Senior Investment Consultant
KeyBank
Senior Financial Analyst – Treasury Services
The Church of Jesus Christ of Latter-day Saints
full-time
Posted on:
Location Type: Hybrid
Location: Salt Lake City • Utah • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Forecast cash flows related to trade settlements and treasury activity
- Monitor and analyze trade matching, affirmation, and settlement processes
- Investigate and resolve trade discrepancies and settlement issues
- Support corporate action tracking and elections
- Assist with tax reclaims and documentation
- Contribute to new treasury projects and process improvement initiatives
Requirements
- Bachelor’s degree in finance, accounting, business management, or a related field (Master’s preferred)
- Minimum of 8 to 10 years of relevant experience in treasury, investment operations, or financial analysis
- Strong understanding of financial markets and securities processing
- Advanced proficiency in Microsoft Excel and other Office tools; familiarity with Adobe
- Excellent analytical, organizational, and communication skills
- Ability to work independently and collaboratively in a fast-paced environment
- High level of integrity and discretion when handling sensitive information
- Proven ability to identify and implement process improvements
Benefits
- company retirement contributions up to 12%
- health insurance (low premiums with good coverage)
- on-site wellness benefits (gym, employee health clinic, health rewards program)
- flexible spending accounts
- discounted transportation benefits
- many employee discounts
- sick time
- disability benefits
- paid vacation time
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
cash flow forecastingtrade matchingtrade affirmationsettlement processestax reclaimsfinancial analysisprocess improvement
Soft skills
analytical skillsorganizational skillscommunication skillsindependencecollaborationintegritydiscretion
Certifications
Bachelor’s degreeMaster’s degree (preferred)
