Investor Relations & Treasury Associate

Donnelly

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Time zone: US hours
Part-time
8 hours/day
Published Oct 9

Job Description

The Opportunity

Our real estate investment and asset management firm is looking for a careful, investor-minded team member to run day-to-day investor servicing and treasury support. You'll be the go-to contact for a large investor base and will work closely with our U.S. accounting and asset management teams, pulling together information from multiple sources and parties.

What You'll Handle

  • Serve as the main contact for roughly 1,500 investors, answering calls and emails daily.
  • Process investor redemptions, transfers, and tax forms.
  • Prepare monthly reports, including partner lists and unit counts.
  • Own the process of updating housing assistance payment requests.
  • Help open, close, and maintain a high volume of bank accounts (400+).

What You Bring

  • A helpful, solution-oriented approach with investors, and confidence speaking on the phone.
  • Sharp attention to detail and accuracy, with the ability to juggle priorities and hit deadlines in a fast-paced setting.
  • Strong organizational skills and a habit of keeping accurate records and documentation.
  • Advanced Excel skills, including formulas, lookups, PivotTables, data analysis, and reconciliations.
  • Experience with payment documentation and reporting, and proficiency in Microsoft Office.
  • A proactive, team-oriented attitude, with ownership of tasks through to completion.
  • An investigative mindset and clear written communication.
  • A plus: experience with bank account systems.

How You'll Work

  • Remote, offshore position.
  • Flexible hours, with deadlines and deliverables consistently met.
  • Regular communication with U.S.-based teams.

Language Requirements

English - Fluent