Investor Relations Resume Samples

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A Greenholt

Adonis

Greenholt

612 Frederic Square

Dallas

+1 (555) 223 2589

612 Frederic Square

Dallas

Phone

p +1 (555) 223 2589

Experience Experience

Los Angeles, CA

Investor Relations

Los Angeles, CA

Grimes Group

Los Angeles, CA

Investor Relations

Typically works under supervision to manage projects around systems integration, or product development enhancements
Manages projects while being mentored by one of the senior project managers
Update quarterly reports to provide summarized financial information for key customers - including management, Corporate Communications and Investor Relations
Preparation of CCIR reports for Board and Ops Review Committee, providing insights/feedback from the investment community to senior management
Manage the IR department budget, including executing planning, projection, reporting and vendor invoicing
Work closely with the Business Development Manager, subject matter experts, senior leaders, Darby’s legal and compliance professionals, and Franklin Templeton’s corporate communications group on the firm’s messages/communications, including pitchbooks, fact sheets, PPMs, press releases, internal and external websites, and the monthly business development update report
Providing information on investor queries and organisation-wide requests

Detroit, MI

Investor Relations Coordinator

Detroit, MI

Nikolaus, Homenick and Nitzsche

Detroit, MI

Investor Relations Coordinator

Creating and maintaining the IR SharePoint site and creating documentation for critical processes
Working knowledge of the technical platforms of the project
Coordinating webcast releases for conferences and conference calls, with a primary responsibility for call quality and overall success
Representing Amazon.com to individual shareholders which includes responding to email and phone inquiries and escalating as necessary
Representing Amazon.com to institutional shareholders which includes responding to email and phone inquiries and escalating as necessary
Maintaining multiple calendars involving C-level executives
Coordinating investor conferences, road trips, travel itineraries, and visits/calls with investors and executives

present

Boston, MA

Director of Investor Relations

Boston, MA

Halvorson-Quitzon

present

Boston, MA

Director of Investor Relations

present

Builds and leads a comprehensive investor targeting program in order to find potential new investors while supporting current investors. Includes planning and executing non-deal road shows, investor conference participation, hosting in-office meetings and daily phone calls with investors and analysts. Drives the tracking and reporting of these efforts
Assist the Head of Investor Relations with production of financially oriented documents, including quarterly earnings releases, financial news releases and SEC filings, investor fact sheets and printed and electronic presentation materials used by senior management in investor-related settings. Also responsible for managing ad-hoc projects as requested
Assist in the development of external messaging relating to company strategy, earnings announcements, M&A activities and any other events
Manage quarterly earnings calls including writing of earnings release, conference-call script and management Q&As
Manage and participate in investor events including conferences, road shows, bus tours, the annual shareholder meeting etc
Together with the VP of IR, help manage the quarterly earnings process, including preparing earnings deck, scripts, Q&A, and earnings release
Directs and leads execution of the collection, analysis, and presentation of feedback to the company of investors’ perceptions and opinions, brokerage security analysts’ positions and summaries, relative stock price movements, periodic ownership analysis, and street consensus expectations to the Executive Operating Committee and other partners

Education Education

Bachelor’s Degree in Finance

Georgia Southern University

Bachelor’s Degree in Finance

Skills Skills

Comfortable with ambiguity - ability to take the lead without explicit instructions
Ability to multi-task and work well under pressure
Remains helpful and reliable even under stress; achieves results in spite of negativity or challenges
Evaluates sales performance to understand strongest and weakest customers, best-selling products, and successful sales techniques
Leverages knowledge of competitors’ products and services as well as their strengths and weaknesses to compare choices
Builds and maintains a thorough working knowledge of products, technologies, offerings, etc
Strong work ethic; work well in a fast-paced environment
Strong interpersonal and communication skills
Ability to work effectively with Executive Management
Proactively seeks out and utilizes available project management tools and resources to provide input into timing estimates for project components

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CIB Investor Relations Advisory Resume Examples & Samples

Advise and support key issuer clients in virtually all aspects of their investor relations, such as IR strategy and planning; investor targeting, marketing and communications; and ownership
Work with J.P. Morgan trading desks and equity sales teams to gather market intelligence that will help issuer clients understand what factors are impacting their ADRs, in terms of price and trading volume
Help drive sales and retain clients by effectively and persuasively articulating the strengths of the DR Group’s IR Advisory services
Minimum of 10 years investor relations or equivalent experience
Bachelors degree, with a concentration in Finance / Management / Marketing. MBA or CFA preferred
Strong financial and disclosure acumen
Sound understanding of capital markets and equity trading
Familiarity with investment decision making
Knowledge of corporate strategy
Familiarity with U.S. ’33, ’34 and Sarbanes-Oxley Acts
Ability to work effectively with colleagues and clients located in countries outside the U.S
Well-organized, team player, and strong work ethic

Dr-investor Relations Advisory Resume Examples & Samples

Delivery of IR counsel directly to DR clients through regular communication and face-to face meetings
Assist the DR sales team in sourcing new business through client acquisition
Establishment of strong one to one relationships with Citi’s existing client universe, and where relevant, deal influencers such as third party brokers, law firms, investor relations advisors, local stock exchange representatives and other market professionals
Act as a ‘trusted advisor’ to clients being fully conversant with DR product characteristics, and the U.S./local regulatory environment and listing rules specifically
Assistance and support in respect of client investor relations activities including the set up and facilitation of road-shows and round tables to enhance DR programme liquidity
Promotion of the DR product - typically achieved through internal training and industry seminar presentations and other activities raising product and industry awareness
Develop ideas for, and assist in the production of both internal and external client literature
Cross selling of incremental CMO/Issuer services
Extensive experience in In-house Investor Relations or Corporate Access experience
Cross-border experience
Experience with a corporate that has a ADR/GDR listing would be desirable
Client-service focus
Ability to uncover and understand IR service needs
Attention to detail and disciplined follow up
Sensitivity to different global/cultural needs
The candidate should possess very strong written and verbal communication skills
Confident and polished client management skills are a must
Ability to assimilate large quantities of data and prioritize tasks and workflow accordingly
A self-starter, able to initiate and execute robust client dialogue

CIB Ops-ais Investor Relations Operations Resume Examples & Samples

Partner across theteam to ensure the end-to-end process is completed appropriately
Responsible for the production and review of standard client and investor level reporting, such as monthly/quarterly statements, contract notes, order acknowledgements, and ERISA reports
Attend and drive internal and external client meetings, usually via conference call, to ensure client needs and expectations are consistently met or exceeded
Communicate out to clients/investors regarding all aspects of the AML/KYC process and obtain additional documentation as necessary to comply with JPMorgan and governmental regulations
Perform EOD process to ensure all deliverables were met timely and accurately and that exceptions are appropriately noted
Active involvement in projects within your team and the Hedge Fund Services platform including, but not limited to, client on-boardings, system testing, etc
Follow JPMorgan's establishedprocesses and procedures during daily work. Look to modify/iterate processes and procedures constantly to improve accuracy, reduce redundancy and mitigate risk
Build relationships with the Investment Managers, Shareholders, prime brokers and other third parties as well as with other business groups across JPMorgan
Knowledge of accounting, banking activities, and the hedge fund industry preferred
Team Player; positive attitude
Ability to work under pressure to meet deadlines. Priority focused
Must be detail oriented, adaptable to change and possess a strong work ethic
Very strong communication skills both oral and written; Excellent interpersonal skills
Proficient PC skills (i.e. MS Outlook, Excel, Word, etc)
Prior knowledge of hedge fund Accounting/Transfer Agency systems preferred

Investor Relations Asia-associate Resume Examples & Samples

Communicate as well as monitoring and positioning of JPMorgan Private Bank 3rd Party and proprietary products on a regular basis
Help identify key industry and market trend and their impact on the JP Morgan PB & product set
Serving as a liaison with the Mutual Fund Due Diligence team to gather relevant Manager information
Supporting regional teams in preparing client proposals, presentations and marketing materials
Responding to Banker and Investor inquiries on proprietary & 3rd Party products
Gaining a solid understanding of the portfolio construction, investment offerings and implementation process
Effectively communicate and present product positioning on PB morning calls
Answer questions about Managers including their process, philosophy, performance, and risk characteristics
Help Investors construct client portfolios with Manager recommendations
Update the sales-force in large forums about our Managers
Understand and communicate the impact of including a particular Manager or strategy in a multiple asset or multiple Manager structure
Articulate how the Manager selection process functions and how a combination of JPMorgan and 3rd Party strategies fits the Private Bank strategy for internal and external audiences
7+ years of practical, hands-on investment experience gained within Asset Management or Investment Banking, Mutual Funds, Funds of Funds
Candidate must possess strong quantitative, analytical and technical skills
Fluency in written and spoken English is a must; Mandarin and Cantonese beneficial
Advanced PowerPoint and Excel skills including presentation
Must be adaptable and able to work in a demanding and unpredictable environment, detail-oriented and results-focused
Strong teamwork, communication, presentation and interpersonal skills
High-energy personality with goal-oriented approach to projects

Investor Relations / Capital Raising Manager Resume Examples & Samples

Generate sales and facilitate growth of assets under management by partnering with the product specialists to champion the sales efforts
Facilitate the preparation, distribution, and delivery of business and product updates via in-person meetings, presentations, educational efforts, and conference calls
Collaborate with product specialists and research analysts to become well versed in all investment offerings in order to provide detailed and effective information to clients
Create and present timely prospecting action plans consisting of market and client updates, opportunities, analysis, views, and recommendations
Adhere to established sales targets and metrics; establish a business plan
Manage and plan travel and meetings
Log sales efforts and coverage in CRM system
7-10 years experience in investor relations or similar capacity
Intellectual horsepower and agility, including both quantitative and analytical skills
Deep product and market knowledge, particularly with complex offerings around fund to funds
Strong relationship management skills; proven ability to influence effectively to drive results
Written and verbal communication skills; ability to communicate effectively across diverse internal and external audiences
Adaptable to a rapidly growing and maturing organization; desire to build and nurture new business opportunities
Proven track record of maintaining and building upon existing institutional relationships
Strong problem solving skills; demonstrated ability to take initiative with minimal direction and oversight
Ability to travel frequently and with flexibility

Investor Relations Resume Examples & Samples

Anticipate when client is likely to announce results and require IR assistance - keep UKIB account team copied in to correspondence of IR requirements
Contact client directly if required to establish results date, roadshow dates and target institutions
Maintain complete records of meetings held and future plans for each client
Liaison with UK, US & European roadshow teams
Keep ongoing lists of requests for meetings with all UKIB corporate clients
Action ad hoc requests from institutions for meetings with corporate clients
Action ad hoc availability and requests from corporate clients for us to arrange meetings in specific areas or with a specific set of investors
Co-ordination of all roadshow & logistical requirements for any UK, Scottish or Dublin-based roadshows
Agreeing with company the reporting dates and roadshow dates and, where applicable, communicating these to Roadshow Team
Discussing basic logistical arrangements, cars, hotels, flight suggestions and any presentation materials required with the corporate client and action them
Identifying target investors with Client, UKIB, SRA, Research and Sales, establishing lists of target shareholders, non shareholders and underweight institutions
Liaising with joint broker (where applicable) and negotiating the division of the shareholder list and time available for meetings
Briefing the roadshow co-ordinator (when a European or US roadshow) with the investor target list, the chosen approach to booking the meetings and client’s logistical preferences
Establishing whether a presentation to pan euro sales is required and arranging this
Monitoring the responses from institutions on the target list and feeding this through to the corporate
Contacting institutional fund managers that are not otherwise covered by sales / research
Arranging for CS representative attendance at the meetings as appropriate
Providing general progress updates to the company
Arranging for production and despatch of investor profiles to the client, if required
Monitoring feedback response
Collating and editing feedback
Providing completed feedback to UKIB Account Director
Assisting in presenting feedback to client
Ensuring that pan euro sales receives a flavour of feedback
Ensuring that pan euro sales receives a flavour of feedback Requirements
Ability to deal with clients at senior level
Good experience of contact with fund managers
Highly IT literate
Ability to multitask and prioritise workload
Friendly, helpful and courteous manner
LI-EF1*

