New Silver

Director of Investor Relations

New Silver

full-time

Posted on:

Location Type: Remote

Location: ConnecticutUnited States

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Salary

💰 $250,000 per year

Job Level

About the role

  • Lead execution of capital raises with HNWIs, family offices, wealth managers, and other private capital sources.
  • Build, maintain and expand a high-quality pipeline of prospective investors; cultivate long-term relationships and act as a trusted advisor to investors.
  • Interface with and close HNWI investor leads that come in from various marketing channels.
  • Plan and lead investor roadshows, conferences, dinners, and meetings.
  • Own investor communications: quarterly investor letters, performance reporting, investor Q&As, and materials for board/investor meetings.
  • Ensure best-in-class investor service and responsiveness; coordinate subscription/closing processes and ongoing KYC/AML/compliance.
  • Manage CRM (HubSpot and CashFlowPortal) and investor tracking processes.
  • Lead on capital markets initiatives, including securitizations, loan sales, whole-loan transactions, warehouse financing, and other liability or capitalization solutions.
  • Lead investor due diligence processes for structured transactions and secondary sales.
  • Develop and execute multi-year capital raising strategy and annual targets in partnership with senior leadership.
  • Develop investor pitch materials, financial models and transaction teasers; present to investors and rating agencies as needed.
  • Track market trends, investor appetite, and competitive activity; proactively recommend funding and capital strategies.

Requirements

  • Bachelor’s degree required; MBA, CFA, or other advanced degree preferred.
  • Minimum 5+ years of experience in investor relations, private placements, capital raising or capital markets for asset managers, specialty finance firms, or structured finance teams.
  • Proven track record raising capital from HNWIs, family offices, RIAs, wealth managers and other private capital pools.
  • Hands-on experience executing or marketing securitizations, loan sales, whole-loan transactions, or similar structured financings.
  • Understanding of structured finance documentation and execution (trust structures, indentures, servicing, waterfall mechanics, rating agency process a plus).
  • Strong financial modeling skills and ability to explain structures and economics to investors.
  • Excellent written and verbal communication and presentation skills; comfort presenting to C-suite and external investors.
  • Experience working closely with legal, compliance, accounting, and product teams.
  • Excellent communication and interpersonal skills — you’re persuasive, polished, and professional.
  • High motivation, self-discipline, and the ability to thrive in a remote, entrepreneurial environment.
  • Proficiency with tools like Microsoft Office, Google Workspace, and CRM systems.
Benefits
  • Work primarily remotely
  • Be a key leader
  • Get together with your co-workers around the globe, with all expenses paid for
  • Help real people succeed in business
  • 100% health, dental and life insurance covered by employer
  • 401K match
  • Unlimited days off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
capital raisinginvestor relationsfinancial modelingstructured financesecuritizationsloan saleswhole-loan transactionsdue diligenceKYCAML
Soft Skills
communicationpresentationinterpersonalpersuasiveprofessionalself-disciplinemotivationrelationship buildingtrust advisorresponsiveness
Certifications
MBACFA