How to hire an investor

How to hire an investor, step by step

Here's a step-by-step investor hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an investor job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new investor
• Step 8: Go through the hiring process checklist

What does an investor do?

Post an investor job for free, promote it for a fee

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1. Identify your hiring needs

   The investor hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   You should also consider the ideal background you'd like them an investor to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire an investor that fits the bill.

   The following list breaks down different types of investors and their corresponding salaries.

   Type of Investor	Description	Hourly rate
   Investor	Public relations specialists create and maintain a favorable public image for the organization they represent. They design media releases to shape public perception of their organization and to increase awareness of its work and goals.	$17-102
   Public Relations	Public relations is a strategic way of developing and maintaining a client's or company's public image through media coverage, appearances, and press releases by designing and developing events to raise funds or to spread awareness to the public regarding products, brands, or individuals. It involves research and evaluation of programs including financial, marketing, employee, or government relations using topics of public interest and news items... Show more	$15-34
   Communications Consultant	Communications consultants are responsible for preparing media releases, whether through print, video, or email. They perform varied tasks that may include working on complete projects such as media analysis and branding, creating strategies to reinforced communication among clients and employees, and providing guidance and recommendations to a company's public relations team... Show more	$30-62

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Financial Statements
   • IR
   • Press Releases
   • Investment Community
   • Real Estate
   • Reconciliations
   • Due Diligence
   • Private Equity
   • Securities
   • Client Relationships
   • Personal Portfolio
   • Risk Management
   • Buy Side
   • Equities

   Check all skills

   Responsibilities:

   • Manage $250K portfolio with exposure to commodities, futures, and equities.
   • Manage a grand opening, create business website and Facebook marketing, implement marketing campaigns and sales events.
   • Manage nation-wide CRM application between technical teams and business departments.
   • Manage commercial and multifamily REO portfolio preparing property operating plans to enhance value and marketability of REO asset
   • Prepare and review necessary reconciliations to ensure assets balance and agree to FNMA actual/actual and schedule/actual reports.
   • Procure replacement instruments regarding lose securities.

   More investor duties

3. Make a budget

   Including a salary range in your investor job description is one of the best ways to attract top talent. An investor can vary based on:

   • Location. For example, investors' average salary in hawaii is 52% less than in district of columbia.
   • Seniority. Entry-level investors 83% less than senior-level investors.
   • Certifications. An investor with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in an investor's salary.

   Average investor salary

   $88,055yearly

   $42.33 hourly rate

   ---

   Entry-level investor salary

   $36,000 yearly salary

   Updated January 22, 2026

   Average investor salary by state

   Rank	State	Avg. salary	Hourly rate
   1	District of Columbia	$138,181	$66
   2	New York	$120,303	$58
   3	Massachusetts	$119,422	$57
   4	Virginia	$118,351	$57
   5	New Jersey	$115,195	$55
   6	California	$107,485	$52
   7	Ohio	$91,044	$44
   8	Georgia	$84,120	$40
   9	Maryland	$82,825	$40
   10	Pennsylvania	$77,757	$37
   11	Illinois	$77,408	$37
   12	Colorado	$69,719	$34
   13	Texas	$64,687	$31
   14	Florida	$61,017	$29
   15	Kansas	$58,755	$28

   Average investor salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Goldman Sachs	$212,106	$101.97	13
   2	Citi	$206,428	$99.24	37
   3	State Street	$191,977	$92.30	2
   4	DocuSign	$190,146	$91.42
   5	Point72	$187,492	$90.14	1
   6	Viking Global Investors	$177,155	$85.17	2
   7	BNY Mellon	$168,083	$80.81	2
   8	Morgan Stanley	$165,312	$79.48	29
   9	Google	$153,978	$74.03
   10	Blackstone Group	$149,180	$71.72
   11	Joby Aviation	$146,507	$70.44
   12	CEXEC	$146,029	$70.21
   13	Horizon Media	$144,681	$69.56	4
   14	Champion Mortgage Holdings Corp.	$140,162	$67.39
   15	mCube	$137,892	$66.29
   16	EARNEST Partners	$136,445	$65.60	1
   17	T. Rowe Price	$132,070	$63.50	11
   18	Roivant Sciences	$131,078	$63.02
   19	Wellington Management	$130,257	$62.62
   20	World Economic Forum	$129,658	$62.34

4. Writing an investor job description

   A job description for an investor role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's an investor job description:

   Investor job description example

   Leading the future in luxury electric and mobility
   At Lucid, we set out to introduce the most captivating, luxury electric vehicles that elevate the human experience and transcend the perceived limitations of space, performance, and intelligence. Vehicles that are intuitive, liberating, and designed for the future of mobility.
   
