Principal, Treasury Advisory - Alternative Investment Fund

Principal, Treasury Advisory - Alternative Investment Fund at Fusion Staffing Partners Principal, Treasury Advisory - Alternative Investment Fund at Fusion Staffing Partners in Hoboken, New Jersey Posted in 3 days ago.

Type:

full-time

Job Description:

Our elite global Alternative Investment Fund client is seeking to recruit a Principal, Treasury professional to provide short-term fixed income investment advise and develop sophisticated cash management and liquidity solutions for high-profile firm clients and their advisors (family offices, UHNW individuals/families and institutions).

Responsibilities:

Provide short-term fixed income investment advise and develop sophisticated cash management and liquidity solutions for high-profile firm clients and their advisors (family offices, UHNW individuals/families and institutions) Serve as the as the senior treasury and cash management subject matter expert, advising clients on liquidity solutions and short-term investing Advise firm clients on investments in short-term ?nancial instruments, including treasuries, money market funds, short-term corporate bonds, CLOs, municipal bonds and other short-duration instruments Build and construct short-term portfolios consistent with client liquidity needs, credit guidelines, and yield objectives Proactively monitor short-term markets, rates, and credit conditions to inform on portfolio positioning and implementation Provide liquidity planning and operating cash management advice to UHNW clients, families, family offices, and institutional clients Create cash management frameworks that align with client objectives, liquidity requirements, and risk tolerance Assess client operating cash needs, liquidity pro?les, and short-term funding requirements Oversee and monitor client cash and short-duration portfolio performance against benchmarks and objectives Analyze and evaluate liquidity, credit quality and counterparty exposure Establish best practices and investment policies governing short-term investing, cash management and counterparty risk Help establish and scale the treasury architecture supporting the platform, including cash management frameworks, counterparty guidelines, and short-duration investment policies Work closely with investment teams and senior management across the Advisory platform on portfolio construction and balance sheet solutions

Requirements:

Bachelor's Degree; MBA or CFA is a plus 8+ years of treasury, cash management and/or short-term fixed income investing experience Subject matter expertise in cash management, liquidity planning and short-term ?xed income investing Experience working in bank treasury, institutional treasury or wealth management treasury solutions Demonstrated experience advising sophisticated clients or managing operating liquidity for large, complex balance sheets Deep understanding of money markets, repo markets and short-term credit markets Experience investing across U.S. Treasuries, money market funds, repurchase agreements, and short-term corporate bonds Proven experience being responsible and accountable for cash management and liquidity outcomes Highly motivated and organized with an entrepreneurial mindset Advanced communication, interpersonal and presentation skills