Cash Desk Analytics & Automation Specialist
Core
Architecting and automating enterprise-wide cash management, liquidity forecasting, and funding analytics for mutual funds, hedge funds, and separately managed accounts.
Role type
Senior IC data analytics and automation specialist (financial services)
Builds
Production dashboards, automated reporting frameworks, and data pipelines for cash and liquidity operations
Domain
Asset management / Fixed income / Treasury operations
Deliverable
production ML models | dashboards & analysis | infrastructure
Required skills
Python, SQL, advanced Excel, financial data modeling, system integration, stakeholder management, process automation
Preferred skills
Treasury/cash management experience, cloud analytics platforms, enterprise data architecture, transformation program leadership
Technologies
Python, SQL, VBA, enterprise data platforms, cloud-based analytics environments
Responsibilities
Design and develop cash management and liquidity forecasting analytics; Own and evolve core cash-related data sets and reporting frameworks; Partner with business units to translate needs into analytical solutions; Drive automation and straight-through-processing initiatives; Establish governance and documentation for cash data and metrics; Mentor team members on technical capabilities
Seniority
Senior, hands-on IC with mentorship responsibilities