Cash Management Analyst - Boston, MA

Candidates should have hands-on experience working with financial institutions, coordinating AML/KYC documentation, managing bank account administration, and supporting high-volume operational processes in a fast-paced financial services environment. The Cash Management Analyst will support the firm's Fund Administration team and serve as a key liaison between internal stakeholders and external banking partners.

Cash Management Analyst – Boston, MA

We are seeking candidates for a Cash Management Analyst position with an elite private equity firm located in Boston, MA. The Cash Management Analyst will support the firm's Fund Administration team and serve as a key liaison between internal stakeholders and external banking partners. The ideal candidate will have 3+ years of experience in treasury operations, banking operations, cash management, or a similar operational finance role. Candidates should have hands-on experience working with financial institutions, coordinating AML/KYC documentation, managing bank account administration, and supporting high-volume operational processes in a fast-paced financial services environment. Experience within private equity or investment management is a plus but not required.

This is a 6-month contract opportunity offering $30–40/hour, depending on experience, with a standard 40-hour workweek. The role follows a hybrid schedule at the firm's Boston office.
 

Responsibilities

• Manage the end-to-end bank account opening process for investment funds and legal entities.

• Coordinate AML/KYC documentation and onboarding requirements with banking partners and internal stakeholders.

• Facilitate document collection, signature routing, and communications with financial institutions throughout the account opening process.

• Support borrower joinders for new credit facilities and verify account setup details upon account activation.

• Maintain accurate bank account records across treasury management systems and banking platforms, including account openings, closures, and updates.

• Review and manage user access across banking platforms while ensuring appropriate security controls.

• Monitor low-balance accounts and coordinate funding requests with internal accounting teams.

• Maintain investor and counterparty banking information within the Treasury Management System and perform regular data integrity reviews.

• Coordinate wire instruction updates from initiation through final confirmation.

• Assist with legal entity formation, entity maintenance, annual bank KYC reviews, and ongoing compliance activities.

• Support treasury, banking, and operational initiatives while identifying opportunities to improve processes and enhance operational efficiency.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field required.

• 3+ years of experience in treasury operations, banking operations, cash management, fund administration, or a related financial operations role.

• Hands-on experience managing bank account openings and coordinating banking onboarding processes.

• Experience working directly with banks, treasury teams, custodians, or other financial institutions.

• Strong knowledge of AML/KYC requirements, banking documentation, and treasury operations.

• Excellent organizational skills with exceptional attention to detail and the ability to manage multiple priorities in a fast-paced environment.

• Strong communication and interpersonal skills with the ability to build relationships across internal teams and external banking partners.

• Proficiency in Microsoft Office, particularly Excel; experience with treasury management systems or banking platforms is preferred.

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