Job Description

Responsibilities:

Investor Relations

  • Act as the first point of contact for potential leads by acting as a call booking agent and initiating conversations, qualifying leads, and arranging calls for private capital markets team

  • Conduct follow-ups with leads by either telephone call, text, or email

  • Manage follow up sequencing, tracking leads through various stages of the onboarding process

  • Build and maintain lists of current and prospective investors

  • Create and track deals in our CRM (HubSpot) and ensure leads are entered/updated/shared with private capital markets team

  • Contribute to the development of Investor Relations communication materials, including ad hoc communications

  • Communicate with investors any important updates

    • Reporting & Administration

  • Manage current investor and prospective investor inquiries into the shared inbox

  • Assist in providing a weekly...

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