AI-Driven Investment Ratings Specialist

4 weeks ago


North Kingstown, Rhode Island, United States Equity Risk Sciences, Inc Full time

Capital Raising Administrator Role Overview:

The Capital Raising Administrator will manage the administrative aspects of Equity Risk Sciences, Inc.'s capital raising process, ensuring seamless execution of our private placement fundraising efforts with financial institutions and investors. The role demands organizational precision, financial acumen, and the ability to communicate complex ideas effectively.

Key Responsibilities:

  • Manage and maintain the Prospective Investor Database (CRM) to track engagements and follow-ups.
  • Oversee the administrative workflow of the capital raising process, ensuring timely documentation and communication.
  • Maintain accurate documentation for the private placement (Carta).
  • Serve as a liaison to investors, providing them with the necessary information and documentation in a professional, non-sales capacity.
  • Articulate Equity Risk Sciences, Inc.'s data-driven and AI-powered investment rating products to stakeholders.
  • Ensure compliance with relevant securities regulations and legal requirements.
  • Coordinate with internal teams to gather and present required information to potential investors.
  • Transition into the sales team after the fundraising phase to promote and sell Equity Risk Sciences, Inc.'s investment rating platform.

Ideal Candidate Profile:

The ideal candidate will possess a Bachelor's degree in computer science, finance, business administration, marketing, or a related field. A Series 65 or 7 license (current or past) is highly desirable. The candidate should have at least three years of professional experience in financial services, fundraising, or roles related to capital raising. Exceptional organizational skills and a keen attention to detail are essential. Proficiency in Excel and financial documentation software is required. Strong ability to learn and communicate complex financial and AI-based products is necessary.

Required Skills:

  • Outstanding written and verbal communication skills.
  • Strong project management and multitasking abilities.
  • Ability to work efficiently under deadlines while maintaining high-quality output.
  • Discretion and professionalism in handling confidential financial information.
  • Quick learner who can grasp the intricacies of Equity Risk Sciences, Inc.'s cutting-edge technology platform and product offerings.

This role offers a unique opportunity to contribute to Equity Risk Sciences, Inc.'s rapid growth by managing the administrative backbone of our capital-raising efforts. After the fundraising period, the ideal candidate will also become an integral part of the sales team, helping to drive client acquisition and further expand Equity Risk Sciences, Inc.'s presence in the market.



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