Level

State Street

Real Assets, Treasury Officer

State Street is hiring a Real Assets, Treasury Officer in Atlanta, United States. Level rates it ; you can apply on State Street.

Level's read on this job

  • Little AI ●○○○ is how Level rates this finance role: aI is not part of the work.
  • Tools and skills the posting cites include Excel, Treasury Workstation and treasury management.
  • Level classifies it as a lead role.
  • Level lists 1,300+ other open roles at State Street.
  • The role was posted in the last few days.

AI in this role

Manage treasury functions, cash reporting, forecasting, and wire transactions as a Real Assets Treasury Officer.

exceltreasury-workstation
treasury-managementcash-reportingcash-flow-forecastingleadership

Who we are looking for 

An individual who is willing to become a leader within the Real Assets Fund Services business unit of the State Street Alternative Investment Services Group. The team is comprised of dedicated treasury professionals who are passionate about delivering treasury solutions to premier Real Assets fund clients.  As a Treasury Officer you will partner with both the client and internal personnel to establish treasury process workflows and meet client deadlines.   We are looking for talent who can join this growing team in Atlanta, GA and are passionate about building innovative solutions to revolutionize how State Street services our customers. 


What you will be responsible for 

As Treasury Officer you will manage functions for multiple clients/funds including, but not limited to: 

  • Processing daily wire transactions  
  • Managing internal workflow to ensure that client deadlines are met 
  • Cash reporting and forecasting  
  • Credit facility, bank account and database administration  
  • Administrating capital calls and distributions 
  • Leading special projects for the treasury department 
  • Preparing various client correspondences 
  • Maintaining working relationship with all client contacts, auditors, tax, lawyers and banking personnel 

What we value 

These skills will help you succeed in this role 

  • Strong critical thinking, problem solving, and decision making skills 
  • Attention to detail 
  • An ability to be a leader within their team, as well as be a leader amongst your peers 
  • Strong communication, interpersonal, and organizational skills, which includes excellent time management and prioritization skills 
  • Candidates must demonstrate initiative, be able to perform well under pressure, and simultaneously handle multiple assignments in order to meet client deliverables 

Education & Preferred Qualifications 

  • A college degree (finance, business, mathematics, accounting or economics degree preferred)  
  • At least 6+ years of previous experience 
  • Advanced Excel skills (advanced formulas, pivot tables, vlookup) 
  • CTP is favourable but not required 
  • Experience with treasury workstation 
  • Experience leading verbal and written communications at senior levels with internal and external clients 
  • Experience in effectively leading teams and driving operational efficiencies. 

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.


About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.


We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.


As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.


Discover more information on jobs at StateStreet.com/careers


Read our CEO Statement

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

How we rate this

Real Assets, Treasury Officer at State Street rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Treasury ManagementCash ReportingCash Flow ForecastingLeadershipExcelTreasury Workstation

Also common in finance jobs at this level

Pay

Typical finance job
$107k

This posting doesn't list pay. Use the typical finance figure when pay comes up. See finance jobs

Questions you could be asked

  1. Tell me about a project where treasury management was part of your work. What did you do?
  2. Tell me about a project where cash reporting was part of your work. What did you do?
  3. Tell me about a project where cash flow forecasting was part of your work. What did you do?
  4. Tell me about a project where leadership was part of your work. What did you do?
  5. Walk me through how you've used Excel in your day-to-day work.

Adapt your resume

  • List these exact terms on your resume: Treasury Management, Cash Reporting, Cash Flow Forecasting, Leadership, and Excel. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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