Senior Investor Relations – Treasury Associate

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Senior Investor Relations Associate at Theorem Fund Services managing investor subscriptions and banking inquiries. Review documents and ensure compliance for investment management.

Posted 6/25/2026full-timeRemote • Florida • 🇺🇸 United StatesSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

KYCAMLFATCACRSwire disbursementbank account openinginvestment confirmationscapital call letterscompliance

Soft Skills

communicationorganizationalindependent worktimely responsesclient interaction

Tools & Technologies

interactive investor portalbank’s portal

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

hedge fund administrationfinancial servicesInvestor Relations

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

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