What are the responsibilities and job description for the ANALYST – OPERATIONS (Treasury) position at Jobot?
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Job details:
Join a leading global investment firm building innovative technology that powers complex business operations across a diverse portfolio
This Jobot Job is hosted by: Dawit Demoz
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $75,000 - $85,000 per year
A bit about us:
Join a leading global investment firm building innovative technology that powers complex business operations across a diverse portfolio
Why join us?
Work on high-impact initiatives that directly influence business operations.
Collaborate with experienced technology and business leaders.
Competitive compensation, comprehensive benefits, and opportunities for long-term career growth.
Job Details
About the Role
Our client is seeking a motivated and analytical Operations Analyst to support investment operations within a fast-paced financial services environment. This position offers the opportunity to work across cash management, treasury operations, reporting, and process improvement initiatives while partnering with internal stakeholders across multiple business functions. The ideal candidate is detail-oriented, proactive, and enjoys solving operational challenges through process optimization and automation.
What You'll Do
Coordinate liquidity, banking, and collateral-related activities across financial counterparties.
Process cash transactions, wire transfers, account setup, and payment activity while ensuring adherence to internal controls.
Maintain banking relationships, account documentation, and KYC requirements.
Support tax payment processing and collaborate with accounting teams.
Prepare operational reports, reconcile financial activity, and assist with P&L reporting.
Support investor requests, capital activity, regulatory reporting, and operational data management.
Identify opportunities to improve processes and contribute to automation initiatives using technical tools.
What We're Looking For
Bachelor's degree required.
2 years of operations experience within financial services, asset management, banking, or a related industry.
Experience supporting investment operations, treasury, or cash management is preferred.
Advanced Excel skills, including pivot tables, lookups, formulas, and ideally macros.
Experience with Power BI, Alteryx, or Python preferred.
Familiarity with SQL, VBA, treasury systems, or investment accounting platforms is a plus.
Strong analytical, organizational, and communication skills with a proactive, team-oriented mindset.
Work Environment
Hybrid schedule with 4–5 days per week in the office.
Flexibility to support extended hours during peak business periods and critical deadlines.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
Join a leading global investment firm building innovative technology that powers complex business operations across a diverse portfolio
This Jobot Job is hosted by: Dawit Demoz
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $75,000 - $85,000 per year
A bit about us:
Join a leading global investment firm building innovative technology that powers complex business operations across a diverse portfolio
Why join us?
Work on high-impact initiatives that directly influence business operations.
Collaborate with experienced technology and business leaders.
Competitive compensation, comprehensive benefits, and opportunities for long-term career growth.
Job Details
About the Role
Our client is seeking a motivated and analytical Operations Analyst to support investment operations within a fast-paced financial services environment. This position offers the opportunity to work across cash management, treasury operations, reporting, and process improvement initiatives while partnering with internal stakeholders across multiple business functions. The ideal candidate is detail-oriented, proactive, and enjoys solving operational challenges through process optimization and automation.
What You'll Do
Coordinate liquidity, banking, and collateral-related activities across financial counterparties.
Process cash transactions, wire transfers, account setup, and payment activity while ensuring adherence to internal controls.
Maintain banking relationships, account documentation, and KYC requirements.
Support tax payment processing and collaborate with accounting teams.
Prepare operational reports, reconcile financial activity, and assist with P&L reporting.
Support investor requests, capital activity, regulatory reporting, and operational data management.
Identify opportunities to improve processes and contribute to automation initiatives using technical tools.
What We're Looking For
Bachelor's degree required.
2 years of operations experience within financial services, asset management, banking, or a related industry.
Experience supporting investment operations, treasury, or cash management is preferred.
Advanced Excel skills, including pivot tables, lookups, formulas, and ideally macros.
Experience with Power BI, Alteryx, or Python preferred.
Familiarity with SQL, VBA, treasury systems, or investment accounting platforms is a plus.
Strong analytical, organizational, and communication skills with a proactive, team-oriented mindset.
Work Environment
Hybrid schedule with 4–5 days per week in the office.
Flexibility to support extended hours during peak business periods and critical deadlines.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $75,000 - $85,000