Investment Relations Specialist

2 weeks ago


Tampa, Florida, United States Primary Recruiting Services Full time
Investor Relations Associate

Location: Tampa, FL

Target Salary: $65,000 to $70,000 + Bonuses

Bonus: Quarterly bonuses paid out of marketing pool (has a guaranteed minimum per quarter, but usually overachieves)

Job Description:

The Investor Relations Associate will be based in Tampa, Florida, and will report to the Investor Relations/Sales team. The ideal candidate will have a passion for value investing, a high level of integrity, and a commitment to putting the needs of our clients first.

Key Responsibilities:
  • Develop a deep understanding of our 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 our investment platform via phone and email; the goal is to know our clients and help them to thoroughly understand our company
  • Cultivate new business opportunities and maintain assigned intermediate relationships with guidance from the external sales partner
  • 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
  • Maintain and strengthen knowledge base regarding all aspects of the investment industry, competitors, and products available in the securities marketplace
Requirements:
  • Bachelors Degree required
  • Excellent verbal and written communication skills
  • Demonstrated ability to cultivate relationships and contribute to a team-based environment
  • 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 highly preferred
  • Experience working with marketing database platforms (e.g., eVestment, Morningstar) and CRM platforms (Salesforce, MARS) a plus


  • Tampa, Florida, United States Kopernik Global Investors, LLC Full time

    Kopernik Global Investors, LLC is a pioneering investment management firm that provides bespoke services to discerning clients. Our team is dedicated to delivering exceptional investment solutions that meet the unique needs of our clients.About the RoleWe are seeking a highly motivated and results-driven Investment Relations Specialist to join our team. The...


  • Tampa, Florida, United States Kopernik Global Investors, LLC Full time

    About Kopernik Global Investors, LLCKopernik Global Investors, LLC is a leading investment management firm that provides tailored solutions to individual and institutional investors. Our team of experts is dedicated to delivering exceptional investment performance and client service.Job SummaryWe are seeking a highly motivated and experienced Investment...


  • Tampa, Florida, United States Kopernik Global Investors, LLC Full time

    About Kopernik Global Investors, LLCKopernik Global Investors, LLC is a leading investment management firm that provides tailored solutions to individual and institutional investors. Our team of experts is dedicated to delivering exceptional investment performance and unparalleled client service.Job SummaryWe are seeking a highly motivated and experienced...


  • Tampa, Florida, United States Ignites Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Investment Relations Associate to join our team at Kopernik Global Investors, LLC. As a key member of our sales team, you will be responsible for developing and maintaining relationships with clients and prospects, providing exceptional customer service, and driving business growth.Key...


  • Tampa, Florida, United States American Veterinary Group Full time

    Job Title: Employee Relations SpecialistAt American Veterinary Group, we are committed to creating a workplace culture that values and supports our employees. As an Employee Relations Specialist, you will play a critical role in fostering a positive and inclusive work environment.Key Responsibilities:Investigate and resolve employee complaints and issues in...


  • Tampa, Florida, United States US Tech Solutions Full time

    Senior Specialist, Employee and Labor RelationsUS Tech Solutions is seeking a highly skilled Senior Specialist, Employee and Labor Relations to join our team. As a key member of our HR department, you will be responsible for managing Employee Relations and Labor Relations cases for designated workforces.Key Responsibilities:Develop and implement effective...


  • Tampa, Florida, United States Truist Full time

    Job SummaryWe are seeking a highly skilled Investment Analyst to join our team at Truist. The successful candidate will work closely with Investment Managers and the Investment Advisory Group to deliver exceptional investment management services to our clients.Key ResponsibilitiesAssist Investment Managers in acquiring new clients through comprehensive...


  • Tampa, Florida, United States Cynet Systems Inc. Full time

    Job Summary:Cynet Systems Inc. is seeking a highly skilled Labor/Employee Relations Specialist to join our team. As a key member of our HR department, you will be responsible for providing guidance to management on employee relations, investigating and addressing employee misconduct, and ensuring compliance with HR standards.Key Responsibilities:Employee...


