Investor Relations Manager Resume Samples
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Investor Relations Manager Resume Samples
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DP
D Parker
Dominique
Parker
41543 Dion Pass
Dallas
TX
+1 (555) 602 3946
41543 Dion Pass
Dallas
TX
Phone
p
+1 (555) 602 3946
Experience
Experience
Phoenix, AZ
Investor Relations Manager
Phoenix, AZ
Prosacco, Cronin and Fisher
Phoenix, AZ
Investor Relations Manager
- Lead meetings with Sector Leads on a weekly/bi-weekly basis to ensure IVP is being executed and solicit feedback on continuous improvement
- Provide senior management with relevant market insights
- Proactively manage the team’s daily workflow, ensuring that deadlines are met and controls are adhered to
- Work with management to ensure mortgage compliance with state and federal guidelines
- Developing culture of continuous efficiency improvements resulting in increased capacity
- Assisting in the preparation of all external communication of strategy and financial performance
- Create original content for quarterly earnings release, presentation and script, working closely with the head of investors relations
Chicago, IL
Senior Investor Relations Manager
Chicago, IL
Jacobi, Zboncak and Schimmel
Chicago, IL
Senior Investor Relations Manager
- Keep abreast of major issues affecting the investor base
- Respond to ad hoc investor queries and support corporate communications team with press queries
- Review and have ownership of analyst consensus record
- Build relationships with shareholders, potential investors, sell-side analysts and internal teams
- Co-manage planning and execution of IR programme
- Lead IR only investor meetings and participate actively in non-deal roadshows (both IR only and with management team) globally
- Lead drafting of segments of results announcements and presentations and analysis of data to build the communications
present
New York, NY
Investor Relations Manager, Senior
New York, NY
Ryan, Lockman and Trantow
present
New York, NY
Investor Relations Manager, Senior
present
- Propose and develop department-wide operational improvements in consultation with the other IR managers
- Assist in the preparation of the investor relations programme and manage monthly / quarterly management reporting
- Coordinate with the Strategic Marketing team in the development of campaign strategies to provide additional insights to the investor community
- Providing periodic reports and feedback to senior management on a multitude of Investor Services topics, client issues, and department initiatives
- Manage the quarterly earnings process; Develop collateral materials including press releases, presentations, scripts and Q&A
- Working with internal United Way team and clients’ support teams to manage activities
- Planning of investor roadshows and shareholder meetings, and providing briefing information to management in advance
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Georgetown University
Bachelor’s Degree in Finance
Skills
Skills
- Excellent PowerPoint, Word and Excel skills and ability to quickly learn IR platforms and research programs
- Employee focus, results-driven, teamwork, communications, adaptability, quality, initiative, problem-solving and analysis
- Able to perform effectively in a busy and difficult environment and comfortable operating in a hands on culture
- Robust relationship skills with a strong partnership approach combined with ability to challenge status quo constructively
- Working knowledge of accounting and ability to simplify and present complex financial and business data to a variety of audiences
- Detail oriented with excellent communication and interpersonal skills
- Strong work ethic and problem solving skills with the ability to work independently
- Personal stamina and ability to work fast and accurately under pressure – attention to detail is critical
- Able to exert less than ten pounds of force frequently and greater than ten pounds of force occasionally to lift, carry, push, pull or otherwise move objects
- Ability to prioritize projects on tight deadlines, while paying careful attention to detail
15 Investor Relations Manager resume templates
Read our complete resume writing guides
1
Investor Relations Manager Resume Examples & Samples
- Institutional investor understanding and familiarity with how the buyside operates and an ability to navigate equity and debt investor communities
- Strong commercial and entrepreneurial acumen – firm understanding of role of IR within Barclays and the management of stakeholders
- Credible personal impact - needs to be credible with senior leaders in Group Finance, Group Strategy and Planning, Group Communications and across the businesses
- Self starter with energy and drive to achieve high performance environment as a critical team player
- Must be able to combine strong process skills; quick assimilation of complex data and intense workload simultaneously
- Robust relationship skills with a strong partnership approach combined with ability to challenge status quo constructively
- Problem solving/decision making - uses rigorous logic and methods to solve challenging problems with effective solutions through good networks, honest analysis and looking beyond the obvious
- Effective in a variety of formal presentation settings; one-to-one, small and larger groups, with peers, direct reports and senior executives
- Is able to write clearly and succinctly in a variety of communication settings and styles
- Personal stamina and ability to work fast and accurately under pressure – attention to detail is critical
- Sellside and/or buyside experience ideally with strong corporate access track record from bulge bracket investment bank
