Investor Relations Specialist

Title : Investor Relations Specialist

Location : Hybrid or Remote with occasional travel for investor events

About the Role

The Investor Relations Specialist is a relationship-driven professional responsible for nurturing and expanding relationships with BeQuests existing investors. This role is focused on delivering high-touch service, maximizing retention, and driving increased wallet share through strategic conversations, portfolio reviews, and personalized engagement.

IR Specialists work in close partnership with Hunters (new business development), the Investor Relations Coordinator (IRC) team, and Marketing to ensure a seamless investor experience from onboarding through long-term relationship management.

K ey Responsibilities

Investor Onboarding & Kickoff

• Personally conduct kickoff meetings with new investors within 14 days of funding.
• Reinforce the rationale behind the investor's decision, set expectations, and co-create a 6-month engagement plan.
• Own and manage the 65-day onboarding journey with a structured call / email cadence.
• Partner with IRC and Marketing to continuously refine onboarding based on feedback and results.

Relationship Management

Portfolio Reviews & Strategy

Referral Development

Strategic Collaboration

Ideal Candidate Profile

The ideal IR Specialist combines emotional intelligence, financial acumen, and strategic relationship-building. This person thrives on cultivating trust, delivering measurable value, and guiding investors toward long-term success with BeQuest.

Key Attributes

Why Join BeQuest?

At BeQuest, you'll play a key role in strengthening investor relationships that power our growth. You'll join a team that values transparency, collaboration, and excellence - while having a direct impact on investor success and firm performance.