Treasury Associate
FNZ is a global wealth management platform provider.
Projects
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will support daily cash and liquidity management, develop cash forecasts, and coordinate funding and cash deployment activities. You will maintain treasury operations and controls, prepare reporting and committee materials, monitor risks, and improve treasury processes and systems.
Requirements
- Treasury, operational cash management, FP&A, or forecasting and budgeting experience
- Senior stakeholder management
- Project management
- Finance software
- Data analytics software
- Communication
- Treasury qualification
Responsibilities
- Support daily cash management activities
- Monitor cash balances and liquidity positions and escalate issues
- Coordinate short-term funding requirements and cash deployment
- Produce and enhance cash forecasts
- Review forecast inputs and analyse forecast variances
- Support treasury operations, banking arrangements, and payment oversight
- Operate treasury controls and monitor policy compliance
- Prepare treasury reporting and management information
- Support Board, Audit Committee, and Treasury Committee materials
- Improve and automate treasury processes
- Support implementation and testing of treasury systems and reporting tools
