Investor Relations and Treasury Specialist

Overview

The organization is seeking a detail-oriented Offshore Investor Relations and Treasury Specialist to support investor relations and treasury-related tasks and processes.

This role involves serving as a primary point of contact for investors, managing redemption and transfer workflows, producing monthly reporting, overseeing housing assistance payment request updates, and helping open/close/maintain a high number of bank accounts (400+).

Responsibilities

• Serve as the primary point of contact for approximately 1,500 investors, including monitoring and responding via phone calls and email (daily)
• Process investor redemptions, transfers, and tax forms
• Prepare monthly reports, including partner lists and unit counts
• Oversee and own the process for updating housing assistance payment requests
• Assist with opening, closing, and maintaining a high number of bank accounts (400+)

Requirements

• Strong data and reporting skills
• Investor-focused mindset
• Ability to work across multiple data sources and parties
• Solution-oriented, customer-focused communication style with investors; comfortable and confident speaking on the phone
• Strong attention to detail and accuracy; able to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong organizational and administrative skills; ability to maintain accurate records and documentation
• Proficient in Excel, including basic formulas and functions such as SUM, VLOOKUP, and PivotTables
• Team-oriented, proactive approach with willingness to take ownership 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)

Compensation & Benefits

• Competitive salary, reflecting the candidate’s experience, skills, and responsibilities
• 100% remote work (no daily commute)
• Paid Time Off: standard leave entitlements (vacation, sick leave, vacation leave)
• HMO Coverage: company-provided HMO plan with access to medical services via accredited hospitals and clinics under a Health Maintenance Organization

Location

Offshore, remote position