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Investor Relations Specialist

UFUND Investment LLC
Austin, TX Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 4/16/2025

We are seeking an Investor Relations Specialist to play a key role in enhancing investor experiences and strengthening relationships with both existing and prospective investors. This role will involve supporting livestream events, promoting company activities to attract new investors, and collaborating with the Marketing team to execute UFUND Investment’s investor relations strategies, and much more to building and maintaining strong investor relationships and driving our company’s growth.

Job Description :

We are seeking an Investor Relations Specialist to play a pivotal role in enhancing investor experiences and fostering relationships with both existing and prospective investors. In this dynamic role, you will support livestream events, promote company activities to attract new investors, and collaborate closely with the Marketing team to execute UFUND Investment’s investor relations strategies. You’ll contribute to building and maintaining strong investor relationships while driving the company’s growth, with opportunities to take on a variety of impactful responsibilities.

Primary Responsibilities :

  • Initiative and Problem Solving : Take initiative, think creatively, and solve problems effectively. Embrace challenges and persist until all possible solutions have been explored.
  • Responsiveness : Act promptly and work at a fast pace. Be highly responsive to clients, team members, and partners.
  • Multitasking and Organization : Stay on top of tasks, juggle multiple responsibilities, and maintain strong organizational skills.
  • Livestream and Client Engagement : Manage livestream events, follow up closely with clients, and excel at closing deals. Be a strong closer with a focus on results.
  • Service Improvements : Proactively identify opportunities to improve services and gather feedback from clients and partners to enhance company efficiency and satisfaction.
  • Client Education : Continuously educate and inform clients about the company’s products, services, and special offers.
  • Collaboration : Work closely with the Marketing team to develop and implement investor relations programs, including strategies, operational plans, and budgets.
  • Project Updates : Gather information and provide timely updates and reports on ongoing projects.
  • Investor Events : Assist in planning and coordinating investor events to foster relationships and engagement.
  • Investor Communication : Maintain proactive communication with investors, address inquiries promptly, and strive to exceed expectations.
  • Lead Follow-Up : Re-engage with inactive and previous leads to explore potential opportunities and maintain close follow-up with existing customers.
  • Documentation : Maintain and update Investor Relations checklists and workflow materials to ensure efficiency and consistency.
  • Public Relations : Exhibit excellent public relations skills to communicate effectively with investors and align messages with their business interests.
  • Market Analysis : Leverage an understanding of economics to analyze market factors, competitors, and industry trends.

Qualifications :

  • Education : A BA / BS degree is required. Preferred fields include Business Administration, Marketing, Real Estate, Investment, Accounting, Public Relations, or related disciplines in the financial industry.
  • Language Skills : Bilingual proficiency required—native Chinese speaker with strong English skills.
  • Self-Starter : Demonstrates strong initiative, creativity, and problem-solving abilities.
  • Adaptability : Thrives in a fast-paced environment with excellent responsiveness.
  • Multitasking : Exceptional multitasking, organizational, and follow-up abilities.
  • Communication Skills : Strong written and verbal communication skills.
  • Relocation : Relocation to the Austin metro area is preferred, but not mandatory.
  • Professional Experience : A minimum of 2 years of experience in customer service, sales, marketing, or a related role in the financial industry is preferred.
  • Proven Experience : Track record of managing events, closing deals, and maintaining strong client relationships.
  • Interpersonal Skills : Excellent conflict resolution and interpersonal abilities, with the capability to build lasting client relationships and a passion for collaboration.
  • Motivation : Displays a go-getter attitude, self-motivation, and the ability to inspire and motivate others.
  • Compensation and Benefits :

  • Competitive base pay with performance-based company bonuses.
  • Flexible work schedule with the option to work remotely.
  • Preference for an independent contractor arrangement rather than W-2 employment.
  • Opportunity to collaborate with high-net-worth individuals and build valuable relationships within the community.
  • Gain insights into advanced investment strategies and opportunities.
  • Join a fast-growing, forward-thinking company focused on success and innovation.
  • Be part of a creative, efficient, energetic, and supportive team environment.
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    Job openings at UFUND Investment LLC

    UFUND Investment LLC
    Hired Organization Address TX Full Time
    We are seeking an Investor Relations Specialist to play a key role in enhancing investor experiences and strengthening r...

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