Treasury Intern

Treasury Intern

Company Overview

Westaim and CC Capital have joined forces to strategically transform Westaim from a holding company into a global alternative credit asset manager with a unique, integrated insurance platform, branded as The Westaim Corporation. This partnership supports a long-term vision to deliver innovative, customized financial solutions across alternative credit and insurance, creating scalable growth and meaningful client impact.

Ceres USA Holdings, LLC, part of the insurance platform within The Westaim Corporation strategy, is the parent company of Ceres Life Insurance—a fast-growing, technology-driven annuity carrier startup. Ceres is focused on redefining retirement security by combining modern fintech capabilities, top-tier talent, and strong vendor partnerships to deliver exceptional annuity solutions and digital experiences.

Ceres is deeply committed to a client-centered culture. Through its Digital Contact Center and advisor-facing platforms, the company delivers proactive, personalized, and technology-enabled support that empowers clients and advisors while maintaining the highest standards of trust, security, and regulatory compliance.

Job Summary

The Treasury Intern will support the Treasury team in managing the organization’s financial resources and day-to-day treasury operations. This internship provides hands-on exposure to cash management, financial analysis, banking operations, liquidity planning, and treasury reporting within a fast-paced insurance and fintech environment. The ideal candidate is analytical, detail-oriented, and eager to learn about treasury functions in the insurance and financial services industry.

Key Responsibilities

Cash and Liquidity Support

• Assist the Treasury team with daily cash tracking and reporting activities.
• Help update cash balance spreadsheets and maintain treasury records.
• Support the preparation of short-term cash forecasts and liquidity reports.
• Monitor and organize banking information and supporting documentation.

Treasury Operations Support

• Assist with processing and tracking treasury-related transactions and payments.
• Help maintain organized records for bank accounts, wire activity, and treasury documentation.
• Support bank account administration tasks, including document collection and filing.
• Assist with reviewing treasury reports for accuracy and completeness.
• Process invoices in Oracle and support the maintenance of vendor payments

Financial Analysis and Reporting

• Compile and organize financial data for weekly and monthly treasury reporting.
• Assist with basic data analysis and variance tracking.
• Support preparation of presentations, reports, and dashboards for the finance team.
• Participate in ad hoc financial and operational projects as assigned.

Risk Management and Compliance Support

• Help ensure treasury documentation is maintained in accordance with internal policies.
• Assist with monitoring treasury procedures and internal controls.
• Support audit and compliance requests by gathering and organizing documentation.

Cross-Functional Collaboration

• Work with finance, accounting, and operations teams on treasury-related tasks and projects.
• Participate in team meetings and contribute to process improvement initiatives.
• Learn treasury operations and financial processes within the insurance and financial services industry.

Qualifications

Education

• Currently pursuing a Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• Rising juniors, seniors, or graduate students preferred.

Experience

• Prior internship or coursework in finance, accounting, banking, or treasury is a plus but not required.
• Interest in insurance, financial services, treasury, or investment management preferred.

Skills and Competencies

• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Eagerness to learn and contribute within a collaborative team environment.

Other Requirements

• Ability to handle sensitive financial information with professionalism and confidentiality.
• Strong work ethic and willingness to take initiative.
• Familiarity with financial concepts and reporting is preferred.

Why Join Us?

• Be part of a fast-growing, innovative insurance business focused on transforming the retirement and annuity industry.
• Gain hands-on treasury and finance experience in a dynamic startup environment.
• Work alongside experienced finance and treasury professionals while building foundational industry knowledge.
• Contribute to meaningful projects that directly support the company’s financial operations and strategic growth.
• Collaborative and technology-driven culture with opportunities for mentorship and professional development.