Investor Relations Advisor (Capital Raising)
Phoenix Pro Connect, LLC
Investor Relations Advisor (Capital Raising)
Phoenix Pro Connect is supporting a Miami-based firm in its search for an Investor Relations Advisor to lead capital-raising and investor relations across institutional and accredited-investor channels. This individual will serve as a primary point of contact for select investor relationships while expanding the firm's investor base through strategic outreach, networking, and disciplined follow-through.
What You'll Do (Key Responsibilities)
- Own capital raising targets set by fund leadership across:
- Institutional investors
- High-net-worth individuals (HNWIs)
- Accredited investors
- Family offices and fund-of-funds
- Develop and expand investor prospect pipeline using:
- Existing industry relationships and investor network
- CRM tools and investor database
- High-touch networking and targeted outreach
- Lead investor communications related to:
- Investment strategy and positioning
- Performance updates and outlook
- Market and portfolio insights (as applicable)
- Build investor confidence by responding to complex questions with clarity and credibility.
- Partner cross-functionally to ensure investor needs are met, and relationships are retained and expanded
- Represent the firm externally in meetings, industry events, and networking engagements to articulate the firm's capabilities and value proposition
Qualifications Experience
- 2–5+ years of relevant experience in one or more of the following:
- Capital raising/investor sales
- Institutional asset management
- Wealth management
- Sell-side research
- Investment consulting
- Experience with reputable firms is preferred
- Broad exposure across asset classes is helpful, especially:
- Fixed income
- Hedge funds
- Private equity
- Trade finance and/or asset-based lending (preferred)
Skills & Competencies
- Proven ability to present and defend complex ideas to sophisticated, demanding audiences
- Strong relationship-building and networking capability within the investor community
- Excellent written and verbal communication
- Collaborative, hands-on approach; operates as a true team player
- Strong client service mindset with high emotional intelligence
Education
- Strong undergraduate academic credentials required
- Graduate degree preferred; MBA highly desirable
- CFA highly desirable
Licenses (Preferred/Required Depending on Scope)
- Series 7
- Series 65
- Series 82 Investor Relations Advisor for...
Language
- English required
- Spanish preferred
Vacancy posted 17 hours ago
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