Associate, Investor Relations

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.
• Your success will be directly measured against key performance indicators (KPIs) such as conversion rates, reinvestment rates, and response times.

• 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., Hub Spot, Salesforce, or industry-specific investor portals)
• Strong understanding of (or an eager willingness to quickly learn) investment structures and financial terminology.

Demonstrates expertise in investor relations and financial services, with a strong ability to manage client pipelines and effectively communicate complex investment structures. Proficient in CRM software and focused on achieving key performance indicators related to investor engagement and conversion.