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Securitize

Investing in and trading private securities

Financial Analyst - FP&A, Investor Relations

Corporate Finance & FP&APosted on Nov 11
Full-timeRemote in USA

About the Job

Requirements

  • The role requires 2–4 years of experience in FP&A, financial analysis, investment banking, or transaction advisory.
  • The candidate must have strong financial modeling skills, including three-statement modeling and driver-based forecasting, and exposure to deal or valuation models.
  • The candidate must be able to write clearly and concisely and prepare polished PowerPoint materials for executive audiences, and be comfortable researching investors using public sources such as 13F filings, Form ADV, and other filings.
  • The candidate must have advanced Excel skills, hands-on experience with an FP&A planning tool and an ERP, and experience building automations or dashboards; an inclination toward AI is required.
  • The candidate must exercise sound judgment with confidential and material non-public information.
  • The candidate must have working knowledge of financial markets and an interest in digital assets, and be able to assess which research and market news is relevant.

Responsibilities

  • Own forecasts and performance tracking for acquired businesses, including integrating them into the FP&A system.
  • Build financial models for acquisitions, new products, pricing, and partnerships.
  • Prepare revenue bridges, unit economics, and KPI analysis for leadership; build AI-enabled automations and dashboards.
  • Support the quarterly and annual forecasting process.
  • Monitor sell-side research daily, summarize new notes, and flag errors or notable items.
  • Prepare daily end-of-day recaps for senior management covering stock performance, research, and market data, as well as a weekly recap.
  • Build and maintain executive conference preparation packets containing investor research, holdings and AUM, meeting history, biographies, and likely questions.
  • Keep the investor relations CRM current after investor meetings and conferences.
  • Support earnings by collecting research notes and analyst models.

Desired Qualifications

  • Experience in fintech, digital assets, asset management, or capital markets.
  • Experience with Datarails and NetSuite, including in multi-entity, multi-currency environments.
  • Public company experience.

About the Company

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Securitize

Investing in and trading private securities

Securitize.io operates a platform for private capital markets, enabling individuals and institutions to invest in vetted private opportunities such as startups, projects, and funds, and to trade private shares on a secondary market. The system uses Digital Asset Securities (security tokens) to digitally represent traditional assets like equity or debt, allowing near-instant settlement and reducing trading risk. Users access the service via an online platform and an iOS app that lets them manage holdings and receive portfolio updates. Unlike many peers, Securitize.io charges fees on secondary market trades but does not charge commissions on primary market investments, and it focuses on broadening access to private markets rather than only serving large institutions. The company’s goal is to democratize access to private capital markets by providing a compliant, efficient way to invest in and trade private securities.

Company size
201-500
Company stage
IPO
Headquarters
Miami, FL
Founded
2017

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