Liquidity Associate
Jobtailor
Support the Head of Customer Funding Desk in managing the Americas business Coordinate meetings, communications, projects, calendars, and action items Maintain business documentation, procedures, records, and audit-ready files Support daily operational workflows, transaction booking, settlement, and reporting Produce management reports, dashboards, pipeline updates, KPIs, and executive presentations Analyze sales activity, deposit balances, revenues, client trends, and business performance Coordinate daily renewal of customer funding transactions Prepare liquidity proposals, pricing materials, client pitches, and product presentations Support client onboarding, internal approvals, opportunity tracking, and commercial research Monitor pending transactions, renewals, and operational exceptions Promote responsible AI use and automate administrative and reporting tasks Support innovation, process improvements, dashboards, templates, and workflow enhancements Coordinate regional and global CFD projects, tracking deliverables, deadlines, dependencies, and action plans Requirements Bachelor's degree in Finance, Economics, Business Administration, Data Analytics, Engineering, or a related field Approximately 3–4 years of experience in Corporate Banking, Investment Banking, Financial Services, Consulting, business management, or a related analytical role Interest in Transaction Banking, liquidity management, treasury products, innovation, or Corporate & Investment Banking Ability to manage multiple priorities and deliver high-quality work in a dynamic environment Advanced proficiency in Microsoft Excel, including PivotTables, lookups, advanced formulas, data analysis, and dashboard preparation Advanced proficiency in Microsoft PowerPoint and executive-level presentation preparation Strong reporting, analytical, and data-management skills Proficiency in Microsoft Word, Outlook, Teams, and standard productivity tools Working knowledge of AI platforms such as Microsoft Copilot, ChatGPT, Gemini, Claude, or comparable enterprise-approved tools Fluency in English and Spanish, written and spoken U.S. employment eligibility required; BBVA will not pursue visa sponsorship Familiarity with Power BI, Tableau, Bloomberg, CRM platforms, or workflow automation tools is a plus Exposure to Corporate & Investment Banking products, liquidity, deposits, cash management, treasury, or funding products is preferred Core Competencies Demonstrates expertise in managing customer funding transactions, financial analysis, and operational workflows while supporting innovation and process improvements. Proficient in advanced data analysis and reporting, with strong presentation skills for executive-level communication. Highest-signal resume keywords Advanced Proficiency In Microsoft Excel Advanced Proficiency In Microsoft PowerPoint Strong Reporting And Analytical Skills Fluency In English And Spanish Experience In Corporate Banking ATS Optimization Keywords Hard Skills Data Analysis Transaction Booking Settlement KPI Reporting Liquidity Management Financial Services Client Onboarding Opportunity Tracking Process Improvements Dashboard Preparation Soft Skills Ability To Manage Multiple Priorities High-Quality Work Delivery Communication Skills Industry Keywords Corporate Banking Investment Banking Financial Services Treasury Products Cash Management Funding Products Liquidity Management Tools & Technologies Microsoft Word Microsoft Outlook Microsoft Teams Power BI Tableau Bloomberg CRM Platforms Workflow Automation Tools AI Platforms #J-18808-Ljbffr Jobtailor
$160k - $200k
...helping those companies better deliver for policyholders through our world-class capabilities in investment grade private credit.The Liquid Credit Strategies Team (“LCS”) manages $123B in AUM across a wide array of funds and accounts in the US and Europe, including CLOs,...SuggestedFull timeLocal areaFlexible hours$115k - $125k
Associate Location: New York Salary Range: The pay range for this position at commencement of employment is expected to be between $1... ...that US entities are appropriately funded in compliance with liquidity risk appetite whilst minimizing financial risks and optimizing...SuggestedLocal areaRelocation package$83k - $173k
We are seeking Associate Principal Scientist, Liquid Chromatography-Mass Spectrometry (LCMS) Assay Development to join IQVIA Laboratories at Ithaca, NY.We hire passionate innovators who drive healthcare forward through thoughtful and inclusive collaboration. If you want...SuggestedFull timePart timeImmediate startWork from homeWorldwide- Nomura Holdings, Inc. is looking for a Liquidity Management & Reporting Specialist Associate based in New York. This role focuses on supporting liquidity stress testing and regulatory reporting within the Treasury function, ideal for someone with foundation in finance....Suggested
$120k - $170k
A prominent alternatives firm in New York is seeking an MBS Associate to manage liquidity requirements and support product lifecycles. The ideal candidate will have 3-7 years of financial services experience and product knowledge in Mortgage-Backed Securities. Responsibilities...Suggested- ...to drive decisions? Join the Deposit Analytics team supporting liquidity management across industry-leading wholesale businesses.... ...reporting, methods, and outcomes. As a Treasury Deposit Analytics Associate in Finance and Business Management with The Corporate & Investment...Visa sponsorship
- Homerun B.V. is seeking a Senior Associate to own end-to-end client experiences in the liquidity business, including onboarding, contracting, and ongoing relationship management for executives at leading pre-IPO companies. You will drive business development from day one...
- JPMorganChase is seeking a Treasury Deposit Analytics Associate in Finance & Business Management to support liquidity management across wholesale deposits. You will develop methodologies, partner with Treasury and Risk, and deliver insights for senior stakeholders and regulators...
