CareerPlanSign in

Treasury Associate, Liquidity & Public Credit - PFS

New York, NY💼 Full-time🗓 2026-07-31 → 2026-09-26

Core

Operational support for credit trading activity, portfolio liquidity reporting, and trade settlement for Public Credit Trading Funds.

Role type

Associate level Treasury Operations Specialist

Builds

Liquidity reports, trade settlements, and risk/performance data for credit funds

Domain

Private Credit / Liquid Credit / Treasury Operations

Deliverable

dashboards & analysis

Required skills

Credit trading operations, Prime Brokerage, Loan Facilities, structured financing vehicles, ISDA reporting, AML-KYC onboarding, trade reconciliation, settlement processing, data integrity maintenance

Preferred skills

VPM, Microsoft PowerBi, Bloomberg

Responsibilities

Support portfolio liquidity reporting for Public Credit Trading Funds involving Prime Brokerage, Loan Facilities and structured financing vehicles; Fulfill ISDA and bespoke financing reporting requirements; Resolve trade-related problems such as trade breaks, allocation and settlement issues; Support daily position reconciliation, trade settlement and valuation of traded hedge assets; Maintain data integrity of internal trade capture, risk, and performance reporting systems; Assist in ad-hoc projects (Treasury Management System Onboarding, Exposure Reporting, etc.)

Seniority

Associate, operational IC

Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.