Harris Investment Group is seeking an experienced individual to join the Investor Relations team at the firm's headquarters in Provo, Utah. Your role will primarily involve raising capital by building relationships with prospective and existing investor partners. By leveraging your background in wealth management or other investment management experience, you will seek to secure investment capital from high-net-worth individuals, family offices, and other institutions. Raising capital will be primarily accomplished by relationship building through one-on-one meetings, consultations, and events with prospects and existing investor partners. This role will report to the Head of Investor Relations.
How will you spend your time?
Harris Investment Group is a boutique investment firm with a small team. While this role may evolve and expand over time, today it will include:
This is an on location job, you will be required to work in office everyday, office location in Provo, UT.
Developing relationships with existing investor partners through regular portfolio review meetings
Conducting portfolio analyses for investor partners to uncover opportunities to maximize their investment objectives and potentially new assets for the firm
Regular day-to-day communication with investor partners
Participating in capital raise calls and meetings with other members of the Investor Relations team
Sourcing new capital from HNWI, family offices, and other institutional investors
Developing our strategic partnership network that serve the same investor partners
Participating in investor-facing events during and outside typical work hours
Position Qualifications
7-10 years of Investor Relations, wealth management, or other investment management experience
Strong understanding of investment strategies and portfolio allocation acumen
Demonstrated history of success in capital raising
Strong written and oral communication skills for relationship building
Strong account management skills
Ability to perform in a fast-paced, dynamic environment with time-sensitive deadlines and multiple demands
Ability to learn and work independently as well as collaboratively in a team environment
Position Benefits
Annual base pay between $90,000-120,000
Commission and Bonus opportunities
$500 per month credit towards Medical insurance
Dental, Vision and other supplementary benefits available