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资金分析师

雇主

Fundrise

地点

远程 · 美国

待遇

$USD 78,000 - USD 94,000 / annual

工作模式

远程

截止日期

12月12日

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岗位摘要

Fundrise is a financial technology company on a mission to build a better financial system for the individual.

岗位职责

Fundrise is a financial technology company on a mission to build a better financial system for the individual. With more than 2 million users and over $3 billion in assets under management, we are the largest direct-to-investor alternative asset platform in the United States, making institutional-quality real estate, private credit, and venture capital investments accessible to anyone. Through the software we build, we are democratizing the private investment industry. We continue to push into new territory: our Innovation Fund (VCX) recently listed on the NYSE as one of the first public venture capital funds, and our AI subsidiary, RealAI, is bringing institutional-grade real estate intelligence to everyday investors and professionals. Fundrise has been recognized by CNBC's World's Top Fintech Companies (2024, 2025) and the Inc. 5000 list of fastest-growing private companies for three consecutive years (2023-2025).About the role:
Fundrise's Treasuryteam manages banking, cash forecasting and funding operations across our platform of corporate entities, funds, and portfolio-level entities. We're looking for a Treasury Analyst who is exceptionally attentive to detail, has a strong work ethic, and has a track record of improving processes.
You will work closely with the broader Finance team on the day-to-day cash and banking operations that keep the platform running, with room to grow into more advanced treasury and financing work as the function scales.
What you will own:
Cash reporting and forecasting. Create and maintain cash reports and cash forecasts for corporate entities, funds, and/or portfolio-level entities. Analyze and communicate cash needs, and recommend intercompany loan amounts and financing as needed.
Banking operations. Manage banking KYC processes and streamline account opening, closing, and other administrative and operational processes for corporate, property, and fund bank accounts. Analyze banking fees and client analysis statements, and recommend service adjustments.
Transaction execution. Prepare transactions for deal fundings, draws, servicing, intercompany reimbursements, and property-level fundings. Administer the corporate credit card programs and manage vendor template creation and upkeep within the banking system.
Partner support. Troubleshoot banking services and issues with banking partners on behalf of property managers & internal partners.
Process and systems. Assist with implementation of new treasury systems, document treasury controls and standard operating procedures, and help carry out the direction and vision of the treasury function.
What we are looking for:
2+ years of relevant treasury and finance/accounting experience.
Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
CTP (Certified Treasury Professional) designation is a plus.
Experience with a Treasury Management System (TMS) is a plus.
Benefits at Fundrise:
Remote-first work environment (must live in the United States)
Competitive medical, dental, and vision insurance, with Fundrise contributing to both employee and dependent premiums
Flexible Spending Accountsfor medical expenses, dependent care, and parking
401(k) with 3% contributed by Fundrise, regardless of whether you are actively contributing yourself
Fully covered life insurance and short-term disability
Significant equity via our employee stock grant program
Gympass benefit including mental health resources
Flexible PTO
Employee AssistanceProgram
Paid parental leave
Originally posted on Himalayas

申请条件

- 具备极强的细节关注能力
- 拥有强烈的职业道德
- 有改进流程的过往业绩记录
- 能够创建和维护现金报告及现金预测
- 能够分析并沟通现金需求
- 能够建议公司间贷款金额和融资方案
- 能够管理银行KYC流程
- 能够优化账户开立、关闭及其他行政和运营流程
- 能够分析银行费用和客户分析报表
- 能够与更广泛的财务团队紧密合作
- 有潜力成长并承担更高级的司库和融资工作

雇主简介

Fundrise是一家金融科技公司,运营美国最大的直接面向投资者的另类资产平台,提供房地产、私人信贷和风险投资等投资机会。

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数据来源:Himalayas

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