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

Phoenix Energy LLC; Denver (CO); On-site; USD 90,000 - 1,000,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life

Retirement

PTO

Job summary

Phoenix Energy One, LLC, headquartered in Denver, CO, is seeking a Senior Associate, Capital Markets to help raise capital through Regulation A+ and D offerings. You will work closely with the MD of Capital Markets and CFO to drive acquisitions and manage a diverse oil and gas asset portfolio.

The role emphasizes selling financial products and capital-raising initiatives with high commission potential. Ideal candidates have finance or accounting backgrounds, sales experience, and the ability to

Qualifications

• Experience in finance and/or accounting with ability to raise capital.
• Proven sales capability for financial products.
• Willingness to obtain/complete required securities exams.

Responsibilities

• Consult with inbound investor leads.
• Promote the A plus and D offerings and convert inbound leads into Phoenix Investors.
• Engage with third-party vendors supporting capital-raising efforts.
• Study for and pass the SEI, Series 63, and Series 7 or 82 exams.

Skills

Proven ability to sell financials

Finance and accounting knowledge

Strong communication skills

Education

Finance degree or accounting background

SEI, Series 63, Series 7 or Series 82 exams

Job description

Senior Associate, Capital Markets – CO

$90K – $1M/yr | Full-time | Medical, Dental, Vision, Life, Retirement, PTO

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, Capital Markets will be working closely with the MD of Capital Markets and CFO with a focus on raising capital via the Regulation A plus 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 A plus and D offerings and convert inbound leads into Phoenix Investors
• Engage with third-party vendors supporting the overall capital-raising efforts
• Study for and pass the SEI, series 63, and Series 7 or 82 Exams

Required Skills:

• Proven ability to sell financial products
• 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.