Yrefy LLC

Yrefy LLC

Investor Relations Specialist

Phoenix, AZ · Full-time

Sponsorship not specifiedDetected 7 days ago
CRMSalesOutbound SalesExcelCustomer SupportCommunicationCollaborationMicrosoft Office

About the role

  • Understands potential and current investors' needs and identifies potential investment opportunities.
  • Explains and demonstrates products and service features.
  • Answers potential and current investors' questions when appropriate.

Responsibilities

  • This role combines investment sales, financial knowledge, and relationship management to build investor confidence, support capital-raising efforts, and contribute to Yrefy's continued growth.
  • Communicates with potential and current investors, taking inbound calls, making outbound calls, and following up on leads/tasks.
  • Knowledgeable of industry trends, competitor performance, and investor sentiment to inform management and collaborate in developing company strategy.
  • Develop accurate investor records and engagement history, including prospects, in the approved CRM system.
  • Partner with Finance, Compliance, and Marketing to align messaging and reporting.
  • Perform other related duties as assigned.

Requirements

  • Attend all meetings and training courses as required.
  • 2-4 years in investor relations or financial services, or a proven track record in an outbound/inbound phone sales role, and experience in conferences or industry events.

Skills

  • Excellent customer service skills.
  • Strong listening and communication skills.
  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.

Company info

  • Ensure all investor communications meet SEC, FINRA, and company standards.
  • Collaborates with the Compliance Department to ensure documents comply with SEC, FINRA, and company regulations and industry standards.
Apply directly at Yrefy LLC →Create a free account for alerts like thisView Yrefy LLC immigration profile

This listing is sourced directly from Yrefy LLC's careers page and normalized into a canonical job model.