As part of our Investor Development and Research team, you will play a critical role in building and maintaining strong relationships with both new and existing investors. This is a unique opportunity to contribute to the strategic positioning of Greenstone and shape how we communicate our value proposition across the investment community.
Key Responsibilities Investor Outreach & Engagement
- Identify and engage new prospective investors across key markets
- Reactivate dormant investor relationships through tailored outreach strategies
- Collaborate with team members to generate and secure meetings with high potential investors
Campaign & Roadshow Management
- Coordinate and manage investor roadshow calendars, ensuring timely follow ups and execution
- Support logistics and preparation for investor meetings and presentations
Strategic Alignment & Reporting
- Match Investor Intelligence Reports with current product offerings to create strategic alignment
- Engage with internal stakeholders (including the IR and product teams) to optimize investor messaging
CRM & Data Management
- Maintain accurate investor data and engagement history in our CRM system
- Continuously improve data quality, segmentation, and usage of CRM tools to support investor targeting and follow up
Corporate Positioning & Communications
- Support the development of a comprehensive investor communications strategy
- Work closely with marketing and leadership to articulate the firm's value proposition and business model to external stakeholders
- Help refine and distribute investor content to deepen investor understanding of Greenstone's platform, products, and performance
About You
- Strong understanding of the investment management landscape and investor behavior
- Excellent organizational, communication, and relationship building skills
- Proficiency in using CRM tools (e.g., Salesforce or equivalent)
- Self starter with the ability to manage multiple workstreams in a fast paced, collaborative environment
Seniority level
Employment type