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Investor Relations & Treasury Associate
Donnelly
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Time zone: US hours
Part-time
8 hours/day
Published Oct 9
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Job Description
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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