Treasury Analyst

Clarion Partners • Dallas, TX

1d

About The Position

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. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. Clarion Partners offers generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs. Clarion Partners is committed to fostering an inclusive environment. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Requirements

• 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
• 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

Nice To Haves

• Experience with Kyriba or other Treasury Workstations preferred
• Certified Treasury Professional (CTP) preferred or willingness to pursue certification after hire

Responsibilities

• 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
• 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

Benefits

• Clarion Partners offers generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level