Associate, Investor Relations

Primary Responsibilities

• Conduct high-volume, professional phone calls and send tailored emails to prospective investors currently in the marketing funnel to answer any questions they may have, and help guide them through the investment process.
• Identify and resolve friction points for prospective investors, leveling up complex questions to leadership about our offerings to help investors confidently finalize their commitments.
• Meticulously document all interactions, follow-ups, and investor statuses within our CRM.

Requirements

• Bachelor’s degree in Business, Finance, Communications, or a related field.
• 1–3 years of experience in investor relations, financial services, inside sales, or a high-touch customer success role.
• Proven track record of managing a pipeline or funnel of clients/investors.
• Proficiency with CRM software (e.g., HubSpot, Salesforce, or industry-specific investor portals).
• Strong understanding of (or an eager willingness to quickly learn) investment structures and financial terminology.

Qualifications

• Ideal candidate is incredibly well-spoken on the phone and possesses sharp, professional, and persuasive writing skills for email correspondence.
• Natural ability to build rapport and handle investor inquiries with high emotional intelligence and diplomacy.
• Thrives in an environment where efforts are tracked and measured, using metrics and KPIs as a tool for personal and team growth.
• Follows up is their second nature, and attention to detail is high.