Investor Relations Associate

2 months ago

tampa, United States Kopernik Global Investors, LLC Full time

Kopernik Global Investors, LLC is an SEC registered investment adviser under the Investment Advisers Act of 1940. The Firm provides investment management services to individual and institutional investors. Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist.

 

Summary

The position is based in Tampa, Florida, and reports to Investor Relations. The ideal candidate will have a passion for value investing, a high level of integrity and put the needs of our clients first. They must be self-starter and should thrive in a smaller, employee-owned company environment. 


Responsibilities

  • Develop a deep knowledge of Kopernik’s investment philosophy, process, and products, including an understanding of the target end-market (Family Offices, RIAs, Financial Advisors, Endowments & Foundations, Corporate Plans, OCIOs).
  • Utilize a consultative approach to position Kopernik’s investment platform via phone and email; the goal is to “know your client” and help them to thoroughly understand Kopernik.
  • With guidance of the external sales partner, cultivate new business opportunities and maintain assigned intermediate relationships. Proactively drive activity through a model of outbound calls, emails, and digital campaigns to clients/prospects.
  • Utilize SalesForce CRM platform to input and maintain client profile information, maintain a prospect pipeline, and manage marketing campaigns and databases.
  • Proactively support sales activities which may include handling meeting coverage requirements; preparing for due diligence meetings; preparing and ordering proposal materials; providing assigned external partner with communication and talking points on the portfolio and help plan/coordinate clients events during CIO/PM visits to territory.
  • The position provides the opportunity to become the main contact for specific clients/prospects.
  • Maintain and strengthen knowledge base regarding all aspects of the investment industry, competitors, and products available in the securities marketplace.

 

Requirements

  • Bachelor’s Degree required.
  • Excellent verbal and written communication skills.
  • Demonstrated ability to cultivate relationships and contribute to a team-based environment.
  • Professionalism, positive attitude, perseverance, mental toughness, and initiative in the face of challenges; must be able to take direction and accept constructive criticism.
  • Sales desk experience and general knowledge of financial markets, investment concepts, and related industry regulations.
  • Well-organized with attention to detail.
  • FINRA series 7 & 63/65 or 66 licenses required.
  • Experience working with marketing database platforms (e.g., eVestment, Morningstar) and CRM platforms (Salesforce, MARS) a plus.
  • Reports directly to Investor Relations.


Additional Requirements

  • This is not a remote position and will require relocation if not already local to the Tampa, FL area.
  • Being authorized to work in the U.S. without employer sponsorship is a precondition of employment.


Application Requirements

  • To avoid automatic disqualification, follow all of the application requirements listed below:
  • All submissions are to be submitted to careers@kopernikglobal.com.
  • A resume and cover letter are required.
  • A cover letter stating:
  • Why do you want to work at Kopernik.
  • What are your passions/interests outside of work?


The firm provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

 

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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