Investor Relations Associate

1 day ago


Miami, Florida, United States Ascendo Resources Full time

Our client is looking for an Investor Relations/ Sales Associate for thier Miami headquarters. This individual will drive business development efforts, cultivate relationships, and support capital-raising initiatives across their private fund platform.

Responsibilities

  • Identify, target, and engage prospective clients across intermediary and private wealth channels
  • Communicate investment strategies and platform capabilities to RIAs, broker-dealers, custodians, and other financial intermediaries
  • Utilize Salesforce (or comparable CRM) to manage pipelines, track outreach, and support sales activity
  • Track, analyze, and evaluate metrics tied to business development initiatives
  • Collaborate with internal teams to ensure smooth onboarding and client engagement
  • Travel as needed for client meetings and industry events

Qualifications

  • 5+ yearss of saes experience within the private fund sector; proven capital-raising experience
  • Strong understanding of private markets and hedge fund investment strategies
  • Experience working with intermediary channels (Schwab, Fidelity, B/D platforms, Independent RIAs)
  • Bachelor's degree required; master's degree preferred
  • At least 1 year of Salesforce or CRM experience
  • Excellent communication, interpersonal, and presentation skills
  • Detail-oriented, self-motivated, and able to work both independently and within a team
  • Proficient in Microsoft Office Suite


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