Assistant VP, Equity Investor Relations Resume Examples & Samples

30% Sell side Management, including Consensus
Part of the team liaising with the c30 sell-side analysts covering Barclays
Ownership for “coverage” of designated sell-side analysts
Responsibility for managing consensus model, a high profile exercise with senior management internally and the market externally
30% Results and other disclosure
Provide support for results process – with responsibility for preparing investor presentations, plus briefing materials for senior management, in particular the Q&A preparation materials and back up documentation
Provide support for seminars and conferences, which will include preparation of tailored presentations and other materials
20% Shareholder Management
Assist with management of equity investors – both key shareholders and target investors
Ensure proactive information flow to IR Managers
Prepare and deliver periodic (both regular and ad hoc) management Information
Help with shareholder analysis and targeting
20% Other
Liaise with corporate brokers to obtain market feedback and intelligence on trading in our shares and to input to our investor targeting
Provide data research and analysis support to Investor Relations Directors and other members of IR team including research on competitor organisations
Gather, review and distribute relevant equity research, including weekly/monthly summaries of market activity and reaction for Senior Executives and Board reports
Website – review content of website and attachments prior to release
Review of shareholder briefing material for Senior Executives
Ongoing responsibility for efficient use of shareholder database

SVP Investor Relations Resume Examples & Samples

Develop and lead the global Investor Relations program
Manage a team of 1 or 2 financials professionals
Oversee all Investor Relations activities including: strategy, messaging, analyst events; conference presentations; quarterly earnings process; and competitive analyses; SEC filings; proxies; annual reports; and shareholder meetings
Participate in business development deal assessment sessions. Review strategic, competitive, and financial analyses as needed to assess shareholder value creation
Advise and consult with executive management recommending Investor Relations strategies, key measures and courses of action to address shareholder issues, and communicate external perceptions of the company to executive management and the Board. 6. Lead the creation of periodic feedback reports about the company's stock price, relative stock price, brokerage analysts' estimates and perceptions, oral perceptions and opinions from analysts and investors, industries and peer company performance, and the stock market. Conveys the findings through oral presentations and written reports to the senior leaders and Board of Directors
Lead the global IR effort to find, support, and encourage prospective investors by broadening awareness and interest through conferences, presentations, meetings, media, and mailings. Needs to spend meaningful time abroad to engage international investors into the Discovery investment thesis
Coordinate with legal and finance departments to ensure full knowledge of accounting and legal consequences, including full review of all SEC filings
Collaborate with Communications team on communications/media strategy, key messages, integration and consistency of messages, and provide support to operating leaders for strategic communications

VP-depository Receipts Investor Relations Advisory Resume Examples & Samples

Manage client pitch books
Responsible for all aspects of DR client and prospect data base
Handle relationship with IR DR vendors
Analyze client and prospect shareholder base and develop targeting plans
Assist in designing Investor Relations (IR) plans/IR strategy
Facilitate creating global client events, find speakers, locations etc
Support clients in IR Projects
Client outreach
Team work with IR Advisory New York and London
Networking in the international IR community
Keep up to date with new developments in the IR/Capital market areas that could have an impact on clients
Assistance with development of targeted quantitative research studies directed to IROs and CFOs analyzing items such as trends in global equity markets, cross-border investing, and liquidity and valuation
Proven interpersonal and communication skills
Team player with ability to evidence leadership, credibility, and build consensus
Strong attention to detail and organization, out- of-the–box-thinking
BA or equivalent; prior IR experience a must (4 years +)
Deep understanding of capital markets activities, with knowledge of DR product preferred
Strong knowledge of Microsoft Office, Excellent Excel and PowerPoint skills

Investor Relations Specialists Resume Examples & Samples

Maintaining the share register for these client’s funds
Knowledge of AML and KYC compliance rules and policies
Providing Banking Services for these clients relating to shareholder processing
Work closely with Account Managers on the client relationships
Provide Registered Offices Services for the funds
Assisting with onboarding of investors onto the UBS web portal
Must have in depth knowledge of Miscrosoft Office suite of applications and NTAS investor application
Knowledge of Hedgetek investor application an asset
Must have strong client relationship experience and excellent communication skills
Flexibility to work under pressure and the ability to meet the requirements due to strict time-lines with strong organizational skills
Ability to work in a team setting and support many Account Managers
Completion of the Canadian Securities Course is an asset

Investor Relations & Solutions Professional Resume Examples & Samples

Master’s degree in Business Administration, Finance and/or Economics
5 years plus experience in the financial services / asset management / private market industry and/or consulting
Fluency in German and English
Full proficiency in Word, Excel and Power Point
Strong analytical and conceptual skills
Strong service orientation
Persuasive and polished written and oral communication skills
Demonstrates entrepreneurial spirit and is willing to assume additional responsibilities

Director of Investor Relations & Assistant Corporate Secretary Resume Examples & Samples

Investor relations
Firm positioning and messaging
Generate and maintain marketing material
Corporate governance and compliance
Proficient in Power Point, Excel, Word, Adobe Suite (In-Design) and formatting materials
Bloomberg, SNL Financial, FactSet or other market data portal experience
Superior communication and presentation skills with financial writing experience
Knowledgeable in financial investments and themes
Financial modeling, financial reporting, and accounting skills
Graphic or web design
Team player and self-starter with a constructive attitude
Ability to address and multitask a wide range of responsibilities
Bachelor’s degree in accounting, finance, business, marketing –or– a liberal arts undergraduate degree in communications/journalism with a graduate degree in business
CFA or securities licenses - Series 7, Series 63, etc. preferred
4+ years’ of experience with business marketing, sales, client/customer-facing roles, investment banking, capital markets, finance and/or Wall Street, accounting, securities law
4+ years in Investor Relations
Background in the energy or financial services industries
Relationship management experience

Global Wealth Management Managed Solutions Investor Relations Senior Associate Resume Examples & Samples

Serve as the primary resource to educate & provide information to the GWM and CWM sales force
Be able to manage a large volume of and quickly respond to sales force and client inquiries
Maintain detailed metrics and identify key trends in order to proactively prepare training aids and resources for the sales force
Drive the internal and external communication process
Liaise with internal stakeholders and external vendors on the end-to-end logistics of communications/mailings
Manage corporate action responses
Develop and drive initiatives aimed at improving the client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business
Partner with compliance and legal regarding regulatory/legal initiatives impacting clients
Bachelors degree at a high ranking university required, Series 7 and Series 63 designations preferred but not required
A demonstrated interest in managed investment products and the market

Investor Relations / Operations Associate Resume Examples & Samples

3-5 years of directly relevant experience, including trade support, reconciliation, and operations, preferably in the financial environment
Service-oriented, courteous, strong team player
Superior attention to detail and highly organized
Excellent communication including oral, written and interpersonal skills
Excellent time management skills with demonstrated ability to multi-task and prioritize
Self-starting personality that can work well with limited direction and within tight deadlines
Intermediate Word, Excel and database skills
Unquestioned integrity

Managing Director of Marketing & Investor Relations Resume Examples & Samples

Managing the marketing and investor relations teams
Working with the COO on all business development matters
Formulating marketing strategy as well as monitor territory and conducting analysis on opportunity set within all regions
Coordinating weekly marketing meetings
Coordinating road shows and developing processes to maximize visits to various regions
RFP, RFI and separate account proposal preparation
Creation and maintenance of all marketing materials
Fielding client inquiries and calls
Public Relations coordination (press releases, conferences, speaking engagements and publication inquiries)
Management of CRM development and data
Organization of the firm’s annual meetings, webinars and investor trips to the Emerging Markets Website development and maintenance
BS in Finance
Extensive Private Equity and Marketing or Sales Management experience
Strong management and organizational skills
Able to multi-task in a fast-paced environment

IBD, Investor Relations, AVP, Share Resume Examples & Samples

Responsibility for delivering the Investor Relations function to 10-15 clients
Responsibility for targeting work for prospective clients in appropriate sectors
Proactive liaison with the broking team on respective accounts, with particular focus on additional investor relations activities that are being requested by the corporate
Specific IR client responsibility, such as producing annual IR plans, identifying key targets and interest, assisting with post results roadshows and any bespoke targeting pieces, including corporate governance or based pieces of work
Responsibility for providing Investor Relations support for Non-Deal Roadshows

Investor Relations Supervisor Resume Examples & Samples

4-8 years of Investor Relations experience
Preference of work experience: Reit, then Mutual Fund, then a Hedge Fund
Provide oversight to Investor Relations team responsible for incoming inquiries from shareholders and their respective financial advisors
Provide skill development and training to Investor Relations team that includes service skills, product knowledge and business processes, including new business, transfers and general shareholder account administration
Develop thorough understanding of firm's history, previous and current investment products, business processes and regulatory rules associated with products
Gain understanding of compliance requirements and ensure adherence to regulations and guidelines
Develop standard and consistent messaging for routine items, such as incoming calls and e-mails, and issue-specific items
Monitor trends of shareholder related inquiries and issues and provide feedback to management
Monitor call volumes and department metrics
Coordinate with transfer agent to provide phone team training, including product updates, talking points and scripts, as necessary, and monitor for accuracy
Coordinate with third party custodians and broker/dealers for service-related item resolution

Investor Relations Supervisor Resume Examples & Samples

Buy side- fund or fund administration experience
Looking for 10-15 years of experience and must be overseeing staff
Manage the marketing and investor relations teams
Work with the COO on all business development matters
Formulate marketing strategy as well as monitor territory and conduct analysis on opportunity set within all regions
Coordinate weekly marketing meetings
Coordinate road shows and develop processes to maximize visits to various regions
Compensation structure and calculations
Field client inquiries and calls
Subscription document review
Public Relations coordination (press releases, conferences, speaking engagements and publication

Investor Relations Supervisor Resume Examples & Samples

Buy side experience , specifically Private Equity preferred
5-10 years of experience
Must also have experience with supervising staff and know a CRM
Managing CRM development and data
Responsible for the oversight of data input and tracking of all investor changes in the firm's databases (Private Equity Office and Excel databases)
Ensuring accuracy of the databases
Generating client reports and ad-hoc reports
Interacting with investors to obtain client information
Interacting with investors on capital calls, distributions and transfers of interest
Processing client changes and subscription documents
Preparing subscription packages
Managing and updating AUM spreadsheet
Responsible compiling for audit reports

Investor Relations Supervisor Resume Examples & Samples

Looking for a 2004-2006 graduate with an Investor Relations and Investor Servicing mix
Must have good schools and GPA
Preference is out of a smaller Fund

Investor Relations Officer Resume Examples & Samples

Build strong long term relationships with investors (debt and equity) and analysts to effectively communicate the company's financial performance and strategy to the investment community; develop communications materials relevant to the target audiences including press releases, results and Investor Day materials
Use knowledge of the financial markets to provide input to, and advise on, the development of business strategy as required
Support the Head of Investor Relations in her day to day responsibilities; and assist in the development an investor targeting programme and manage the annual calendar of IR conferences and other events
Build and maintain effective internal networks across the organisation, ensuring good flow of information and building the reputation of the Investor Relations function
Advise, brief and support senior management in their interactions with the investment community. Key relationships will specifically include; CEO, CFO, Chairman and CEO of Wealth Management among others; support UBS’s commitment to transparency by supporting and developing best in class financial disclosure

Mira Ppg Investor Relations Business Analyst Resume Examples & Samples

Supporting the PPG team by directing and executing a proactive investor relations communication effort for MIRA limited partners in the Americas
Providing operational and investor relations support to three relationship managers in their broader capital raising and product development efforts
Involvement in all facets of the investor relations process; and
Working directly with MIRA's investment teams in the Americas
Demonstrated commitment to providing exceptional client service
Minimum three years' experience in asset management, private equity, alternative investment marketing, investment banking or a related industry
Strong professional written and verbal communication skills
Ability to manage multiple projects simultaneously and execute them with a sense of urgency
Highly motivated with ability to work both independently and in a large team setting
Highest levels of personal and professional integrity

