Associate, Investor Relations
Apply NowLocation:
FL
Company:
Securitize is a leading firm in tokenizing real-world assets with partnerships from top-tier asset managers.
Summary:
The Investor Relations Associate will facilitate investor capital activity and communicate with investors for private funds. Applicants should have a bachelor's degree in a related field and relevant experience in financial services.
Requirements:
Hard Skills: Microsoft Excel
Credentials: Bachelor’s degree in finance, business administration or related field (or equivalent work experience)
Experience: 0–3 years of relevant experience in finance, fund administration, or financial services, preferably with exposure to alternative assets or digital asset funds.
Job Description:
Position Summary
Securitize Fund Services’ is a leading Fund Administrator specializing in digital assets. We are looking for an Investor Relations Associate to join our team who will be responsible for the facilitation of investor capital activity processing into private funds (including AML/KYC), communication with investors on behalf of clients, distribution of investor financial reporting, and other ad hoc related projects. The position reports directly to the Investor Relations Manager and works closely with the Treasury and Fund Accounting teams.
Key Responsibilities
- Process and review investor capital activity documents and follow up with investors for missing information
- Perform anti-money laundering checks and review investors due diligence and KYC documents
- Enter transaction data into the various applicable systems
- Assist in the communication for multiple funds and their investors
- Monitor and reconcile money movement associated with capital activity
- Send reports, such as contract notes, statements, capital call notices, and distribution notices, to investors and clients
- Communicate with internal teams, fund managers, investors, custodians, and auditors
- Assist with the distribution of tax documents and audited financial statements
- Ability to review and understand legal documents, such as offering documents for hedge funds and private equity funds
Qualifications
- Experience with Microsoft Excel and ability to learn new applications
- Bachelor’s degree in finance, business administration or related field (or equivalent work experience)
- 0–3 years of relevant experience in finance, fund administration, or financial services, preferably with exposure to alternative assets or digital asset funds.
- High attention to detail, accuracy, and ability to follow procedures consistently
- Strong communication skills, especially for cross-functional collaboration
- Team player with a proactive and professional attitude
- Ability to work in a fast-paced environment while managing numerous projects and clients
Why Join Us?
Become a part of our rapidly expanding organization and enjoy a supportive and rewarding work environment:
● Unlimited Paid Time Off (PTO) – Promoting a healthy work-life balance.
●
Equity Grant Opportunities – Share in the success and future growth of the company.
● Remote Work Flexibility – Work from anywhere while staying connected with a dynamic and collaborative team.
● Comprehensive Insurance Coverage – 100% employer-paid Medical, Dental, and Vision benefits for you and your family.
● 401(k) Retirement Plan
– Secure your financial future with employer-sponsored savings