Treasury Analyst (hybrid)

Equitable Holdings

Charlotte, NC, US
Base: $55,000 - $70,000; bonus/equity: spot bonuse...
On-site
Bachelor's degree in finance or related field
Experience in treasury role within life insurance
Operating experience with online bank platforms
The Treasury team monitors capital and liquidity positions while overseeing derivatives trading and debt capital markets

Job Summary

  • The Treasury team monitors capital and liquidity positions while overseeing derivatives trading and debt capital markets.
  • This hybrid role requires coordinating daily cash activities, processing wire transactions, and maintaining treasury system integrity.
  • Equitable offers a competitive salary range, performance bonuses, and a comprehensive benefits package including medical and 401(k) plans.

Matching Summary

The Treasury team monitors capital and liquidity positions while overseeing derivatives trading and debt capital markets.

Salary

Base: $55,000 - $70,000; Bonus/Equity: Spot bonuses and short-term incentive compensation available; Benefits: Medical, dental, vision, 401(k), and paid time off

Skills & Requirements

Must-have

  • Bachelor's degree in Finance or related field
  • Experience in Treasury role within Life Insurance
  • Operating experience with online bank platforms
  • Proficiency in Excel and Word for analysis
  • Knowledge of OFAC regulations and fraud prevention

Nice-to-have

  • Visual Basic for Applications (VBA) skills
  • CTP Certification or willingness to obtain
  • Strong problem-solving and analytical abilities
  • Experience with AI tools and Query languages
  • Ability to re-engineer end-to-end processes

Key Requirements

  • Bachelor's degree in Finance, Accounting, Economics, STEM, or Business
  • Minimum experience in Treasury within Life Insurance or Financial Services
  • Self-starter with established analytical and communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter