Treasury Associate

Treasury Associate

Temporary 40000 - 50000 £ / year (est.) Home office (partial)

At a Glance

  • Tasks: Support Treasury managers with cash placements, risk modelling, and stakeholder coordination.
  • Company: Join Moneybox, an award-winning wealth management platform on a mission to empower everyone.
  • Benefits: Enjoy hybrid working, personal development budget, private medical insurance, and 25 days holiday.
  • Other info: Dynamic team culture with opportunities for career advancement and professional qualifications.
  • Why this job: Be part of a fast-growing FinTech company making a positive impact on people's lives.
  • Qualifications: Degree in Finance, Economics, or Maths; strong analytical skills and a growth mindset.

The predicted salary is between 40000 - 50000 £ per year.

About Moneybox

At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.

As a Treasury Associate supporting the Front and Middle Office, you will play a vital role in bridging the gap between market execution and complex financial modeling. This role is part of a newly formalised structure designed to support Moneybox’s high-growth environment and increasingly complex product suite. You will provide essential capacity to the Treasury managers, ensuring that daily "execution desk" tasks and critical risk modeling are completed with operational discipline. This role offers a clear path for professional growth and serves as a key component of the Treasury function's succession planning. Please note this is a 6‑month FTC role.

What you'll do

  • Front Office Support (Execution & Relationships)
    • Cash Placements: Assist the Front Office Manager in executing daily market transactions and managing cash positioning in line with liquidity and counterparty policies.
    • Policy Monitoring: Support the daily monitoring of liquidity policy guardrails for all placements to ensure continuous compliance.
    • Bank Relationships: Assist in developing deep relationships with banking partners, including hosting regular meetings, exploring potential product options.
    • Stakeholder Support: Coordinate with cross-functional stakeholders to provide data for gross rate expectations and yield-increasing options.
  • Middle Office Support (Modeling & Forecasting)
    • Advance Product Support: Support the daily management of complex products, executing key procedures to ensure that legal and regulatory requirements are met.
    • NII & Rate Forecasting: Assist in maintaining and updating Net Interest Income (NII) and interest rate forecast models to drive commercial agility.
    • Stress Testing Assistance: Provide data inputs and basic modeling support for ICARA stress testing and wind‑down scenarios.
    • Product Development Support: Help prepare data for "what if?" scenarios for new product opportunities.
  • Reporting & Governance
    • Committee Packs: Own the preparation of slides and data for the Treasury Management Committee (TMC) and the CASS & Trust Committee (CTC).
    • Data Integrity: Assist building resilient data sets to ensure the accuracy of all Treasury operations and reporting.

Experience and skills

  • Analytical Ability: A high level of numeracy and a logical approach to solving problems. Comfortable working with complex data sets in Excel.
  • Operational Discipline: Highly detail‑oriented with a "zero‑failure" mindset; someone who understands that in Treasury, every penny must be accounted for.
  • Growth Mindset: A driven individual eager to build a career in FinTech and Treasury, with a desire to learn complex modeling and market execution.
  • Communication: Ability to communicate clearly with internal teams and external banking partners at pace.
  • Bachelor’s degree in Finance, Economics, Maths, or a related field. Ambition to study for a professional qualification (e.g., ACT or AMCT) is highly desirable.

Who you are

  • A driven, committed person who is looking to build their career at an exciting, very fast‑growing company.
  • A highly detail‑oriented person with a diligent and methodical approach.
  • Someone who likes to understand how things work and help others to understand them.
  • Someone who takes ownership of their work and is committed to delivering output of a consistently high standard.
  • Someone who is comfortable interacting with stakeholders at all levels of seniority.
  • A naturally personable, great communicator who has a passion for their work and the people they work with.
  • Adaptable and flexible, for those times when things do not go to plan.
  • Excited about FinTech and being part of a company that is trying to make a positive mark on the world.
  • Knows how to have fun whilst maintaining a professional outlook.

What's in it for you?

  • Opportunity to join a fast‑growing, award‑winning and super ambitious company.
  • Work with a friendly team of highly motivated individuals.
  • Be in an environment where you are listened to and can actually have an impact.
  • Thriving collaborative and inclusive company culture.
  • Company pension scheme.
  • Hybrid working environment.
  • Home office furniture allowance.
  • Personal Annual Learning and Development budget.
  • Private Medical Insurance.
  • Health Cash Plan – cashback on everyday healthcare like dental and opticians.
  • Cycle to work scheme – spread the cost of a new bike and accessories.
  • CycleSaver – save on bike‑share subscriptions and have a more sustainable commute.
  • Wellhub subscription to a variety of gyms and wellbeing apps.
  • Enhanced parental pay & leave.
  • 25 days holiday + bank holidays with additional days added with length of service.

Our office is in London, by the Oxo Tower.

Treasury Associate employer: 慨正橡扯

At Moneybox, we pride ourselves on being an exceptional employer, offering a vibrant and inclusive work culture that fosters collaboration and innovation. As a Treasury Associate, you'll benefit from a clear path for professional growth within a fast-growing, award-winning company, alongside a comprehensive benefits package including a personal learning budget, private medical insurance, and a hybrid working environment. Located in the heart of London by the iconic Oxo Tower, you'll be part of a dynamic team dedicated to making a positive impact in the FinTech space.

Contact Details:

慨正橡扯 Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Treasury Associate

Tip Number 1

Network like a pro! Reach out to people in the industry, especially those already working at Moneybox. A friendly chat can open doors and give you insights that might just help you stand out.

Tip Number 2

Prepare for the interview by brushing up on your financial knowledge and understanding of Treasury functions. We want to see your analytical skills in action, so be ready to discuss complex data sets and how you’d tackle real-world scenarios.

Tip Number 3

Show off your communication skills! Whether it’s during an interview or networking, make sure you can clearly explain your thoughts and ideas. Remember, we’re looking for someone who can connect with both internal teams and external partners.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Moneybox team.

We think you need these skills to ace Treasury Associate

Analytical Ability
Numeracy
Excel Proficiency
Operational Discipline
Attention to Detail
Growth Mindset
Communication Skills

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Treasury Associate role. Highlight relevant experience and skills that match the job description, especially your analytical abilities and operational discipline.

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for FinTech and how you can contribute to Moneybox's mission. Be personable and show us why you're the perfect fit for our team.

Showcase Your Skills:Don’t forget to showcase your Excel skills and any experience with complex data sets. We want to see how you approach problem-solving and your attention to detail, so give us examples!

Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.

How to prepare for a job interview at 慨正橡扯

Know Your Numbers

As a Treasury Associate, you'll be dealing with complex data sets and financial modelling. Brush up on your numerical skills and be prepared to discuss how you've used data in past roles. Practise explaining your thought process clearly, as this will show your analytical ability.

Understand the Role

Familiarise yourself with the key responsibilities outlined in the job description. Be ready to discuss how your experience aligns with tasks like cash placements and policy monitoring. Showing that you understand the nuances of the role will demonstrate your commitment and readiness.

Build Relationships

Since the role involves developing relationships with banking partners, think about how you can showcase your communication skills. Prepare examples of how you've successfully collaborated with stakeholders in the past, highlighting your personable nature and ability to engage with various levels of seniority.

Show Your Growth Mindset

Moneybox values individuals who are eager to learn and grow. Be prepared to discuss your ambitions, such as pursuing professional qualifications like ACT or AMCT. Share specific instances where you've taken ownership of your learning and adapted to new challenges, reflecting your enthusiasm for the FinTech space.