Investor Development Representative
2024-09-02
Northern America
Fidelman & Company
Fidelman & Company is seeking a driven and personable Investor Development Representative to join our team. As an Investor Development Representative, you will be responsible for conducting cold investor outreach (call and email), liaising between investors and our clients, reporting, and managing investor databases. You will collaborate with our experienced Investment Banking team to provide exceptional service to our clients.
This position is entry-level.
Responsibilities
Initiate contact and engage with qualified investors through email, and phone calls
Utilize direct sales techniques to effectively communicate investment opportunity
Coordinate meetings between investors and client stakeholders
Track interactions, follow-up, and report on outcomes
Identify and develop relationships with new investors to promote our clients’ investment opportunities
Maintain an up-to-date database of investor contacts
Respond to investor inquiries and create reports that document investor feedback, concerns, and suggestions.
Requirements
Experience in investment banking or sales is an asset.
Excellent verbal and written communication skills with the ability to adapt messaging to different audiences.
Ability to work independently or collaboratively in a fast-paced and deadline-driven environment.
Proficiency with MS Office applications and CRM's is an asset.
Bachelors Degree
Located in North America.
Benefits
Fully remote and the opportunity to be sponsored for licensing to participate in revenues from successfully raised capital.
This position is entry-level.
Responsibilities
Initiate contact and engage with qualified investors through email, and phone calls
Utilize direct sales techniques to effectively communicate investment opportunity
Coordinate meetings between investors and client stakeholders
Track interactions, follow-up, and report on outcomes
Identify and develop relationships with new investors to promote our clients’ investment opportunities
Maintain an up-to-date database of investor contacts
Respond to investor inquiries and create reports that document investor feedback, concerns, and suggestions.
Requirements
Experience in investment banking or sales is an asset.
Excellent verbal and written communication skills with the ability to adapt messaging to different audiences.
Ability to work independently or collaboratively in a fast-paced and deadline-driven environment.
Proficiency with MS Office applications and CRM's is an asset.
Bachelors Degree
Located in North America.
Benefits
Fully remote and the opportunity to be sponsored for licensing to participate in revenues from successfully raised capital.