Investor Relations Advisor (Capital Raising)

Investor Relations Advisor (Capital Raising) - Miami, FL (Onsite)

Phoenix 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 individual will serve as a primary point of contact for select investor relationships while expanding the firm's investor base through strategic outreach, networking, and disciplined follow-through.

What You'll Do (Key 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 propositio.n

Qualifications
Experience

• 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
• Experience with reputable firms is preferred
• Broad exposure across asset classes is helpful, especially:
• Fixed income
• Hedge funds
• Private equity
• Trade finance and/or asset-based lending (preferred)

Skills & Competencies

• 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

Education

• Strong undergraduate academic credentials required
• Graduate degree preferred ; MBA highly desirable
• CFA highly desirable

Licenses (Preferred/Required Depending on Scope)

• Series 7
• Series 65
• Series 82 Investor Relations Advisor for ...

Language

• English required
• Spanish preferred