Securitize

General

• 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

Senior Investor Relations – Treasury Associate