{"id":877046,"url":"https://alion.io/job/theoremfundservices-senior-investor-relations-treasury-associate","title":"Senior Investor Relations & Treasury Associate","company":{"id":698686,"name":"Securitize","domain":"theoremfundservices.com","url":"https://alion.io/company/theoremfundservices","size_band":"11-50","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Breezy","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Boca Raton, United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":85000,"max_usd":166000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1030},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2024-06-28T16:55:13Z","employer_posted_date":"2024-06-28","last_verified_at":"2026-11-15T21:23:32Z","board_verified":true,"closed_at":null,"days_open":870,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":868},"description":"Our Firm\nTheorem Fund Services is a award winning multi-service fund administrator that offers a unique turn-key solution to investment managers. Theorem combines institutional-level technology with strong industry experience and a deep understanding of our clients’ needs and goals.\nLocation\nRemote in the United States\nEssential Duties and Responsibilities\nInvestor Relations:\nReview and process investor subscription and redemption documents\nComplete KYC and AML verifications\nPrepare FATCA/CRS filing\nGenerate investment confirmations and capital call letters\nManage user access to the interactive investor portal\nAssist with answering inquiries from investors \nBanking:\nAssist clients with the bank account opening process for partner banks\nReview wire disbursement requests for validity and compliance\nSetup or review wire disbursements on the bank’s portal\nProvide ongoing support with banking related inquiries\nMaintain banking master summary file containing contact information for each bank and other key operational details\nQualifications\nBachelor’s Degree\nStrong communication skills and the ability to interact both internally and externally in a professional manner with clients and colleagues\nAbility to work independently in an organized manner and ensure timely responses to all requestsSome experience in hedge fund administration and/or banking/financial services preferred but not required\nMinimum 1+ years of experience in Investor Relations (at a fund or fund administrator) or AML/KYC. \nBenefits\n4 weeks paid vacation per year\n100% company paid health, dental, vision, short term disability, and life insurance for employee\nCompany sponsored retirement plan with company matching contributions","description_format":"text","description_chars":1716,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Life insurance","Retirement plans"],"hiring_locations":[{"name":"United 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