Phoenix Pro Connect, LLC · 2 days ago
Investor Relations Specialist
Miami, FL
Full-time
Onsite
Mid, Senior Level
2+ years expPhoenix Pro Connect is supporting a Miami-based firm in its search for an Investor Relations Advisor to lead capital-raising and investor relations across institutional and accredited-investor channels. This role involves developing investor relationships, expanding the investor base, and ensuring effective communication regarding investment strategies and performance.
Staffing & Recruiting
Hiring Manager
Cynthia Garces
Responsibilities
Own capital raising targets set by fund leadership across:
Institutional investors
High-net-worth individuals (HNWIs)
Accredited investors
Family offices and fund-of-funds
Develop and expand investor prospect pipeline using:
Existing industry relationships and investor network
CRM tools and investor database
High-touch networking and targeted outreach
Lead investor communications related to:
Investment strategy and positioning
Performance updates and outlook
Market and portfolio insights (as applicable)
Build investor confidence by responding to complex questions with clarity and credibility
Partner cross-functionally to ensure investor needs are met, and relationships are retained and expanded
Represent the firm externally in meetings, industry events, and networking engagements to articulate the firm’s capabilities and value proposition
Qualification
Required
2–5+ years of relevant experience in one or more of the following: Capital raising/investor sales, Institutional asset management, Wealth management, Sell-side research, Investment consulting
Proven ability to present and defend complex ideas to sophisticated, demanding audiences
Strong relationship-building and networking capability within the investor community
Excellent written and verbal communication
Collaborative, hands-on approach; operates as a true team player
Strong client service mindset with high emotional intelligence
Strong undergraduate academic credentials required
Series 7
Series 65
Series 82 Investor Relations Advisor for
English required
Preferred
Experience with reputable firms is preferred
Trade finance and/or asset-based lending (preferred)
Graduate degree preferred
MBA highly desirable
CFA highly desirable
Spanish preferred
Company
Phoenix Pro Connect, LLC
Welcome to Phoenix Pro Connect! 🚀 At Phoenix Pro Connect, we are more than just a talent acquisition firm – we are your strategic partners in shaping success.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Cynthia Rodriguez
Managing Partner & Founder
Company data provided by crunchbase