Conduct cold outreach to investors, manage databases, coordinate meetings, track interactions, and respond to inquiries related to investment opportunities.
Fidelman & Company is seeking a driven and personable Investor Development Representative to join our team. As an Investor Development Representative, you will be responsible for conducting cold investor outreach (call and email), liaising between investors and our clients, reporting, and managing investor databases. You will collaborate with our experienced Investment Banking team to provide exceptional service to our clients.
- Initiate contact and engage with qualified investors through email, and phone calls
- Utilize direct sales techniques to effectively communicate client's capital raise
- Coordinate meetings between investors and client stakeholders
- Track interactions, follow-up, and report on outcomes
- Identify and develop relationships with new investors to promote our clients’ investment opportunities
- Maintain an up-to-date database of investor contacts
- Respond to investor inquiries and create reports that document investor feedback, concerns, and suggestions.
Requirements
- Experience in investment banking or sales is an asset.
- Excellent verbal and written communication skills with the ability to adapt messaging to different audiences.
- Ability to work independently or collaboratively in a fast-paced and deadline-driven environment.
- Proficiency with MS Office applications and CRM's is an asset.
- Bachelors Degree
- Located in North America.
Top Skills
CRM
MS Office
Similar Jobs
.jpg)
AdTech • Cloud • Marketing Tech • Productivity • Software • Analytics • Automation
Design and implement solutions for modernizing Acquia infrastructure, develop applications and APIs, collaborate with teams, and mentor junior engineers.
Top Skills:
AngularjsAnsibleAWSCi/Cd ToolsCloudFormationDockerGoJenkinsKubernetesPuppetReactRubyTerraform
22 Minutes Ago
Easy Apply
Easy Apply
Big Data • Fintech • Mobile • Payments • Financial Services
Lead the Orchestration Services team, overseeing data management and engineering projects while fostering team development and collaboration. Drive technical decisions and multi-year roadmaps for new products.
Top Skills:
Apache IcebergAWSFlinkKafkaKubernetesS3Spark
eCommerce • Fintech • Real Estate • Software • PropTech
The Technical Accounting and SEC Reporting Manager will prepare analysis for transactions, assist in SEC reporting, maintain policies, and collaborate with auditors.
Top Skills:
MS OfficeNetSuiteSec Reporting StandardsSox ControlsUs Gaap
What you need to know about the Toronto Tech Scene
Although home to some of the biggest names in tech, including Google, Microsoft and Amazon, Toronto has established itself as one of the largest startup ecosystems in the world. And with over 2,000 startups — more than 30 percent of the country's total startups — Toronto continues to attract new businesses. Be it helping entrepreneurs manage their finances, simplifying business operations by automating payroll or assisting pharmaceutical companies in launching new drugs, the city's tech scene is just getting started.
