Assistant, Investor Relations Phoenix Energy One, LLC

Phoenix Energy LLC; Irvine (CA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, Vision, Life

Retirement Plan

PTO

Job summary

Phoenix Energy is seeking an Assistant, Investor Relations to support the Capital Markets team in Irvine, CA. You will communicate with current and prospective investors, manage the investor account process, and prepare documents with Salesforce while coordinating with Marketing on investor packets.

The role offers a path for growth within a fast-paced startup environment and requires strong communication, detail-orientation, and deadlines-driven work ethic.

Qualifications

• BS/BA degree in communications, marketing, business, finance, or related field.
• Detail oriented with strong Excel skills.
• Excellent written and verbal communication.
• Ability to meet deadlines and learn quickly in a fast-paced environment.

Responsibilities

• Be the right hand to the Capital Markets team and support investor relations.
• Communicate with current and prospective investors to educate and manage the process.
• Provide status updates on accounts and answer investor inquiries via phone and email.
• Generate documents for internal/external stakeholders using Salesforce.
• Enter and manage data in the investor database.
• Assemble custom investor packets with Marketing for projects.
• Support direct mail marketing campaigns for the Investor Relations program.

Skills

BS/BA Degree

Detail oriented

Microsoft Excel

Written communication

Verbal communication

Time management

Education

BS/BA Degree

Tools

Salesforce

Job description

Assistant, Investor Relations

$60K – $75K/yr | Full-time | Medical, Dental, Vision, Life, Retirement, PTO

Job Description

The Investor Relations Assistant will work closely with the Capital Markets team at Phoenix Energy and will be directly communicating with current and prospective investors. This role will be critical to the efficiency of the team and will be the point of contact for investor relations and support in partnership with their dedicated Capital Markets counterparts. The ideal candidate has high-level attention to detail, critical thinking and is excellent at communicating effectively with external partners. Our financial bond offerings at Phoenix Energy are an industry disrupter within our competitive set and this role offers both experience and growth opportunity for the right candidate.

Major Responsibilities/Accountabilities:

• Be the right hand to the Capital Markets team working together to foster investor relationships and ensure investor needs are the top priority for the department.
• Communicate directly with current and prospective investors to educate and manage the application process, workflow through the online experience, provide status updates on account, and general investor inquiries.
• Answer all incoming phone calls from existing investors to assist with dedicated account changes along with helping the inbound main phone line.
• Assist and respond to all incoming emails related to dedicated accounts including general investor inquiries, account changes, and funding questions.
• Experience with Salesforce and like management platforms to generate appropriate documents for internal and external stakeholders.
• Execute data entry and data management in company’s proprietary database for investor account tracking.
• Assemble custom investor packets ensuring project timelines are met and executed in partnership with Marketing.
• Assist in direct mail marketing campaigns and Investor Relations program in partnership with Marketing.

Required Skills:

• BS/BA Degree – concentration in communications, marketing, business management, finance, management and/or like discipline.
• Detail orientated with strong Microsoft Office skills (emphasis on Excel).
• Excellent written and verbal communication skills.
• Ability to meet deadlines and willingness to learn a new industry in a fast-paced environment.

Preferred Skills:

• Customer Service / Relations experience.
• Administrative experience.
• Phone Experience
• Experience with Salesforce or other CRM software.

Qualities We Look For:

• Integrity: You are highly accountable and trustworthy.
• Reliable: You are on time and dependable.
• High Standards: You take pride in your work and work with excellence.
• Curious: You are energized by learning and finding creative solutions to new situations.
• Self-Starter: You are ambitious and take initiative and thrive in environments with minimal supervision.
• Positive Attitude: You have an upbeat demeanor and a mindset that no task is too big or too small.
• Teachable: You receive instruction and correction and are flexible in making required adjustments.

Here at Phoenix Energy, we value and thrive on diversity for the benefit of all. We know that having a variety of perspectives grows our skills, creativity, and our ability to improve our employees’ and clients’ lives. To that end, we are committed to a work environment that supports, respects, and celebrates all individuals. We are proud to be an Equal Opportunity Employer.

We offer competitive compensation, the potential for profit sharing, a start-up culture, and strong growth opportunities.

Company Description

Phoenix Energy One, LLC, is a privately owned oil and gas investment firm specializing in mineral rights and leasehold acquisitions. The company is headquartered in the Denver Tech Center with satellite offices in Casper, WY, Irvine, CA, Ft Lauderdale, FL, Williston and Dickinson, ND, Chicago, IL, and Dallas, TX. Phoenix Energy One, LLC is pursuing an aggressive growth strategy and is pioneering a one-of-a-kind business model within the energy sector. The founding members of Phoenix Energy One, LLC have decades of industry experience.