Investor Development Representative (July 2026)
About the role
Fidelman & Company is seeking a driven and personable Investor Development Representative to join our team. As an Investor Development Representative, you will be responsible for conducting cold investor outreach (call and email), liaising between investors and our clients, reporting, and managing investor databases. You will collaborate with our experienced Investment Banking team to provide exceptional service to our clients. Responsibilities Initiate contact and engage with qualified investors through email, and phone calls Utilize direct sales techniques to effectively communicate client's capital raise Coordinate meetings between investors and client stakeholders Track interactions, follow-up, and report on outcomes Identify and develop relationships with new investors to promote our clients’ investment opportunities Maintain an up-to-date database of investor contacts Respond to investor inquiries and create reports that document investor feedback, concerns, and suggestions. Experience in investment banking or sales is an asset. Excellent verbal and written communication skills with the ability to adapt messaging to different audiences. Ability to work independently or collaboratively in a fast-paced and deadline-driven environment. Proficiency with MS Office applications and CRM's is an asset. Bachelors Degree Located in North America.
Not the right fit? Search for Investor Development Representative jobs in Canada
About Fidelman & Company
Fidelman & Company is a management consulting firm focused on strategy and finance for early to mid-stage companies. Our clients are companies that are looking to raise capital, sell their business, or buy another business -- We produce the transaction documents such as investor presentations, financial models, valuation analysis as well as capital structure and any market research needed.
While we are not brokers and do not solicit investors on our clients behalf, a Principal from the firm is often asked to stay on as an interim CFO/COO to assist with the transaction, participate in investor and board calls, and work with management to provide any additional diligence requests during the transaction.
Our clients range from crypto and cannabis startup funds, established $20M+ technology businesses, and most recently a pipeline project in Riga, Latvia and building a Vet Clinic in Kuwait. The common denominator always remains the documentation and support throughout the capital transaction process.
Fidelman & Company was recently named #452 on Inc 5000 list and on Inc's inaugural Power Partners list which consists of the 252 companies founders can't live without.
Similar Jobs
Investor Development Representative (July 2026)
About the role
Fidelman & Company is seeking a driven and personable Investor Development Representative to join our team. As an Investor Development Representative, you will be responsible for conducting cold investor outreach (call and email), liaising between investors and our clients, reporting, and managing investor databases. You will collaborate with our experienced Investment Banking team to provide exceptional service to our clients. Responsibilities Initiate contact and engage with qualified investors through email, and phone calls Utilize direct sales techniques to effectively communicate client's capital raise Coordinate meetings between investors and client stakeholders Track interactions, follow-up, and report on outcomes Identify and develop relationships with new investors to promote our clients’ investment opportunities Maintain an up-to-date database of investor contacts Respond to investor inquiries and create reports that document investor feedback, concerns, and suggestions. Experience in investment banking or sales is an asset. Excellent verbal and written communication skills with the ability to adapt messaging to different audiences. Ability to work independently or collaboratively in a fast-paced and deadline-driven environment. Proficiency with MS Office applications and CRM's is an asset. Bachelors Degree Located in North America.
Not the right fit? Search for Investor Development Representative jobs in Canada
About Fidelman & Company
Fidelman & Company is a management consulting firm focused on strategy and finance for early to mid-stage companies. Our clients are companies that are looking to raise capital, sell their business, or buy another business -- We produce the transaction documents such as investor presentations, financial models, valuation analysis as well as capital structure and any market research needed.
While we are not brokers and do not solicit investors on our clients behalf, a Principal from the firm is often asked to stay on as an interim CFO/COO to assist with the transaction, participate in investor and board calls, and work with management to provide any additional diligence requests during the transaction.
Our clients range from crypto and cannabis startup funds, established $20M+ technology businesses, and most recently a pipeline project in Riga, Latvia and building a Vet Clinic in Kuwait. The common denominator always remains the documentation and support throughout the capital transaction process.
Fidelman & Company was recently named #452 on Inc 5000 list and on Inc's inaugural Power Partners list which consists of the 252 companies founders can't live without.