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Investment Relations Specialist

2 months ago


Seattle Washington, United States Spartan Investment Group Full time
About the Role

The Investor Relations Manager will play a pivotal role in supporting Spartan Investment Group's private capital raises, contributing to the company's annual equity needs of $165 million. This position offers a unique opportunity to drive company growth by attracting new investors and fostering ongoing engagement.

Key Responsibilities
  • Raise $55 million in capital.
  • Generate 100 new leads per month.
  • Attend investor-related events.
Primary Responsibilities
  • Sales Pipeline Management: Regularly track, manage, and analyze sales pipelines to ensure continuous flow and conversion of leads.
  • Investor Education: Host webinars, seminars, or one-on-one sessions to educate potential and existing investors about the current market, trends, and the value of investing with Spartan Investment Group.
  • Feedback Loop: Regularly collect feedback from investors and potential clients to understand their needs, concerns, and preferences to shape service offerings.
  • Sales Process Optimization: Continuously refine and optimize the sales process for better efficiency and conversion. This includes utilizing the latest tools and technologies that can aid in sales.
  • Cross-functional Collaboration: Work closely with the research, analysis, and acquisition teams to gain insights about market trends and company offerings to better position them during pitches.
  • Stakeholder Management: Forge and maintain strong relationships with both internal and external stakeholders, ensuring alignment in goals and smooth communication channels.
  • Continuous Learning: Stay updated on industry news, competitor offerings, and market trends to ensure Spartan Investment Group remains a front runner in investor relations.
Competencies
  • Autonomy & Initiative: A self-driven attitude, quick to adapt, and proactive in approach. Values mentorship and takes ownership of their role.
  • Financial Proficiency & Analytical Thinking: Possesses a deep understanding of financial documents and processes, coupled with the ability to analyze complex financial data and market trends.
  • Continuous Growth Mindset: Committed to ongoing personal and professional development within an entrepreneurial setting.
  • Effective Communication: Mastery in conveying ideas across various mediums, emphasizing active listening to understand and engage stakeholders.
  • Sales Mastery & Negotiation: Understands the intricacies of financial sales, from lead generation to conversion, and negotiates to ensure beneficial terms for all parties.
  • Investor-Centric Approach: Prioritizes and understands investor needs, embedding their perspectives in every strategy and decision.
  • Team Collaboration & Strategic Networking: Engages actively with internal teams and builds valuable external professional relationships to drive company success.
  • Resilience & Adaptability: Demonstrates steadiness and flexibility, adjusting to market dynamics and overcoming challenges.
Qualifications
  • Bachelor's Degree in Business, or related field
  • 5 years of outside sales experience
  • Up to 50% travel required