Investment Relations Specialist

2 weeks ago


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

Kopernik 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 Summary

We are seeking a highly motivated and experienced Investment Relations Associate to join our team. The successful candidate will be responsible for developing and maintaining relationships with clients, prospects, and external partners. This is a unique opportunity to work with a client-centric, 100% employee-owned company that values integrity, professionalism, and a passion for value investing.

Key Responsibilities
  • Develop a deep understanding of Kopernik's investment philosophy, process, and products, including an understanding of the target end-market.
  • Utilize a consultative approach to position Kopernik's investment platform via phone and email, with a focus on building strong relationships with clients and prospects.
  • Cultivate new business opportunities and maintain assigned intermediate relationships, with a focus on driving activity through outbound calls, emails, and digital campaigns.
  • Utilize SalesForce CRM platform to input and maintain client profile information, maintain a prospect pipeline, and manage marketing campaigns and databases.
  • Support sales activities, including handling meeting coverage requirements, preparing for due diligence meetings, and providing communication and talking points on the portfolio.
  • 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.
  • 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 and CRM platforms a plus.
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 [insert contact information].
  • 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?

Kopernik Global Investors, LLC is an equal opportunity employer 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.



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