   We plan to lead in this new era of luxury electric by returning to the fundamentals of great design - where every decision we make is in service of the individual and environment. Because when you are no longer bound by convention, you are free to define your own experience.
   
   Come work alongside some of the most accomplished minds in the industry. Beyond providing competitive salaries, we're providing a community for innovators who want to make an immediate and significant impact. If you are driven to create a better, more sustainable future, then this is the right place for you.
   
   We are currently seeking an Investor Relations Lead/Staff Analyst. Our ideal candidate exhibits a can-do attitude and approaches his or her work with vigor and determination. Candidates will be expected to demonstrate excellence in their respective fields, to possess the ability to learn quickly and to strive for perfection within a fast-paced environment.
   You Will:Interact closely with all domains within Lucid to develop materials for use in communications with investors, shareholders, and the Board of Directors.Contribute to the quarterly earnings process, including the earnings presentation, press release, and script Q&A content.Manage requests from investors, shareholders, and the Board of Directors, and ensure that all action items are driven to closure.Manage investor and meeting databases as well as related analytics and reporting Provide on-going information to the IR and executive team regarding investor feedback, perceptions and opinions, competitive intelligence from equity research positions and summaries, relative stock price movements, and periodic ownership analysis Support the crafting of the company's messaging for the financial community such as during investor conferences, non-deal roadshows, etc. Develop and maintain a robust understanding of business drivers and metrics; identify/track key themes and topics for investor discussions to inform the IR team and executives on emerging trends Build models and leverage data analysis to understand complex relationships, identify key trends, and gain insight on our revenue/expense line items, drivers and scalability Perform a competitive and strategic analysis on Lucid, its peers, and the industry as well as buy/sell-side trends to help keep management aware of the markets and investor views Assist in the management of the IR section of the website
   You Bring:Passion for transforming the automotive and mobility industry Excellent critical thinking, research, and analytical capabilities Strong financial modeling skills, as well as a sound understanding of accounting, corporate finance, and valuation methodologies Ability and willingness to adjust priorities quickly based on the needs of the organization Proficiency with the Microsoft Office suite of products (perform complex functions) Self-starter attitude, high attention to detail, and ability to work with ambiguity Strong communication skills, multitasking skills, and ability to solve problems independently Aptitude for driving tasks to completion with minimal guidance while still operating in a team environment7+ years of relevant experience in investor relations, buy-side, or sell-side research AdvantageousPrior experience in automotive or mobility Education RequirementsBachelor's degree in finance, accounting, management, business, engineering or other relevant fields
   At Lucid, we don't just welcome diversity - we celebrate it! Lucid Motors is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, national or ethnic origin, age, religion, disability, sexual orientation, gender, gender identity and expression, marital status, and any other characteristic protected under applicable State or Federal laws and regulations.
   
   Notice regarding COVID-19 protocols
   At Lucid, we prioritize the health and wellbeing of our employees, families, and friends above all else. In response to the novel Coronavirus all new Lucid employees, whose job will be based in the United States may or may not be required to provide original documentation confirming status as having received the prescribed inoculation (doses). Vaccination requirements are dependent upon location and position, please refer to the job description for more details.
   
   Individuals in positions requiring vaccinations may seek a medical and/or religious exemption from this requirement and may be granted such an accommodation after submitting a formal request to and the subsequent review and approval thereof by our dedicated Covid-19 Response team.
   
   To all recruitment agencies: Lucid Motors does not accept agency resumes. Please do not forward resumes to our careers alias or other Lucid Motors employees. Lucid Motors is not responsible for any fees related to unsolicited resumes.

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right investor for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your investor job on Zippia to find and recruit investor candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Recruiting investors requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new investor

   Once you've found the investor candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   Once that's done, you can draft an onboarding schedule for the new investor. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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