Moneybox
FinTech
TreasuryAssociate
Neural analysis suggests this role is
optimal for Junior candidates.
“Treasury Associate at Moneybox. Skills: Excel, NII, interest rate forecast models, ICARA stress testing, Treasury Management Committee. Assist in executing daily market transactions and managing cash positioning in line with liquidity and counterparty policies. Support the daily monitoring of liquidity policy guardrails for all placements to ensure continuous compliance. Assist in developing deep relationships with banking partners. Coordinate with cross-functional stakeholders to provide data f”
What You'll Achieve.
Ensure that daily "execution desk" tasks and critical risk modeling are completed with operational discipline. Ensure continuous compliance with liquidity policy guardrails. Drive commercial agility through NII & Rate Forecasting. Ensure the accuracy of all Treasury operations and reporting.
Industry & Context.
Analytical Ability; logical approach to solving problems; complex data sets
This is a 6-month FTC role. Candidates must be based within the UK. Cannot offer visa sponsorship. Adverse financial history could impact suitability for the role. Pre-employment checks will be conducted.
What They're Looking For.
Must Have
Bachelor’s degree in Finance, Economics, Maths, or a related field. High level of numeracy and a logical approach to solving problems. Comfortable working with complex data sets in Excel. Highly detail-oriented with a "zero-failure" someone who understands that in Treasury, every penny must be accounted for. A driven individual eager to build a career in FinTech and Treasury, with a desire to learn complex modeling and market execution. Ability to communicate clearly with internal teams and external banking partners at pace.
Nice to Have
Ambition to study for a professional qualification (e. g. , ACT or AMCT) is highly desirable.
What You'll Do.
Assist in executing daily market transactions and managing cash positioning in line with liquidity and counterparty policies.
Support the daily monitoring of liquidity policy guardrails for all placements to ensure continuous compliance.
Assist in developing deep relationships with banking partners.
Coordinate with cross-functional stakeholders to provide data for gross rate expectations and yield-increasing options.
Support the daily management of complex products, executing key procedures to ensure that legal and regulatory requirements are met.
Assist in maintaining and updating Net Interest Income (NII) and interest rate forecast models.
Provide data inputs and basic modeling support for ICARA stress testing and wind-down scenarios.
Help prepare data for "what if?" scenarios for new product opportunities.
Own the preparation of slides and data for the Treasury Management Committee (TMC) and the CASS & Trust Committee (CTC).
Assist building resilient data sets to ensure the accuracy of all Treasury operations and reporting.
How You'll Work.
Team & Collaboration
Coordinate with cross-functional stakeholders. Work with a friendly team of highly motivated individuals. Thriving collaborative and inclusive company culture.
Communication Scope
communicate clearly
Full Job Description
## Description 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. Job Brief 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 1. 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: Assisting 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. 2. Middle Office Support (Modeling & Forecasting) Advance Product Support: Support the daily management of complex products, executing key procedures to ensure that
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