Investor Relations & Capital Markets Associate

Pravati Capital LLC; Scottsdale (AZ); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services firm in Scottsdale is seeking a Capital Markets Associate. You will manage fundraising efforts, engage investors through outreach, and maintain strong client relationships. Ideal candidates should have a Bachelor's degree and 1-3 years of relevant experience in capital markets or investor relations. Proficiency in CRM tools and strong communication skills are essential. This role requires occasional travel and offers a chance to work in a dynamic environment.

Qualifications

• 1-3 years of experience in capital markets or investor relations.
• Comfortable with phone-based outreach and marketing efforts.
• Knowledge of SEC regulations for investment advisors.

Responsibilities

• Engage prospective investors through outreach and meetings.
• Prepare due diligence materials and assist with investor requests.
• Maintain and organize investor contact profiles in CRM.

Skills

Multitasking skills

Communication skills

Outbound marketing

Financial acumen

Education

Bachelor’s Degree in Accounting, Finance, Marketing, Economics, or related field

Tools

CRM software

Microsoft Office Suite

Job description

A financial services firm in Scottsdale is seeking a Capital Markets Associate. You will manage fundraising efforts, engage investors through outreach, and maintain strong client relationships. Ideal candidates should have a Bachelor's degree and 1-3 years of relevant experience in capital markets or investor relations. Proficiency in CRM tools and strong communication skills are essential. This role requires occasional travel and offers a chance to work in a dynamic environment.