- Investor targeting and IR programme coordination experience either in-house IR or from working closely as an adviser to IR teams
- Accountancy/statistical/financial analysis qualification or proven experience in similar role within IR function of large corporate
- Proven track record in managing complex processes
- Demonstrate that capable of dealing with complex financial information quickly and effectively
- Detailed knowledge of the Group, the businesses, and the way they link together
2
Investor Relations Manager Resume Examples & Samples
- Managing a team of Investor Services representatives that include coordinating the overall work plan and managing and monitoring work in progress. This work involves subscriptions, redemptions, transfers and AML/KYC document collation
- Providing coaching, training and leadership as necessary to the Investor Services team
- Point of contact for clients/investors to ensure overall client/investor satisfaction
- Acting as escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues
- Contributing to internal project initiatives, including technology and operational initiatives
- Developing culture of continuous efficiency improvements resulting in increased capacity
- Acting as a subject matter expert for Investor Services questions and issues
- Providing periodic reports and feedback to senior management on a multitude of Investor Services topics, client issues, and department initiatives
- Day-to-day interaction with other departments and counterparts to prevent/ resolve issues
- Bachelor’s degree in Finance or related field
- 6+ years’ experience in Investor Services or related field (financial services/fund administration, corporate communications, portfolio management, or securities analysis) and a strong familiarity with the workings of the capital markets
- A thorough knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department
- Strong knowledge of AML/KYC compliance for US and Cayman
- Prior experience managing a team, preferably for transfer agency or investor services for hedge funds
- Demonstrated ability to manage complex projects and work effectively with corporate executives
- Ability to work under pressure and manage tight internal and client deadlines
- Excellent communication skills, including written, listening and presentation abilities
- Excellent client relationship management skills
3
Investor Relations Manager Resume Examples & Samples
- Providing information that is accurate, targeted and timely to external stakeholders. Ensure a consistent message in-line with the corporate strategy and business plans
- Provide senior management with relevant market insights
- Support management in meeting market communications needs of institutional investors
- Identify and support all major shareholder issues both through interaction with the market and internally with key stakeholders
4
Investor Relations Manager Resume Examples & Samples
- Responsible for the production of the annual report to stockholders
- Manage the investor relations portion of the Company's website
- Perform financial analysis to identify key issues and trends in the business on a regular and ad hoc basis
- Assist in the preparation of quarterly conference call script and manage quarterly call logistics
- Assemble and distribute IR kits, Annual Reports, and related publications as necessary
- Assist with handling calls and inquiries from analysts and shareholders
- Organize investor visits and update company presentations; coordinate other IR- related meetings and conferences
- Maintain current and thorough knowledge of Company messages and issues
- Stay apprised of market opinions, attitudes, and reactions to company, peer, and industry issues and trends
5
Senior Investor Relations Manager Resume Examples & Samples
- Number two in IR team, able to deputise for Director of IR as appropriate
- Keep abreast of major issues affecting the investor base
- Respond to ad hoc investor queries and support corporate communications team with press queries
- Review and have ownership of analyst consensus record
- Build relationships with shareholders, potential investors, sell-side analysts and internal teams
- Co-manage planning and execution of IR programme
- Lead IR only investor meetings and participate actively in non-deal roadshows (both IR only and with management team) globally
- Lead drafting of segments of results announcements and presentations and analysis of data to build the communications
- Lead compilation of Q&A documents
- Monitor industry best practice; contribute new ideas to the running of the Investor Relations team
- Review internal reports, including board packs and factsheets; review relevant section of Annual Report (member of the Strategic Report drafting committee)
6
Investor Relations Manager Resume Examples & Samples
- Continually research individual and family foundation management best practices, trends and benchmark data to inform United Way and client investors’ philanthropic efforts
- Working with internal United Way team and clients’ support teams to manage activities
- Assist with the planning of clients’ foundation strategies, when applicable
- Maintain positive relationships with charitable, civic, and community organizations with which the client partners
- Manage projects that originate in the executive office or that align closely with the President, including project onboarding, management, and transition to other departments or organizations when appropriate; represent the executive office perspective and ensure alignment, integration, and collaboration across the organization and with key external partners when appropriate
