Investor Engagement Associate

Some travel required for conferences and events

We are an events production company in the capital markets space that connects public companies, investors, and capital markets professionals through high-quality conferences, networking events, and investor engagement initiatives. We work closely with companies across multiple industries (in Canada and globally) to facilitate meaningful connections within the investment community.

We are growing and looking for a highly organized, proactive, and people-oriented professional to join our team as an Investor Engagement Associate.

This is a dynamic role that combines research, relationship management, event coordination, CRM/database management, and investor outreach. You will play a key role in maintaining and expanding our investor database while supporting our conferences and investor engagement efforts.

The ideal candidate is detail-oriented, professional, comfortable communicating with executives and investors, and enjoys working in a fast-paced environment.

• Maintain and manage our investor CRM/database
• Conduct market, industry, and investor research
• Identify and source new investor contacts and opportunities
• Ensure CRM data accuracy and organization
• Use internal and external resources/databases to source and update investor contact information
• Send invitations (phone, email, Linked In) and manage outreach campaigns for conferences and events
• Build and maintain relationships with investors, analysts, and industry professionals
• Support networking and business development efforts at conferences and events
• Assist with attendee coordination and event logistics
• Track engagement activity and maintain communication records
  
  Collaborate with internal teams on conference planning and investor engagement initiatives

• Strong communication and interpersonal skills
• Highly organized with strong attention to detail
• Comfortable networking and building professional relationships
• Positive attitude with strong people skills and an easy-to-work-with personality
• Professional, energetic, and able to thrive in a team-oriented environment
• Experience with CRM platforms and database management
• Ability to conduct online research and synthesize information effectively
• Proficiency with Microsoft Office and Google Workspace
• Self-motivated with the ability to manage multiple priorities
• Professional demeanor and strong work ethic
• Willingness to travel occasionally for conferences and business events
• Experience with Investor Relations and/or Capital Markets is an asset

• Background in customer service & experience, investor relations, capital markets, events, business development, sales, marketing, or finance
• Experience working with CRM systems such as Hub Spot, Salesforce, or similar platforms
• Interest in financial markets and public companies
• Strong Linked In network/exposure is an asset

• Opportunity to work directly within the capital markets and investor relations industry
• Attend leading investment conferences and networking events
• Be part of a growing entrepreneurial team where your work will have a direct impact on the company’s growth
• Collaborative and entrepreneurial work environment
• Exposure to executives, investors, and industry leaders
• Team outings and lunches
• Extended health and dental benefits
• Your own workspace in our downtown Vancouver office