Investor

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.

Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.

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 :

• Bachelor’s Degree required.
• Excellent verbal and written communication skills.
• Demonstrated ability to cultivate relationships and contribute to a team-based environment.
• Professionalism, positive attitude, perseverance, mental toughness, and initiative in the face of challenges; must be able to take direction and accept constructive criticism.
• Sales desk experience and general knowledge of financial markets, investment concepts, and related industry regulations.
• Well-organized with attention to detail.
• FINRA series 7 & 63 / 65 or 66 licenses highly preferred.
• Experience working with marketing database platforms (e.g., eVestment, Morningstar) and CRM platforms (Salesforce, MARS) a plus.

Additional Requirements :

• This is not a remote position and will require relocation if not already local to the Tampa, FL area.

The firm provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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Last updated : 2024-10-08