- Contribute to the overall success of the United Way by performing other essential duties and responsibilities as assigned, including: lending capacity and support to other departments at the discretion of the President and CEO and Chief of Staff; participating in campaign fundraising activities as assigned; serving in community leadership positions as a representative of United Way; serving as a champion internally and externally for United Way’s philosophy, policies, and procedures
- Serve as cross-functional team leader to ensure detail oriented, client focused work with the highest quality implementation of clients’ strategies and activities, including the following as needed
- Bachelor’s degree required; preferred fields include social work, counseling, psychology, or other related fields
- Social work or direct practice human services experience preferred
- Minimum three years of experience in a variety of project management, community programming, human service administration, and/or related responsibilities
- Minimum two years experience in project management and relationship management
- Employee focus, results-driven, teamwork, communications, adaptability, quality, initiative, problem-solving and analysis
- Demonstrated experience in building and nurturing positive, collaborative relationships and identifying opportunities for alignment and collaboration
- Strong listening and problem-solving skills
- Natural curiosity to help inform communications efforts and problem-solve
- Friendly and approachable with desire to meet new people
- Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
7
Senior Investor Relations Manager Resume Examples & Samples
- Together with IR peers manage market expectations of the Group’s financial performance through pro-active communication with market analysts regarding their forecasts of company earnings. This is important for reducing volatility in the Group’s share price
- Actively drive effective delivery of the annual Strategy presentation and quarterly results presentations by working with business segments and key functions to facilitate the development of Group presentations to the financial community and the executive briefing materials used to support the process. Act as a key interface between IR, the business segments and the Group functions
- Act as key London based contact point for equity analysts and shareholders to effectively advise on company strategy, quarterly results and newsflow
- Support and, when experienced, lead meetings and roadshows with the investment community both alone and in conjunction with management and/or other communicators in the IR team
- Support and/or lead the project delivery of key IR events including Investor Days, ad-hoc webcasts, site visits etc. according to the resource needs of the team
- Provide support and connectivity to the wider Group communications, Strategy and Policy teams regarding the Corporate Reporting process and their relationships with Socially Responsible Investors
- As a senior leader in the team provide support to the Head of IR on a range of IR processes according to the demands on the team, including supporting the coaching and development of other team members
8
Investor Relations Manager Resume Examples & Samples
- 5+ years of successful professional experience in various relevant functions such as strategy, accounting, controlling, financial analysis on countries or at Group level
- Broad and deep finance knowledge
- A generalist with an in-depth understanding of the fundamentals of business and strategy
- Deep understanding of accounting treatments with deep knowledge of financial markets
- In-depth understanding of investor categories
- Cement industry knowledge
9
Investor Relations Manager, Senior Resume Examples & Samples
- 10+ years of experience in equity research, investor relations, or investment banking
- Experience with quantitative financial analysis, including GAAP public company financial statement analysis and the application of valuation theory
- Ability to display a successful track record of investor engagement
- Ability to demonstrate proven success in maintaining a network of contacts in the buy
- Side and sell
- Side community
- Ability to travel occasionally to attend investor conferences and participate in investor meetings
- BA or BS degree in Accounting or Finance
- Experience with business or financial management at the corporate, division, or business unit level, focusing on the management of key performance indicators
- Experience in strategy consulting or working in a consulting
- Oriented environment, including demonstrated client service orientation and solving problems for internal or external clients
- Experience in quantitative and qualitative modeling, accounting, and finance fields
- Experience in working with and presenting to senior executives
10
Investor Relations Manager Resume Examples & Samples
- Internal Communication - be the eyes and the ears of the company
- Earnings Support - Align messaging, expectations, and business reality
- External Communication - Effectively communicate Company performance and strategy
- Support Investor Day and other similar events
- Improve transparency through the use of technology
- Ongoing engagement with rating agencies
- Work with Ford Senior Management
- Security Analysts and Institutional Investors
- Public Affairs and Media
- General Counsel
- Treasury
- CFO and other business leaders
- Financial Reporting
- 10+ years’ experience with Capital Markets / Financial Services required
- Have a deep knowledge of the automotive business
- Ability to build strong, credible relationships with Investors and Analysts
