding and account opening
- Strong background in treasury and cash management
- Ability to manage and coordinate with global teams
Compensation
Pay Rate: $70 – $85/hr, DOE