Full-Time
Investor Relations & Banking Associate
Updated on 12/24/2024
Securitize
51-200 employees
Platform for investing in private capital markets
Entry, Junior
Remote in USA
Remote work environment allows working from anywhere, but Florida is prioritized.
- Bachelor’s Degree
- Strong communication skills and the ability to interact both internally and externally in a professional manner with clients and colleagues
- Ability to work independently in an organized manner and ensure timely responses to all requests
- Some experience in hedge fund administration and/or banking/financial services preferred but not required
- Review and process investor subscription and redemption documents
- Complete KYC and AML verifications
- Prepare FATCA/CRS filing
- Generate investment confirmations and capital call letters
- Manage user access to the interactive investor portal
- Assist with answering inquiries from investors
- Assist clients with the bank account opening process for partner banks
- Review wire disbursement requests for validity and compliance
- Setup or review wire disbursements on the bank’s portal
- Provide ongoing support with banking related inquiries
- Maintain banking master summary file containing contact information for each bank and other key operational details
Securitize.io offers a platform for investing in and trading private shares, aiming to make private capital markets more accessible. It allows users to invest in vetted opportunities like startups and funds, and uses Digital Asset Securities to enable immediate trade settlements and reduce risks. Unlike competitors, Securitize.io does not charge commissions on primary market investments, instead earning revenue through fees on secondary market trading. The company also provides an iOS app for easy portfolio management and updates.
Company Stage
Late Stage VC
Total Funding
$130.9M
Headquarters
San Francisco, California
Founded
2017
6 month growth
↓ -4%1 year growth
↓ -12%2 year growth
↑ 6%
Simplify's Take
What believers are saying
- Securitize's expansion into Europe opens new markets for blockchain-based financial assets.
- The appointment of Michael Sonnenshein strengthens leadership with expertise in digital assets.
- Partnerships with BlackRock and Zodia Custody enhance institutional access to tokenized assets.
What critics are saying
- European expansion may expose Securitize to complex regulatory challenges.
- Michael Sonnenshein's appointment could lead to internal restructuring challenges.
- Dependence on partnerships with large entities like BlackRock may pose risks.
What makes Securitize unique
- Securitize is the only SEC Registered Transfer Agent with multiple US marketplace integrations.
- The company offers a unique platform for trading private shares like public stocks.
- Securitize uses Digital Asset Securities for immediate trade settlement, enhancing efficiency.
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Benefits
Fully Remote - Work from wherever you are. We seek the best people, and they don’t all live in one city. We offer the ability to work from one of our global offices, or from wherever you happen to be.
Wellbeing & Healthcare - Your health and wellbeing is a top priority. We offer multiple choices so that you can find an option that fits your personal needs.
Perks - We can’t get into all of them here, and they change a bit country by country, so make sure to ask us about them when we talk!