- Have good listening skills and a strategic mindset - can take what they hear and learn from Investors and Analysts and effectively communicate to Ford's senior leadership team to help drive better decisions and strategy
11
Investor Relations Manager Resume Examples & Samples
- You will facilitate key relationships with buyside and sellside investors and retain ownership and insights into analyst reports and financial models
- You will help support the quarterly earnings cycle process, including preparation of earnings script and press release, analyst Q&A, regulatory filings and other related materials in conjunction with Finance, Legal, Communications and outside parties
- You will develop rolling investor conference and non-deal roadshow schedule and strategy; own preparation activities with senior executives and participate as required
- You’ll help own and develop key corporate messaging and strategy
- You will partner with key company executives to develop analyst day content and strategy, as well as other investor events
- You’ll manage the company’s investor relations website and preparation of relevant publications
- You will manage coverage of comparable company analysis and benchmarking, including earnings reviews
- You’ll support the development, reporting and benchmarking of key corporate operational metrics
- You will assist with related special projects and other duties as needed
12
Investor Relations Manager Resume Examples & Samples
- Prepare multifaceted consolidated short term and long term financial models with scenario planning
- Track and communicate competitive news, earnings, valuation and industry metrics. Benchmark industry players
- Prepare internal and investor presentations
- Participate in drafting the quarterly earnings news releases and earnings call script
- Evaluate SBG investor base and valuation metrics
- Follow SBG news and analysts notes and track changes to estimates, models and target prices
- Work with multiple departments within SBG to help identify key messages, responses and investor valuation points
- Participate and assist the CFO in investor and analyst calls as needed
- Be responsible for the accuracy and maintenance of information on the SBG website
- Bachelor’s degree in finance, accounting, economics, or equivalent relevant experience
- 4+ years of financial analysis and/or accounting experience
- Knowledge of the capital markets a must
- Knowledge of the media industry preferred
- Ability to interpret financial statements, and prepare long term outlooks, and scenario planning
- Advanced Excel modeling skills
- Good Power Point and Word skills
- Attention to detail and proven analytical and organizational skills
- Ability to work independently and in a collaborative team environment
- Willing to travel as needed
13
Investor Relations Manager Resume Examples & Samples
- Enable Agency seller servicer agreements
- Create, build and maintain relationships with secondary marketing investors – negotiate terms, fulfillment guidelines, develop new products etc
- Expand and manage portfolio product/program offerings and the deployment of credit and eligibility guidelines in line with peer lenders
- Coordinate with Compliance and Underwriting teams to adhere to investor policies, guidelines and procedures, interpret investor guidelines and apply them to the development of loan products and associated underwriting policies
- Manage/Negotiate repurchase requests from investors
- Bachelor’s degree in product management, marketing, sales, related field or equivalent experience. Master’s or advanced degree preferred
- Exceptional relationship building skills
- Excellent oral/written communication
- Initiative and self-starter
14
Investor Relations Manager Resume Examples & Samples
- Act as primary spokesperson for the Company’s MLP with the investment community; proactively expand and maintain communication with investors and sell-side analysts. Optimize sell-side coverage and institutional unitholder base, including targeting new institutional investors and coverage analysts
- Develop effective corporate messages; work closely with the VP of IR, the President, CFO and CEO to craft and deliver strategic and tactical messages related to the core business, organic growth, acquisitions and special situations
- Manage the quarterly earnings process; Develop collateral materials including press releases, presentations, scripts and Q&A
- Ensure management and Board awareness of market sentiment, industry fundamentals and equity value drivers through formal presentations and ad hoc updates
- Collaborate and maintain close relationships with business and operations leaders and others in Treasury, Accounting and Legal
- Support the development of the IR strategy, operating plan and budget
- Manage all aspects of the monitoring of peer disclosures and financial reporting, and the conducting of comparative analysis
- Review and comment on SEC filings, including the 10-Q, 10-K and 8-Ks
- Maintain materials presented on investor relations website, relationship with stock transfer agent and provider of K1 service
15
Investor Relations Manager Resume Examples & Samples
- Implement Investor Value Program strategy decided at global level and the lists decided within the practices and/or regions
- Support the program development by mapping out investor landscape and understand investor needs by leveraging and harnessing internal/external data sources
- Working with analytical team(s), translate global strategy into strategic proactive outreach plans for each investor segment for fulfilment through various modes. (e.g. F2F meeting(s), phone calls, sector research, etc.)
