Investor Relations Associate

Investor Relations Associate

Kopernik Global Investors, LLC is an SEC registered investment adviser under the Investment Advisers Act of 1940. The Firm provides investment management services to individual and institutional investors. Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist.

Summary :

The position is based in Tampa, Florida, and reports to Investor Relations. The ideal candidate will have a passion for value investing, a high level of integrity and put the needs of our clients first. They must be self-starters and should thrive in a smaller, employee-owned company environment.

Responsibilities :

• Develop a deep knowledge of Kopernik's investment philosophy, process, and products, including an understanding of the target end-market (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.

Requirements :

Additional Requirements :