- ...professional in New York to support every aspect of broker dealer treasury operations. This includes making funding decisions, managing liquidity risk, and effective balance sheet management. The ideal candidate has experience in treasury functions, strong analytical skills,...
- About the Team & Role The Liquidity team specializes in financial products — non-recourse financing and secondary sales — for executives... ...looking for someone hungry and looking to learn. The Senior Associate who joins the team will have real ownership: over client relationships...Work at officeFlexible hours
$95k - $130k
...institutions, corporations and individuals worldwide. This individual will be an integral part of the Trading efforts of the Global Liquidity Team in New York. Responsibilities: Analyze, execute, and reconcile Money Market trades. Asset classes include US Treasuries, US...Temporary workWorldwide- ...the status quo and striving to be best-in-class. As a Senior Associate on the Wholesale Commercial Real Estate (CRE) Portfolio Analytics... ...strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Full timePosting Date: 2026-07-23Work experience placement
- ...the Firm from exposure to losses as a result of credit, market, liquidity, model and other risks.The role will reside within the Firm... ...independent identification, evaluation, monitoring of credit risk associated with ISG corporate lending activities.Morgan Stanley Credit...Temporary workWork experience placementWork at office
$90k - $115k
We’re seeking someone to join as an Associate in the Capital Planning team to work on a number of regulatory and internal Capital Planning... ...for planning, managing, forecasting and optimizing capital, liquidity and funding resources; governance oversight of Treasury and...Temporary work$110k - $135k
Lending | Portfolio Management | Associate, Portfolio Analytics | New York About ING: In the Americas, ING’s Wholesale Banking division... ...clients’ performance, utilization of limits, portfolio churn, liquidity, etc.Pipeline monitoring and preparing forecasts and stress...Full timeWork at officeWork from home$85k - $115k
...join our Corporate Financial Reporting team as a SEC Reporting Associate. This role is part of the Corporate Financial Reporting team,... ...under USGAAP and IFRS and Basel Based Regulatory Capital and Liquidity policy.Since 1935, Morgan Stanley is known as a global leader...Temporary work- ...solutions for auto dealers, including Treasury Services, floorplan, real estate and acquisition financing, liquidity management and other banking solutions. As a Sr. Associate Strategic Business Management in Chase Auto Commercial Solutions, you will help design, drive, and...
- ...mutual organization.The Opportunity:Apogem Capital is seeking an Associate / Senior Associate to support the continued growth of its... ...cash flow and NAV forecasting models to support SMA planning and liquidity management, including predictive analytics around capital...Local area
- ...delivers the leading industry platform for algorithmic execution and liquidity solutions, data, analytics and low latency trading... ...order routing and pre- and post-trade analytics.Job SummaryAs an Associate on the ECS team, you will combine product management expertise...
- ...are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Financial Institutions Group within... ...provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Full timePosting Date: 2026-04-06Work experience placement
- Job SummaryWe are seeking a highly motivated Associate to join our North American Private Capital Advisory team. The Private Capital Advisory... ...strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Full timePosting Date: 2026-06-29Work experience placementFlexible hoursShift work
- ...Estate, Real Assets (Infrastructure, Transportation, Timberland), Liquid Alternatives (Macro Strategies, Absolute Return), Private... ...years of experience, and offices throughout the world.As a Junior Associate role on the US Corporate Services team (US CoServ) within the Private...Work at officeWorldwide
$100k - $175k
...equities, futures, and options while actively managing trading, market, and operational risk.Continuous monitoring of market conditions, liquidity, and platform performance, as well as exercising judgment when issues arise that require escalation or intervention.Analyze...Temporary workMonday to FridayNight shift- As an Experience Design Senior Associate in Commercial & Investment Bank (CIB) Payments, you will contribute to innovative experience... ...provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Full timePosting Date: 2026-07-10
- Wealth Management Solutions, Portfolio Management Associate (Trade Coordination)Location: 270 Park Avenue, New YorkBusiness: Asset & Wealth... ...-trade analysis to size trades and assess platform capacity, liquidity considerations, and client/account impact.Create, communicate,...
$100k - $170k
...400 professionals across 13 offices around the world, XIG provides manager diligence, portfolio construction, risk management and liquidity solutions to investors, drawing on Goldman Sachs market insights and risk management expertise. We extend these global capabilities...Full timeTemporary workPart time$150k - $200k
...distribution and trading of equity, equity-linked and equity-derivative securities. The Firm’s equity Sales & Trading operations provide liquidity, distribute content, and create product solutions to help our clients generate alpha.The Equity Financing Products department acts...Temporary work- ..., and what we stand for as a firm.KPMG is currently seeking a Associate/Senior Associateto join our Valuations practice.Responsibilities... ...Cost Approach, Replacement Cost Method of the Cost Approach, Liquidation Analysis, and In-Utility AnalysisBasic knowledge of accounting...H1bLocal area
- ..., with a daily transaction volume of $10 trillion.As a Senior Associate Applied AI/ML Scientist within our payment solutions team, you... ...provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Full timePosting Date: 2026-05-28
$130k - $175k
Lending | Sector Based & Specialized Lending | Associate, Transportation & Logistics | NYCAbout ING:In Americas, ING’s Wholesale Banking... ..., incorporating asset quality, residual value, and market liquidity considerationsAssisting in due diligence processes, including...Full timeWork at officeWork from home
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