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Microsoft Office

Investor Relations and Treasury Specialist

Confidential employer

Posted 10/9/2026Rate visible after sign-upSource: Curated from source
Accounting Management
Investing
Microsoft Office
About the Role

Position Overview
We are seeking a detail-oriented Offshore Investor Relations and Treasury Specialist to support our investor relations and treasury related tasks and processes.
The ideal candidate has strong data and reporting skills as well as an investor focused mindset, and the ability to work across multiple data sources and parties.
Key Responsibilities
•Primary point of contact for approximately 1,500 investors. Includes monitoring and responding via phone calls and email (daily)
•Responsible for processing investor redemptions, transfers, tax forms etc
•Responsible for preparing monthly reports such as partner lists and unit counts
•Oversees and owns the process of updating housing assistance payment requests
•Assistance opening/closing/maintaining high number of bank accounts (400+)
Qualifications
•Solution-oriented with a helpful, customer-focused mindset when communicating with investors; comfortable and confident speaking on the phone
•Strong attention to detail and accuracy, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment
•Strong organizational and administrative skills with the ability to maintain accurate records and documentation
•Proficient in Excel, including the use of basic formulas and functions such as SUM, VLOOKUP, and PivotTables
•Team-oriented, proactive, and willing to take ownership of tasks 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

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