Treasury Technology Mentorship
Budget: $8 – $15 USD
I got hired recently for the following job description:
"Looking for a driven and detail oriented Treasury Operations Specialist with a strong technical skillset to partner with the Treasury Technology team to design and build out a strategic Cash Wires platform.
Principal Responsibilities:
1. Assist with system implementation of custom strategic Cash Wires platform, including defining & documenting system requirements, data & business process analysis, data modeling, UAT testing, payment testing, performing data migrations & reconciliation, troubleshooting & root cause analysis.
2. Lead project to migrate SWIFT payment messaging to new ISO 20022 industry standard, including defining SWIFT message format specs and coordinating testing across brokers.
Qualifications/Skills Required:
1. 5+ years of experience, ideally within Treasury Technology at a broker-dealer or asset
management firm, or in a consulting role driving software implementations.
2. Expertise in Cash Wires software implementation, SWIFT message formatting, Standard Settlement Instruction management best practices.
3. Strong proficiency performing data analysis and manipulation in Excel, SQL, and Alteryx.
4. Experience documenting process flows using Microsoft Visio is a plus.
5. Self-directed, detail-oriented problem solver with strong technical aptitude and
communication skills.
6. Expertise in data modeling, including defining Entity Relationship Diagrams is a plus."
I'm looking for a mentor/guide, someone who has worked within Treasury Technology at a broker-dealer or asset management firm. Someone who knows about Kyriba.
I need 5 - 7 hours weekly (1hr/day), just to guide me, help me with my deliverables. Someone who can explain how broker-dealer firms work, what SSIs (Standard Settlement Instruction) mean, different types of accounting relationships - PB, Margins, Cash.
"Looking for a driven and detail oriented Treasury Operations Specialist with a strong technical skillset to partner with the Treasury Technology team to design and build out a strategic Cash Wires platform.
Principal Responsibilities:
1. Assist with system implementation of custom strategic Cash Wires platform, including defining & documenting system requirements, data & business process analysis, data modeling, UAT testing, payment testing, performing data migrations & reconciliation, troubleshooting & root cause analysis.
2. Lead project to migrate SWIFT payment messaging to new ISO 20022 industry standard, including defining SWIFT message format specs and coordinating testing across brokers.
Qualifications/Skills Required:
1. 5+ years of experience, ideally within Treasury Technology at a broker-dealer or asset
management firm, or in a consulting role driving software implementations.
2. Expertise in Cash Wires software implementation, SWIFT message formatting, Standard Settlement Instruction management best practices.
3. Strong proficiency performing data analysis and manipulation in Excel, SQL, and Alteryx.
4. Experience documenting process flows using Microsoft Visio is a plus.
5. Self-directed, detail-oriented problem solver with strong technical aptitude and
communication skills.
6. Expertise in data modeling, including defining Entity Relationship Diagrams is a plus."
I'm looking for a mentor/guide, someone who has worked within Treasury Technology at a broker-dealer or asset management firm. Someone who knows about Kyriba.
I need 5 - 7 hours weekly (1hr/day), just to guide me, help me with my deliverables. Someone who can explain how broker-dealer firms work, what SSIs (Standard Settlement Instruction) mean, different types of accounting relationships - PB, Margins, Cash.