Remote Investor Relations Associate
Company:Uptalent.io
Location:Mexico, U.S.
Languages:English
Seniority level:Lead, 5-7 years
Experience:5-7 years
Skills:
Communication SkillsLead GenerationFinancial analysisData entryRelationship managementSales experienceCRM
Requirements:
5-7 years in investor relations, private equity fundraising, or financial services. Demonstrated success engaging high‑net‑worth individuals and family offices. Strong CRM management skills (preferably HubSpot). Familiarity with outbound communications. Exceptional written and verbal business English. Discreet, professional, and meticulous with confidential information. Self‑starter with excellent time management and follow‑through. Prior exposure to real estate investments or alternative assets (bonus).
Responsibilities:
Conduct cold and warm outreach via email, LinkedIn, and Twitter. Research accredited investors, family offices, and wealth managers. Craft personalized messaging and schedule introductory calls. Maintain investor touchpoints in HubSpot (or similar CRM). Ensure timely follow-ups and track conversion metrics. Support pre-screen calls and qualify prospects. Draft tailored follow-up emails and quarterly updates. Help prepare deal summaries and pitch materials. Manage LinkedIn and Twitter presence. Engage with thought leaders and assist with social campaigns.