Head of Investor Relations Resume Examples & Samples

30% Plan, execute, and manage the investor relations program / strategy. This will involve developing a detailed knowledge of Shire’s business, developing and implementing an investor targeting plan to support the company’s strategy, and managing various key investor events including an annual investor day, investor conferences, road shows, and earnings calls
20% Advise company management about financial and industry trends, shareholder concerns, and competitor actions that may impact the company. Stay apprised of market opinions, attitudes and reactions to Shire’s issues and communicate critical points to senior management
30% Develop and maintain effective relationships with research analysts, institutional investors and retail brokers, providing timely and consistent communication regarding Shire’s business model, strategy, and operational and financial objectives, as well as establishing realistic expectations for the company’s performance
20% Is a member of the Finance Leadership Team, manages the investor relations budget, and is a people manager to global IR function

Head of Investor Relations & Client Services Resume Examples & Samples

As a key contact point of communication for the investor clients and REIT analysts
Work with the Senior Management team to develop and execute investor relations strategy and communications plan
Build and maintain relationships with investors and analysts, understand and meet their needs in a timely and professional manner
Advance business relationships and provide the senior management with potential marketing and business opportunities
Identify prospective institutional clients and potential growth areas

Investor Relations / Marketing Associate Resume Examples & Samples

0-2 years of experience
Graduate from a top-tier school
Personal and professional interest in Asia
Ability to adapt to a variety of professional and social settings
Must be an effective and clear writer
Self-motivated and a quick learner
Collaborative and a team player

Investor Relations Professional Resume Examples & Samples

Constructing reports on stock price performance and valuation for the Firm and peers
Creating briefings for Firm management meetings with institutional investors and sell-side analysts
Review and synthesize sell-side analyst research on the Firm and peers
Providing updates to Firm management on shareholder activity
Monitor competitor earnings releases, investor presentations and public commentary for analysis and comparison
Preparing quarterly earnings documents and analyses for the Investor Relations group and Firm management
Assisting in development and production of investor presentations given by Firm senior management
Proficiency in Microsoft PowerPoint and Excel
Strong analytical abilities, both quantitative and qualitative
Understanding of financial services industry (capital markets, wealth and asset management) and relevant industry topics and developments
Utmost commitment to detail and accuracy
Experience conducting valuation analysis or investment research

Investor Relations Coordinator Resume Examples & Samples

Schedule local and out of town meetings and events with RBC executives and IR’s key external stakeholders (investors, analysts and rating agencies), and accurately maintain event calendars
Promptly respond to emails and phone calls to the IR department in a professional and manner (with the help of other IR colleagues as required)
Assist in the organization of the logistics for our quarterly earnings process, including arranging meetings with executives, confirming conference call and webcast details and providing general support to the IR team. The quarterly process requires tremendous coordination with IR members, executive assistants and other departments e.g. Corporate Communications. Accurately organize materials (prepared by other IR members) for external meetings, conferences and quarterly reporting; distribute research reports internally as needed
Manage internal and external vendor relationships e.g. conferencing, webcasting, stationary, print house, computer equipment and office furnishings etc
Coordinate print jobs for presentations and disclosure documents, and prepare document packages for courier
Ensure invoices are paid on time, reconcile and report departmental and team expenses and track budget issues
Organize logistics for on-boarding staff, including rotational programs
Keep a centralized filing system including for disclosure documents such as the Annual Report, Quarterly Report to Shareholders, Proxy, etc
Organize and update databases, primarily ThomsonOne which tracks all interaction with analysts, investors, rating agencies, including summarizing meeting notes
Maintain contact lists of all analysts, investors, rating agencies, etc. and internal distribution lists
General administrative activities - purchase office supplies through EzBuy, organize and distribute mail etc
Other administrative duties and ad hoc project assistance
Excellent communication (both written and oral) and interpersonal skills, requires daily contact with senior executives and investment community
Highly organized, proactive and committed to quality and accuracy
Strong multi-tasking skills; enjoys working in a fast-paced small team environment
Ability to manage well under pressure and tight deadlines
Outstanding attention to details
Customer service orientation as this individual is the first point of contact for CAO&CFO, other GE and any Investor Relations’ inquiries
High level of computer proficiency (Word, Excel, PowerPoint, database management and the Internet)
Some understanding of the financial services industry is a plus

Cib Ops Ais Investor Relations Operations Analyst Resume Examples & Samples

Produce and review client and investor level reporting, such as monthly / quarterly statements, contract notes, order acknowledgements, and regulatory reports
Excellent interpersonal skills
Ability to work with a high level of precision in a fast paced, deadline driven environment

Investor Relations Resume Examples & Samples

Preparation of investor presentations, releases and other documentation related to the Half Year (HY) and Full Year (FY) results announcements, Operational Briefing and AGM
Preparation of CCIR reports for Board and Ops Review Committee, providing insights/feedback from the investment community to senior management
Assistance in the preparation of the Annual Report
Assistance in the preparation of debt/hybrid equity prospectuses
Providing information on investor queries and organisation-wide requests
Assisting on logistical tasks including investor roadshows and conference coordination
Accompanying senior management to investor meetings
Other ad-hoc project work and requests
A financial background and an interest in financial markets
Undergraduate qualification (or equivalent) with major in Finance and/or Accounting
Project and stakeholder management experience
Strong attention to detail and verbal/written communication skills
Ability to solve problems and demonstrate initiative
Advanced level skills on MS Word, PowerPoint, Excel and Outlook

Senior Financial Analysis Investor Relations Resume Examples & Samples

Assist in preparation of investor materials: prepare customized materials for investor update meetings as well as assist in the quarterly and year-end quarterly investor reports; assist in creating materials for various special events such as the annual general meeting
Tracking and profiling investors: work with the IR team to maintain, update and utilize a client relationship management database for investor targeting and tracking
Develop internal and external communications: conduct external research to provide management with current news and information about our peers and industry. Create and update regular reports detailing investor perceptions and relevant information and market trends for management and board of directors
Prepare responses for investor requests for review: compile and create numerous types of quantitative and qualitative information including compiling quarterly and annual data, due diligence surveys, etc
Research, analyze, and report on stock ownership, institutional investor base, trading activity, company peers and competitors financial statements, operational statistics, and valuation
Analyze valuation modeling techniques utilized by investors and/or analysts. Challenge / validate assumptions based on company expectations and projections
Assist in the planning and execution of special IR events including road shows, Investor Day, the Annual meeting, and other investor relations events
Work closely with accounting, legal and compliance departments: serve as liaison with these groups on IR matters
1-2 years of related work experience within financial services
Exceptional academic background from a Tier 1 school with a minimum 3.5 GPA
Highly proficient in Microsoft Excel, PowerPoint and Word
Strong written/verbal communication skills, attention to detail, and organization
Proficient in financial accounting and quantitative analysis skills

Senior Associate / VP of Investor Relations Resume Examples & Samples

5+ years of Investment Banking experience
Hands on experience with Business Development Companies
Previous experience with Leverage Finance and/or Mergers & Acquisitions

VP / Senior Associate, Investor Relations Resume Examples & Samples

Developing and executing investor relations marketing plan
Communicating SunTrust’s strategy and financial position to the investment community
Good financial acumen, understanding of Wall Street and capital markets, strong communication skills (verbal and written)
Must enjoy / have a passion for investor marketing/targeting/event planning; Experience in Investor Relations or IR-related functions (equity research, corporate access, equity sales); demonstrate skillset of communicating challenging messages and concepts; Experience managing complex, multi-faceted relationships; Ability to work independently, while collaborating and contributing to a high performing team; Ability to develop communications strategy to educate and influence; Strength building effective cross-functional partnership; Aptitude for identifying and solving issues; good critical thinking skill set required
3+ years overall, 1+ years in corporate Investor Relations or IR related functions (equity research, corporate access, equity sales, etc.)

Marketing & Investor Relations Assistant Resume Examples & Samples

2+ years of experience
Proficient in PC platforms
Ability to work under high pressure in a deadline-driven environment, while maintaining accuracy, exquisite attention to detail and quality control
Bachelor's in Finance, Marketing, Economics, or related field
Investment Banking/Leveraged Finance/Sponsor Finance background

Darby Marketing & Investor Relations Director Resume Examples & Samples

Develop new channels of distribution and market Darby funds via placement agents, consultants and direct investor commitments for club deals or one-off direct deals
Develop new opportunities to raise capital from institutional investors, including Foundations Endowments, Public and Sovereign Wealth Funds
Lead capital raising campaigns for new Darby products by articulating the team’s investment philosophy, process and strategy
Enhance communication between the investment teams and distribution channels to support business development efforts and to meet with key decision makers at existing clients to provide periodic portfolio reviews and updates
Work closely with the Darby Portfolio Management teams to service existing client relationships
Provide portfolio commentary and written communication pieces that articulate the investment team’s perspectives regarding the financial markets and fund performance
Participate in investor forums to gain insights on market conditions – and convey the takeaways to Darby investment teams
10-15 years of industry experience, preferably as a senior business development or marketing officer with a focus on private equity
BA Required, MBA or advanced degree in related field strongly preferred
Series 22 (private placement) license is desirable
Demonstrated knowledge of global private investment market, and various private investment strategies relevant to Darby (mezzanine and private equity)
Prior demonstrated knowledge and experience in asset class, particularly in terms of fund formation, investor identification/screening, capital raising, and investor communications
Ability to spearhead business development and client retention efforts in collaboration with investment team and institutional sales
Ability to verbally and orally articulate all facets of the investment process and strategy on behalf of investment team
Ability to conceptualize external feedback and industry trends into the investment teams’ process
Effective relationship management skills and demonstrated credibility with investment teams and distribution teams
Ability to effectively deliver presentations on complex financial and economic topics to a broad audience
Ability to analyze and effectively present performance results
Familiarity with the portfolio analytical tools
Demonstrated knowledge of investment vehicles and pricing structures
Demonstrated knowledge of distribution channels
Willingness to travel as needed - up to 50%

Investor Relations Specialist Resume Examples & Samples

Proficient in Microsoft Excel and PowerPoint
Financial modeling
Proficient in Financial Statements (income statement, balance sheet, statement of cash flow)
Strong analytical skills, comfortable working with data
Ability to identify themes and insights, and present them in the context of a broader story
Ability to complete executive level work in a fast paced/dynamic environment

Ais Investor Relations Ops Processing Specialist Resume Examples & Samples

Process trades (subscriptions, redemptions, transfers, etc), data and reports in accordance with the established work practices and procedures in IR Ops
Maintain the highest individual and team standards for quality assurance as it relates to all investor or fund activity / changes; ensure team is ‘Always Audit Ready&#8217
Produce client / investor level reporting and internal control reports, such as contact updates, monthly / quarterly statements, contract notes, order acknowledgements, and regulatory reports
Collaborate with the IR Ops and AIS leadership teams to help drive the strategic agenda
Maintain and update Standard Operating Procedures as required
Ability to work independently with strong follow through

Cib Ops Ais Investor Relations Operations Specialist Boston Resume Examples & Samples

Work with the team to provide oversight and leadership for the delivery of IR Ops services to clients across AIS
Partner within the IR Ops department and across the broader AIS team to ensure the completion of all end-to-end processes in line with JPMorgan Risk Management policies
Manage the final signoff process for investor transactions and resolve any outstanding documentation, including KYC/AML documents
Identify and action priority items within appropriate timeframes; escalate issues as necessary; relentlessly resolve aged items

Ais Investor Relations Ops Treasury Kyc Specialist Boston Resume Examples & Samples

Process payments to investors and or clients in accordance with the established work practices and procedures in IR Ops
Perform KYC analysis on investor accounts and assign KYC classifications in accordance with the established work practices, policies and procedures
Perform Anti-Money Laundering validations on all incoming money in accordance with the established work practices and procedures
Produce internal control reports, including but not limited to number of payments released, number of payments pending, number of payments on hold
Follow JPMorgan's established processes and procedures; Look to modify / iterate processes and procedures to continually improve accuracy, reduce redundancy, and mitigate risk

