About this opportunity
Partnership Employment lists this Loan Operations & Treasury Analyst (Manhattan) opportunity in manhattan, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Loan Operations & Treasury Analyst
Specialty Finance / Lending | Midtown, New York City | On-site, 5 days a week
About the Role
A growing specialty lender is looking for a Loan Operations & Treasury Analyst to support its daily financial operations. You'll manage cash, fund deals, set up repayments, keep investment records accurate, and keep the books clean. This is a hands-on, early-career role with real responsibility from day one. You'll work directly with leadership and external accountants and take on more ownership as you grow.
What You'll Do
Monitor daily cash position across bank accounts and fund new deals
Set up and manage repayments, adjustments, and refunds in Salesforce
Maintain investment and participation records on funded deals, including renewals
Process scheduled payments, commissions, and company invoices
Handle bookkeeping across multiple accounts and prepare monthly close information for external accountants
Track credit card expenses and other liabilities
Maintain weekly and monthly reports and trackers
Support state licensing, Secretary of State filings, NMLS and DFPI reporting, and annual 1099s
Back up the processing and operations teams as needed
What You Bring
1+ years in finance operations, treasury, bookkeeping, or accounting (specialty finance, lending, or fund administration a plus)
Solid accounting fundamentals and strong attention to detail
Accuracy with high transaction volume
Strong Excel skills; Salesforce experience a plus
Discretion with sensitive financial data
Organization across recurring daily, weekly, monthly, and annual deadlines
Bachelor's degree in Finance, Accounting, Business, or a related field preferred
Compensation & Benefits
Up to $120k base, depending on experience, plus performance-based bonus eligibility. Benefits include medical, dental, and vision insurance, life insurance, commuter benefits, a 401(k) with company match, FSA/HSA, paid time off, and professional development support.
Worksite address
manhattan, NY, 60442, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.