Investor Relations Job Description
Investor relations
provides actionable intelligence to Capital Markets VP, Executive Office, and other Department Heads on real-time investor sentiment and concerns.
Investor Relations Duties & Responsibilities
To write an effective investor relations job description, begin by listing detailed duties, responsibilities and expectations. We have included investor relations job description templates that you can modify and use.
Sample responsibilities for this position include:
Significant interaction with the firm’s Investment, Marketing, Legal and Compliance, Accounting and Operations teams
Internal/external requests, RFPs/DDQs
Assisting in the overall client administration effort
RFP, RFI and separate account proposal writing
Responding to investor due diligence requests
Fielding client inquiries/calls and following up appropriately
Ad-hoc client service and reporting projects
Formulate marketing strategy monitor territory and conduct analysis on opportunity set within all regions
Draft/review marketing materials
Ad hoc client service projects
Investor Relations Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Investor Relations
List any licenses or certifications required by the position: CPA, MBA, CFA, FMVA, IRC, CMA, CA, CTP, CPE, CRM
Education for Investor Relations
Typically a job would require a certain level of education.
Employers hiring for the investor relations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, MBA, Economics, Communications, Business/Administration, Education, Marketing, Management
Skills for Investor Relations
Desired skills for investor relations include:
Excel
Outlook
Bloomberg
Microsoft Office
Capital markets
FactSet
Hedge
Word
Accounting
Mutual fund industry and concepts
Desired experience for investor relations includes:
Interface with PB and investment team
Backup on compliance
No fundraising/sales responsibilities
Assist in the development and maintenance of the Company’s social media presence
Assist with other special projects for senior management such as preparation of presentation materials for industry conferences or meetings and other ad-hoc requests as needed
Ad-hoc client service and marketing projects
Investor Relations Examples
1
Investor Relations Job Description
Job Description Example
Our company is searching for experienced candidates for the position of investor relations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investor relations
- Manage internal and external vendor relationships conferencing, webcasting, stationary, print house, computer equipment and office furnishings
- Keep a centralized filing system including for disclosure documents such as the Annual Report, Quarterly Report to Shareholders, Proxy
- Maintain contact lists of all analysts, investors, rating agencies, and internal distribution lists
- General administrative activities - purchase office supplies through EzBuy, organize and distribute mail
- Handling marketing materials
- Creating RFPs and DDQs
- Ad hoc projects for head marketer
- Liaise with firm’s general counsel
- Maintain firm’s CRM
- Prepare monthly reports based on monthly incoming subscriptions and redemptions
Qualifications for investor relations
- Willing to pitch in wherever needed, including in operations, compliance
- Investor Relations is a very fast-paced, stimulating work environment where team members work closely with one another and collaborate across the organization
- High quality of work and strong attention to detail are critical since IR materials are provided to senior executives and the external investment community
- During quarterly reporting season and other investor events, expect longer hours and more intense work environment
- 7-10 years of sell-side/buy-side experience, investor relations experience or investment banking experience
- Update side letter summary and review checklist to ensure no new triggers have been agreed upon
2
Investor Relations Job Description
Job Description Example
Our innovative and growing company is hiring for an investor relations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for investor relations
- Assist in yearly K-1 distributions
- Prepare investor liquidity report monthly for Senior Management
- Review firm’s DDQ quarterly and assist with preparation of RFPs for prospective investors
- Lead operational due diligence meetings with investors
- Prepare reports for semi-annual BOD meetings
- Responding to RFPs, RFIs and separate account proposal requests, including initial review, information seeking, writing, editing, managing deadlines and delivery of final proposal
- Creating, updating and distributing marketing materials, including strategy specific marketing presentations and white papers, client-specific update presentations and other creative marketing projects
- Updating consultant and industry databases
- Responding to investor and consultant due diligence questionnaires
- Creating due diligence binders for new funds prior to launch
Qualifications for investor relations
- Detail-oriented, drive for results, ability to work independently and contribute to a team
- Strong analytical and mathematical skills are a must excellent written and verbal communication skills
- BS or BA in a business-related field preferred
- Forecast quarterly and yearly earnings using detailed investment, liquidity, capital and expense
- Analyze and report on key performance indicators and financial and operational metrics
- Reviewing and editing quarterly letters and reports
3
Investor Relations Job Description
Job Description Example
