Treasury Analyst, Fundrise
$78-94k
+ Significant equity via our employee stock grant program
Must live in the United States
Real estate investment platform
Be an early applicant
Real estate investment platform
201-500 employees
Be an early applicant
$78-94k
+ Significant equity via our employee stock grant program
Must live in the United States
201-500 employees
Company mission
To build a better financial system by empowering the individual.
Role
Who you are
- We're looking for a Treasury Analyst who is exceptionally attentive to detail, has a strong work ethic, and has a track record of improving processes
- 2+ years of relevant treasury and finance/accounting experience
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field
- CTP (Certified Treasury Professional) designation is a plus
- Experience with a Treasury Management System (TMS) is a plus
What the job involves
- Fundrise's Treasury team manages banking, cash forecasting and funding operations across our platform of corporate entities, funds, and portfolio-level entities
- You will work closely with the broader Finance team on the day-to-day cash and banking operations that keep the platform running, with room to grow into more advanced treasury and financing work as the function scales
- Cash reporting and forecasting. Create and maintain cash reports and cash forecasts for corporate entities, funds, and/or portfolio-level entities. Analyze and communicate cash needs, and recommend intercompany loan amounts and financing as needed
- Banking operations. Manage banking KYC processes and streamline account opening, closing, and other administrative and operational processes for corporate, property, and fund bank accounts. Analyze banking fees and client analysis statements, and recommend service adjustments
- Transaction execution. Prepare transactions for deal fundings, draws, servicing, intercompany reimbursements, and property-level fundings. Administer the corporate credit card programs and manage vendor template creation and upkeep within the banking system
- Partner support. Troubleshoot banking services and issues with banking partners on behalf of property managers & internal partners
- Process and systems. Assist with implementation of new treasury systems, document treasury controls and standard operating procedures, and help carry out the direction and vision of the treasury function
Our take
Traditionally, investing in real estate has only been available to a few, with high net worth requirements followed by a complex process, hidden fees, and middlemen. Fundrise is the largest direct-to-investor real estate platform in the US, making institutional-quality real estate investments available to individual investors of every size.
The company is also expanding beyond its core of real estate investments and into the venture capital market. Its “Innovation Fund”, launched in 2022, aims to make venture capital investing as accessible to small investors as it has with real estate. By democratizing access to investments in top private technology firms, Fundrise has the potential to completely transform the entire private market.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-5% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Sep 2014
$7m
SERIES A
Aug 2014
$1m
EARLY VC
Total funding: $41m
Company benefits
- Great medical, dental, and vision insurance with coverage of 100% of employee premiums and 50% of dependent premiums
- Flexible Spending Accounts for medical expenses, dependent care, and parking
- 401(k) with 3% contributed by Fundrise, regardless of whether you are actively contributing yourself
- Fully covered life insurance and short-term disability
- Significant equity via our employee stock grant program
- Company-paid access to WeWork
- Gympass benefit including mental health resources
- Udemy license for on-demand continuous learning content
- Quarterly Book Initiative to select two books from a curated list related to a different topic each quarter
- Flexible PTO
- Employee Assistance Program
- Paid parental leave
Company HQ
Dupont Circle, Washington, DC
Leadership
Benjamin Miller
(Co-Founder & CEO)Co-founder of Popularise. Former Managing Partner at WestMill Capital, President at Western Development.
Brandon Jenkins
(Co-Founder & COO)Co-founder and Head of Product Development at Popularise. Former Director of Real Estate at WestMill Capital.
Kenny Shin
(CTO)Former Principal Technical Consultant at NP Completed. Previously Senior Consultant at Booz Allen Hamilton, and was a Consultant at American Management Systems.
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