- Work closely with assigned Senior Portfolio Manager/Analytical teams (if applicable) to execute upon previously decided upon Outreach Plans
- Assist in analyzing, prioritizing and recommending activities obtained through meeting reports (filed in MIP) to decipher relevant trends and opportunities
- Through periodic interaction with investors, identify their needs and recommend new thought leadership ideas/market commentaries and relay to the business units, including our macro and research teams
- Lead meetings with Sector Leads on a weekly/bi-weekly basis to ensure IVP is being executed and solicit feedback on continuous improvement
- Organize and lead monthly meetings/huddles with sector teams to discuss IVP specifics (progress, issues, problems, etc.)
- In conjunction with Senior Portfolio Managers, report results to LAMs/AMs/Sector teams by producing, maintaining and communicating dashboards to help monitor progress and recommend/enable tactical shifts. When needed, obtain their support to improve their team’s performance on the program
- Recommend investor events including roundtables to support objectives to provide education and ratings transparency to the market
- Coordinate with the Strategic Marketing team in the development of campaign strategies to provide additional insights to the investor community
- Operate within the Regulatory and Compliance frameworks laid down by the organization
16
Investor Relations Manager, Edinburgh Resume Examples & Samples
- Qualified Accountant 5+ PQE or equivalent
- Strong knowledge of Retail Banking, strategic and financial planning
- Investor Relations and/ or Corporate Finance experience (preferable)
- Good knowledge of Banking Market (preferable)
- Strong organisational skills combined with the ability to prioritise and delegate effectively
- Effective team player with ability to work closely with others to deliver results
- Highly numerate, with excellent analytical and problem solving skills and attention to detail
- Strong written communication skills, the ability to communicate complex issues simply and clearly
- Exceptional communication skills, ability to communicate effectively at all levels and to translate complex / technical issues to meet the audience's competency level
- Ability to think and reason logically
17
Investor Relations Manager Resume Examples & Samples
- Provide the principal analytical support for the IR team for both internal and external data
- Support development and execution of the IR strategy, work with Group Finance and external advisers on topics including financial guidance, presentations and investor targeting
- Develop materials and participate in major IR events including financial results, capital markets events, airshows, roadshows and site visits
- Leverage relationships with external advisors and corporate broking
- Support the team’s CRM and best-practice investor section on the group’s website
- Support the team as required in researching and providing responses to queries from buy-side, sell-side, individual shareholders and general enquiries
- Manage consensus gathering, including data from sell-side analysts and internal forecasts
- Monitor Rolls-Royce, peers and industry sector share price movements and trading volumes; news flow, conference calls, presentations etc
- Educated to degree level, or equivalent. A formal economics, accounting or MBA qualification beneficial but not essential. Should have a good working knowledge of accounting practices and how they affect statutory financial reporting
- You will be commercially-aware, financially literate/numerate, and comfortable with financial modelling, including the ability to distil complex data, information and trends into clear and concise analysis
- Able to build key working relationships at all levels, both internally and externally and be comfortable with undertaking senior level briefings, active in presentations and discussions as well as be an effective contributor to the team
- You will be proficient in Microsoft Office programs and in particular Excel and PowerPoint
18
Investor Relations Manager Resume Examples & Samples
- Liaise with internal groups - including Group Communications, Marketing, Clinical, Finance, Research and Development personnel - in order to keep abreast of current information, to align strategies & actions plans and to ensure consistent delivery of messaging across departments
- Liaise specifically within Roche’s R&D and GPS Communications departments to keep up to date with all Pharmaceutical pipeline projects, and ensure sharing of relevant information internally within the IR department
- Analyse financial community sentiment, expectations and projections and brief senior management on potential issues arising
- Support various corporate projects
- Represent Roche’s IR position within the company, representing the needs of the institutional investors and the financial community
- Represent company values and strategies externally
19
Investor Relations Manager Resume Examples & Samples
- Build and maintain client relationships and act as their primary Investor Relations client relationship manager and an escalation point for their interaction with the team
- Proactively manage the team’s daily workflow, ensuring that deadlines are met and controls are adhered to
- Ensure that Fund and Investor set ups are processed correctly and efficiently by the team and the associated records are filed and maintained efficiently and comprehensively
- Ensure that investor reporting and client reporting is accurate and distributed in a timely manner
