Responsibilities
The Investor Relations Associate / Senior Associate will :
- Develop materials for the quarterly earnings calls, 1x1 meetings, analyst days and road shows, ensuring all messaging is consistent.
- Oversee logistics for investor relations events including meetings, conferences and investor road shows
- Convey investor sentiment to management and make recommendations on communication that promotes a better understanding of the company’s value proposition
- Research, analyze, and report on stock ownership, institutional investor base, trading activity, company peers and competitors’ financial statements and valuation.
- Assist in developing, implementing, and managing databases and reports that directly support the Investor Relations strategy
- Gather marketplace information to keep management apprised of industry trends, transactions, investor point-of-view, and advise on the potential impact of business initiatives
- Review analyst models for accuracy. Track and manage analyst consensus estimates
- Monitor and review data populated by external sources (FactSet, Bloomberg, Morningstar, etc.)
- Perform other duties, as needed
Qualifications :
- 4+ years of Investor Relations experience
- Bachelor’s Degree
- Knowledge of SEC, 1940’s Act, and NYSE regulations
- Sound knowledge of Financial Reporting
- Solid analytical skills
- Great interpersonal skills
- Excellent communication skills (written and verbal)
- Strong attention to detail
- Highly organized
Desired Skills :
- Bachelor's Degree in Accounting, Economics, and / or Finance
- Experience in a Finance specialty
30+ days ago