Company description
Pinnacle Fund Services (“Pinnacle”) is a privately-owned company headquartered in Vancouver that provides high-quality accounting and administrative services to hedge funds, private equity funds, and other investment vehicles in Canada, the United States and internationally. Pinnacle provides clients with responsive service and provides employees with a dynamic workplace and career growth potential. To deliver services to our growing client base, Pinnacle is seeking a Treasury Manager to join our Treasury team.
Job description
As Treasury Manager, you will be responsible for overseeing the end-to-end treasury operations function across all funds administered by Pinnacle. This includes managing cash movement, payment processes, and banking relationships to ensure timely, secure, and accurate execution of all treasury-related transactions. The role works closely with internal teams, and external banking partners to uphold high service standards, maintain robust controls, and drive continuous process improvements. The Treasury Manager also plays a key leadership role in coaching team members and optimizing department performance.
We are looking for proactive team players with a strong work ethic to join our growing entrepreneurial company. Candidates with prior Treasury experience within fund administration industry will find this role particularly appealing as it presents an opportunity for exposure and career advancement with fund administration services.
Responsibilities
- Oversee execution and approve fund-related payments including redemptions, distributions, fees, investment transactions and invoices.
- Manage multi-currency transactions, including setup and maintenance of beneficiary bank templates and FX processing.
- Ensure treasury processes meet internal control standards and align with fund offering documents and regulatory guidelines.
- Liaise with banking partners to resolve issues, implement best practices, and support fund launches or account onboarding.
- Monitor payment deadlines, currency cut-offs, and funding schedules to ensure timely execution.
- Identify and mitigate treasury-related risks, supporting internal and external audit readiness.
- Lead the development and enhancement of treasury workflows, promoting automation and inimizing manual input across platforms.
- Partner with technology and operations teams to implement system improvements and expand reporting capabilities.
- Participate in the design and implementation of treasury-related policies, procedures, and documentation standards.
- Analyze recurring issues or delays and propose corrective action plans for resolution.
- Track KPIs and service metrics to improve visibility and decision-making.
- Supervise the Treasury team, providing clear direction on deliverables while ensuring consistent service quality.
- Conduct regular one-on-one meetings, performance reviews, and goal-setting discussions with team members.
- Lead recruitment, onboarding, and training for new hires and junior staff.
- Foster a collaborative and accountable culture through mentoring, knowledge sharing, and cross-training initiatives.
- Ensure team members adhere to internal policies and meet compliance, client, and operational requirements.
Desired skills and experience
- Prior Treasury or Cash Management experience of at least 2-3 years is required
- Prior experience in leading and managing a team is required
- Experience within fund administration services desired, but not required
- Strong knowledge of Microsoft Excel
- Solid interpersonal and communication skills
- Strong organizational skills
- Ability to handle multiple demands, competing priorities, and constant change
- Ability to allocate time effectively and manage tight deadlines
- Ability to manage own time and workload effectively ensuring both internal and external deadlines are met
- Strategic mindset with experience contributing to or leading the rollout of a new department
Why Pinnacle Fund Services?
At Pinnacle Fund Services, we're committed to providing our employees with a comprehensive benefits package that supports their health, well-being, and professional growth. Here are some of the perks and benefits that set us apart:
- Extended Health Benefits
- RRSP Employer Match Program
- Competitive Compensation
- Annual discretionary bonus
- Educational Support
- Work-Life Balance
- Remote Firm, with some in-office days with purpose (learn, build relationships, collaborate & socialize)
- Exposure to all aspects of the business
Thank you for your interest in Pinnacle Fund Services. We look forward to meeting you and learning about your next steps in your career.
We are committed to creating a diverse and inclusive workplace and welcome applications from all qualified individuals, regardless of race, ethnicity, gender, sexual orientation, age, disability, religion, or any other protected status. We believe a diverse workplace is essential for driving innovation and achieving success, and we strive to provide equal opportunities for all employees.
Job Post Disclaimer
Pinnacle does not accept resumes from employment placement agencies, headhunters, or recruiters who do not have a formal contractual arrangement with us. Any unsolicited resume, candidate profile, or other information received from a supplier not approved by Pinnacle will not be considered. Pinnacle will not pay any referral, placement, or other fee for the supply of such unsolicited resumes or information.