Investor Relations Leader Resume Examples & Samples

Develops and maintains a company investor relations plan
Performs a comprehensive competitive analysis, including financial metrics and differentiation
Develops and monitors performance metrics for the investor relations function
Monitors operational changes through ongoing contacts with company management, and develops investor relations messages based on these changes
Creates presentations, press releases and other communication materials for earnings releases, industry events, and presentations to analysts, brokers, banks, and investors
Oversees the production of all annual reports
Manages the investor relations portion of the company web site
Monitors analyst reports and summarizes them for senior management
Serves as the key point of contact for the investment community
Establishes and maintains relationships with stock exchange representatives
Organizes conferences, road shows, earnings conference calls, and investor meetings
Provides feedback to management regarding the investment community's perception of how the company is being managed, and their view of its financial results
Represents the views of the investor community to the management team in the development of corporate strategy
10+ years of accounting/finance experience
5+ years’ experience in managing an investor relations function
Advanced degree preferred
Evidence of strong relationships within the investment community, and the ability to collaborate with the executive team
Willingness to travel globally

Investor Relations Relationship Manager Resume Examples & Samples

Bachelor's Degree in Finance from a top university
Track record of professional and academic success
5-8+ years in a similar role working with prominent institutional investors
MBA or CFA designation

Investor Relations Supervisor Resume Examples & Samples

Interaction with Fund Manager and Fund’s staff
Review of Investor subscription documents
Verifying Investor profile, documentation and trades in Praeeo
Review of Investor confirmations, statements, ad hoc reporting (including ERISA holdings reports & audit requests) and general correspondence

Senior Analyst w / Investor Relations Resume Examples & Samples

Developing and producing quarter end supporting materials and schedules, including ad-hoc financial analysis related to key topics and messaging at each quarter end
Compiling and tracking KPIs and other metrics for peer group; creating summaries which analyze competitor's earnings releases and conference calls
Supporting investor meetings and events, including preparing slides for IR presentations
Helping to summarize key themes and assumptions found in research reports produced by analysts (including analysis of published models)
Developing and owning enterprise-level analysis based on long term strategies (economic profit, ROIC, etc)
Assisting with Corporate FP&A activities such as planning, forecasting and performance reporting
Requires a Bachelor's degree in Finance, Accounting or equivalent
Up to five years of relevant work experience; experience in investment banking, consulting or investor relations is highly valued
Requires two years of experience in financial modeling; experience in company valuation is a plus
Very comfortable with technology; Proficient in Word, PowerPoint and Excel; Thomson One and Bloomberg knowledge preferred
Must have excellent communication skills both written and verbal
Self-starter who can work independently, but still be a team player

Investor Relations / Marketing Analyst Resume Examples & Samples

B.A. or B.S. degree
2-4 years of experience in financial services
Exceptional Excel and Powerpoint skills
Excellent analytical and problem-solving skills
Self-motivated and proactive with strong interpersonal skills
Polished, articulate and demonstrates a positive attitude
Ability to function and multi-task efficiently in a high-pressure, deadline-driven environment
Experience at an alternative investment manager firm

Investor Relations Summer Intern Resume Examples & Samples

Learn a wide range of concepts, programs, and services designed to prepare for assignments in any area of the organization
Develop and enhance the following skills
Complete special projects or assignments that assist department in its mission and helps intern learn about the corporate environment
Complete all prescribed training satisfactorily
Provide quality service to our external customers during any on the job training
Working towards the completion of an industry appropriate four-year college degree or advanced degree at an accredited college or university

Investor Relations Resume Examples & Samples

Broad understanding of how JPM operates across its business and its dynamics within the financial services industry
Solid understanding of key strategic frameworks/ financial concepts and how they are applied at the Firm (e.g., capital allocation, assessment of key business synergies, competitive benchmarking)
Critical thinking to challenge current practices and identify new opportunities across business/functional areas
Project management skills/multi-tasking (e.g., balancing workload between short-term and longer-term projects)
Oral and written communication skills
7+ years of finance, consulting or investment/other banking experience required, with an emphasis on analytical work
Bachelor's degree required, preferably in Finance or Economics
Advanced Powerpoint/Pitch Pro and Excel skills required
Strong analytical, creative thinking and problem solving skills
Strong work ethic; work well in a fast-paced environment
Ability to work effectively with Executive Management
Comfortable with ambiguity - ability to take the lead without explicit instructions
Ability to develop, synthesize and present perspectives on key strategic/financial issues
Experience with modeling, client work and product analysis
Ability to accurately and clearly explain complex numbers
Pick up new concepts quickly

Svp-corporate Finance & Investor Relations Resume Examples & Samples

Responsible for overseeing and executing all aspects of the investor relations function
Serve as the primary points of contact with analysts and investors helping to enhance the Company’s image and reputation
15+ years’ experience in corporate investor relations and a combination of buy-side or sell-side analysis, finance or investment banking plus 5+ years in a leadership role
MBA, CFA and / or CPA preferred
Media industry experience is highly preferable
Strong financial acumen including a thorough understanding of the financial modeling techniques used by research analysts and investors to evaluate a company’s operating and financial performance and the resulting value for its stock. In-depth understanding of SEC disclosure rules and regulations
Ability to interact with the senior management team, providing insight and guidance
In-depth understanding of the financial and investment markets
Excellent interpersonal and relationship building skills
Ability to communicate complex information in an articulate, accurate and positive manner
Strong computer skills including Microsoft Excel
An efficient and resourceful team player and an individual contributor

Senior Investor Relations Administrator Resume Examples & Samples

Interaction with the Fund’s Investors & prospective Investors
Obtaining complete trade and AML documentation from prospective Investors
Inputting Investor profile, documentation and trades into Praeeo
Maintaining Investor records across various internal systems
Production of Investor confirmations, statements, ad hoc reporting and general correspondence
Processing Client and Investor requests for web access

Pjt-investor Relations Resume Examples & Samples

Build out of Investor Relations infrastructure for firm
Create and update detailed financial models
Work on various finance projects
Industry analysis for all business areas of the firm
Develop and maintain valuation metrics across financials
Prepare investor presentations
Work with Investor Relations and Finance on quarterly and annual earnings reports
Build internal relationships across the firm and communicate with external investors and research analysts
Minimum of 2-years’ experience in investment banking, equity research or similar financial role
Experience in reading and analyzing complex financial statements
Strong financial analysis skills: adept in building and maintaining financial models
Highly detail oriented in all aspects of work
Strong Excel, database and PowerPoint skills
Strong written and oral communication skills; good listener
Able to build effective relationships internally and with external constituents: investors and equity research analysts

Associate, Investor Relations Resume Examples & Samples

Serving as one of the primary points of contact with the investment community in responding to inquiries and relaying feedback and perceptions to the Head of Corporate Communications and IR and Senior Management
Supporting the earnings preparation process, including financial analysis, script and Q&A draft/editorial, interacting with internal teams to obtain data, develop content and build best in class process management
Conducting fulsome competitive and comparative valuation analysis
Contributing to the planning and management of, and actively participating in investor events including road shows and conferences
Developing strong relationships and credibility with key internal teams, including finance, legal and investment teams, to build a better understanding of the company and to execute job responsibilities effectively and efficiently
Contributing to the development and management of investor targeting programs and presentations, briefing materials and IR website content; and
Identifying and communicating strategic and tactical ideas for the continuous improvement of the IR program
Exceptional judgment and discretion
Outstanding initiative and a strong work ethic
Effective networking skills and the clear ability to quickly build trust, credibility and rapport with a wide range of internal and external stakeholders
Proactive with a self-starter mentality and an ability to operate with minimal guidance while working collaboratively within a team environment
Proven integrity, team player with the utmost professionalism
3 - 5 years of experience in investment banking, research or investment management, or investor relations; industry specialization covering financial institutions is a plus
A high degree of financial literacy with attention to detail and a thorough understanding of, and comfort with, financial statements and corporate finance
Solid understanding of the investment management industry and the ability to explain operating results, fund performance and merits of overall firm valuation to the investor audience
Proven ability to analyze and propose solutions to complex communications issues
Strong project management skills and the drive to lead projects to successful outcomes
Exceptional skills in Microsoft Excel and PowerPoint
Strong communications skills, especially written, and the ability to work with senior management on written and slide based content in a time sensitive environment

Manager of Investor Relations Resume Examples & Samples

Data-driven requests and quarterly reporting for the Investor Relations/Marketing team
Quarterly portfolio reports, annual meeting deliverables, individual investor requests, etc
Will work on marketing materials across multiple products (private equity/credit)
Internal facing tasks: communicating with teams across the firm (legal, accounting, investment, etc)
Handling important reporting materials and coordinating with all seniority levels internally
Note: this role will not have LP contact, although it is possible to have a limited opportunity to have contact with LPs in the future. This role is very much a Project Manager-type role
Bachelor's degree with an accounting, valuation, project management or similar background preferred
Minimum 3 years of experience in a similar role within financial services (experience at a private equity/private investment firm strongly preferred)
Strong understanding of financial statements required
Strong analytical and written skills
Ability to work well with others and independently. Very much a 'player/coach' role
Detail oriented and thorough
Exceptional MS Office Skills

Investor Relations & Client Service Resume Examples & Samples

2-3 years of work experience
A high degree of proficiency in Excel and PowerPoint (required)
Working knowledge of high yield/credit and CLOs along with basic understanding of accounting and finance (preferred)
Investment banking, Leverage Finance, or Alternative Credit Manager experience welcomed
A desire to work in a team environment, often under pressure

Investor Relations Senior Analyst Resume Examples & Samples

7 to 10 years of experience in investor relations, and/or securities analysis
A thorough understanding of financial modeling techniques used by security analysts to project a company's operating and financial performance and the resulting value of its securities
An in-depth understanding of the financial and investment markets and the ability to establish new relationships in new industries quickly
A good understanding of strategic communication, public relations, marketing, advertising and the media
Undergraduate degree required, with a master's degree highly desirable
An energetic, efficient, and resourceful team player as well as individual contributor
An active and effective leader
Ability to work effectively in a largely unstructured environment

Hedge Fund Investor Relations Partner Resume Examples & Samples

Writing reports and managing performance data for the Hedge Funds activity
Maintaining and producing marketing materials for advised Alternative Investment (AI) products, especially HFs
Managing lifecycle for AI, especially advised Hedge Funds
Supporting projects with international specialists
Managing external relationships with Hedge Fund providers

Investor Relations Account Manager Data Publishing Resume Examples & Samples

Managing key relationships with clients and PR firms
Managing internal relationships with FT departments, organisations within the FT and the FT Group
Putting forward tailored proposals to new business clients. Understanding their requirements and creating alternative solutions to match their needs
Up selling to existing clients
Pitching to IPO’s, recently listed companies in LSE, and dealing with incoming sales enquiries
Meeting with both potential and existing clients as required
Answering any queries on FTSS pages from listed companies, both clients and non-clients as well as FT readers
Ensuring the IR content on the clients’ FT Equities pages is up-to-date
Liaising with the data provider to ensure the data in the paper is correct and changes are processed correctly
Achieving quarterly performance targets based on revenue inflows, contract renewals
Assisting in producing revenue forecasts for management using knowledge of key clients and analysing key trends and making recommendations
Driving the growth and retention of key existing clients through value added relationships, insight and intimate knowledge of clients
Working with the Sales Team to develop new revenue generating opportunities. This will include sharing new leads information, providing client history and analysis of spend and liaising where appropriate with agencies to help close business
Keeping the CRM system up to date
Managing the Investor Relations Executive in Manila. Contacting daily, motivating, sharing leads, following up on new business progress
Working with the accounts team in Manila to ensure that debt within terms maintains lowest possible %
Ensuring that credit notes are requested and checked in a timely manner
Representing the FT at the UK Investor Relations Society Events, discussing and signing the annual agreement between the Society and the FT and attending events when required. Responsible for compiling guest list for annual awards and ensuring event is liaised with the wider data publishing team
PERSON SPECIFICATION Qualifications / Competencies / Skills / Experience * * Strong experience in key account management and renewal processes
Proven track record of generating new business sales
Ability to organise tasks and cope with conflicting priorities
Computer literate: work processing, database and CRM skills and Microsoft. Salesforce experience would be beneficial
Creative problem solving skills and can-do attitude
Excellent communication skills (written and interpersonal), including an ability to communicate well and persuasively with a range of external and internal contacts, using a variety of media
Confident in producing and delivering presentations to a range of audience sizes and job levels
Ability to manage tasks from start to finish
Ability to interpret and re-present information
An understanding of marketing practices
Excellent administrative skills
Good business and commercial acumen

