What are the responsibilities and job description for the Senior Associate, Capital Markets - CA position at Phoenix Energy One, LLC?
Managing a diverse portfolio of oil and gas assets and allocating capital towards the right acquisitions are key elements of the finance function at Phoenix. The Senior Associate will be working closely with the MD of Capital Markets and CFO with a focus on raising capital via the S-1 and D offerings being marketed by Phoenix. This role will be critical in the growth of the business and will get exposure to every function within the company. The ideal candidate for this role has practical experience in finance and or accounting with a propensity to sell and an ability to raise capital. The investment products being offered by Phoenix have annual yields ranging from 9 to 13% with monthly cash distributions and stands head and shoulders above other offerings in the marketplace. The ideal candidate will quickly learn the business and be ready to discuss the offering with inbound leads generated through digital marketing efforts the company is running. There is no ceiling for compensation in this role. The compensation for this position is commission-based. Earning up to 3 million annually is a realistic target for someone with the proper skill set.
Major Responsibilities/Accountabilities:
- Consult with inbound investor leads
- Promote the S-1 and D offerings and convert inbound leads into Phoenix Investors
- Engage with third-party vendors supporting the overall capital-raising efforts
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Required Skills:
- Must possess the following licenses: SIE, series 63, and Series 7
- Competent in various aspects of finance, accounting, and financial modeling
- Ability to consult with potential investors over the phone or in person when required
- Highly Motivated
- Ability to meet deadlines
- Willingness to learn a new industry
Phoenix Energy offers competitive compensation, potential for profit sharing, a start-up culture, and strong growth opportunities.
Job Type: Full-time
Pay: $90,000.00 - $1,000,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Vision insurance
Application Question(s):
- This position requires heavy phone sales. Please briefly describe your experience.
Ability to Commute:
- Irvine, CA 92612 (Required)
Work Location: In person
Salary : $90,000 - $1,000,000