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Role description

Investor Relations Specialist

ATTIX logoATTIX
TypeFull-time
WorkplaceOn-site
SenioritySenior
LocationNew York, NY
Posted3/23/2026
Finance

About Vama

Vama is building a next-generation chat application with integrated banking functionality for the U.S. market. Our platform combines real-time communication with seamless financial services to create a unified digital experience for modern users.

We are currently in active development with our banking-as-a-service partner and are working closely to meet all regulatory, compliance, and technical requirements for launch. Our mission is to redefine how individuals interact with money—making financial services more intuitive, embedded, and accessible.

The Role

We are seeking a licensed Series 7 Investor Relations Representative to support investor communications, onboarding, and capital activity as we scale toward launch. This individual will act as a registered representative, ensuring all investor interactions meet regulatory standards while delivering a professional and compliant investor experience.

This role is ideal for someone who thrives at the intersection of capital markets, compliance, and financial technology.

Key Responsibilities

  • Serve as a registered point of contact for current and prospective investors
  • Respond to investor inquiries regarding capital structure, fundraising progress, and company updates
  • Support investor onboarding, subscription documentation, and suitability review
  • Ensure compliance with FINRA and SEC regulations in all investor communications
  • Maintain accurate CRM records and investor documentation
  • Assist with capital calls, distributions, and reporting processes
  • Partner with Compliance, Legal, and executive leadership on fundraising initiatives
  • Participate in investor meetings, webinars, and roadshow presentations
  • Help establish scalable investor communication workflows ahead of product launch

Required Qualifications

  • Active Series 7 license (in good standing)
  • Series 63 or Series 66 license (preferred or willingness to obtain)
  • 3+ years of experience in broker-dealer, fintech, capital markets, or private fundraising environment
  • Strong understanding of securities regulations and suitability requirements
  • Excellent written and verbal communication skills
  • High attention to detail and strong documentation discipline
  • Ability to operate in a startup, pre-launch environment

Preferred Qualifications

  • Experience with Reg D, Reg CF, or Reg A+ offerings
  • Familiarity with banking-as-a-service models or embedded finance
  • Experience supporting venture-backed or early-stage companies
  • Background in private placements or alternative investments

What We’re Looking For

  • Entrepreneurial mindset
  • Strong compliance orientation
  • Comfort building processes from the ground up
  • Ability to simplify complex financial and regulatory concepts
  • High integrity and investor-first mentality

90 Day Contract to Hire Role

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Company info

ATTIX logo

ATTIX

Attix Inc. is a dynamic group of businesses that focuses on delivering innovative technology solutions across different industries. We create advanced software and proprietary tools designed to improve efficiency and drive growth. With a strong presence in financial technology and automotive solutions, as well as communication systems, we are committed to helping individuals and businesses succeed in a fast-paced world.

HQLos Angeles, US
Size31 employees
IndustryTechnology, Information and Internet
Unlock human wisdom
ThesisTermsPrivacy
Tech stack
testrail, redis, amazon-sqs, pulumi, c10, microsoft-compliance-manager, microsoft-forefront, amazon-ecs, electron, uikit

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