Kopernik Global Investors, LLC · 1 month ago
Investor Relations Associate
Tampa, FL
Full-time
Onsite
New Grad, Entry LevelKopernik Global Investors, LLC is an SEC registered investment adviser providing investment management services to individual and institutional investors. The Investor Relations Associate will develop knowledge of the firm's investment philosophy and support sales activities while cultivating relationships with clients and prospects.
Financial Services
No H1B
Responsibilities
Develop a deep knowledge of Kopernik’s investment philosophy, process, and products, including an understanding of the target endmarket (Family Offices, RIAs, Financial Advisors, Endowments & Foundations, Corporate Plans, OCIOs)
Utilize a consultative approach to position Kopernik’s investment platform via phone and email; the goal is to 'know your client' and help them to thoroughly understand Kopernik
With guidance of the external sales partner, cultivate new business opportunities and maintain assigned intermediate relationships. Proactively drive activity through a model of outbound calls, emails, and digital campaigns to clients/prospects
Utilize SalesForce CRM platform to input and maintain client profile information, maintain a prospect pipeline, and manage marketing campaigns and databases
Proactively support sales activities which may include handling meeting coverage requirements; preparing for due diligence meetings; preparing and ordering proposal materials; providing assigned external partner with communication and talking points on the portfolio and help plan/coordinate clients events during CIO/PM visits to territory
The position provides the opportunity to become the main contact for specific clients/prospects
Maintain and strengthen knowledge base regarding all aspects of the investment industry, competitors, and products available in the securities marketplace
Qualification
Required
Bachelor's Degree required
FINRA series 7 license is required
B2B sales and cold calling is required
Excellent verbal and written communication skills
Demonstrated ability to cultivate relationships and contribute to a teambased environment
Professionalism, positive attitude, perseverance, mental toughness, and initiative in the face of challenges; must be able to take direction and accept constructive criticism
Sales desk experience and general knowledge of financial markets, investment concepts, and related industry regulations
Wellorganized with attention to detail
Experience working with marketing database platforms (e.g., eVestment, Morningstar) and CRM platforms (Salesforce, MARS) a plus
This is not a remote position and will require relocation if not already local to the Tampa, FL area
Being authorized to work in the U.S. without employer sponsorship is a precondition of employment
Company
Kopernik Global Investors, LLC
Kopernik Global Investors is a global equity investment management specialist focused on a fundamental, bottom-up, and value-oriented process.
Founded in 2013
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Dave Iben
Chief Investment Officer and Lead Portfolio Manager
Recent News
2025-05-17
2025-04-23
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