CIB OPS AIS Investor Relations Operations Analyst Brooklyn Resume Examples & Samples

Work with the AIS IR Operations team to execute strategic change agenda
Work in the AMERICAS Investor Relations Strategy & Architecture Group which is responsible for strategic change, business support including integration of new business, UAT and liaising with OCM, risk and audit partners
Support the end-to-end re-engineering of our operating model
Proven team work and leadership experience. This would include providing direction, coaching and effective feedback to team members
Possesses strong ability to manage multiple tasks simultaneously and prioritize work efforts
Sensitivity to regulatory as well as risk and control matters
Possesses and displays excellent written and verbal communications skills; including experience conducting formal presentations to potential fund clients
Proven examples of effective decision-making skills when faced with multiple alternatives
Proficient in project management software such as MS Project
Prior knowledge of Hedge Fund Accounting/Investor Relations systems

Events Co-ordinator, Investor Relations Resume Examples & Samples

Experience in high-level administrative function and event co-ordination
High degree of initiative; proactive
Take charge attitude
Ability to assess overall picture
Professional and high level of maturity
Able to manage multi-tasks at one time
Excellent PC skills, with emphasis on Excel

Investor Relations Resume Examples & Samples

Bachelor's degree required, preferably in Accounting, Finance or Economics
2-4 years of full-time work experience, Investment banking and/or research experience preferred
Excellent Oral and written communication skills

Senior Investor Relations Administrator Resume Examples & Samples

Manage and coordinate complex and time sensitive travel arrangements for a variety of senior executives across multiple functions
Prepare, reconcile and track expense reporting and reimbursement via Concur
Coordinate multiple executive schedules for all investor relations meeting, ensuring attention to detail
Prepare, review and distribute reports on shareholder and analyst activities
Create and verify accuracy of briefing documents for management meetings with shareholders and analysts
Coordinate and facilitate the set-up and agenda for the investor meetings
Own and administer the investor relations management database
Support creation/modification of quarterly earnings preparation materials
Organize and provide support for major investor events including store tours, national conference participation and in-house hosted meetings
Monitor the Investor Relations hotline for phone and email requests from external parties, respond to inquiries and thoroughly document any issues or required follow-action items
Manage and appropriately take action on any Certificate of Insurance requests
Organize and safeguard all highly confidential company files and information
Assist in ad-hoc reports and a myriad of special projects as needed
This position will be located in our New Jersey office in North Bergen with frequent visits to our 2 Park Avenue NY, NY location as well. We offer transportation via our company shuttle van that operates from 7am to 7pm
8+ years related work experience in investor relations, accounting or finance
Ability to translate data into action plans or specific goals
Ability to listen and communicate effectively both written and oral
Ability to build successful working relationships both internally and externally
Ability to effectively manage multiple high priority and high profile tasks while ensuring established deadlines are met
Ability to influence and collaborate with key business partners
Strong decision making and problem solving capabilities; systematically analyze complex problems and deliver succinct recommendations that are often time-sensitive
Demonstrate a high level of integrity and professionalism
Highly proactive with a strong attention to detail while working in a fast paced environment
Highly proficient in MS Office (Word, Excel, Outlook and PowerPoint) as well as other web based programs

Investor Relations Senior Analyst Resume Examples & Samples

Exceptional client service skills
Proficiency with computer platforms and applications, particularly Microsoft Office products
Some VBA experience
Some SQL knowledge
Some MS Access experience

Manager of Investor Relations Resume Examples & Samples

Bachelor's Degree in Finance
3+ years of experience in investment research, investor relations, or financial analysis with a proven track record of success
Ability to define and implement policies and procedures and drive process improvements
Excellent financial analysis skills

Investor Relations / Relationship Manager Resume Examples & Samples

8-10+ years’ operations experience within a top tier bank or investment manager
Bachelor's Degree or higher in Business Administration, Finance or related field
Strong product knowledge, equity/credit/commodity derivatives, and fixed income experience
Experience with and deep understanding of trade clearing and settlement process, international security settlement experience
Ability to work independently and manage a key area of the business, continually looking to reassess and improve processes
Demonstrated ability to plan, coordinate and implement projects

Investor Relations & Fundraising Lead Resume Examples & Samples

Lead daily execution on all fundraising transactions, from initial meetings with PE/VC investors, preparation of due diligence materials to negotiation of the deal
Take primary responsibility for constantly refining investor messaging and equity story by staying on top of the business, measuring the competitive landscape and gathering investor feedback
Help to strengthen and build relationships with a suite of renowned Global tech investors
Collaborate with top management to draft relevant materials for investors, including board presentations, presentations for key investor meetings and conferences, as well as key business and performance updates
Respond to all investor requests and enquiries in an organized way
Track key metrics and develop a deep understanding of the key drivers of the business

Director of Investor Relations Resume Examples & Samples

7+ years of experience in the Investor Relations function of a Public company
Bachelor's Degree in a related field
Financial Analysis background
Solid client service skills
Degree in a Business-related field
Experience in highly automated environment and/or comfort with technology

Investor Relations Senior Associate Resume Examples & Samples

Maintenance of the Investor Relations group email in-box including initial review of documents to ensure they are forwarded to the designated processor and to the Compliance mailbox
Communicate with IT and Software Development teams to correct system/input errors relating to documents
Review subscription documents of new clients to ensure their compliance with all regulatory requirements; provide comments and suggestions to clients as appropriate
Perform other related duties as assigned by Compliance manager
REQUIRED/PREFERRED SKILLS AND EXPERIENCE
Experience in financial services. Knowledge of hedge funds is a plus
Strong communication skills, both written and oral

Investor Relations Resume Examples & Samples

Serve as the primary point of contact with analysts and investors and develop key external messages and communicate the Company’s operating and financial strategy
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. Must be able to interpret/synthesize large amounts of data/analysis to drive effective/efficient communication
Oversee the quarterly earnings process and help prepare senior management for earnings calls including

AIS Investor Relations Operations Treasury Resume Examples & Samples

Review, understand and have the ability to discuss AML regulations requirements
Perform KYC analysis on investor accounts and assign and review KYC classifications in accordance with the established work practices, policies and procedures
Responding to investors/clients on AML related queries and AML escalations
Contribute to AML KYC ongoing and refresher training
Review of AML reporting
Monitor all accounts for monies received
Perform Anti-Money Laundering validations on all incoming and outgoing money in accordance with the established work practices and procedures
Process and review payments to investors and or clients in accordance with the established work practices and procedures in IR Ops
Review payment documents received from IR Ops to ensure completion and readiness for payment
Maintain and enforce the highest individual and team standards for quality assurance as it relates to all payments; ensure team is ‘Always Audit Ready&#8217
Allocate resources effectively during peak and non-peak work cycles; establish and monitor key performance indicators (KPIs) and key risk indicators (KRIs)
Build relationships as a subject matter & system user expert to provide thoughtful dialogue with other business groups across JPMorgan
Engage in projects within your team and the IR Ops department including, but not limited to, system testing, etc

Cib-ais-investor Relations Resume Examples & Samples

Responsible for the production and review of standard client and investor level reporting, such as monthly/quarterly statements, contract notes, order acknowledgements, and regulatory reports
Tasked with completing ad-hoc reporting as necessary such as the preparation of board reports, system extracts, K-1 and AFS distribution, audit requests, etc
Responsible for final signoff on investor transactions and resolution of outstanding documentation, including KYC/AML documents
Perform call-backs as necessary to clients and investors in order to update bank wire instructions and authorized signors lists
Attend and drive internal and external client meetings, usually via conference call, to ensure client needs and expectations are consistently met or exceeded; ensure resolution of follow up items

Cib-ais Investor Relations Resume Examples & Samples

Manage a team of Accountants responsible for the Preparation/Review/Oversight of Net Asset Value Files
Manage the Review/Oversight of Daily Profit and Loss Calculations
Review of fund, share class, and investor allocations including calculations of management and performance fees
Ensure all scheduled work is completed by agreed deadlines, checklists are completed and files contain all required documentation
Ensure that all controls and procedures outlined in the procedures manual and general company policies are complied with across all groups
Create, maintain and update procedures for client specific deliverables
Develop a thorough knowledge of our client base and build relationships with Investment Managers and other related third parties
Partner with internal stakeholders and clients to support new Fund on-boardings and conversions
Perform on-going review of daily controls and communication of any new training or procedural changes within the team
Work closely with clients to resolve queries and provide first level accounting escalation support
Work with internal partners (investment operations, reconciliations, investor relations and financial reporting teams) to agree on internal deadlines to ensure client SLAs are met
Effectively balance workload and manage capacity within the team
Ensure that coverage/cross training plans are in place within the team to cover holidays, absences and turnover
Assist with training and coaching of team members
Streamline operational processes to reduce risk and improve efficiency
Ensure that available technology is fully utilized in the most efficient manner
Work closely with legal/compliance to ensure all funds are in compliance with the relevant regulatory authorities
Report to management on MIS and ad hoc issues that may arise
Participate in and or lead special projects
Support business growth through participation in the Request for Proposal Process
Bachelor’s degree required, degree preference is Finance, Accounting, or Economics
Thorough knowledge of the hedge fund environment including accounting for investor allocations, share classes, and complex investment and securities processing
Excellent client service orientation and proven ability to deal with demanding clients
Ability to lead and manage high performing teams
Strategic thinker with proven track record

CIB OPS AIS Investor Relations Operations Associate Resume Examples & Samples

A basic understanding of the alternative investment servicing industry with knowledge in investor relations, regulatory practices and operations
Ability to lead and influence across a matrixed environment; proven ability to assist in implementing solutions and delivering against timeframes and budgets
Demonstrated ability to effectively interact and communicate with other staff members
Proven examples of self-motivation and experience working under limited supervision
Extensive working knowledge of Microsoft Office products including Word, Excel, Access, Visio and Outlook (or similar email program)

GSO Investor Relations & Market Strategy Analyst Resume Examples & Samples

2-3 years of work experience, preferably in an investor relations or marketing role
Investment banking, Leverage Finance, or Alternative Credit Manager experience preferred
Working knowledge of high yield/credit and CLOs (preferred), along with basic understanding of accounting and finance
A high degree of proficiency in Bloomberg, Excel and PowerPoint (required)
Demonstrated ability to write effectively
Extremely detail-oriented
A desire to work in a global team environment, often under pressure

GWM Mss-associate GWM Global Portfolio Specialist & MSS Investor Relations Resume Examples & Samples

Assist in developing and updating PowerPoint presentations and marketing materials for clients and internal meetings
Develop and maintain a number of excel spreadsheets and models which may contain confidential client financial information
Oversee quality control checks to ensure data integrity and accuracy
Liaise with internal stakeholders (finance, compliance, business management, etc) on regulatory, technology, business management, legal improvements and/or initiatives
Develop and drive initiatives aimed at improving the advisor/client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business
Identify and assess areas of risk and implement preventative policies and procedures
Organize and maintain databases used to manage investment ideas
Provide input and new ideas that contribute to the overall development and enhancement of the business strategy
Qualified Professional (CA/MBA/CFA) 5-6 years
Extensive experience using Microsoft office programs including excel, power point and Adobe PDF
Business Communication skills
Superior multi-tasking; strong organizational skills and attention to detail
Excellent communication skills and ability to prioritize a heavy workload
Genuine interest in financial markets and macro-level economic trends
Strong initiative, energy and confidence completing assignments with limited supervision
Good judgment and discretion working with highly confidential information
Self Starter attitude

