Analyst, Treasury

Role Summary

We are seeking a Treasury Analyst to join our Boston team. In this role, you will support a range of core Treasury activities, including opening new bank accounts, preparing Know Your Customer (KYC) documentation, supporting capital call processes, and assisting with Treasury technology enhancements. You will also help ensure best practices are followed for detailed payment instruction requests and banking portal entitlements, supporting the firm’s continued adoption of advanced technology.

The role works closely with Accounting, Compliance, Legal, Tax, and other operational teams across the firm and reports globally to leaders in Boston and Dublin.

• Coordinate, set‑up, and maintain bank accounts for the Fund Programs and Subsidiaries
• Collect, review, and provide bank account KYC documentation in coordination with cross‑functional partners
• Track payment instruction related requests and verbally confirm changes with authorized contacts
• Develop subject‑matter expertise in establishing specialized payment instructions across U.S. and international clearing systems
• Assist with inter banking connectivity and technology configuration requests to facilitate efficient payment and reporting capabilities
• Initiate capital call process when required by Treasury fund managers
• Assist senior management with projects, including enhancing core Treasury systems
• Encourage a team‑oriented atmosphere with positive engagement

• Shows sound judgment and accountability in a fast‑paced environment
• Has strong attention to detail, focus on execution of tasks, and adaptability to meet changing timelines and priorities
• Possesses excellent verbal and written communication skills
• Has strong analytical, quantitative, and problem‑solving skills
• Can independently and efficiently track and report on the progress of tasks
• Is familiar with Excel for data analysis and reporting

• Background in Finance or Treasury
• Knowledge of banking and KYC operations related to private equity organizations
• Excellent written and verbal communication skills, able to communicate effectively with all levels of management both internally and externally
• Superior organizational and time‑management skills with the ability to prioritize and multi‑task
• Ability to build effective working relationships across departments and geographies
• Positive team‑oriented demeanor

• Preferred:
  Bachelor of Science (B.S.) or equivalent experience
• Experience:
  
  1‑4 years preferably in a financial services environment
• Familiarity with eFront, banking portals, SWIFT, Kyriba, FIS Integrity, or similar technology platforms

Base Salary Range: $75,000.00 - $80,000.00 USD. This salary represents only one component of total compensation and is provided in accordance with local requirements. The role is eligible for a discretionary annual bonus determined by individual and overall firm performance. Total compensation may also include eligibility for long‑term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs.

Harbour Vest is an equal opportunity employer.