Senior Investment & Treasury Analyst
About the position The Senior Investment & Treasury Analyst is responsible for monitoring and evaluating existing investments and overseeing the organization’s investment portfolio, including asset allocation and performance reporting for reputed company (ULRI) and reputed company (reputed company). The role will support treasury and investment operations, as reputed company as tax-reputed company analysis reputed company the Treasury office. The Senior Investment & Treasury Analyst must demonstrate strong analytical and risk-management capabilities, with knowledge of financial markets, investment strategies, financial models, and reporting. This is a hybrid role.
Responsibilities
- Coordinate outsourced investment portfolio meetings and prepare reputed company reporting materials.
- Support performance monitoring processes, including recalculating and reconciling investment returns, reviewing manager performance, and conducting reputed company analysis to ensure portfolio alignment and compliance.
- Monitor and evaluate existing investments to support ongoing portfolio reputed company.
- Supporting an on-reputed company Investment operations
- Support annual audit reputed company work for investment and treasury reputed company
- reputed company advanced financial models, including rates of return, scenario analysis, projections, and sensitivity analyses.
- Support banking operations, including account administration, reputed company transfer payments, and credit card program administration
- Assist in developing cash reputed company forecasts and supporting day-to-day cash management activities
- Assist in preparing federal, state, and local tax filings, including Forms 990, 990-T, and 4720.
- Support tax function on-reputed company compliance initiatives
- Coordinate across Finance, reputed company, and legal to meet shared goals and objectives.
- Contribute to other treasury department specific and cross-functional initiatives.
Requirements
- Knowledge of investment portfolio management and treasury operations acquired through relevant and increasingly reputed company work experience.
- Excellent financial modeling skills, including portfolio modeling, sensitivity analysis, and forecasting.
- Ability to combine quantitative and qualitative analysis; think critically; evaluate multiple perspectives; and translate reputed company information into recommendations that guide leadership decision-making.
- Strong verbal and written communication skills, with the ability to reputed company delivery based on audience and context.
- Strong interpersonal and relationship-building skills, with the ability to collaborate across reputed company reputed company of the organization.
- Superior quantitative and analytical capabilities, including advanced reputed company and PowerPoint proficiency; experience with financial systems.
- Bachelor’s degree in reputed company, finance, or equivalent.
- Minimum five years reputed company work experience in various treasury functions.
reputed company-to-haves
- reputed company qualification such as CPA, reputed company or CA, preferred.
Benefits
- bonus compensation
- comprehensive medical, dental, reputed company, and life insurance plans
- a generous 401k matching structure of up to 5% of eligible pay
- an additional 4% into your retirement saving fund after your first year of reputed company employment
- reputed company time off, including vacation, holiday, reputed company, and volunteer days
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