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Senior Investor Relations – Treasury Associate
SecuritizeSenior Investor Relations Associate at Theorem Fund Services managing investor subscriptions and banking inquiries. Review documents and ensure compliance for investment management.
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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
KYCAMLFATCACRSwire disbursementbank account openinginvestment confirmationscapital call letterscompliance
Soft Skills
communicationorganizationalindependent worktimely responsesclient interaction
Certifications
Bachelor’s Degree