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Investor Relations and Treasury Specialist

Role overview

Qualifications

  • Solution-oriented with a customer-focused mindset
  • Strong attention to detail and accuracy
  • Proficient in Excel including basic functions
  • Team-oriented and proactive

Responsibilities

  • Primary point of contact for approximately 1,500 investors
  • Responsible for processing investor redemptions, transfers, tax forms, etc.
  • Preparing monthly reports such as partner lists and unit counts
  • Oversees the process of updating housing assistance payment requests

Key facts

Hard skills

Other skills

  • Problem Reporting
  • Microsoft Excel
  • Microsoft Office
  • Detail Oriented
  • Organizational Skills
  • Problem Solving
  • Communication
  • Teamwork
  • Proactivity
  • Time Management

About the company

Extenteam logo

Extenteam

Customer Experience & Contact Centers

Extenteam delivers the #1 trusted remote staffing solutions for property management professionals in the short-term rental, multifamily, real estate, and PropTech industries - with up to 60% savings compared to local hiring. Our team members are highly educated professionals that work exclusively for you to supercharge your core business functions. And if you’ve been looking for the right partner for accounting needs, our qualified accounting professionals are here for you with proven, platform-specific accounting best practices. - Benefit from Extenteam’s 15+ years of industry experience. - Meet your trusted partner in business growth. - And start building your remote dream team today.

Company details

Company typeScaleup
IndustryCustomer Experience & Contact Centers
Company size201 - 500

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Job description

About Extenteam

Extenteam is the AI-driven operations platform for short-term rental property management, headquartered in Miami and founded in 2021. Our platform, Shared Services, handles guest communication and daily operational workflows for 80,000+ properties by pairing an AI orchestration layer with a shared-services team of hospitality-trained specialists, so no guest inquiry goes unanswered, day or night, and no property manager has to staff for the 2am cancellation themselves.

We're industry-only: every workflow, integration, and agent we hire is built around property management specifically, not bolted on from a generalist platform. As we push more of that platform toward AI-led automation and self-serve tools, the software our own Shared Services team works in every day has to keep pace, that's this role.

Our Leadership Philosophy

Our company embraces a management style inspired by the ideals of "founder mode," as championed by Airbnb’s Brian Chesky. This means a hands-on, visionary approach to leadership, with a relentless focus on innovation, product excellence, and customer-centric decision-making. We encourage proactive problem-solving, direct involvement in key initiatives, and a collaborative, high-performance culture.

To learn more about the "founder mode" philosophy and how it shapes our operations, you can explore this link. Understanding this mindset will provide valuable context for how we operate and what we value in our team members.

What This Role Is About:

We are seeking a detail-oriented Offshore Investor Relations and Treasury Specialist to support our investor relations and treasury related tasks and processes.

The ideal candidate has strong data and reporting skills as well as an investor focused mindset, and the ability to work across multiple data sources and parties.

Your Main Responsibilities:

  • Primary point of contact for approximately 1,500 investors. Includes monitoring and responding via phone calls and email (daily) 
  • Responsible for processing investor redemptions, transfers, tax forms etc
  • Responsible for preparing monthly reports such as partner lists and unit counts
  • Oversees and owns the process of updating housing assistance payment requests
  • Assistance opening/closing/maintaining high number of bank accounts (400+)

What We’re Looking For:

Qualifications

  • Solution-oriented with a helpful, customer-focused mindset when communicating with investors; comfortable and confident speaking on the phone
  • Strong attention to detail and accuracy, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment
  • Strong organizational and administrative skills with the ability to maintain accurate records and documentation
  • Proficient in Excel, including the use of basic formulas and functions such as SUM, VLOOKUP, and PivotTables
  • Team-oriented, proactive, and willing to take ownership of tasks and follow through to completion

Technical Skills

  • Advanced proficiency in Microsoft Excel(data analysis, lookups, reconciliations)
  • Experience working with payment documentation and reporting
  • Proficiency in Microsoft Office Suite
  • Experience with bank account systems is a plus

Key Competencies

  • Strong attention to detail and investigative mindset
  • Ability to work independently and manage flexible hours
  • Clear documentation and communication skills

Work Structure

  • Offshore, remote position
  • Flexible working hours with expectation of meeting deadlines and deliverables
  • Regular communication with U.S.-based accounting and asset management teams

Technical Requirements:

  • Internet speed minimum 30mbps: Needs to be Wired (Buy a dongle if no LAN port)
  • i5 11th Gen or higher
  • Windows 11 / MacOS Catalina or higher
  • Minimum of 8 GB RAM
  • Private and quiet dedicated home office area (no roosters, dogs, children's noises in the background)
  • Back-ups in case of power or internet provider interruptions
  • Good headset and webcam (preferably noise-canceling headset)

Why You’ll Love Working with Us: 

  • Competitive Salary — We offer a competitive salary that reflects the candidate’s experience, skills, and responsibilities.
  • Remote Work — This role is 100% remote, allowing flexibility and eliminating daily commute.
  • Paid Time Off — Standard leave entitlements (vacation, sick leave, vacation leave) for rest and well-being.
  • HMO Coverage — Company-provided HMO plan, offering access to medical services via accredited hospitals and clinics under a Health Maintenance Organization. This helps ensure employees have access to routine checkups, consultations, and coverage for medical care.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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