Life at Hazeltree

At Hazeltree, we believe in fostering a workplace that values creativity, diversity, and excellence. As a leader in treasury and portfolio management solutions, we pride ourselves on cultivating an atmosphere that encourages continuous learning and professional growth.

We provide a comprehensive range of benefits that empower and support our team members

We provide a comprehensive range of benefits that empower and support our team members

Healthcare Coverage
Healthcare Coverage

Including Health and Dental Coverage

Paid Time Off
Paid Time Off
Retirement Plans and Contributions
Retirement Plans and Contributions
Flexible Work Arrangements
Flexible Work Arrangements
  • Paid volunteer days

Current Openings

Data Connectivity - Business Analyst
Location

Bournemouth, UK or New York, NY

The candidate joining the group will be expected to participate in high impact strategic initiative with senior leadership visibility. The candidate will also own engaging with data providers to manage all aspects of data sourcing and data analysis:

  • Bank account balances and transactions feeds
  • General Ledger integration, Geneva Advent, Eze Castle, Invest Tran, etc.

We are looking for self-motivated candidates with 3-5 years of experience, detail orientated, and organized with strong analytical and problem-solving skills.

Salary Range: $100,000 to $125,000

Essential Requirements:
  • Proficient in Microsoft word, PowerPoint, Excel and Outlook
  • Knowledge in Cash, Transactions and Positions reconciliations
  • Knowledge in General Ledger posting
  • Experience in implementing strategic interfaces with vendors and other data providers.

The role and responsibilities will include, but not limited to the following:

  • Sourcing and analysis of new data feeds from banks and prime brokers
  • Manage new client requirements to establish interface counterparties and OMS/Accounting Systems (GVA, Invest Tran, Netsuite etc…)
  • Automate, and improve efficiencies for existing service offering (work with different accounting systems to standardize G/L report types)
  • Team Play – facilitate/participate in cross team activities to understand impact and dependencies.
  • Multitasking – Manage individual tasks and deliverables to successful completion.
  • Manage Change – Ability to work in an ever-changing environment and adapt quickly.
  • Leadership – become one of the key players in building and maintaining counterparty and vendor relationships.
SkillSet:
  • Solid understanding of operational processes required.
  • Experience in technical analysis, solutioning and product development a plus.
  • Strong attention to detail and delivery track record.
  • Strong partnership record and ability to build effective business relationships.
  • Excellent communication, presentation (both oral and written) and influencing skills.
  • Ability to work independently or work in group setting.
  • Ability to understand and leverage systems/tools quickly and efficiently.
  • Excellent critical thinking, problem solving and decision-making skills.

Position available in Bournemouth, UK or New York, NY. If you have what it takes, please send your resume to careers@hazeltree.com.

Director of Development & Site Manager
Location

Bournemouth, UK

The ideal candidate for this role should have 7+ years of experience in managing a diverse development team and managing a team on site. The responsibilities of a Director of Development include leading a team of developers and engineers, collaborating with product managers, and improving company policies and standards plus maintaining general good office management for all teams.

The candidate should have prior organizational and leadership experience, be able to collaborate with team members, and be a strategic problem-solver. They should demonstrate excellent communication skills, ability to connect with other developers, and have a solid foundation in software design. The candidate should be highly motivated with technical and analytical skills, should have the experience of working in the Financial and Treasury Management industry. 

Key Responsibilities:

  • To ensure fulfillment of the company’s obligations in respect of the treasury product and its functionalities
  • Responsible for organising work in an effective manner to ensure interaction and good communication between all development teams and other departments
  • To lead the necessary architectural and technological advancements to ensure the product remains updated
  • Responsible for selecting new hires/replacements and ensuring they are adequately qualified
  • ·To establish and continuously improve development process and engineering practices to support frequent high-quality releases
  • To develop and implement the MOKRs for the Development team
  • To collaborate with stakeholders on establishing and delivering the focused product backlog.
  • To collaborate with other global managers who have approximately 10 employees located in Bournemouth for team inclusion with the engineering team.

Key requirements:

  • Specialist’s degree in Computer Science, Information Technology, Engineering or related field
  • A minimum 7+ years in business and development experience
  • Strong organizational leadership skills.
  • Extensive experience in leading and mentoring engineering teams
  • Experience in recruiting engineers
  • Good understanding of and experience in modern software development methodologies and best engineering practices
  • Success record of delivering complex solutions
  • Good knowledge of the finance industry, related terminology and concepts
  • Ability to analyse issues, evaluate problem solving ideas and propose an effective solution

Position available in Bournemouth. If you have what it takes, please send your resume to careers@hazeltree.com.

Implementation Project Manager, Private Markets
Location

London, UK

Shape the Future of Treasury Management for Top Investment Firms

Hazeltree is a global leader in cloud-based treasury solutions, empowering investment management giants like hedge funds, private equity, and asset managers to unlock new levels of transparency, liquidity, and risk mitigation.

Join our Client Services team as a Project Manager and become the champion for our clients' success. You'll lead the charge in onboarding them to our innovative treasury platform, ensuring a smooth and efficient transition that unleashes the full potential of our solutions.

This is your chance to:

Dive Deep: Get insider access to the complex world of investment management and treasury solutions.

Become a Client Whisperer: Build strong, lasting relationships with key clients, understanding their unique needs and exceeding their expectations.

Be the Mastermind: Lead the onboarding process from start to finish, tailoring solutions and workflows to optimize their financial operations. Make a Real Difference: Be the driving force behind successful implementations that empower clients to achieve their strategic goals.

Shape the Future: Help us refine our onboarding process and data delivery systems, ensuring continuous improvement for all our clients.

