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To support investor relations, the full-time remote Investment Banking Analyst will research and qualify investor lists, initiate conversations, and book meetings with founders while managing accurate records of interactions.
Key responsibilities: Qualify investor lists based on opportunity stage, sector, check size, and recent activity before outreach Craft personalized messages to initiate conversations with potential investors and convert replies into calls Schedule meetings between qualified investors and founders, providing necessary context for discussionsRequired qualificationsExperience as an analyst in investment banking, M&A advisory, corporate finance, or capital advisory Ability to differentiate between long lists and qualified investor lists, with a clear methodology for qualification Proficient in writing concise, targeted messages that elicit responses from busy investors Demonstrated ability to maintain a high pace while ensuring quality and adhering to processes Familiarity with AI tools and their appropriate application in enhancing work quality

Also on the board Same function, level within a rung

Level

Senior

Location

New York, NY

Occupation

Financial and Investment Analysts

Industry

Portfolio Management and Investment Advice

Posted

4 days ago

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