- Fully implement the CFS Global IR policies, procedures and best-practice guidelines
- Liaise internally with the AML team, Treasury team, Fund Accounting teams, Compliance officer and Internal auditor
- Represent the team at IR Account Manager meetings and assist with agenda preparation and minute taking
- Chair bi-weekly team meetings to relay operational updates and discuss IR initiatives
- Represent Investor Relations at on-site visits with clients and auditors
- Propose and develop department-wide operational improvements in consultation with the other IR managers
- Provide continuous coaching to team members on operational issues ensuring that system enhancements and process changes are implemented correctly and effectively
- Conduct Interviews and participate in the selection process of new staff
- Conduct performance appraisals for team members
- Ensure utilising systems such as ECM, Moxie and AXI
- Ensure compliant with SOC 1 requirements
- Interact with senior management and manage overall relationships for multiple Private Equity clients
- Coordinate, manage and monitor external audit process
- Review private equity fund client’s partnership agreements, Subscription documents, PPM’s and other materials
- Build out and manage internal Policy and Procedure documentation
- Review, create and produce partner statements; call and distribution notifications and other correspondence
- Appropriate handling of fund manager and investor calls
- Review & approve of investor capital activity (call/distributions/transfers/rebalances)
- Prepare and review all activity within stated Service Level Agreements
- Review and account for all Side Letter agreements including the Fund Accounting and Legal department where appropriate
- Liaise with the training department to ensure all staff trained appropriately
20
Investor Relations Manager Resume Examples & Samples
- Bachelor’s degree (Business/Accounting preferred), MBA or CPA a plus
- Minimum 3 years experience in investor relations, finance, marketing, planning and development, or corporate communication positions for a public company or a consulting agency
- Excellent MS Office [Outlook, Word, PowerPoint and Excel] skills
- Working knowledge of IR database/CRM and surveillance [Ipreo, BD Corporate, FactSet, NYSE Connect]
- Strong interpersonal and communication skills with the ability to interact successfully with individuals from various functional areas and levels of the company, as well as with external parties such as institutional investors and sell-side financial analysts, IR vendors and service providers
- Successful experience of working with confidential, non-public, sensitive information
- Exceptional result orientation, with the ability to contribute individually and/or as a resourceful team player
- Familiarity of SEC reporting rules and disclosure requirements
21
Investor Relations Manager Resume Examples & Samples
- Support the start to finish process of producing critical business reports and presentations (including H1 Results, FY Results) for audiences
- Liaise with group finance (and other internal teams as necessary) to gather necessary data and other supporting information for the statement / slides and supporting documentation packs
- Project management of key set piece events in the year, particularly H1 and FY results as well as any other ad-hoc events
- Provide support with analysis of shareholder register and analyst consensus and handle the distribution of analyst notes
- Planning of investor roadshows and shareholder meetings, and providing briefing information to management in advance
- Collation, analysis and presentation of information from various sources and to various internal and external audiences
- Coordinate Taylor Wimpey’s entries for Investor Relations best practice awards (e.g. IR Society)
- Management of relevant sections of the Taylor Wimpey Corporate website and intranet
22
Investor Relations Manager Newco Resume Examples & Samples
- We are looking for a senior person with experience from financial communication, finance and business administration as well as experience from leadership roles
- To build trustful relations with the external investors’ community, you need a thorough understanding of the financial markets as well as solid business experience, preferably from the Mining/Civil Engineering sector
- Fluency in English and Swedish is required for this position
23
Investor Relations Manager Resume Examples & Samples
- 2 years of commercial experience, preferably within a client-facing role and with exposure to the financial services and/or mining sectors
- Proactive attitude, enthusiasm and energy – we’re looking for someone who can drive the development of a strategic section of our event
- Business development skills – you’ll be required to travel internationally and will need to have the ability to engage confidently with senior members of the mining industry
- Strong communication skills with high attention to detail. French, Spanish or Portuguese language skills would be an advantage
- Excellent project management skills, specifically time management and meeting targets and deadlines
- Proven ability to work effectively in a team and across time zones
- Ability to multi-task and work on many things at one time
24
Investor Relations Manager Resume Examples & Samples
- Support the development of and effectively communicate the company’s story, including communication of financial results and short and long term strategies
- Act as a translator of the business strategy and results and to drive understanding and accurate financial modeling by financial stakeholders
