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Treasury Solutions Consultant

  • Location:

    New York, United States of America

  • Sector:

    Finance & Accounting

  • Job type:

    Full Time

  • Salary:

    US$155000.00 - US$175000.00 per annum

  • Contact:

    Cobalt Recruitment

  • Contact email:


  • Job ref:

    JN -112023-80785_1698956858

  • Published:


  • Expiry date:


A Key Treasury Consultant has arisen with a Global Risk Management and Treasury Solutions firm. The Treasury Consultant will be responsible for winning new clients, providing treasury insights for clients, and working to automate future treasury needs.


·Drive and oversee the management and execution of Treasury Solutions engagements.

·Cultivate and develop relationships with private equity sponsors, portfolio companies & corporates.

·Increase the effectiveness and efficiency of PMC's Treasury Solutions by building and improving models, datasets, analytical frameworks, and other scalable consulting assets.

·Drive business development and growth in Treasury Solutions

·Generate leads through outbound communication (email, calling, etc.)

·Assist in developing pitches and proposals and in closing engagement wins.

·Active outreach to sponsors and potential clients to generate leads & opportunities.

·Identify, build, and grow new and existing business relationships with financial sponsors, portfolio companies & corporates.

·Assist in advisory engagements.

·Lead and work closely with Treasury Solutions consultants in delivering client engagements: data gathering, analysis, and recommendations.

·Conduct desk research to gather secondary research in support of engagements.

·Work with panel members to deliver client engagements Authorized and regulated by the Financial Conduct Authority.

·Oversee panel members and internal staff on engagements coaching to ensure efficiency and effectiveness.

·Ensure work products exhibit rigorous methodology high quality, and are communicated effectively.

·Automate the delivery of advisory solutions.

·Collaborate with the Treasury Solutions team to develop and manage the automation of our treasury solutions.

·Work with third-party technology partners and tools to deliver workflow enablement, business rule-driven process orchestration and governance, automation, and decision support analytics.


·Experience in business development: an ability to understand, assess, and react to client needs and create solutions to support their treasury challenges.

·Knowledge of all aspects of Treasury and Working Capital, ideally through 5+ years of experience in a corporate Treasury or related financial environment

·Strong critical thinking skills with an ability to organize, synthesize, and analyze qualitative and quantitative data.

·Clear and concise written and verbal communication skills

·Strong interpersonal skills: must have a balanced, open, and team-based personality and an ability to work well under pressure.

·Bachelor's degree in a field combining quantitative analysis and critical thinking, such as Economics or Finance

·Strong facility with core Microsoft products, particularly Excel, Word, and Power Point, with competency in Visual Basic or other skills being an advantage.

·Willingness to travel, together with a strong desire to learn and develop professionally as an OT Consultant.

·Fluency in a primary European or Asian language besides English, is advantageous but not a requirement.

The Fair market Assumption for this role's base salary is between $155,000 and $175,000 annually.

The above salary range represents Cobalt's good faith and reasonable estimate of the possible base compensation range at the time of posting and is one part of the total rewards package this client provides to employees.