Head of Fixed Income Investor Relations Resume Examples & Samples

Communicate effectively with the investment community (both sell-side analysts and buy-side investors)
Provide Senior Management with insights on investor thinking
Help develop for external dissemination a clear, cohesive message regarding Citi's strategy, initiatives, and results
Arrange and prepare senior management for participation in investor meetings and conferences
Lead the preparation of discussion materials for communication with fixed income investors, including a quarterly public disclosure conference call
Assist in the preparation of disclosure materials related to earnings and conference presentations
10+ years of experience in Financial Services
Degree in Finance, MBA preferred
Demonstrated knowledge of bank balance sheets and income statements and valuation, peer comparisons and financial services industry trends
General knowledge of liquidity, capital, and funding
General knowledge of bank regulatory environment
Familiarity with capital markets activity, particularly the issuance of fixed income securities
Superior analytical skills
Ability to build and manage relationships, with external investors and analysts as well as within Citi
Creativity and flexibility in approaching undefined projects
Advanced Excel and PowerPoint

CIB Ops-ais Investor Relations Operations Resume Examples & Samples

Work with the team by providing oversight and leadership for the delivery of IR Ops services to clients across AIS
Serve as the main and / or escalation contact for a portfolio of clients and their investors; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve inquiries quickly and accurately
Perform call-backs as necessary to authenticate clients’ and investors’ instructions

CIB Ops-alternative Investor Relations Operations Analyst Resume Examples & Samples

Serve as main contact for a portfolio of clients and their investors. Answer all phone calls and emails pertaining to those relationships and demonstrate ability to answer queries quickly and accurately
Responsible for the production and review of standard client and investor level reporting, such as monthly/quarterly statements and capital event notices
Identify and action priority items within appropriate timeframes; Escalate issues as necessary
Follow JPMorgan's established processes and procedures during daily work. Look to constantly improve processes, procedures, ensure accuracy, reduce redundancy and mitigate risk
Extended hours may be required during conversions/deconversions of new business or systems, as well as during peak cycles (year-end, month-end, tax season, etc.)
Dedicated to superior client service
Very strong communication skills, both oral and written; Excellent interpersonal skills
Professional and proactive approach to work
Ability to multi-task and work in tight time frames
Ability to work independently with strong follow through; detail-oriented

CIB Ops-alternative Investor Relations Operations Resume Examples & Samples

Partner across the Alternative Investor Relations Operations team to ensure the end-to-end process is completed appropriately
Tasked with completing ad-hoc reporting such as the preparation of system extracts, K-1 and AFS distribution, audit requests, etc
Communicate with clients/investors regarding all aspects of the AML/KYC process and obtain additional documentation as necessary to comply with JPMorgan and governmental regulations
Perform call-backs as necessary to clients and investors in order to update bank wire instructions and authorized signatory lists
Build relationships with the Investment Managers, other third parties and business groups across JPMorgan
Active involvement in projects within your team and the Private Equity Services platform including, but not limited to, client on-boardings, system testing, etc
Team player; Positive attitude
Strong organizational skills with a heightened concern for quality & accuracy
Prior knowledge of Investor Relations systems preferred

Investor Relations Executive Resume Examples & Samples

Marketing Materials Production - working closely with investor relations team and managing partners to produce and maintain presentations and pitchbooks, reports, fund factsheets and information for clients
Media relations management - preparing press releases, managing journalist enquiries and coordinating press meetings
Reporting and investor research - performing competitor analysis, working on research projects and assisting on ad hoc tasks for the broader sales and investment teams
Event Management - work with internal stakeholders to project manage and run their quarterly investment events across Europe
Ad hoc tasks for wider senior management team, including managing all aspects and materials for the AGM each year and taking minutes at Investment meetings

Ibcm, AVP, Investor Relations Resume Examples & Samples

Candidate will have overall responsibility for delivering the best possible IR support to clients, including
Establishing results dates and maintaining complete reporting calendar for all corporate clients
Identifying key targets and interest, utilising a broad range of public and private data sources (familiarity with FactSet preferred), as well the input from the CS general sales, specialist sales and equity research team
Producing annual IR plans and ensuring they are communicated to the wider client team and executed upon
Assisting with post results roadshows, including logistical coordination, and any incremental management availability or bespoke targeting pieces
Speaking directly to fund managers to confirm meetings for the roadshow and maintaining a complete log of responses on the target list to feed through to the corporate; seeking full reasons for any declines
Liaising with joint brokers (where applicable) and negotiating the division of the targets and available time for meetings
Establishing whether a presentation to the CS sales desk is required and arranging as necessary
Speaking to the buy side following a roadshow to gather feedback and present a comprehensive & timely feedback report to the client
Candidate will work closely with the CS corporate broking team and should feel comfortable working with all levels of the team
Candidate will be involved in targeting work for their clients and prospective clients
Candidate will be expected to take the lead in the majority of feedback pieces for their clients and should feel comfortable holding discussions with senior fund managers and analysts
Candidate will be responsible for overseeing the share register analysis for a small selection of their clients and preparing Board-level documents (familiarity with shareholder reports preferred)
Good knowledge of fund managers and the buy side
Experience of providing an investor relations service within an investment bank preferred
Acute awareness of compliance and the difference between the public and private side
Proficient administrative skills and highly IT literate
'Can do' attitude
Proactive Approach

Executive Assistant, Investor Relations Resume Examples & Samples

Support Investor Relations VP and 1 Director
Meeting planning and scheduling, long-term calendaring for earnings etc, travel arrangements
Perform administrative tasks including: Complex calendar management for a high volume of internal and external meetings, manage travel arrangements, and complete expense reports
Assist in the preparation of correspondence, briefs, presentations, and packets for internal and external meetings
Work with cross-functional key partners in other Facebook departments
Project manage all logistics for team meetings, off-sites and events
Complex space planning

Head of Investor Relations & Marketing Resume Examples & Samples

Working with key internal stakeholders, including the CEO and COO in drafting and implementing a strategic marketing plan
Leading and growing an investor relations team, responsible for the production of marketing content and sales aides (presentations, press releases, fund factsheets and brochure), client services and client relationship management
Client-facing role organising investor meetings, conference calls and events to support the investment team, including identifying prospects and fielding inquiries
Management of the quarterly investment reporting cycle, working closely with the finance and investment teams
Completion of competitor analyses to identify potential business prospects
Working closely with compliance and completing tasks on an ad hoc basis for the wider senior leadership team

AIS Investor Relations Admin Resume Examples & Samples

Full administration of the clients' funds. Completion of control sheets and processing all redemptions, subscriptions, switches and transfers on the funds
Reconcile trade information received with the clients expected transactions and monies received from the investors
Act as a resource for client and investor queries regarding their transactions and documentation outside of the trade processing cycle
Preparation of payments to the investors
Act as the transfer agency contact for specific clients' funds
Produce investor confirmations, statements, ad-hoc reporting and general correspondence
Ensure daily checklists for your funds are prepared, signed off and reviewed by the Supervisor or Manager
Keep the correspondence filing up to date for your clients
Ensure all outstanding shareholder queries are responded to within twenty-four hours
Ensure all outstanding shareholder queries are responded to as per timescales agreed in client SLA's
Ensure the clean desk policy is adhered to

VP, Treasury & Investor Relations Resume Examples & Samples

Report to the corporate EVP/CFO/COO
Responsible for worldwide cash flow, foreign exchange strategy, roll forward and monitoring and opening of overseas bank accounts
Negotiates credit agreements, monitors existing $1 billion revolving credit agreement
Responsible for maintaining bank relationships
Responsible for worldwide risk management
Responsible for maintaining relationships with insurance broker and insurance companies
Worldwide insurance negotiations
Worldwide insurance claims
Worldwide risk analysis
Manage the US accounts receivable department (including charge back resolution)
Works with customers to resolve charge backs
Communicates and coordinates with logistics to minimize charge backs
Manage investor relations
Works with senior management to develop quarterly message
Script press releases and conference calls
Investor meetings/conferences/presentations
Investor/analyst inquiries and calls
Quarterly 10Q/10K reviews to insure documents are consistent with IR messaging
Analyzes financial records to forecast future financial position and budget requirements
Evaluates need for procurement of funds and investment of surplus
Prepares financial reports for management
Develops policies and procedures for account collections and extension of credit to customers
Financial representative for 401(K) committee
Candidate must have 10+ years of relevant experience in risk management, the management of accounts receivable, credit, collections, and all aspects of cash/portfolio management and letters of credit
Candidate must have 4+ years of relevant experience in corporate investor relations
Experience starting up a treasury department is a plus
Risk management experience is a must
Work experience in apparel or consumer products wholesale environment is a plus
Work experience in manufacturing with Far East factory base is a plus
Exemplary communication and management skills a must

CIB OPS AIS Investor Relations Operations Resume Examples & Samples

Build relationships with clients, investors, other third parties, as well as with other business groups across JPMorgan
Perform completeness review in a quality assurance capacity as it relates to investor or fund activity/ changes
Drive client meetings, usually via conference call, to ensure client needs and expectations are consistently met or exceeded; ensure resolution of follow up items
Follow JPMorgan's established processes and procedures during daily work
Strong organizational skills with a drive for impeccable quality

Executive Assistant Investor Relations Resume Examples & Samples

Efficient office management: perform administrative work such as handling of correspondence, telephone management, all back office functions, coordination of vacation and travel within department
Take care of incoming emails to the Investor Relations general inbox, answering general question, distribution of emails to the respective people, handling of incoming requests, shipping of annual reports
Schedule and arrange internal and external meetings incl. hotel reservations, flight bookings, catering, creation of travel plans etc
Schedule and arrange meetings and travels for Vice President of Investor Relations and other members of the team incl. Investor Relations related travels for CFO
Organise and coordinate all Investor Relations events (e.g. adidas Group Investor Day, analyst days, investor field trips) including budget management and creation/ provision of supporting material
Create, manage and file travel requests / travel expenses
Manage investor relationship database (ThomsonOne)
Assist with preparation of company presentations to banks, shareholders and supervisory board
Oversee and train voluntary employees, apprentices, etc. incl. Ada-Certificate
Active role within the budget process and monitoring, incl. creation of PO numbers
Active support within the creation process of the annual report
Excellent organisational skills and ability to prioritise
Working knowledge of Microsoft Office (particularly Excel, PowerPoint, Word, Outlook) and SAP
Very good command of German and English language both written and spoken
Commercial education with experience in administrative/secretarial work
Minimum of 3 years work experience in an assistant role, ideally with exposure to a finance organization in a multinational company or banking environment
Event organization experience desirable

Investor Relations Team Manager Resume Examples & Samples

Responsible for the ongoing evaluation of team members, establishing annual Performance Management Programs (targets and deadlines); taking steps where necessary to address gaps in skills through training and mentoring to ensure peak performance for clients
Interviewing staff for new/replacement positions, recommending staff for internal promotion and assigning tasks for team members to enhance career opportunities
Work with teams in various locations both US, EMEA and APAC
A key focus of the role is to ensure client initiatives are delivered and strategic planning and action takes place to ensure the future growth and development of the business
Produce reporting for senior management, including standard daily and monthly KPIs

Investor Relations Team Manager Late Shift Resume Examples & Samples

Responsible for ensuring the day to day operational requirements are being managed and controlled by staff to achieve all the service level agreements and key performance indicators. These tasks include but are not limited to review of investor and trade processing, trade and document reconciliation, cash reconciliations and various investor/client distributions
Develop, manage & grow support teams for existing service teams in Ireland A key focus of the role is to ensure client initiatives are delivered and strategic planning and action takes place to ensure the future growth and development of the business
Key focus is to ensure team are operating within the defined outsource operating model
Develop and maintain departmental policies and procedures
Strong understanding of fund types & structures from an Investor Services perspective - including but not limited to Master Feeders, Limited Partnerships, Share Series, Equalisation, FoHF & UCITs
Proven track record in adding value to an Investor Services team - delivering process improvements and effecting change
Experience of dealing with multiple service/operational centres
Proven track record in managing risk

