The Company
This is a rare opportunity to join a high-growth investment platform at the intersection of insurance and asset management. With backing from experienced industry leaders and a strong foundation across multiple business lines, the firm is scaling fast. Their model combines innovation, analytics, and disciplined financial strategy to create a powerful growth engine. You’ll be part of a lean, agile team where treasury, risk, and strategic finance all converge.
The Role
Our client is looking to hire an Operations Associate – Treasury & Analytics to join the team in NYC. This is a hands-on, high-impact role reporting directly to the CFO. You’ll support cash and liquidity management, risk analytics, and operational reporting – while also contributing to strategic projects across the wider business.
If you’re looking for a role that gives you real exposure from day one, this could be it. There’s no playbook. You’ll be trusted to take ownership, solve problems, and help drive decision-making at the highest level.
Key Responsibilities
- Support daily cash management, FX, and investment operations
- Assist with liquidity planning, portfolio monitoring, and risk reporting
- Work directly with the CFO on investment strategies and financial modelling
- Use tools to monitor risk and performance metrics
- Help prepare materials for investor updates and senior leadership
- Drive process improvement initiatives and internal controls compliance
The Candidate
- 2–3 years of treasury, corporate finance, or investment operations experience
- Strong Excel skills (VBA is a plus) and familiarity with portfolio systems
- Experience with payment execution, FX exposure, or financial reporting
- Analytical mindset with strong attention to detail
- A self-starter attitude – you take initiative and enjoy solving problems
- Clear, confident communicator who can work across teams
Why Apply?
- Direct access to leadership – work side-by-side with the CFO
- No rigid hierarchy – ideas are welcomed, initiative is expected
- Real variety – from portfolio risk reviews to dashboards to investor decks
- Career growth – shape the role to suit your strengths as the team grows
