Treasury & Investments Support Specialist
Socket.dev
Mercury is building the complete finance stack for startups and expanding Mercury Treasury. As an Investment Support Specialist, you will be an early, high-impact member shaping product and support. You will own customer communications, educate users, resolve escalations, and partner with product/engineering to address systemic issues. You will develop deep knowledge in mutual funds, equity trading, and Treasury/Invest products, using data to spot trends and drive improvements. #J-18808-Ljbffr Socket.dev
- ...more on building their companies. We are launching Mercury Treasury and expanding the team with early, high-impact contributors who shape product and process from day one. As an investment support specialist, you will own customer communications across chat and email,...Suggested
- Mercury is building a complete finance stack for startups, expanding its Mercury Treasury team in the San Francisco Bay Area. As an investment support specialist, you will own customer communications, educate users on treasury products, and resolve escalations while partnering...Suggested
$71.9k - $87.3k
...businesses on the banking* side. In 2026 we are launching Mercury Treasury, we're expanding the team to match. This isn't a role... ...it feel simple and approachable for our users. As an investment support specialist you'll bring warmth and expertise in equal measure,...Suggested- Position Summary The Investment Operations Technology Program Manager supports the day-to-day execution of technology delivery for Investment Operations & Fund Treasury. This is a hands‑on, execution-focused role responsible for running recurring team and governance meetings...SuggestedWork at officeRemote workFlexible hours
- Vacancy: Senior Trade & Investment Officer, Technology - San Francisco Main purpose of role... ...direct investment into the UK economy, and support British businesses with US market entry.... ..., as well as those imposed by the UK Treasury on British and dual nationals working for...SuggestedPermanent employmentFull timeSelf employmentWork at officeLocal areaWork from homeOverseasVisa sponsorshipWork visaMonday to Friday
$65k - $80k
Summary / Objective Reporting to the Investment Operations Manager, the Investment Operations Client Support Specialist is responsible for onsite support related to coordinating, implementing, and maintaining all investment account openings and service requests while maintaining...Full timeTemporary workWork at officeImmediate startRemote workMonday to Friday$28 - $35 per hour
2025 Corporate & Investment Risk Management Analyst Program Jobs for Humanity is collaborating... ...and just employment ecosystem. We support individuals coming from all walks of life... ...firm. The Chief Investment Office, Treasury and Corporate (CTC) Risk Team is an independent...Hourly payFull timeSummer workInternshipWork at officeImmediate start- ...combination of the two. That way, Atlassians have more control over supporting their family, personal goals, and other priorities. We can... ...role, you will partner with senior finance leaders (FP&A, Treasury, Accounting, IR) to communicate company performance, evaluate...Work at officeLocal areaFlexible hours
$90k - $122k
...pursue our mission every day. Our culture supports our values by fostering innovative and... ...developing structural solutions for tax equity investments.Develop and deliver internal / external... ...products, including hedges.Support treasury and capital planning functions....Full timeTemporary workWork experience placement$94k - $142.3k
...decision-making through business partner support and innovative and insightful analyses.... ...financialsPartner proactively with Revenue, Treasury, Controllership, Tax & other Finance... ...and expense by type trends, and headcount investments.Drive business operational improvements...Full timeTemporary work$112.5k - $147.5k
...in the design and architecture of scalable finance systems to support Circle’s expanding footprint in a maturing company environment.... ...processes within and out of ERP applications.Familiarity with treasury systems like Kyriba and SEC reporting applications like Workiwa...Work experience placementFlexible hours- ...empowered. We believe in open communication, mutual respect, and a supportive environment that encourages growth and development. We're... ...International Controller for review. Assists VP of Finance with treasury matters Qualifications Excellent communication, problem-...Work experience placementLocal area
$126.22k - $168.28k
...billing, collection, payroll, fixed assets, treasury, and the general ledger in accordance... ...in areas of grants, budgeting, investments, audits, general ledger, accounts payable... ...accounting standards, fiscal audits, and for supporting special projects as assigned. This...Contract workFor contractorsWork at officeRemote work$130.53k