- Execute, with the head of investor relations and management, the company’s global investor outreach plan to provide the external financial community with information on the company’s progress
- Build and maintain excellent relationships with securities analysts and shareholders
- Closely monitor published research, ensuring it is accurate and factual
- Track long term price targets, consensus and ratings
- Work closely with the Financial Planning and Analysis department and other groups within the company to help develop and support the quarterly earnings narrative
- Create original content for quarterly earnings release, presentation and script, working closely with the head of investors relations
- Coordinate quarterly earnings calls and individual analyst and investor calls
- Support planning and execution of investor and analyst meetings, non-deal roadshows and conferences, providing content and on-the-ground support as needed
- Support the development of presentations and informative summaries
- Remain well-informed of industry and competitive developments and provide briefings to the head of investor relations and company management as needed
- Manage content and calendars for Investor Relations web page on company website
- 5 years of experience in investor relations or relevant experience
- Solid financial acumen and understanding of financial statements
- Proven track record of verbal and written communication skills and building strong relationships
- Confidence and ability to engage with C-Suite and executive leadership team
- Excellent written and oral communication skills, presentation development, editing and proofreading skills
- Ability to be diplomatic and resourceful, and to anticipate challenges and maintain flexibility in a fast-paced environment
- Sense of humor, high self-motivation and confidence to challenge the status quo
- Ability to prioritize projects on tight deadlines, while paying careful attention to detail
- Ability to translate complex concepts and ideas into clear communications
- Excellent PowerPoint, Word and Excel skills and ability to quickly learn IR platforms and research programs
- Strong work ethic and problem solving skills with the ability to work independently
- Willingness to travel, primarily within the US, but occasionally internationally
25
Investor Relations Manager Resume Examples & Samples
- Initiate, build, and maintain relationships with the analyst community and investors
- Respond to inquiries from the financial community
- Coordinate investor meetings/conferences and investor site visits
- Assist with preparation of supporting materials for earnings conference calls, investor presentations, and financial press releases
- Maintain up-to-date content on the investor relations website
- Keep executive management informed of investor opinions and concerns
- Review analyst reports and model runs on the Company
- Provide competitive intelligence on peer companies and industry trends
- Maintain good knowledge of industries the Company operates in (Electric, Gas, etc.)
- Maintain good knowledge of regulatory environments the Company operates in
- Maintain good knowledge of companies that are (or will be) considered peers
- Review SEC filings (e.g., 10k, 10q, 8k) to ensure consistent message is maintained
- Provide management with information regarding developments in the financial markets and perceptions of investors that may have use in formulating the company’s long-and short-term practices and policies
- Review models utilized by analysts that value/evaluate the organization’s performance
- Accounting or Finance degree required
- 3-5 years’ experience in investor relations strongly preferred; 1-2 years required
- Experience reading and interpreting financial statements and creating financial models
- Strong relationship building and partnering skills
- Excellent time management, planning, and organizational skills in order to work well under tight deadlines
- Occasional long, irregular hours
- Use of a PC, computer terminal and/or telephone over 8 hours a day
- Overnight travel sometimes required
26
Investor Relations Manager Resume Examples & Samples
- Planning the annual calendar and programme of IR meetings / events for senior management teams reviewing regularly to ensure all key shareholders and targets are met
- Arranging meetings, preparing itineraries, reviewing and filing contact notes
- Ensuring all databases of meetings, investors, roadshow activity and feedback are kept up to date efficiently
- Reporting on movements in the RBS share register to the team on a monthly basis and Chairman/CEO/CFO on a quarterly basis
- Providing timely investor feedback following key events
- Educating the team through the sharing of key market data/fund news/people moves
27
Investor Relations Manager Resume Examples & Samples
- Assisting in the preparation of all external communication of strategy and financial performance
- Be a point of contact for enquiries from the financial markets
- Assist in the preparation of the investor relations programme and manage monthly / quarterly management reporting
- Regular meetings with top shareholders and analysts
- Regular communication with research analysts to ensure that expectations of Group financial performance are aligned with Company-issued guidance
- Preparation of quarterly fact pack covering financial and operational performance, macro-economic trends, competitors analysis, strategic plans for senior managers
28
Investor Relations Manager Resume Examples & Samples