Administrative Assistant, Investor Relations Resume Examples & Samples

Bachelor’s degree in business or communications required
Proven ability to prioritize work and multi-task in order to produce results in a timely and accurate manner
Excellent writing and editing skills (grammar, spelling and punctuation)
Strong verbal, telephone and interpersonal communication skills
Solid experience using windows based software, including Microsoft Office (Word, Outlook and Excel)
Professional and highly motivated attitude
Ability to organize oneself and others
Demonstrated track record of reliability, trustworthiness, accuracy and initiative
Previous experience within the financial field

Investor Relations Senior Associate Resume Examples & Samples

3-6 years’ experience, preferably in marketing, real estate, finance or accounting
Understanding of the marketing process, and the critical role of the operations group
Ability to interface professionally with individuals throughout various departments in the firm, as well as third party firms, partners and industry leaders

Cib-investor Relations Resume Examples & Samples

Manage team providing leadership and oversight for the delivery Investor Relations to clients across Hedge Fund Services (“HFS”) and Private Equity and Real Estate Services (“PERES”)
Serve as main contact for a portfolio of clients and their investors. Answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve queries quickly and accurately
Partner within the IR Ops department and across the “HFS” and PERES team to ensure the end-to-end process is completed appropriately
Active involvement in projects within your team and the IR Ops department including, but not limited to, client on-boardings, system testing, etc
Identify and action priority items within appropriate timeframes; Escalate issues as necessary; relentlessly resolve aged items
Follow JPMorgan's established processes and procedures during daily work. Look to modify/iterate processes and procedures constantly to improve accuracy, reduce redundancy and mitigate risk
Build relationships with clients, investors, distributors, prime brokers and other third parties as well as with other business groups across JPMorgan
Proven ability to manage staff and project in addition to daily work

Investor Relations Resume Examples & Samples

Manage firm-wide distribution of marketing materials– including pitch books, private placement memorandums, and fact sheets – in a timely manner and in accordance with stated procedures
Responsible for tracking and documenting touch points with investors, including marketing emails and fundraising meetings. Maintain strong lines of communication with placement agents, investment teams and Franklin Templeton Distribution in order to accurately record all investor communications
Manage, generate and maintain records of all fundraising activities, investor suitability assessments and marketing material distribution in Darby’s CRM, which provides relevant information on investors and satisfies certain regulatory record-keeping requirements. Provide the investment teams with fundraising status reports utilizing the CRM system as required
Secure necessary approvals for communications from subject matter experts, legal, compliance and registered general securities principal, where appropriate
Document required approvals of marketing materials in Darby’s SharePoint system for marketing documents
Work closely with the Business Development Manager, subject matter experts, senior leaders, Darby’s legal and compliance professionals, and Franklin Templeton’s corporate communications group on the firm’s messages/communications, including pitchbooks, fact sheets, PPMs, press releases, internal and external websites, and the monthly business development update report
Resolve day-to-day regulatory questions related to potential investors and marketing materials
Manage external technology resources, in coordination as appropriate with Franklin Templeton’s technology group, including internal and external websites, Darby’s CRM, virtual data room for distribution and tracking of due diligence materials to prospective investors, and email distribution client for mass mailings
Support relationship management activities, including drafting and execution of correspondence, coordination of meetings, and development of messages and materials, between Darby and key clients and other external organizations
As a registered representative subject to FINRA requirements, periodic client communication is required via email and meetings
Coordinate the material production and distribution of the Board of Directors meetings
Two to three years’ experience in a professional work environment with a background in marketing, research, compliance, or finance
Experience in the asset management industry, private equity knowledge and experience, is a plus
Proven organizational skills and attention to detail
Valid FINRA license (Series 7 or 82) preferred, or ability and interest to obtain FINRA license
Proficient in Word, PowerPoint, Excel, and Outlook
Proficient in SharePoint or capable to be trained quickly
Experience with CRM database such as Salesforce or Dynamo preferred
Self-sufficient; ability to achieve results without frequent external direction
Ability to navigate and build relationships in a large international organization
Appreciation for the compliance and regulatory environments

Head of Debt Investor Relations Resume Examples & Samples

Must have exceptional relationship management, presentation and communication skills
Extensive knowledge of banking, finance and credit
Stronger strategic thinker
Ideally suited to someone with previous fixed income or equity portfolio management skills
Extensive years of work experience in the financial sector

Investor Relations Assistant Analyst Resume Examples & Samples

Hold a university degree
Are fluent in English (both spoken and written)
Have strong IT and MS Office skills - particularly Excel (VBA a bonus)
Have financial markets knowledge & interest
Have strong analytical skills with ability to analyse large amounts of data and clearly present results
Have a proactive approach to problem solving and investigating, as well as detail orientation
Have excellent communication skills
Are willing to develop self and team; contribute to improvement of services and processes
Are an enthusiastic self-starter & team player

Senior Director of Investor Relations Resume Examples & Samples

Develop and implement a best-practices investor relations program
Communicate with sell side analysts and institutional investors on an ongoing basis. Identify and encourage investment by targeted prospective institutional investors. Identify and promote coverage by additional sell side analysts
Collaborate with CEO, CFO and executive team to plan, organize and manage production of analyst days and other investor presentations and events. Work with financial firms to coordinate effective participation by executive team in non-deal investor roadshows and conferences
Oversee the preparation of quarterly financial press releases, conference call scripts, analyst Q&As, investor presentations and related materials. Help craft company strategy and messaging to investors
Maintain the company’s investor relations website and record of investor relations meetings and events. Collect, analyze, and present to management relevant information on stock ownership and performance, investor perceptions and analyst opinions
Gather, analyze and internally communicate analyst reports and estimates as well as equity market, industry and competitive information
Collaborate with outside investor relations advisors as appropriate
10+ years of relevant experience in investor relations and/or a buyside or sellside firm covering technology
Bachelor's degree required; MBA preferred
Proven track record of developing positive long-term relationships with investment community
Ability to manage complex projects in a fast-paced environment
Ability to effectively team and collaborate with all levels of the organization
Comfortable with valuation and modeling techniques used by investors and analysts
Results oriented, organized, efficient and resourceful team player

Investor Relations Coordinator Resume Examples & Samples

Experience in and a commitment to providing excellent results
Ability to analyze and track results
Support VP, Investor Relations on a daily basis to ensure deadlines are met, calendar is to date, expense reports are completed and items are tracked and marked as completed in CRM
Create and maintain affinity group and United4OC committee binders and meeting materials for staff/volunteers to ensure the that they are informed and the needs of the volunteers are met
Support Investor Relations staff by providing administrative support for VP, Investor Relations, Manager of Events, Leadership Giving, and Major Gifts Officer(s)
Draft all correspondence to individual donors, affinity groups and marketing materials
Draft agendas and invitations for all department meetings and events
Maintain campaign and annual giving supplies and storage room as well as campaign collateral inventory
Provide meeting support (meetings set-up, collection of RSVP’s and meeting minutes)
Update appropriate rosters and department calendars
Maintain pledge and gift entry best practices and create campaign tracking reports
Generate personalized packets and completion of material requests
Compose and/or type donor correspondence on an ongoing basis
Support sponsorship and event income processing needs
Participate as a team member in assigned project activities
Implement process improvements in order to streamline administrative operations
Monitor the department goals and status against goals
Preferred software knowledge, Microsoft Suite, CRM, Enterprise, Illustrator and SharePoint
Perform other tasks as assigned related to the Investor Relations Department or the organization as a whole
Three years of experience in a secretarial or assistant position and/or other relevant work experience
Experience in a sales environment desirable, non-profit service experience also a plus
Computer skills with emphasis on Microsoft office 2010 (Outlook, PowerPoint, Excel, Word)
Advanced Excel preferred
Experience in a business office, knowledge of business procedures and practices

Investor Relations Specialist TC Resume Examples & Samples

Supporting investor conference and roadshow logistics
Tracking investor and analyst activities
Creating quarterly presentations illustrating Cirrus Logic’s product portfolio, target markets, competitive advantages and financial performance
Supporting quarterly earnings call preparation through financial analysis, development of quarterly materials and earnings call logistics
Monitoring and summarizing company, peer and industry specific sell-side reports
Preparing presentation materials for investor conferences and meetings
Support departmental purchasing activities by creating purchase requisitions and payment requests
Monitor contract approval processes to ensure agreements are progressing through required approval processes and being executed in a timely manner
Bachelor’s degree in Finance, Business or Accounting and 2+ years of related experience
Highly organized with strong attention to detail and ability to meet time-sensitive deadlines
Ability to prioritize competing tasks and deadlines and complete multiple priorities with minimal supervision
Expert level knowledge in Microsoft Word, Excel and PowerPoint
Prior experience with SAP or similar
2+ years of experience supporting as an Investor Relations coordinator
Prior experience with MS Project

Investor Relations Specialist Resume Examples & Samples

Assisting in developing and producing marketing materials
Assist with investor communications and reporting
Assist with organization of road-shows for fundraising
Assist with the organization of the Annual Meeting of Limited Partners and ad hoc investor calls
Updating and maintaining the investor database
Preparing and updating the document database
Supporting with ad-hoc client service and reporting projects
Prepare market research and maintain performance analytics
Updating the website
Bachelor’s Degree in Finance / Economics
1-3 years experience in financial services
Strong work ethic
Advanced proficiency in Microsoft Office with an emphasis on PowerPoint and Excel
Excellent written and verbal communication skills in English and Romanian language
Proven customer service orientation

Intern, Investor Relations Resume Examples & Samples

Excellent power point and excel skills
Ability to use Bloomberg (preferable)
Financial background with real estate/REIT knowledge (preferable)

Sales Specialist Investor Relations German Speaking Territories Resume Examples & Samples

Meeting or exceeding monthly and annual targets
Accurately maintain sales pipeline, forecast and activity within CRM software
Develop and execute a focused sales plan within a defined territory targeting Investor Relations professionals, Finance Directors, CFOs, CEOs, Corporate Advisers/Brokers and other members of the IR community that could leverage our solutions
Identify key decision makers/influencers within targeted prospects and the overall market to drive Investor Relations revenue
Proactively engage new contacts by leveraging existing relationships and cold calling
Collaborate effectively with internal teams such as Operations, Advisory Analysts, Product Development, Marketing and other members of the client-facing team
Monitor the external market for an evolving understanding of our customer’s requirements and the competition
College/university degree or relevant work experience in a financial industry sector
Minimum of 3-4 years experience in sales, ideally selling to Investor Relations professionals
Deep domain expertise within the Investor Relations space; including, but not limited to, knowledge of the IR function, the buy-side and investor targeting and IR communications
Strong knowledge of financial markets and relevant experience selling market data
Must excel and have a track record in driving consistent gross sales and creating high-level relationships within corporations
Consistently high activity levels – cold calling, client meetings, production demonstrations
Proven communication, selling, persuasion, negotiation and collaboration skills
Active usage of CRM software to monitor sales activity
Results oriented and experienced in value based selling
Understands how related disciplines impact own work/own team
Is aware of the competition and the factors that differentiate them in the market
May step up to lead small projects with manageable risks and resource requirements
Can conceptualize and communicate improvements for the broader good of Nasdaq
Explains difficult or sensitive information in a diplomatic way; works to build consensus
Proactively shares experiences and knowledge towards the achievement of team objectives
Understands the full array of Nasdaq’s offerings and areas of expertise, applies this knowledge to meet the needs of the customer
Builds and maintains a thorough working knowledge of products, technologies, offerings, etc
Involved in dialogue with assigned customer executives, employing open-ended questions to uncover overall strategic objectives and organizational needs; contributes to the communication with internal team to identify opportunities to act on information learned
Manages customers through the sales process (pre-sale through post-sale), communicating the demonstrated value to their organization provided by Nasdaq solutions. Understands the other roles that are part of the sales process (e.g., sales support) and engages the right individuals with the right information at the right time. Presents deal scenarios to the customer that focus on how Nasdaq can best address their future business challenges
Conducts an ongoing review of the territory plan, referring back to it regularly to make sure the plan is on target

DLD Investor Relations & QC Rep Resume Examples & Samples

High school diploma or equivalent required
Minimum of two years of experience in loan processing/servicing or a legal setting required
Experience in in foreclosure, bankruptcy or default servicing is preferred
Proficiency with Mortgage Servicing Platforms (e.g. Black Knight, LPS, etc.)

