Treasury Operations Associate (Private Markets) jobs in United States
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Atlantic Group · 7 hours ago

Treasury Operations Associate (Private Markets)

Atlantic Group is hiring a Treasury Operations Associate with our client in Boston, MA. This in-office role supports private markets and open-ended funds by managing deal closings, FX settlements, loan repayments, cash flow optimization, and bank reconciliations.

B2BHuman ResourcesStaffing Agency
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Deal Closings: Coordinate account setup, transaction settlement, and stakeholder communication to ensure timely execution
FX & Cash Management: Process foreign exchange settlements, monitor loan repayments, and manage liquidity and yield strategies for uninvested capital
Treasury Systems: Support implementation and enhancements of treasury management systems and banking portals
Wire Processing: Execute and review wire transfers in accordance with firm policy for deal closings and settlements
Reconciliation & Compliance: Reconcile bank statements for funds and holding companies while ensuring adherence to audit standards, controls, and SOX requirements
Collaboration & Improvement: Partner with internal teams on ad hoc requests and contribute to process standardization and technology-driven efficiencies

Qualification

Treasury management systemsCash managementPrivate equity knowledgeMicrosoft ExcelSQLTableauAttention to detailOrganizational skillsCommunication ability

Required

Bachelor's degree in Finance, Accounting, Economics, or a related field required
2-5+ years of treasury operations, cash management, or investment management experience, ideally within private equity or broader financial services
Proficient in Microsoft Excel with experience in Tableau, SQL, treasury management systems (Hazeltree preferred), and banking portals strongly valued
Solid understanding of private equity, investment management, cash flow optimization, and FX settlements
Strong organizational skills, attention to detail, and communication ability, with integrity, accountability, and a technology-driven, high-EQ mindset

Preferred

Experience in treasury management systems (Hazeltree preferred)

Benefits

Bonus

Company

Atlantic Group

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Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.

H1B Sponsorship

Atlantic Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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John Ricco
Founding Partner
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Company data provided by crunchbase