Treasury Analyst

Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. Clarion Partners offers a broad range of real estate strategies across the risk/return spectrum to approximately 500 institutional investors across the globe. Clarion Partners operates independently as a Specialist Investment Manager owned by Franklin Templeton (FT), a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.

Project-based Responsibilities (60%)

• Become expert user of Kyriba Treasury Workstation, supporting system implementation, testing, referential data setup/maintenance, and delivering ongoing training to new staff
• Analyze bank account services and pricing to identify inefficiencies or services no longer required and recommend cost-savings opportunities
• Partner with IT and project teams to assist with the development and implementation of various treasury technology initiatives, including fraud protection solutions and bank account request system
• Support Cash Forecasting initiatives through data analysis, reporting, and presentation
• Create, document, and maintain comprehensive treasury procedures for key operational processes
• Develop high-quality PowerPoint presentations and deliver clear, executive-level briefings to senior management
• Actively participate in internal team meetings and external weekly bank calls to address operations issues and evaluate new initiatives

Operational Responsibilities (40%)

• Perform bank account administration, including opening and closing accounts, establishing fraud protection services, maintaining bank account database, and updating authorized signatories
• Review daily wire transfer activity in Kyriba Treasury Workstation to ensure compliance with treasury policies and procedures and approve transactions once validated
• Serve as system administrator for third-party banking platforms, maintaining a controlled environment and limited account visibility to users
• Assist finance teams with transaction inquiries, stop payments, and other investigations
• Coordinate KYC requests between banks and portfolio accounting team to ensure timely and accurate submissions
• Review daily check and ACH positive pay exceptions and ensure all exceptions are resolved prior to bank cutoff times
• Perform daily cash balance reporting across all corporate and portfolio bank accounts

Qualifications

• At least 3-5 years of treasury/cash management experience
• Bachelor’s degree required
• Experience or familiarity in commercial real estate operations
• Intermediate to advanced Excel skills with the ability to analyze data and present findings; proficient in MS Word, PowerPoint, and SharePoint
• Experience with Kyriba or other Treasury Workstations preferred
• Familiar with account opening process for complex legal structures, including an understanding of bank Know Your Customer (KYC) requirements
• Working knowledge of fraud-protection products with the ability to implement across banks
• Knowledge of U.S. banking payments infrastructure such as wire, check, and ACH formats and clearing processes
• Experience with banking portals and system administration setups
• Strong written and verbal communication skills to support process documentation, stakeholder training, and contribution to cross‑functional treasury projects
• Ability to operate in a controlled, organized, and very detail-oriented manner to ensure processes are accurately documented and consistently executed
• Experience assisting with project management, including coordinating requirements with multiple stakeholders, document deliverables, and tracking progress against timelines
• Knowledge of financial markets, with a preference for experience in short-term money markets
• Certified Treasury Professional (CTP) preferred or willingness to pursue certification after hire