Treasury Analyst

Daley and Associates

Boston, MA

JOB DETAILS
SALARY
$35–$40 Per Hour
SKILLS
Accounting, Analysis Skills, Asset Management, Banking Operations, Banking Services, Documentation, Economics, Finance, Financial Operations, Funding, Know Your Customer (KYC), Mathematics, Microsoft Excel, Onboarding, Process Management, Record Keeping, Sales Closing Skills, Training/Teaching, Treasury, Treasury Management
LOCATION
Boston, MA
POSTED
1 day ago
Treasury Analyst - Global Asset Management | Boston, MA (Hybrid)

We are currently seeking candidates for a Treasury Analyst position at a global asset management co. based in Copley Square, Boston, MA, 02116. The ideal candidate will have a minimum of 3+ years of treasury and/or banking operations experience.

This is a temporary role (est. 5-6 months) pay between $35.00-$40.00 per hour (based on relative work experience) within a 40-hour work week.

On-site 4 days per week.

Starts August 5th, 2026.

Responsibilities
  • Verify newly opened accounts are established correctly.
  • Maintain bank account records across treasury and banking platforms.
  • Ensure newly opened accounts are added and closed accounts are removed.
  • Coordinate funding requests.
  • Maintain investor and counterparty banking information.
  • Perform periodic reviews to ensure account and counterparty information are accurate and current.
  • Coordinate wire instruction.
  • Support annual bank KYC reviews and ongoing compliance requests.
  • Assist with investor contact updates.

Qualifications
  • Bachelor’s Degree (preferably in Finance, Economics, Accounting, Mathematics)
  • Minimum 3+ years of treasury and/or banking operations experience
  • Hands-on experience opening bank accounts or coordinating bank onboarding processes.
  • Experience working directly with banks, treasury management teams, or financial institutions.
  • Strong understanding of AML/KYC documentation and banking processes.
  • Team player with a strong focus on getting the job done within established strict timeframes
  • Must be proficient in Microsoft Excel
 
For immediate consideration, interested and qualified candidates please forward updated resume in a Word document to: hgorman@daleyaa.com


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About the Company

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Daley and Associates

Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.


Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.

COMPANY SIZE
20 to 49 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2005
WEBSITE
http://daleyaa.com/