Role Overview
Cooper Fitch is hiring a Investment Treasury Senior Associate. This is a full-time role in CA. Part of Cooper Fitch's Treasury hiring. Full responsibilities, required qualifications, and the apply link are listed in the description below.
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Job Description
Investment Treasury Senior Associate
A global investment fund is hiring a Treasury Associate to support global liquidity management, execute treasury transactions, and deliver reporting/analytics across the investment platform.
Key Responsibilities
- Monitor daily cash positions, liquidity, and reconciliations
- Build and maintain cash forecasting models
- Execute global payments (wires/ACH) and manage settlements for deposits and FX/IR trades
- Ensure accurate trade booking, matching, and timely settlement
- Manage bank/custody account openings/closures, signatories, and TMS permissions
- Maintain compliance with internal policies and global regulations
- Produce reporting on cash, forecasts, exposures, KPIs, and bank fees
- Partner with Front Office, Finance, and Fund Operations on initiatives
Requirements
- 3–8 years treasury operations experience (banking, PE, or investment management)
- Bachelor’s in Finance/Accounting (MBA/Master’s preferred)
- Preferred certifications: CTP, CFA, FRM, CPA, ACCA
- Strong TMS experience (FIS Integrity a plus)
- Familiarity with FX/MMF platforms (Bloomberg FXGO, Refinitiv, Mosaic)
- Advanced Excel + Power BI; SQL/Python a plus
- Strong knowledge of global payments (e.g., SWIFT) and settlement processes
Frequently Asked Questions
How do I apply for the Investment Treasury Senior Associate position at Cooper Fitch?
Use the Apply button above to submit your application directly to Cooper Fitch. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.
Where is the Investment Treasury Senior Associate position at Cooper Fitch located?
This position is based in CA. Cooper Fitch has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.
What does a Investment Treasury Senior Associate at Cooper Fitch earn?
Cooper Fitch has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.
When was the Investment Treasury Senior Associate role at Cooper Fitch posted?
This role was posted on April 11, 2026 (69 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.
How much experience does the Investment Treasury Senior Associate role at Cooper Fitch require?
This is a senior-level position. Most senior roles call for 5+ years of directly relevant experience. Cooper Fitch lists their specific requirements in the description below, so review the must-have qualifications closely before applying.
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