Strategy Investor Relations Associate

Investor Relations Associate

A leading private equity firm is looking to bring on an investor relations associate to support the Director of Investor Relations in a strategy seat.

This role is ideal for candidates coming from a consulting background who have a strong understanding of business strategy, financial analysis, and excellent communication skills.

As an IR Associate, you will play a key role in supporting the development and execution of our investor relations strategy and assist in strategic planning initiatives that drive business growth.

Key Responsibilities :

Investor Relations :

• Support the preparation of quarterly earnings materials, investor presentations, and other external communications.
• Maintain and update investor databases and ensure accurate tracking of shareholder inquiries and interests.
• Collaborate with senior management to craft clear and consistent messaging for investor communications.
• Assist in preparing financial models, company performance analysis, and competitive benchmarking.
• Manage investor relations calendar, coordinating meetings, roadshows, and conference participation.

Strategy :

• Conduct in-depth market and industry research to inform corporate strategy and business development opportunities.
• Support the formulation of long-term strategic plans in collaboration with the senior leadership team.
• Analyze financial reports, forecasts, and KPIs to monitor business performance and identify key trends.
• Develop strategic insights from competitive analysis, market trends, and macroeconomic factors that influence business decisions.

Cross-Functional Collaboration :

• Partner with finance, legal, and communications teams to ensure consistency in investor and strategic communications.
• Provide support to senior leadership in preparing board materials, ad hoc analyses, and internal presentations.
• Help drive the execution of strategic initiatives and projects across the organization.

Qualifications :

• Bachelor’s degree in Business, Economics, Finance, or related field; MBA or advanced degree preferred.
• 2-4 years of experience in consulting, investment banking, or a similar strategic role, with exposure to financial modeling and analysis.
• Strong analytical skills with the ability to process complex financial data and communicate insights clearly.
• Excellent written and verbal communication skills; experience in creating high-quality presentations and reports.
• Proficiency in Microsoft Excel and PowerPoint; familiarity with investor relations platforms or CRM tools is a plus.
• Strong attention to detail, ability to multitask, and work in a fast-paced, dynamic environment.
• Proven ability to work collaboratively in cross-functional teams and manage relationships with senior stakeholders.

Desired Skills and Attributes :

• Strategic thinker with the ability to balance long-term planning with short-term priorities.
• Self-starter who thrives in a fast-paced, evolving environment.
• Strong relationship management and interpersonal skills.
• Comfort in interfacing with senior leadership, investors, and external stakeholders.
• Interest in capital markets, corporate strategy, and financial communications.
2 days ago