Our company is looking for an investor relations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investor relations
- Manage the firm’s relationship with administrator
- Maintain company’s CRM including all investor information
- Prepare monthly reports based on monthly incoming subscriptions and redemption
- Update side letter summary and review checklist to ensure no new triggers have been agreed upon and ensure no trigger events have occurred
- Review company’s DDQ quarterly and assist with preparation of RFPs for prospective investors
- Coordinate with the portfolio team to gather, analyze, summarize and communicate relevant performance reporting, marketing presentations and commentary
- Develop strong product, strategy and industry knowledge
- Maintain close, positive, on-going relations with clients in order to strengthen candidacy for future mandates
- Maintain/develop relationships with institutional consultants
- Build and maintain relationships by working with prospects/clients
Qualifications for investor relations
- Understand, anticipate and meet client needs on a timely basis
- Attend IR industry conferences and other events
- Gather, analyze and recommend IR best practices for potential implementation
- Maintain accuracy and completeness of client across multiple databases and organization background before meetings
- Maintain workbooks and document processes
- Respond to written and electronic correspondence in an accurate and timely manner
4
Investor Relations Job Description
Job Description Example
Our company is looking to fill the role of investor relations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for investor relations
- Effectively communicate the company’s operational and financial performance, while establishing realistic expectations for future performance
- Stay apprised of market opinions, attitudes and reactions to company issues and keep management informed
- Target potential shareholders by conducting financial analysis and market research
- Organize and participate in programs such as company-sponsored shareholder meetings, one-on-one investor and analyst visits, marketing road shows, investor conferences and press conferences
- Maintain database of North American investors
- Reviewing and editing quarterly reports and letters
- Distributing subscription documents and corresponding with prospective investor on document completion
- Leading the fund closing process
- Issuance of requests for voting instructions to applicable PM teams
- Monitoring PM Team responses and follow-up via phone and email
Qualifications for investor relations
- Develop an in-depth and comprehensive understanding of the Company’s strategy, financial performance, operations and industry landscape and keep apprised of current operating trends
- Minimum 5-8 Years’ experience required (investor relations, buy-side or sell-side analysis, finance or investment banking preferred)
- Preferably in the media/entertainment industry
- Excellent written and verbal communication skills and an ability to communicate complex information in an articulate, accurate and positive manner
- An efficient, resourceful and energetic team player who can also function as an individual contributor
- Identification of holdings for upcoming meetings
5
Investor Relations Job Description
Job Description Example
Our company is growing rapidly and is hiring for an investor relations. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investor relations
- Representatives are responsible for ensuring that prospective investors meet eligibility, compliance and anti-money laundering guidelines during the processing of investor-related transactions, which includes subscriptions, redemptions, the generation and distribution of confirmations and statements, transfers, re-registrations and distributions
- Representatives are also responsible for reconciling trade information received with the clients expected transactions and monies received from investors
- Provide guidance and feedback to IR team members on other quarterly deliverables, such as slides and speaking notes used during the earnings conference call/webcast, company fact sheets, analyst preview reports, post-call summary reports
- Develop firsthand knowledge of Arconic’s investor base and sell-side analyst community
- Have direct exposure to senior management (including C-Suite) on a daily basis
- Work with the Investor Relations team to ensure timely communications with all stakeholders and seamless operation of the department
- Leads the collection, analysis, and presentation of investors’ perceptions and opinions, brokerage security analysts’ positions and summaries, relative stock price movements, and periodic ownership analysis
- Manage investor inquiries/requests and respond in a timely manner
- Assist and support the preparation of quarterly investor reporting package
- Support investor communication and marketing
Qualifications for investor relations
- Act as a subject matter expert and advise on issues related to financial markets and investor feedback
- You have capable of demonstrating initiative and independence in carrying out multiple tasks, strong critical thinking and problem solving skills
- Basic understanding of the overall direction of the AIS business, core services of AIS, and ancillary products and services provided to the AIS client base
- Ability to communicate information carefully in order to manage client
- BS/BA in a business-related field
- Preferable Investor Relations in a complex industry such as alternative investments