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.
- Initiate contact and engage with qualified investors through email, and phone calls
- Utilize direct sales techniques to effectively communicate client's capital raise
- 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.
Skills Required
- Experience in investment banking or sales
- Excellent verbal and written communication skills
- Ability to work independently or collaboratively in a fast-paced and deadline-driven environment
- Proficiency with MS Office applications and CRM systems
- Bachelors Degree
- Located in North America
What We Do
Fidelman & Company helps founders and funds raise capital, prepare for the sale of a business, or acquire a company. We prepare the pitch deck, financial model, valuation analysis, business plan, due diligence documents, and everything else needed for a transaction. The Fundraise as a Service (FaaS) is our answer to the lack of venture banking – a dedicated IR rep on your team that gets you meetings with investors. Securities offered through Finalis Securities LLC Member FINRA/SIPC. Fidelman & Co. and Finalis Securities LLC are separate, unaffiliated entities.
