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Investor Development Representative (Canada-Remote), Fall 2024

Remote: 
Full Remote
Contract: 
Experience: 
Entry-level / graduate
Work from: 

Offer summary

Qualifications:

Experience in investment banking or sales is an asset., Excellent verbal and written communication skills., Ability to work independently or collaboratively., Proficiency with MS Office applications and CRM's is an asset., Bachelor's Degree..

Key responsabilities:

  • Conduct cold outreach via email and calls.
  • Coordinate meetings between investors and clients.
  • Track interactions, follow-up, and report outcomes.
  • Develop relationships with new investors.
  • Respond to inquiries and document feedback.
Fidelman & Company logo
Fidelman & Company Investment Banking Startup https://www.fidelmanco.com/
11 - 50 Employees
See more Fidelman & Company offers

Job description

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 and participation in revenues from successfully raised capital.

Required profile

Experience

Level of experience: Entry-level / graduate
Industry :
Investment Banking
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Problem Reporting
  • Time Management
  • Microsoft Office
  • Verbal Communication Skills

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