Demo

Treasury and Fund Management Analyst

INSPYR Solutions
Houston, TX Full Time
POSTED ON 12/28/2025
AVAILABLE BEFORE 1/28/2026

Job Title: Treasury & Fund Management Analyst

Overview:

We’re seeking a highly organized and detail-oriented Treasury & Fund Management Analyst to support daily cash operations, fund movement, and investor reporting for a fast-paced finance team. This role is ideal for someone with strong treasury experience, Excel proficiency, and a passion for process accuracy and ownership.

Key Responsibilities:

  • Monitor and report the company’s daily cash position to ensure all accounts are properly funded
  • Manage short-term cash forecasts and execute timely wire and book transfers
  • Record and reconcile all cash activity in the general ledger; maintain detailed transfer and wire logs
  • Draft and maintain debt notices, interest calculations, covenant tracking, and quarterly bank certifications
  • Serve as the primary point of contact for banking communications and administrative needs
  • Assist with KYC documentation, credit applications, and counterparty onboarding
  • Reconcile hedge settlements and initiate payments or receipts in online treasury platforms
  • Support fund accounting by preparing and posting capital calls, distributions, and capital statements for multiple entities
  • Maintain accurate investor capital models, respond to investor inquiries, and assist with audit confirmations
  • Upload and review investor documentation on Intralinks
  • Take on additional responsibilities and projects as needed

What We're Looking For:

  • 3 years of treasury experience, ideally in a corporate or fund accounting environment
  • Advanced Excel skills and solid Microsoft Office proficiency
  • Strong attention to detail and an analytical mindset
  • Comfortable managing multiple priorities in a professional office setting
  • Experience with investor relations, banking documentation, and treasury systems is a plus

Why This Role Matters:

This is a critical role for maintaining the integrity of the company’s cash flow, fund operations, and investor communications. The ideal candidate is proactive, thorough, and ready to step into a dynamic and collaborative finance team.

Salary.com Estimation for Treasury and Fund Management Analyst in Houston, TX
$89,855 to $110,740
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