Investor Relations and Treasury Specialist

To learn more about the "founder mode" philosophy and how it shapes our operations, you can explore this link. Understanding this mindset will provide valuable context for how we operate and what we value in our team members.

What This Role Is About:

We are seeking a detail-oriented Offshore Investor Relations and Treasury Specialist to support our investor relations and treasury related tasks and processes.

The ideal candidate has strong data and reporting skills as well as an investor focused mindset, and the ability to work across multiple data sources and parties.

Your Main Responsibilities:

• Primary point of contact for approximately 1,500 investors. Includes monitoring and responding via phone calls and email (daily)
• Responsible for processing investor redemptions, transfers, tax forms etc
• Responsible for preparing monthly reports such as partner lists and unit counts
• Oversees and owns the process of updating housing assistance payment requests
• Assistance opening/closing/maintaining high number of bank accounts (400+)

What We’re Looking For:

Qualifications

• Solution-oriented with a helpful, customer-focused mindset when communicating with investors; comfortable and confident speaking on the phone
• Strong attention to detail and accuracy, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong organizational and administrative skills with the ability to maintain accurate records and documentation
• Proficient in Excel, including the use of basic formulas and functions such as SUM, VLOOKUP, and PivotTables
• Team-oriented, proactive, and willing to take ownership of tasks and follow through to completion

Technical Skills

• Advanced proficiency in Microsoft Excel(data analysis, lookups, reconciliations)
• Experience working with payment documentation and reporting
• Proficiency in Microsoft Office Suite
• Experience with bank account systems is a plus

Key Competencies

• Strong attention to detail and investigative mindset
• Ability to work independently and manage flexible hours
• Clear documentation and communication skills

Work Structure

• Offshore, remote position
• Flexible working hours with expectation of meeting deadlines and deliverables
• Regular communication with U.S.-based accounting and asset management teams

Technical Requirements:

• Internet speed minimum 30mbps: Needs to be Wired (Buy a dongle if no LAN port)
• i5 11th Gen or higher
• Windows 11 / MacOS Catalina or higher
• Minimum of 8 GB RAM
• Private and quiet dedicated home office area (no roosters, dogs, children's noises in the background)
• Back-ups in case of power or internet provider interruptions
• Good headset and webcam (preferably noise-canceling headset)

Why You’ll Love Working with Us:

• Competitive Salary — We offer a competitive salary that reflects the candidate’s experience, skills, and responsibilities.
• Remote Work — This role is 100% remote, allowing flexibility and eliminating daily commute.
• Paid Time Off — Standard leave entitlements (vacation, sick leave, vacation leave) for rest and well-being.
• HMO Coverage — Company-provided HMO plan, offering access to medical services via accredited hospitals and clinics under a Health Maintenance Organization. This helps ensure employees have access to routine checkups, consultations, and coverage for medical care.