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Brown Brothers Harriman

Private banking and wealth management

Treasury Analyst

TreasuryConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • A bachelor's degree in finance, accounting, or a related discipline is preferred.
  • Two to three or more years of relevant work experience.
  • Prior experience in the financial services industry is a plus.
  • Strong analytical, quantitative, and problem-solving skills.
  • Strong organizational skills, attention to detail, and diligence.
  • Basic understanding of accounting principles and asset/liability management.
  • Ability to meet deadlines while navigating ambiguity.
  • Proficiency in Microsoft Office, particularly Excel.
  • Exceptional written and oral communication skills.
  • A high level of integrity, ethics, and professionalism.

Responsibilities

  • Compile and monitor client cash projections throughout the day to assist in managing the firm's liquidity position and inform short-term investment decisions.
  • Analyze client cash activities and collaborate with client service teams to identify and understand trends in cash flows.
  • Maintain awareness of the firm's principal deposit exposure and ensure short-term investments align with credit and risk policies.
  • Gather and assess client and market activity to inform management decisions on risk and balance sheet capacity.
  • Identify and address issues requiring immediate attention, including issues that are not clearly defined.
  • Track and report the firm's asset, liability, and liquidity metrics.
  • Engage with bank counterparties to ensure efficient and responsible management of liquidity investments.
  • Translate complex information from cash correspondents, internal departments, and other audiences for clear understanding.
  • Share insights and discussions with the team to ensure coordinated action steps and follow-ups.
  • Prepare comprehensive reports of cash balances, investment performance, principal cash exposures, and risk positions to support senior leadership decision-making.
  • Collaborate with Investor Services and Operations to understand client cash movements and trends.
  • Promptly communicate asset, liability, and liquidity needs or concerns to Treasury management.

Desired Qualifications

  • Prior experience in the financial services industry is a plus.

About the Company

Brown Brothers Harriman

Private banking and wealth management

Brown Brothers Harriman (BBH) provides private banking, wealth management, and investment services to private clients, institutions, and corporations. Its offerings include private wealth planning, lending, and advisory services; custody and fund services; cross-border fund solutions; and investment management across equities, fixed income, and alternatives. BBH emphasizes a client-focused, relationship-driven approach with a broad product platform that supports asset gathering, fiduciary services, and corporate lending. The company differentiates itself through a long-standing, private partnership culture, global reach with localized client service, and integrated solutions spanning private banking, investment management, and investor services. The goal is to align client interests with disciplined, value-based investing and comprehensive financial solutions, while maintaining selective, specialized client relationships and a stable, trusted brand.

Company size
5,001-10,000
Company stage
Not listed
Total funding
$198.9M
Headquarters
Boston, MA
Founded
1818

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