Financial Analyst, FP&A and Investor Relations

About the role

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.

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About the role

This role sits on the FP&A team and spends about 75% of its time on FP&A and about 25% supporting Investor Relations. You will build the models, automations and analysis behind forecasts, acquisitions and new business decisions, and support the Head of IR with daily market research and executive materials. You will report to the VP of FP&A.

FP&A Responsibilities

• Own the forecast and performance tracking for acquired businesses, including integration into our 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 forecast process

IR Responsibilities

• Monitor sell-side research daily; summarize new notes and flag errors or notable items
• Prepare the daily end-of-day recap for senior management (stock performance, research, market data) and a weekly recap
• Build and maintain executive conference prep packets: investor research, holdings and AUM, meeting history, bios and likely questions
• Keep the IR CRM current after investor meetings and conferences
• Support earnings, including collecting research notes and analyst models

Qualifications

• 2-4 years of experience in FP&A, financial analysis, investment banking or transaction advisory
• Strong financial modeling skills (3-statement, driver-based forecasting); exposure to deal or valuation models
• Clear, concise written communication and polished PowerPoint materials for executive audiences; comfortable researching investors from public sources (13F, Form ADV, filings)
• Advanced Excel and hands-on experience with an FP&A planning tool (e.g., Datarails, Adaptive, Anaplan, Planful, Cube, Pigment) and an ERP; AI-inclined, with experience building automations or dashboards
• Sound judgment with confidential and material non-public information
• Working knowledge of financial markets and interest in digital assets; able to judge which research and market news matters. Prior IR experience not required

Nice to have

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

Additional Benefits for US employees

• Comprehensive Insurance Coverage - Employer-paid Medical, Dental, and Vision benefits for you and your family.
• 401(k) Retirement Plan - Secure your financial future with employer-sponsored savings.

All employment decisions at Securitize are based on job-related qualifications, merit, and business needs. We welcome candidates from all backgrounds, experiences, and perspectives to apply.