Work with the Best: Collaborate with a talented team of experts across Hazeltree's global offices (New York, London, Bournemouth, Hong Kong).

Are you a superstar with the following skills?

  • Client Rockstar: You have a knack for building rapport, fostering trust, and exceeding expectations.
  • Project Guru: You thrive in a fast-paced environment, managing timelines, budgets, and resources like a pro.
  • Financial Acumen: You possess a solid understanding of financial products and how they impact investment management.
  • Tech-Savvy: You're comfortable with advanced Excel and have a strong desire to learn more about SQL and data management.
  • Communication Maestro: You can clearly articulate complex information to both technical and non-technical audiences.
  • Lifelong learner: You have a strong desire to grow your expertise and build a successful career in project management.

If you're a highly motivated, results-oriented individual with a passion for client success, then we want to hear from you!

This is more than just a project management role. It's your chance to be a game-changer in the world of investment management.

Position available in London. If you have what it takes, please send your resume to careers@hazeltree.com.

Implementation Project Manager
Location

New York, NY

This is a full-time hybrid role for an Implementation Project Manager at Hazeltree. As an Implementation Project Manager, you will be responsible for managing the day-to-day tasks associated with implementing Hazeltree's treasury and portfolio finance technology solutions for clients. This includes coordinating and communicating with clients, ensuring successful software implementation, and driving customer satisfaction. While the role is primarily located in the New York City Metropolitan Area, there is flexibility for some remote work.

Qualifications:
  • 4-5 years of experience in a client-facing role within the tech industry, with a focus on project management and consulting.
  • Technical proficiency to quickly grasp new concepts, build product knowledge, and translate requirements for product development.
  • Highly organized with strong multitasking abilities, capable of prioritizing competing projects and timelines effectively.
  • Excellent verbal and written communication skills for both internal and client-facing interactions, with the ability to convey technical information to diverse audiences.
  • Proven problem-solving skills with the ability to identify and address flawed processes and implement scalable solutions.
  • Experience developing cross-team processes and documentation with meticulous attention to detail.
  • Experience working with hedge funds and private equity firms is highly desirable.
  • Bachelor’s or Master’s degree preferred.
Responsibilities:
  • Serve as the primary point of contact and expert for clients during onboarding and implementation processes.
  • Act as a trusted advisor, providing technical and operational guidance to clients to maximize the impact of our products on their business.
  • Collaborate closely with Product Development, Engineering, and other internal teams to enhance product functionality for client onboarding and growth.
  • Manage client-facing communication across various organizational levels, including executives, project leads, and operational teams.
  • Lead the creation of detailed project plans and oversee partner meetings, client trainings, and in-person engagements.
  • Utilize strong project management capabilities to coordinate all aspects of the onboarding process, including data ingestion setup, workflow configuration, and ongoing support.
  • Demonstrate advanced knowledge of financial instruments (specifically cash and cash equivalents) and operational processes related to cash/treasury management and be proficient in understanding complex financial workflows related to treasury management.
  • Understanding of financial institutions and account types/structures (banks, prime brokers, custodians, ISDA counterparties, credit facilities, etc.); ability to oversee data connectivity requirements and work with data connectivity team to source client data.
  • Flexibility to travel as needed to support clients across different regions.

Position available in New York. If you have what it takes, please send your resume to careers@hazeltree.com.

Senior Solutions Engineer
Location

New York, NY

The ideal candidate for this role should have 3+ years of experience in supporting production applications.

The ideal candidate should be highly motivated, have technical and analytical skills, and have plenty of knowledge and experience in the Financial and Treasury Management industry. He/she should be a technical problem solver and a quick thinker with exceptional organizational skills. He/she should also be articulate, organized, patient, thorough, and able to deal with a variety of people, including client representatives and department leads.

Key responsibilities:
  • Daily health checks of environments, health monitoring
  • Communication with clients on timelines and ETA of task completions
  • Extract required information from these sources to make correct decisions about mapping accounts to different financial entities (PB/ISDA/Futures/etc.)
  • Deal with support issues via Zendesk
  • Maintaining knowledge base, transferring knowledge among team members
  • Issue troubleshooting with application
  • Communication with Development department
  • Submit bug reports from production environments
  • Establish the process of Dev team involvement with upgrades
  • Assist with the technical aspects of the implementation process, including:
    • Analyzing, manipulating, mapping, and loading data into SQL databases
    • Supporting other Solution Engineers in efficiently managing client implementations.
    • Assist clients with day-to-day post-implementation functions
    • Contribute to evolving the daily data validations and client report delivery processes
    • Communicating with clients in a proactive, consultative & professional manner
    • Processing and responding to client requests
Required Skills/Experience:
  • Writing and manipulating SQL scripts
  • Procedures and SQL scripts, profiling, debugging
  • Experience in supporting .Net and web-based applications
  • Experience with Zendesk and Jira
  • Experience with writing user manuals and wiki articles
  • Experience with GIT, understanding of Git Flow
  • Experience with TFS
  • Experience with Octopus
  • Strong Clients facing skills
  • Strong interpersonal skills
  • Excellent communication skills
  • Advanced Excel skills
  • A positive, confident, and determined approach
  • Demonstrate a high degree of self-motivation and ambition.
Preferred Experience:
  • Exceptional knowledge of MS SQL server administration (backups, maintenance)
  • Experience in supporting Financial applications.
  • Experience with Teamcity
  • Ability to read/write RegEx
  • Writing and enhancing shell scripts.

Position available in New York. If you have what it takes, please send your resume to careers@hazeltree.com.

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