Investor Relations and Treasury Specialist
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.
Skills
As published by greenhouse · 20 questions · 3 written answers
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter
Short answers (2)
- LinkedIn Profile optional
- What is your Salary expectation in USD
Pick from a list (15)
- Are you based in the Philippines?
- Is your Salary expectation negotiable?
- Are you amenable to work during US business hours?
- Do you consent to exclusively working for Extenteam without engaging with any other clients or companies simultaneously?
- As part of our hiring process, we conduct background investigations and credential verification for shortlisted candidates. Are you willing to undergo the following verification procedures: Background investigation, Character reference checking, Employment Verification, Credential and identity verification through submission of a valid government-issued ID and NBI Clearance?
- If selected for the role, do you agree to an Individual Contract Agreement which also means that no Philippine statutory benefits (PhilHealth, PAG-IBIG, and SSS) will be provided?
- Is your workstation free from distraction (background noise)?
- Do you have a PC/Laptop that you can use (i5/ OS Catalina or higher should have 8GB RAM)?
- Are you comfortable with us installing the following application for monitoring: Hubstaff, Antivirus, Atera, Splashtop, and Pulse?
- Do you have stable internet connection (at least 30 MBPS)?
- Do you have experience in investor relations, treasury, accounting, finance, or a similar administrative role involving financial records and reporting?
- Are you highly proficient in Microsoft Excel, including formulas such as SUM, VLOOKUP, and PivotTables, for data analysis, reporting, and reconciliations?
- Do you have experience handling financial transactions or documentation, such as investor redemptions, fund transfers, payment requests, or tax forms?
- Do you have experience maintaining accurate financial records, preparing monthly reports, and coordinating with banking or accounting teams?
- Are you a former Team member employee of Extenteam?
Written answers (3)
- How did you know about our job openings?
- Please provide a link to a brief video (1-2 mins max) on why we should hire you for this role.
- If referred, share the full name and Email of your referrer. optional