Investor Relations Manager Resume Samples

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D Parker

Dominique

Parker

41543 Dion Pass

Dallas

+1 (555) 602 3946

41543 Dion Pass

Dallas

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

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

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15 Investor Relations Manager resume templates

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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

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

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

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

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)

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)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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