Treasury Associate

Responsibilities

• Own end-to-end payment execution workflows, including initiating and reviewing ACH / Wire and FX payments for client approval
• Collaborate with cross-functional teams such as Product, Engineering and Operations to troubleshoot issues, improve processes, and influence product roadmaps
• Communicate with clients and external stakeholders to address inquiries and provide a high-quality support experience
• Lead or support the opening and setup of new client bank accounts in partnership with Onboarding and Implementation teams
• Establish and maintain bank connectivity, ensuring transactions are accurately uploaded to the Carta platform
• Proactively identify operational gaps, risks and support the development of scalable solutions
• Leverage AI-powered tools to streamline payment processing, exception triage, and reporting — and actively contribute to building scalable AI workflows for the team
• Contribute to the creation and maintenance of internal reporting, documentation, playbooks, and training resources
• Support data analysis and reporting needs using Excel, Metabase, Looker and other internal data tools
• Verify vendor / payee wire instructions, collect necessary documentation (e.g., W-9s), and ensure compliance with internal controls

Requirements

• 2–5 years of experience in Treasury, banking operations, or payment processing, with an interest in growing into more strategic or technical roles
• Strong attention to detail and a high degree of ownership over assigned workflows
• Clear verbal and written communicator who is comfortable interacting directly with clients and cross-functional stakeholders
• Proficient in Excel and adaptable to learning tools like Looker, Salesforce, or other internal platforms
• Comfortable navigating ambiguity, asking thoughtful questions, and proposing ideas for process improvement
• Experience creating or improving operational workflows and processes in fast-paced environments
• Intellectual curiosity with a strong appetite for continuous learning and growth
• Strong problem-solving and critical thinking skills; naturally curious and solution-oriented
• Interested in building a long-term career in Treasury, Fund Administration, or fintech operations
• Comfortable using or learning AI tools (e.g., Claude, Gemini) to automate workflows and improve operational efficiency

Nice-to-Haves

• Understanding of Fund Administration is a plus