This senior role focuses on identifying, managing, and converting investor leads, with an emphasis on establishing high-impact relationships. The ideal candidate will have advanced analytical skills, a robust understanding of capital markets, and expert-level Excel proficiency to manage and present financial data effectively.
Responsibilities
- Strategic Investor Lead Generation: Develop strategies to attract targeted investors, leveraging in-depth market research and tailored outreach approaches.
- Advanced Lead Nurturing and Conversion: Cultivate and manage investor relationships with a focus on high-value conversions, maintaining proactive, clear, and strategic communication with leads.
- Financial Analysis and Reporting: Utilize advanced Excel skills to perform complex financial analyses, develop investment reports, and present actionable insights that support investor decision-making.
- Investor Presentations: Prepare and deliver presentations that showcase the company's financial position and growth prospects, tailored to meet the specific needs and interests of potential investors.
- Market and Competitor Analysis: Stay informed on industry trends and competitor actions, identifying opportunities to enhance Soleos Solar's value proposition to investors.
- Leadership in Investor Engagement Events: Lead and coordinate investor events, including meetings, conferences, and roadshows, ensuring impactful engagement.
- Data Management and CRM Oversight: Oversee the management of investor data within CRM tools and Excel, maintaining accurate records of lead progression, conversions, and investor feedback.
Qualifications
- Experience: Minimum 3+ years in investor relations, lead generation, financial analysis, or a similar role in renewable energy, finance, or technology.
- Educational Background: Bachelor's degree in Finance, Business, Economics, or a related field. CFA or advanced financial certifications are advantageous.
- Advanced Excel Skills: Mastery of Excel for financial modeling, data analysis, pivot tables, VLOOKUPs, and advanced formulas is mandatory.
- Lead Nurturing Expertise: Demonstrated ability to guide complex investor leads through to conversion, with proven experience managing high-value relationships.
- Strategic Communication Skills: Exceptional written and verbal communication skills, with the ability to convey complex information effectively and professionally.
- Analytical and Problem-Solving Abilities: Highly developed analytical skills with a strategic approach to solving challenges and uncovering actionable insights.
- CRM and Data Management Skills: Proficiency in CRM tools for tracking investor interactions and managing relationships, with meticulous attention to data accuracy.
- Interpersonal and Relationship-Building Skills: Proven track record of building and sustaining investor relationships, with a commitment to delivering outstanding service.
