Treasury Investment Manager

$120,000 - $200,000/Yr

Veeva Systems - Boston, MA

posted 6 months ago

Full-time - Mid Level
Remote - Boston, MA
Professional, Scientific, and Technical Services

About the position

Veeva Systems is seeking a qualified and enthusiastic Treasury Investment Manager to join our finance team. This role is pivotal in managing the investment process of our growing company, ensuring that corporate cash is invested optimally to maximize returns while preserving principal in accordance with our corporate policies. The Treasury Investment Manager will oversee compliance with Veeva's investment policy, monitor portfolio risk, and assess liquidity profiles. This position offers the opportunity to create an investment risk framework and manage a treasury portfolio in-house, contributing to the overall financial strategy of the organization. In this role, you will be responsible for assessing, monitoring, and benchmarking the performance of external investment managers. You will implement and internally manage a portfolio of Treasuries, create a bottom-up interest income forecast, and develop monthly and quarterly risk dashboards for cash and investments. Additionally, you will recommend investment strategies that adapt to changing market conditions and business environments. The Treasury Investment Manager will also provide backup for other treasury functions, including cash management, foreign exchange, and banking management. This position is ideal for someone with a strong background in corporate treasury and investment management, who is eager to contribute to a mission-driven organization that values customer success, employee success, and speed. Veeva Systems supports flexibility in work arrangements, allowing you to thrive in your preferred environment, whether at home or in the office.

Responsibilities

  • Oversee compliance with Veeva's investment policy, portfolio risk, and liquidity profile
  • Assess, monitor, and benchmark external investment manager performance
  • Implement and internally manage a portfolio of Treasuries
  • Create a bottom-up interest income forecast
  • Implement monthly and quarterly risk dashboard for cash and investments
  • Recommend investment strategies in a changing market and business environment
  • Back up other treasury functions such as cash, FX, and banking management

Requirements

  • Bachelor's degree in business, finance, or related field
  • 6+ years of experience in corporate treasury, capital markets, or related fields with a Master's in Finance or CFA, or 8+ years of experience without
  • Experience trading fixed income securities
  • Thorough understanding of investment and risk management
  • Strong technical and communication skills with the ability to create financial models and assess risks
  • Desire to work collaboratively as part of a team

Nice-to-haves

  • Advanced degree or CFA
  • Experience with Bloomberg or similar

Benefits

  • Medical, dental, vision, and basic life insurance
  • Flexible PTO and company paid holidays
  • Retirement programs
  • 1% charitable giving program
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