Investor Development Representative (May 2026)

Fidelman & Company; United States; On-site; CAD 90,000 - 118,000; Full time

Job summary

Fidelman & Company is seeking a motivated Investor Development Representative to join our team in the United States. You will conduct cold investor outreach via call and email, liaise between investors and clients, and help maintain investor databases.

You will work with our Investment Banking team to deliver exceptional service, identify new investor opportunities, coordinate meetings, and report on outcomes to drive capital formation.

Qualifications

• Experience in investment banking or sales is an asset.
• Excellent verbal and written communication skills with the ability to adapt messaging to different audiences.
• Ability to work independently or collaboratively in a fast-paced and deadline-driven environment.
• Proficiency with MS Office applications and CRMs is an asset.
• Bachelor's Degree.
• Located in North America.

Responsibilities

• Initiate contact and engage with qualified investors through email, and phone calls
• Utilize direct sales techniques to effectively communicate client's capital raise
• Coordinate meetings between investors and client stakeholders
• Track interactions, follow-up, and report on outcomes
• Identify and develop relationships with new investors to promote our clients' investment opportunities
• Maintain an up-to-date database of investor contacts
• Respond to investor inquiries and create reports that document investor feedback, concerns, and suggestions

Skills

Communication skills

Independent / collaborative work

Deadline-driven

Education

Bachelor's degree

Tools

MS Office

CRM systems

Job description

Fidelman & Company is seeking a driven and personable Investor Development Representative to join our team. As an Investor Development Representative, you will be responsible for conducting cold investor outreach (call and email), liaising between investors and our clients, reporting, and managing investor databases. You will collaborate with our experienced Investment Banking team to provide exceptional service to our clients.

Responsibilities

• Initiate contact and engage with qualified investors through email, and phone calls
• Utilize direct sales techniques to effectively communicate client's capital raise
• Coordinate meetings between investors and client stakeholders
• Track interactions, follow-up, and report on outcomes
• Identify and develop relationships with new investors to promote our clients' investment opportunities
• Maintain an up-to-date database of investor contacts
• Respond to investor inquiries and create reports that document investor feedback, concerns, and suggestions

Requirements

• Experience in investment banking or sales is an asset
• Excellent verbal and written communication skills with the ability to adapt messaging to different audiences
• Ability to work independently or collaboratively in a fast-paced and deadline-driven environment
• Proficiency with MS Office applications and CRM's is an asset
• Bachelors Degree
• Located in North America