Investor Relations Specialist
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Overview
Job Description
Job Title: Investor Relations Specialist Status: Full-time/Exempt, On-site
Department: Investor Relations
Reports to: EVP of Investor Relations andBroker Dealer Compliance Department
Position Summary
The Investor Relations Specialist will be the primary point of contact for Yrefy's investors, ensuring accurate, timely, and compliant communication. This role combines financial knowledge and relationship management to strengthen investor confidence and support Yrefy's growth. Responsible for communicating with potential and current investors while understanding their needs and concerns.
Key Responsibilities
Investor Communication: Distribute investor updates, monthly & quarterly performance reports, and educational materials.
Communicates with potential and current investors, taking inbound calls, making outbound calls, and following up on leads/tasks. No cold calling.
Understands potential and current investors' needs and identifies potential investment opportunities.
Explains and demonstrates products and service features.
Answers potential and current investors' questions when appropriate.
Compliance: Ensure all investor communications meet SEC, FINRA, and company standards. Collaborates with the Compliance Department to ensure documents comply with SEC, FINRA, and company regulations and industry standards.
Financial Assessment: Compile and review investor financial data to make appropriate recommendations of suitability for investment. Attend all meetings and training courses as required. Keeps up with product information, updates, and industry standards.
Market Intelligence: Track industry trends, competitor performance, and investor sentiment to inform management and collaborate in developing company strategy.
Events: Represent Yrefy at investor webinars, meetings, and conferences when needed.
CRM Management: Develop accurate investor records and engagement history, including prospects, in the approved CRM system.
Cross-Functional Collaboration: Partner with Finance, Compliance, and Marketing to align messaging and reporting. Perform other related duties as assigned.
Performance Metrics (how success is measured)
Timeliness and accuracy of investor communication and CRM management
Investor engagement and satisfaction
Compliance adherence
Contribution to investor retention (goal of 80%) and growth (goal of 8 new investments/month)
Qualifications
Licenses: SIE, Series 63, and Series 7 or Series 82
Satisfy all requirements of broker/dealer for dual employment
Education: Bachelor's degree in Finance, Economics, Accounting, or related field preferred.
Experience: 2–4 years in investor relations or financial services, or a proven track record in an outbound/inbound phone sales role, and experience in conferences or industry events.
Knowledge, Skills, and Abilities:
Excellent customer service skills.
Strong listening and communication skills.
Strong financial acumen to contrast and compare various investment vehicles
Proficiency in MS Excel, PowerPoint, and CRM tools
Knowledge of SEC and FINRA compliance and reporting standards
Ability to be flexible with inbound call coverage.
Preferred Attributes
Experience in fintech or student loan refinancing
Familiarity with equity and debt instruments
Ability to manage multiple priorities under tight deadlines
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift 15 pounds at times.
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