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Treasury & Onboarding Consultant

Landing Point
York, NY Contractor
POSTED ON 4/9/2026
AVAILABLE BEFORE 5/7/2026
Company Overview:

A leading global investment firm with nearly $300 billion in assets under management is seeking a Treasury & Onboarding Consultant to enhance its cash management and liquidity operations.

Job Responsibilities:

  • Coordinate with Deal Coordination team/Investor Client Services/Global Fund Finance on funding mechanics
  • Daily management of cash and liquidity activities for various entities
  • Forecast cash flow, borrowing needs, and available funds for investments
  • Develop and prepare liquidity analysis tools
  • Ensure timely execution of wire payments, adhering to strict cut-off times
  • Review cash movement activity, including wire instructions and agent notices
  • Partner 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 provide hands-on support to the Treasury team
  • Oversee margin reconciliations and resolution of breaks
  • Provide middle and back-office support for deal funding and trade settlements
  • Manage and update internal/external standard settlement instructions as required
  • Coordinate account opening and KYC refreshes with banking partners
  • Assist with new business initiatives and special projects
  • Identify process gaps, perform root cause analysis, and design solutions to streamline work processes

Qualifications:

  • 8-10 years of experience in KYC onboarding and account opening
  • Strong treasury and cash management experience
  • Ability to manage and coordinate with global teams

Compensation: Pay Rate: $70 – $85/hr, DOE

The post Treasury & Onboarding Consultant appeared first on Landing Point.

Salary : $70 - $85

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