Manage treasury operations, high-value transactions, client deadlines, and financial controls within the fund accounting industry. The role requires detailed transaction processing, analytical review, communication with internal teams and external clients, and adaptation to changing priorities. Candidates should have at least three years of operational or financial services experience, proficiency with Microsoft Office and banking applications, and familiarity with treasury management systems such as Kyriba.
Qualifications:
- Minimum of 3 years of operational or financial service experience in the fund accounting industry
- Proficient in Microsoft Word, Excel, Adobe Acrobat, Outlook, PowerPoint, and banking applications; Experience with treasury management systems such as Kyriba or similar platforms is a plus.
- Strong attention to detail with good time management, the ability to multi-task, analytical skills, and organization
- Ability to efficiently communicate through oral and written communication with both internal teams and external clients
- Ability to work in a dynamic environment and adapt to changing priorities
- Ability to manage multiple client deadlines and high-value transactions while maintaining accuracy and adherence to controls
Salary Range
At Petra Funds Group, we are committed to transparency and equity in our hiring practices. The compensation range for this position is $82,000 - $123,000 per year. This range represents the base salary only. Actual pay will depend on factors such as qualifications, experience, and skills.
How We Care
We believe people do their best work when they feel supported — personally and professionally. That’s why we offer a comprehensive benefits package that reflects our commitment to your well-being. Our perks include:
- 90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain.
- Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum — available to employees enrolled in our high-deductible health plan. *
- 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long-term savings right away.
- Flexible paid time off to recharge, travel, or take care of what matters most.
- Generous holiday calendar to ensure you have time to rest, reflect, and celebrate throughout the year.
- Hybrid work environment that offers flexibility and supports work-life balance.
*Funded amount is prorated for new hires.
What We’re Proud Of
We’re proud of many milestones, but we’re especially honored by the recognition we’ve received for our workplace experience:
- Certified Great Place to Work®, based on direct feedback from our employees about trust and overall culture.
- Fortune Best Medium Workplaces™ and Best Financial Services & Insurance Workplaces™, highlighting our commitment to building an environment where people thrive.
Petra Funds Group Los Angeles, California, USA Office
11601 Wilshire Blvd, Los Angeles, California, United States, 90025 1754
Petra Funds Group West Whittier, California, USA Office
11601 Wilshire Blvd, West Whittier, United States, 90025
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