  • Tampa, Florida, United States Cynet Systems Inc. Full time

    Cynet Systems Inc. is seeking a skilled Labor/Employee Relations Specialist to join our team. The ideal candidate will have a minimum of 6 years of HR experience, with a concentration of 2 years in Employee or Labor Relations. Key responsibilities include researching and investigating employee misconduct, providing guidance to management, and demonstrating...


  • Tampa, Florida, United States PGIM Full time

    About the RoleWe are seeking a highly skilled Investment Operations Analyst to join our team at PGIM. As a key member of our Operations and Innovation Group, you will play a critical role in supporting the growth and success of our business.Key ResponsibilitiesClient Reporting: Produce high-quality client-level reports, including commingled asset and...


  • Tampa, Florida, United States Star Mountain Capital Full time

    Job Title: Analyst, Direct Credit UnderwritingStar Mountain Capital is a leading private investment firm focused on the lower middle-market, with a strong track record of success and a commitment to long-term growth. We are seeking a highly motivated and detail-oriented Analyst to join our Direct Credit Underwriting team.Job Summary:The successful candidate...


  • Tampa, Florida, United States Source One Technical Solutions Full time

    Job OverviewSource One Technical Solutions is seeking a highly skilled HR Specialist to join our team. As an HR Specialist, you will be responsible for managing Employee Relations and Labor Relations cases for designated workforce groups.Key ResponsibilitiesManage Employee Relations and Labor Relations cases, including assistance with complex employment...


  • Tampa, Florida, United States US Tech Solutions Full time

    Job DescriptionAt US Tech Solutions, we are seeking a highly skilled Senior Specialist, Employee and Labor Relations to join our team. The successful candidate will be responsible for managing Employee Relations and Labor Relations cases for designated workforces.Key Responsibilities:Develop and implement effective Employee Relations and Labor Relations...


  • Tampa, Florida, United States Star Mountain Capital Full time

    Job Title: Analyst, Direct Credit UnderwritingStar Mountain Capital is a leading private investment firm focused on the lower middle-market, with a strong track record of growth and a commitment to long-term training and career development.Key Responsibilities:Support the analysis and execution of flexible capital solution investments, including private...


  • Tampa, Florida, United States Star Mountain Capital Full time

    Job Title: Analyst, Direct Credit UnderwritingStar Mountain Capital is a leading private investment firm focused on the lower middle-market, with a strong track record of growth and a commitment to long-term training and career development.Job Summary:We are seeking a highly motivated and detail-oriented Analyst to join our Direct Credit Underwriting team....


  • Tampa, Florida, United States Star Mountain Capital Full time

    Job Title: Investment Banking AnalystStar Mountain Capital is a leading private investment firm focused on the lower middle-market. We are seeking an Investment Banking Analyst to join our team in Tampa, Florida.Job Summary:Support the analysis and execution of flexible capital solution investments in U.S. based businesses.Compile investment committee...


  • Tampa, Florida, United States US Tech Solutions Full time

    Job DescriptionAt US Tech Solutions, we are seeking a highly skilled Senior Specialist, Employee and Labor Relations to join our team. The successful candidate will be responsible for managing Employee Relations and Labor Relations cases for designated workforces.Key Responsibilities:Develop and implement effective Employee Relations and Labor Relations...


  • Tampa, Florida, United States Selby Jennings Full time

    Role Overview:We are seeking a highly skilled Investment Banking Associate to join our team at Selby Jennings. As a key member of our corporate finance team, you will be responsible for executing sell-side and buy-side M&A transactions, participating in client meetings, and conducting research to generate new business opportunities.Key...


  • Tampa, Florida, United States Selby Jennings Full time

    Job OpportunityWe are seeking a highly skilled Investment Banking Associate to join our team at Selby Jennings, a leading global recruitment organization in the financial industry.The successful candidate will have the opportunity to work with our senior leadership and be part of a growing entrepreneurial team, executing sell-side and buy-side M&A...


  • Tampa, Florida, United States Selby Jennings Full time

    Job OpportunityWe are seeking a highly skilled Investment Banking Associate to join our team at Selby Jennings, a leading global recruitment organization focused on servicing the financial industry.The successful candidate will have the opportunity to work with our top-tier clients and contribute to the growth and success of our organization.Key...