- Provide ongoing, direct communications with investors (equity, fixed income, and retail) and research analysts in the form of meetings or telephone conversations. Expected to be knowledgeable on CenterPoint Energy's publically available data related to financial and operational performance, strategic objectives, current events, regulatory activities, and company overview with the investment community
- Assist in the drafting of external communications such as but not limited to press releases, earnings prepared remarks, company presentations
- Analyze quarterly results and compile important statistics, and other relevant information for use at the quarterly conference call with analysts / investors, at mid-quarter updates and throughout the quarter during regular discussions with financial community
- Respond to investor / analyst requests for financial, regulatory and other types of information. Determine the appropriateness of the disclosure and respond with accurate information in a timely manner
- Know and ensure adherence to disclosure rules and regulations (Regulation Fair Disclosure). Coach executives and other speakers interacting with investors on Fair Disclosure rules and regulations
- Represent CenterPoint Energy in a positive and effective manner, exhibiting behavior consistent with the company's values
- Gather and assimilate information to conduct broad, as well as specific and detailed discussions internally and with the investment community
- Review SEC documents such as 10-K, 10-Q, S-1, etc. and other company documents for accuracy and clarity of messaging
- Act as an internal consultant for CenterPoint Energy to bring industry and competitor information/perspectives from the investment community to senior management
- Provide senior management with feedback from discussions with the investment community and their reactions to CenterPoint Energy's performance, strategies, messaging, special developments and external events. Also provide commentary regarding current events within the market that may affect CenterPoint Energy's stock
- Educate and guide analysts and investors on the quarterly financial drivers of each business segments
- Review external research reports issued by brokerage firms for factual content. Prepare and distribute written communication to senior management outlining key points
- Assist in the preparation of Board of Director and other meeting presentations
- Research peer utilities on best practices and be prepared to adapt CenterPoint IR practices accordingly. The IR manager should feel empowered to bring forward ideas to maintain best in class Investor Relations practices
- Utilize a U.S. institutional ownership database. Analyze quarterly changes and report on trends to senior management
- Understand and communicate regulatory drivers (FERC, PUC, etc.) including financial impact affecting each of the businesses
- Know and ensure adherence to disclosure rules and regulations (Regulation Fair Disclosure)
- Work well within a team structure and be able to share information on an ongoing and consistent basis
- Maintain integrity of data on the Investor Relations website
- 3 plus years of relevant experience, management experience or experience managing a process is preferred, and exposure to utilities
- Knowledge of CenterPoint Energy financial and accounting activities, understanding of the competitive and economic dynamics of business segments
- General understanding of the equity and fixed income markets, disclosure regulations, and the company’s prior communications to the investment community
- MBA or Masters of Accounting preferred
- Operational experience a plus
- Working knowledge of accounting and ability to simplify and present complex financial and business data to a variety of audiences
- Able to recognize and handle confidential information in a discreet manner
- Exceptional organizational, managerial and time management skills
- Outstanding communications skills (oral, written, listening.) Able to communicate effectively with all levels of the organization and externally
- Outstanding analytical skills to understand CenterPoint Energy's financial results, complex transactions, stock market and economic data, and the ability to interpret the information for the investment community as well as for senior management
- Knowledge of the industries in which CenterPoint Energy participates and prior CenterPoint Energy disclosures
- Demonstrated ability to develop relationships and inspire confidence, trust and respect from internal and external contacts as well as to maintain a dialogue and open communications with them
- Demonstrated ability to convey information via highly discreet, trustworthy interactions internally and externally. Must exhibit excellent judgment skills regarding people and information
- Highly motivated individual who thinks strategically and innovatively and can challenge the norm to foster a more efficient and effective way of preparing deliverables
- Effectively performs research to obtain background or details need to respond to investors and/or develop internal relationships throughout the company to facilitate obtaining the information
- Proactive in anticipating the needs of internal and external constituents
- Able to perform effectively in a busy and difficult environment and comfortable operating in a hands on culture
- Able to demonstrate commitment to compliance with applicable laws and regulations, the Company’s Ethics and Compliance Code of Conduct, and other Company policies and procedures and do so consistently, take all required training courses and do so timely
- Able to demonstrate respect for all individuals, adhere to the Company’s values and business practices and do both consistently