Senior Associate, Capital Markets – CA Phoenix Energy One, LLC

Phoenix Energy LLC; Irvine (CA); On-site; USD 500,000 - 3,000,000; Full time

Benefits offered by this job

Competitive compensation

Profit sharing

Start-up culture

Growth opportunities

Job summary

Phoenix Energy One, LLC, a privately owned oil and gas investment firm, seeks a Senior Associate, Capital Markets in California. You will work with the MD of Capital Markets and CFO, focusing on capital raising via the S-1 and D offerings and managing investor leads.

Ideal candidates have finance or accounting experience with a selling mindset and the ability to raise capital. Compensation is commission-based with no ceiling and potential earnings.

Qualifications

• Must possess SIE, series 63, and Series 7.
• Competent in various aspects of finance, accounting, and financial modeling.
• Ability to consult with potential investors over the phone or in person when required.
• Highly Motivated and able to meet deadlines.

Responsibilities

• Consult with inbound investor leads.
• Promote the S-1 and D offerings and convert inbound leads into Phoenix Investors.
• Engage with third-party vendors supporting the overall capital-raising efforts.

Skills

SIE

Series 63

Series 7

Finance & accounting

Financial modeling

Highly motivated

Meet deadlines

Willingness to learn

Tools

Financial modeling

Job description

Senior Associate, Capital Markets - CA

Job Description:

Managing a diverse portfolio of oil and gas assets and allocating capital towards the right acquisitions are key elements of the finance function at Phoenix. The Senior Associate will be working closely with the MD of Capital Markets and CFO with a focus on raising capital via the S-1 and D offerings being marketed by Phoenix. This role will be critical in the growth of the business and will get exposure to every function within the company. The ideal candidate for this role has practical experience in finance and or accounting with a propensity to sell and an ability to raise capital. The investment products being offered by Phoenix have annual yields ranging from 9 to 13% with monthly cash distributions and stands head and shoulders above other offerings in the marketplace. The ideal candidate will quickly learn the business and be ready to discuss the offering with inbound leads generated through digital marketing efforts the company is running. There is no ceiling for compensation in this role. The compensation for this position is commissions based. Earning up to 3 million per year is a realistic target for someone with the right skill set.

Major Responsibilities/Accountabilities:

• Consult with inbound investor leads
• Promote the S-1 and D offerings and convert inbound leads into Phoenix Investors
• Engage with third-party vendors supporting the overall capital-raising efforts

Required Skills:

• Must possess SIE, series 63, and Series 7
• Competent in various aspects of finance, accounting, and financial modeling
• Ability to consult with potential investors over the phone or in person when required
• Highly Motivated
• Ability to meet deadlines
• Willingness to learn a new industry

Phoenix Energy offers competitive compensation, 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.