Analyst, Treasury and Investment Operations – Finance and Budget

New York University Abu Dhabi (NYUAD) seeks to appoint an Analyst, Treasury and Investment Operations reporting to the Manager, Treasury and Investment Operations.

This position will lead, manage, and prioritize the institution’s short-term investments and banking relationships. The Analyst will be a key position within the university and will focus primarily on supporting the investment activities of the University. The primary responsibilities (but not limited) include managing existing banking relationships with international and local banks and investment relationships across all asset classes, managing communications with NYU head office treasury, strict compliance with investment policy, and sourcing and execution of new investment and cash management ideas. The role will identify, evaluate, recommend, and monitor cash management and investment opportunities for the banking relationships and private markets portfolios.

In addition, the role will manage a range of areas, including structuring communications with banks as well as other internal and external stakeholders, development of asset allocation policies, and investment and risk management strategies.

Key Responsibilities: 

Banking relationships and other internal and external relationships

• Primary contact for managing and interacting with relationship managers at banks including both local and international banks based in UAE as well as New York
• Custodian for access controls for all banks including online access
• Assist with the preparation, reviewing, and getting approvals on instructions to banks and ensuring they are delivered and executed promptly
• Develop and manage strong working relationships with NYU head office treasury, controller office, payments team and funding agencies including regular meetings and updates ranging from daily interaction to weekly and monthly meetings
• Working with accounting team to verify compliance of cash transactions and valuation amounts to the controlling agreement
• Working with finance and budget team staff to ensure proper accounting, performance measurement and compliance with procedures and policies

Reporting:

• Assist with basic regular (weekly, monthly and quarterly) reporting to internal and external stakeholders including NYU head office, NYUAD leadership, funding agencies, endowment funds, banks, etc
• Access, retrieve and validate financial and non-financial information from reliable sources to accurately depict the financial and investment position of NYUAD
• Providing oversight analysis of the tracking and modeling of cash flow activity and its impact on the liquidity position

Compliance with NYU and NYUAD policies and procedures:

• Implementing the investment policy effectively and efficiently. Monitor compliance regularly and escalate any potential non-compliance immediately
• Assist with managing NYUAD’s investments to meet the organization’s financial and investment objectives
• Comply with all guidelines and best practices including ethics, accessing sensitive information, maintaining confidentiality, and cyber security guidelines

Value-adding activities and ideas:

• Identifying, valuing, and analyzing different investment proposals and recommending suitable opportunities to the management for approval
• Building financial models and undertaking valuations
• Assist with managing NYUAD Endowment to meet the organization’s financial and investment objectives
• Researching new asset classes and strategies. Performing due diligence (research and analysis) on new and existing investment proposals
• Maintaining knowledge of global macro and micro economic conditions and capital markets, advocating ideas, and being a key contributor to investment discussions and initiatives involving all investment classes in the endowment’s portfolio. Staying current on investment trends, communicating proactively with colleagues, and building and maintaining a network within the manager community
• Deciding when and how to most effectively utilize consultants

Developing tools, policies and procedures:

• Supporting the continuing refinement and enhancement of analytical tools (e.g. treasury dashboard using visualization tools like Tableau) for performance reporting, benchmarking, risk reporting and cash flow forecasting for the private markets portfolio and as it relates to the total portfolio level
• Further develop and manage the university’s investment policies, withdrawal policy and spending policy; all this should be aligned with NYU’s global practices
• Identifying and managing risks determining which risks are important and how they should be addressed and producing strong results

Qualifications

Required Education:

• Bachelor’s Degree in Finance, Accounting, Economics, Treasury, Investments and/or Business
• Professional qualifications (Chartered Accountant/CPA /Certified Financial Analyst / Management Accountant)

Preferred Education:

• Master’s Degree in Business Administration, Management, Accounting, Investments, or any related field
• Certifications in finance or treasury and related fields such as cyber security, digital tools and environments, etc

Required Experience:

• Minimum of 3 years finance experience with some exposure to banking relationships or investment management or related experience, with a minimum of two years working on areas involving treasury, cash management or investment functions
• Experience working with multiple banks and other external stakeholders e.g. govts, funding agencies, etc. in a corporate environment
• Strong oral and written communications skills
• A demonstrated track record of outstanding short-term / long-term investment performance with banks / private asset classes and accountability versus a benchmark with an awareness and sensitivity to risk/return tradeoffs and liquidity and spending constraints
• Proven ability to establish positive working relationships demonstrating integrity and a high degree of ethics
• Experience producing GAAP and IFRS compliant financial statements
• Knowledge and experience in global finance particularly treasury/ cash management/ banking/ investment environments
• Excellent interpersonal skills including ability to interact and have business relationships with external parties
• Excellent knowledge and experience with MS Office primarily MS Excel and Powerpoint
• Excellent attitude to work including being organized and structured, punctuality and timeliness and attention to detail
• Willingness to learn on the job, be agile, perform critical self review and commitment to organization interests

Preferred Experience:

• Proven ability to work in strong performance culture managing both internal and external stakeholder expectations
• Knowledge of portfolio management and understanding of capital markets
• Ability to think critically and strategically with strong applied quantitative skills related to finance, statistics and modeling
• Proven ability to apply solid investment judgment

Additional Information

About NYUAD

NYU Abu Dhabi is a degree-granting research university with a fully integrated liberal arts and science undergraduate program in the Arts, Sciences, Social Sciences, Humanities, and Engineering. NYU Abu Dhabi, NYU New York, and NYU Shanghai, form the backbone of NYU’s global network university, an interconnected network of portal campuses and academic centers across six continents that enable seamless international mobility of students and faculty in their pursuit of academic and scholarly activity. This global university represents a transformative shift in higher education, one in which the intellectual and creative endeavors of academia are shaped and examined through an international and multicultural perspective. As a major intellectual hub at the crossroads of the Arab world, NYUAD serves as a center for scholarly thought, advanced research, knowledge creation, and sharing, through its academic, research, and creative activities.