Investor Relations and Treasury Specialist
New
E
ExtenteamProperty management
Location: Philippines; Offshore, remote positionFull-Time
Salary not disclosed
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Job Details
- Required Skills
- Data AnalysisMicrosoft ExcelMicrosoft Office Suite
Requirements
- Use Microsoft Excel proficiently, including basic formulas and functions such as SUM, VLOOKUP and PivotTables.
- Have advanced Microsoft Excel skills in data analysis, lookups and reconciliations.
- Be proficient in the Microsoft Office Suite.
- Have experience working with payment documentation and reporting.
- Bring a solution-oriented, customer-focused approach to communicating with investors and be comfortable speaking on the phone.
- Demonstrate strong attention to detail, accuracy and an investigative mindset.
- Maintain accurate records and documentation, with strong organizational and administrative skills.
- Manage multiple priorities and deadlines in a fast-paced environment, work independently and follow tasks through to completion.
- Be available for flexible working hours and meet deadlines and deliverables.
- Meet the stated technical setup requirements: wired internet of at least 30 Mbps, an i5 11th Gen or higher processor, Windows 11 or macOS Catalina or higher, at least 8 GB RAM, a dedicated quiet home office, backup options for power or internet interruptions, and a headset and webcam.
- Experience with bank account systems is a plus.
Responsibilities
- Monitor and respond to daily investor inquiries by phone and email as the primary contact for approximately 1,500 investors.
- 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.
- Assist with opening, closing and maintaining more than 400 bank accounts.
- Communicate regularly with U.S.-based accounting and asset management teams.
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