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Senior Investor Relations – Treasury Associate
Location
Florida
Posted
2 days ago
Salary
0
Seniority
Senior
Job Description
Senior Investor Relations – Treasury Associate
Securitize
• Review and process investor subscription and redemption documents • Complete KYC and AML verifications • Prepare FATCA/CRS filing • Generate investment confirmations and capital call letters • Manage user access to the interactive investor portal • Assist with answering inquiries from investors • Assist clients with the bank account opening process for partner banks • Review wire disbursement requests for validity and compliance • Setup or review wire disbursements on the bank’s portal • Provide ongoing support with banking related inquiries • Maintain banking master summary file containing contact information for each bank and other key operational details
Job Requirements
- Bachelor’s Degree
- Strong communication skills and the ability to interact both internally and externally in a professional manner with clients and colleagues
- Ability to work independently in an organized manner and ensure timely responses to all requests
- Some experience in hedge fund administration and/or banking/financial services preferred but not required
- Minimum 1+ years of experience in Investor Relations (at a fund or fund administrator) or AML/KYC.
Benefits
- 4 weeks paid vacation per year
- 100% company paid health, dental, vision, short term disability, and life insurance for employee
- Company sponsored retirement plan with company matching contributions
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