Financial Analyst - Treasury

Posted 2 Days Ago
Be an Early Applicant
Salt Lake City, UT
Junior
Real Estate
The Role
The Analyst - Treasury will support various treasury operations including managing cash flow, banking relationships, and debt facility transactions. Responsibilities include preparing bank documentation, compliance reporting, cash position reporting, analyzing bank charges, and assisting with process improvements.
Summary Generated by Built In

We are seeking a detailed oriented and high performing team member to work hands on with finance leadership with a variety of treasury operation activities including managing daily cash flow and liquidity, banking relationship management, and debt facility transactions.

Duties include:

  • Treasury cash operations support including wires, ACHs, book transfers, positive pay, fraud filters, debt borrowing activities (etc) using treasury management systems and online banking portals
  • Assist with preparation of complex bank documentation to open and close bank accounts; responds to bank AML/KYC compliance inquires; and assists with bank relationship management
  • Becomes familiar with using all types of treasury products and services, managing bank signatory authority lists, and online banking service profile user set up
  • Assists with daily cash position reporting needs and prepares ad hoc balance reporting requests
  • Assists with debt facility compliance reporting as requested
  • Assists with short-term cash investing activities
  • Analyze bank service charges and recommend cost savings
  • Assist with process improvements, treasury shared service initiatives, special projects, and evaluations of new treasury technology
  • Ensures compliance with SOX and SOC internal controls, policies and procedures

We are looking for someone with…

  • Extraordinary attention to detail with strong administrative skills
  • Knowledge of Treasury concepts, banking systems, and familiar with AML/KYC/OFAC
  • Can effectively communicate internal and external stakeholders including company executives, investor relations, bankers, and investors
  • Strong Microsoft office skills including Outlook, Word, Excel and PowerPoint
  • General understanding of accounting procedures and processes
  • Ability to work in a fast-paced, multi-dimensional environment
  • Bachelor’s Degree in Accounting, Finance, Economics or related quantitative field required
  • 1-2 years of Treasury, Finance, Accounting experience
  • CTP, CPA, CFA – Desirable; Experience with Kyriba (or Treasury Management Systems) or Real Estate companies a plus!

What we offer

  • Generous base salary and bonus program
  • Full benefits suite including 401K, above-average PTO, Parental Leave, and Medical, Dental, Vision
  • Access to benefits concierge service
  • Access to Mental Health & well-being service
  • Be part of a culture that is truly open door, with access to mentorship, leadership training, career advancement, and innovation
  • Opportunities to join employee resources groups and participate in events hosted by the Bridge Women’s Network, Black Inclusion Group, BIG Pride, Allies for AAPI, Unidos Latino and Hispanic Group, Bridge of Honor Veterans, and Advocates for Accessibility
  • Opportunity to be involved in community outreach and charity events

We at Bridge acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience. Your specific needs are important to us. If you need accommodations related to a disability or any other protected status during the recruitment process, please inform us.

Want to talk with someone about Bridge Culture?

At Bridge, we understand that joining a new workplace is a significant decision. To help you gain deeper insights into our culture, we offer "Culture Conversations." This initiative reflects our commitment to transparency, diversity, and inclusivity.

Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members. It's your chance to explore the Bridge work environment, ask questions, and get a genuine feel for what it's like to be part of our team.

How it Works:

Culture Conversations are entirely voluntary. Feel free to opt in based on your comfort and curiosity. Choose Your Conversation Partner: We believe in the power of choice. Browse through our diverse group of staff members and select someone you'd like to have a conversation with. This ensures that you connect with someone whose experiences and insights align with your interests. No Impact on the Hiring Process: Your decision to participate or not in Culture Conversations has no bearing on the hiring process. We value your time and references.

Why Participate:
You get to have a firsthand understanding of our workplace culture. Informed decisions lead to fulfilling careers. Culture Conversations empower you with the information needed to make the right choice for your professional journey.

  • Personalized Connection: Connect with an employee who resonates with your professional interests.
  • Inclusivity: Embrace diversity by choosing a conversation partner from various backgrounds and roles.
The Company
HQ: Sandy, UT
592 Employees
On-site Workplace
Year Founded: 2009

What We Do

Bridge Investment Group ("Bridge") is a leading, vertically integrated real estate investment manager, diversified across specialized asset classes, with approximately $38.8 billion of assets under management as of March 31, 2022. Bridge combines its nationwide operating platform with dedicated teams of investment professionals focused on select U.S. real estate verticals: residential rental, office, development, logistics properties, net lease and real estate-backed credit.

Our in-depth knowledge of local markets, as well as our extensive real asset and capital markets expertise, enable us to develop prolific deal flow and to deploy active asset management and monitoring across our business lines.

Our “owner-operator” perspective can generate deep capabilities to understand assets and source less-than-fully-marketed deal flow from industry participants. We target acquisitions and loans in growth markets where we maintain a strong local operating footprint and where we believe there are more opportunities for value-add investments, which allows us to build portfolios of investments individually asset by asset and target portfolio level premiums at exit.

Our asset management strategy is specialized and focused in a way that emphasizes current income and capital appreciation while mitigating risk. By making improvements that build lasting communities, increase renter satisfaction, and ultimately bring value to investors, we seek to “create alpha” at the asset level.

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