Operations Associate – Treasury & Analytics at Westaim

Описание: The Company
This is a rare opportunity to join a high-growth investment platform at the intersection of insurance and asset management. With backing from experienced industry leaders and a strong foundation across multiple business lines, the firm is scaling fast. Their model combines innovation, analytics, and disciplined financial strategy to create a powerful growth engine. You’ll be part of a lean, agile team where treasury, risk, and strategic finance all converge.

The Role
Our client is looking to hire an Operations Associate – Treasury & Analytics to join the team in NYC. This is a hands-on, high-impact role reporting directly to the CFO. You'll support cash and liquidity management, risk analytics, and operational reporting - while also contributing to strategic projects across the wider business.

If you're looking for a role that gives you real exposure from day one, this could be it. There’s no playbook. You’ll be trusted to take ownership, solve problems, and help drive decision-making at the highest level.

Key Responsibilities
Support daily cash management, FX, and investment operations
Assist with liquidity planning, portfolio monitoring, and risk reporting
Work directly with the CFO on investment strategies and financial modelling
Use tools to monitor risk and performance metrics
Help prepare materials for investor updates and senior leadership
Drive process improvement initiatives and internal controls compliance

The Candidate
2–3 years of treasury, corporate finance, or investment operations experience
Strong Excel skills (VBA is a plus) and familiarity with portfolio systems
Experience with payment execution, FX exposure, or financial reporting
Analytical mindset with strong attention to detail
A self-starter attitude - you take initiative and enjoy solving problems
Clear, confident communicator who can work across teams

Why Apply?
Direct access to leadership – work side-by-side with the CFO
No rigid hierarchy – ideas are welcomed, initiative is expected
Real variety – from portfolio risk reviews to dashboards to investor decks
Career growth – shape the role to suit your strengths as the team grows