WHO IS SECURITIZE

Securitize, the leader in tokenizing real-world assets with $3.7B+ AUM (as of May 5, 2025), is
bringing the world on-chain through tokenized funds in partnership with top-tier asset managers,
such as Apollo, BlackRock, Hamilton Lane, KKR, and others. Securitize, through its
subsidiaries, is a SEC-registered broker dealer, digital transfer agent, fund administrator, and
operator of a SEC-regulated Alternative Trading System (ATS).
Securitize is a global, fully remote team consisting of top talent from the blockchain and
financial services industries. Having raised $170M overall to date, we are backed by some of the
largest names in finance and technology, including BlackRock, Morgan Stanley, Blockchain
Capital, MUFG, Sumitomo Mitsui Trust Bank, Sony Finance, Banco Santander, Coinbase,
among others. Securitize has also been recognized as a 2025 Forbes Top 50 Fintech company.
Before applying, we encourage you to visit us to learn more:
Website | X/Twitter | LinkedIn

POSITION SUMMARY

Securitize Fund Services’ is a leading Fund Administrator specializing in digital assets. We are looking for an Investor Relations Associate to join our team who will be responsible for the facilitation of investor capital activity processing into private funds (including AML/KYC), communication with investors on behalf of clients, distribution of investor financial reporting, and other ad hoc related projects. The position reports directly to the Investor Relations Manager and works closely with the Treasury and Fund Accounting teams.

Key Responsibilities

• Process and review investor capital activity documents and follow up with investors for missing information
• Perform anti-money laundering checks and review investors due diligence and KYC documents
• Enter transaction data into the various applicable systems
• Assist in the communication for multiple funds and their investors
• Monitor and reconcile money movement associated with capital activity
• Send reports, such as contract notes, statements, capital call notices, and distribution notices, to investors and clients
• Communicate with internal teams, fund managers, investors, custodians, and auditors
• Assist with the distribution of tax documents and audited financial statements
• Ability to review and understand legal documents, such as offering documents for hedge funds and private equity funds

Qualifications

• Experience with Microsoft Excel and ability to learn new applications
• Bachelor’s degree in finance, business administration or related field (or equivalent work experience)
• 0–3 years of relevant experience in finance, fund administration, or financial services, preferably with exposure to alternative assets or digital asset funds.
• High attention to detail, accuracy, and ability to follow procedures consistently
• Strong communication skills, especially for cross-functional collaboration
• Team player with a proactive and professional attitude
• Ability to work in a fast-paced environment while managing numerous projects and clients

• Process and review investor capital activity documents and follow up with investors for missing information
• Perform anti-money laundering checks and review investors due diligence and KYC documents
• Enter transaction data into the various applicable systems
• Assist in the communication for multiple funds and their investors
• Monitor and reconcile money movement associated with capital activity
• Send reports, such as contract notes, statements, capital call notices, and distribution notices, to investors and clients
• Communicate with internal teams, fund managers, investors, custodians, and auditors
• Assist with the distribution of tax documents and audited financial statements
• Ability to review and understand legal documents, such as offering documents for hedge funds and private equity fund