...grants have improved the lives of over 3 billion animals. We supported late-stage clinical trials for the R21 malaria vaccine, now... ...Familiarity with the U.S. banking system and/or experience working in treasury operations, including maintenance of the accompanying internal...For contractorsWork at officeLocal areaImmediate startRemote workWork from homeVisa sponsorshipFlexible hours2 days per week$90k - $125k
...; we’re enabling the future of energy, supporting massive digital and data center expansions... ...) 2–5 years of experience in FP&A, investment banking, project finance, or related field... ...forecasting, liquidity management, or treasury functions Experience working with...$94k - $142.3k
...decision-making through business partner support and innovative and insightful analyses.... ...financials* Partner proactively with Revenue, Treasury, Controllership, Tax & other Finance... ...expense by type trends, and headcount investments.* Drive business operational improvements...Temporary workWork at office$110k - $120k
...revenues, and liabilities within the correct reporting period, supported by reconciliations and documented assumptions across multiple... ...payments, and reporting accuracy. Budgeting, Forecasting, and Treasury Support budgeting and forecasting by building and maintaining...Full timeWork at office- ...work across Finance to monitor P&L risks, deliver insights, and support executive dashboards and narratives. A cross‑functional, fast‑... ...modeling. This hybrid role involves collaborating with Revenue, Treasury, Controllership, and IT to optimize close processes and develop...
- Salesforce, Inc. seeks a Sr. Analyst to support the end-to-end consolidated forecast/close and quarterly earnings processes. You will... ...for the executive audience. You will collaborate with Revenue, Treasury, Controllership, Tax and other teams to drive improvements in close...
- ...transactional ease of a bank account with fully automated investments in U.S. Treasury bills. Now, with JikoNet, institutions can securely move funds... ...KPIs across teams; build dashboards and scorecards to support transparency and accountability. Strategic Analysis: Deliver...Work experience placementWork at office
- ...Regal Executive Search is seeking an Investment Operations Associate in San Francisco to support daily trade data transmission, settlement coordination and portfolio reconciliation. You will work with traders, custodians, sub‑administrators and analytics teams to ensure...
- Elios AI is seeking a specialist to provide production support and operations for the Momentum Financial Management Solution in a federal environment.... ...functional configuration changes while coordinating with treasury interfaces and agency teams. Ideal candidates bring 3+...
- Adyen is seeking a Business Analyst to join the Merchant Finance and Treasury team in San Francisco. You will monitor daily payout operations, ensure timely merchant disbursements, and optimise financial processes as the business scales. The role requires 2-5 years of...
$80k - $110k
Dormont Manufacturing Co is looking for a Financial Analyst based in San Francisco to join our Treasury team. This role focuses on building robust payment reconciliation frameworks and ensuring compliance within financial operations. The ideal candidate will possess excellent...$125k
...Opportunities.Join William Blair, the Premier Global Partnership.Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform research and financial...Temporary workSummer internship$110k - $135k
...Develops written internal and external marketing on pitch material.Supports deal teams in development, presentation, and winning mandates.... ....0 - 3 years of successive relevant experience within investment and/or corporate banking.Shows initiative, prioritizes work, multi...Full timeContract workPart timeLocal area$100k - $110k
Who We Are:Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities...Immediate startMonday to Friday$110k - $120k
...OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial... ...technology, HCM software, semiconductors, sports tech, etc.Support teams working on M&A as well as equity / debt capital raisesResearch...Full time$110k
...person to achieve personal success and add value to our teams and communities.Piper Sandler is currently seeking a Class of 2027 Investment Banking Analyst for our Technology team in our San Francisco, CA office. Candidates who will be graduating in May/June 2027 are encouraged...Full timeWork at officeWork visa$105k - $120k
...the Team Our Finance team’s mission is to drive efficiency as we support our company and business partners. We analyze data, create... ...past and current financial performance data. Provide support for treasury, cash management and capital funding activities as needed. Drive...
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