Investor Relations Program Manager Resume Examples & Samples

This role can sit in either our Spokane/Liberty Lake, WA office or our Austin, TX office
Performs research and tracks company competition and key industry events
Works with business segments to understand and accurately portray business conditions and growth drivers
Prepares investor communications including press releases and presentations
Monitors analysts’ reports, models and consensus estimates for accuracy
Works with finance, marketing and public relations, ensuring that a consistent corporate image is presented to analysts, institutional investors and individual shareholders
Coordinates key investor events and analyst conferences, as well as pertinent follow-up
Leads creation and distribution of the annual report and annual shareholders meeting. and other investor communications
Prepares market and competitive updates for executive staff
This position requires a minimum of 8+ years of related experience
Bachelor's degree in related field, MBA preferred
Hands on experience working in IR at a publicly traded company
Demonstrated competency with financial forecasting, modeling financial statements and P&L's
Experience giving executive level presentations

100

Investor Relations Resume Examples & Samples

Develop an understanding of Aon’s business, the competitive landscape and industry developments
Assist in developing key messages and work with other areas of Aon – Public Relations, Legal, Marketing – to ensure consistent messaging is being used for all internal and external parties
Assist with the preparation of quarterly earnings materials including the press release, conference call scripts, Q&A documents and review of SEC documents
Assist with inquiries from retail investors
Communicate with sell-side analysts to align their models with the Company’s guidance and maintain a consolidated model internally
Assist in the planning and coordination of quarterly conference calls and investor meetings or conferences
Update various presentations and reports for multiple constituents
Maintain Aon’s Investor Relations website
Maintain a database of investor contacts and calendar of investor activity
Assist with various departmental needs including the department’s budget/forecast
Assist with adhoc projects and requests
Proactively build relationships with internal colleagues across functions and business units

101

Investor Relations & Treasury Intern Resume Examples & Samples

Must be rising junior in a Bachelors program or above, with a minimum 3.2 GPA – both cumulative and major (will be verified by transcripts). Students with a major/emphasis on accounting is preferred
Must have strong communication skills (written and verbal) and ability to work effectively in a collaborative environment
Proficient in Excel and PowerPoint and basic understanding of (or keen desire to learn about) equity programs for public company
Strong customer service and problem solving skills is highly important
Positive attitude is a must and ability to maintain confidential information is a must
Ability to learn our online system for stock administration database

102

Ais-investor Relations Rep Senior Resume Examples & Samples

3+ years’ work experience in the alternative funds industry
In-depth experience of resolving investors’ queries
Proactive, focused attitude towards work and an ability to consistently meet deadlines
Good organizational, inter-personal and communication skills
Report writing ability, with a high attention to detail
Sound knowledge of TA relevant systems and work flow management

103

Investor Relations Deputy Resume Examples & Samples

Fully in charge of the communication with SRI (Socially Responsible Investments) analysts
Prepare the team’s monthly activity report which is presented to the Executive Committee. It includes how many investors the team has met and where, what were the main questions asked, update the stock price chart (absolute performance, relative performance vs peers), update the earnings consensus and also the upcoming schedule
Benchmarking : Track & update our peer’s financial performance (growth & profitability) every quarter. The financial model is presented by the CFO to the Executive Committee twice a year and to the Board of Directors once a year
Collect the financial data from various internal sources in order to prepare the reports for the financial community (External & Internal)
Roadshows preparation: Retrieve the Investor’s profile, when was the last interaction, what were the topics discussed…
Prepare the quarterly presentation to Board of Directors which is including our share price performance versus our peers, the consensus evolution, and some ad-hoc request
Ensure the earnings consensus outsourced to a third party is accurate
Update our contact data base
Financial background (Business school) or university degree specialized in finance with 5 year experience in financial controlling
Reactive and respectful of short deadlines
Fluent in English and comfortable in an international environment
Demonstrating consistency and skills for synthesis
Organized, agile
Intellectual curiosity, read the financial press
Good human relation skills, in constant contacts with top management (CEO, CFO, …)
Political Savvy
Able to deal with confidential information
Excellent knowledge of Excel & PowerPoint

104

Executive Assistant, Investor Relations Resume Examples & Samples

Handle incoming calls, respond to inquiries, clarify company policies and procedures
Maintain frequently changing calendars through Outlook
Coordinate all aspects of executive level appointments, meetings, receptions and conference calls
Prepare and review materials and correspondence for meetings
Assist with creation/modification of presentations, spreadsheets, and other various documents
Coordinate travel arrangements – both international and domestic
Prepare, reconcile, and track expense reports through T&E system
Process invoices through P2P system
Organize and secure highly confidential company and employee information
Assist in ad-hoc reports special projects as needed
Serve as back up support for Executive Assistant to the Head of Investor Relations, including website administration, drafting press releases
Highly proficient in MS Office (specifically Outlook and Word)
Ability to gain a strong command of new systems (P2P, Citi Travel & Expense)
5+ years of prior experience preferred
High level of discretion and independent judgment
Ability to work 8:30am-5:30pm and be flexible for overtime as needed

105

Investor Relations Research Analyst Resume Examples & Samples

2+ year of related work experience
Bachelor’s Degree in a related field
Experience in programming languages, including: SQL, R, matlab, C#, C++, JavaScript, and VBA
Solid analytical and mathematical skills
Experience in Capital Markets

106

Investor Relations & Capital Markets Analyst Resume Examples & Samples

Forecast and model future funding needs for the firm according to various planning scenarios
Periodic reporting on funding activities and market conditions including tracking indicators of bank funding costs
Update and maintain funding guidelines and policies
Produce investor relations materials, including quarterly investor relations presentation, under the supervision of the Fixed Income Relations Manager
Keep abreast of developments in the banking industry and monitor peer bank communications and reports
Track and report trends among peer banks (funding and more general trends)
Anticipate issues/questions that may arise among MUFG Americas’ management, fixed income investors, credit rating agencies and clients
Learn, understand and apply regulations relating to bank and bank holding company funding
Work with liquidity risk management team to understand value and impacts of funding instruments’ features
Work with internal rating agency expert to understand application of credit rating methodologies to bank funding
Explore incremental funding sources to support funding needs across MUFG’s U.S. operations
Minimum 3 years related experience in Banking, Corporate Treasury, or Debt Capital Markets
Extensive knowledge of debt products and fixed income concepts
Deep knowledge of Microsoft Excel and PowerPoint
Basic knowledge of Bloomberg and SNL Financial
Solid understanding of, and keen interest in, financial markets, corporate finance and the banking industry
Understanding of rating agency methodologies a plus
Strong financial analytical and modeling skills, as well as sound knowledge of accounting and financial reporting
Strong analytical skills & problem solving capabilities
Proven strong work ethic, ability to make decisions, & work under tight deadlines without sacrificing quality of work product

107

Investor Relations Director Resume Examples & Samples

Directs and executes the collection, analysis, and presentation of feedback to the company of investors’ perceptions and opinions, security analysts’ positions and summaries, relative stock price movements, and periodic ownership analysis
Develop and effectively execute a global program to facilitate financial community knowledge about the company and implicitly encourages them to buy and hold
Finds, supports, and encourages prospective investors by broadening awareness and interest through conference calls, presentations, and meetings
Key member of quarterly earnings process – leads in the preparation of conference call scripts, development of questions & answers, and leads practice sessions
Uses statistical targeting to identify good fit institutional investors; contacts the analysts at those institutions to verify possible interest and to encourage interest and investment
Expand and support sell-side security analyst coverage
Annual report and subsequent quarterly results and other news releases; collaborates in creating and/or reviews and approves
Assist with proxy
Organize investor day
Quarterly earnings presentations and related fact sheets and investor presentations
SEC filings
Develop and maintain Investor Relations website and other media tools as practical
Organize annual shareholder meetings
Participates in the M&A process to ensure alignment with key external messages
Bachelor's Degree in Finance or related field; MBA preferred
5+ years of experience in investor relations, finance, corporate development, and/or corporate communication position for a public company or a consulting agency
Excellent oral and written communication skills. Excellent presentation skills
A clear and thorough understanding of the financial modeling techniques used by security analysts to project a company’s operating and financial performance and the resulting value for its stock
An in-depth understanding of the financial and investment markets and the ability to establish new relationships
Strong interpersonal skills, and ability to effectively interact with a diverse group of individuals both internally and externally
Should have a sense of urgency and decisiveness
Consistently demonstrates honest and ethical values in line with the company’s values

108

Assistant Director of Investor Relations Resume Examples & Samples

Provide on-going, direct interface with institutional investors and research analysts
Respond to shareowner/analyst requests for numerous types of information. Determine the appropriateness of disclosures and respond with accurate information in a timely manner
Help Finance be a strong, strategic partner throughout the company by building educational awareness internally of financial goals, strategies, and issues
Analyze operating results and compile important statistics and other relevant information for use in discussions with analysts, investors, ELT, and the Board
Draft all financial press releases and work with the Corporate Communications to ensure coordination and development of consistent messaging in all non-financial press releases
Support earnings preparation process, including interaction with internal teams in obtaining content, drafting all documents (earnings press release, slide presentation, conference call script), and process management
Contribute to the management of investor targeting programs
Provide ELT and the Board with accurate feedback related to discussions with the investment community and its reaction to Huntington's business strategies, financial performance, and other special developments or events
Review, summarize, and analyze research reports regarding their perception of Huntington, the industry, and competitors
Monitor equity and fixed income markets in order to provide commentary and analysis regarding current events within the market
Monitor IR website content to ensure all information is up to date and accurate in accordance with regulatory and exchange-related reporting requirements
Compile appropriate reports and data for use by senior management
Develop strong relationships and credibility with key internal teams, including finance, accounting, corporate communications, legal, and business segments, to build a better understanding of the company and to execute job responsibilities efficiently and effectively
Identify and execute continuous improvement opportunities for the IR program
7-10 years of investor relations, investment banking, capital markets, or corporate finance experience. Experience must include an understanding of banking and the key performance metrics for a bank's financials
Previous Investor Relations experience not required, though tangential connectivity greatly preferred (Corporate Finance, Strategy, Investment Banking, Capital Markets, Financial Planning & Analysis, Corporate Treasury, Corporate Communications)
Polished communicator with the ability to perform confidently in a high profile position
Excellent ability to communicate with members at all levels throughout the organization and outside professionals
Broad thinker with an interest and ability to develop and deliver views on operations, strategies, and the overall environment
Able to handle confidential information and material with the highest degree of professional responsibility
Strong analytical skills, including Financial Planning/Modeling
Solid personal computer skills with strong knowledge in Microsoft Office applications and other related software
Available for periodic overnight travel
Knowledge and experience with SEC reporting requirements

109

GSO Investor Relations & Market Strategy Analyst Resume Examples & Samples

2-3 years of work experience; significant investor relations experience preferred
Investment banking, Leveraged Finance, or Alternative Credit Manager experience required
Strong knowledge of high yield/credit and CLOs (preferred), along with basic understanding of accounting and finance
Entrepreneurial, with the ability to work independently as well as in a team environment

110

Investor Relations Senior Analyst Resume Examples & Samples

Bachelors in finance or accounting, advance degree preferred
5+ years of relevant experience in iBanking, equity research or banking
Experience analyzing financial statements, conducting performance measurements and benchmarking
Advanced knowledge of MS Excel, PowerPoint and Word. Hyperion Essbase reporting familiarity a plus
Ability to interface, present and communicate with all levels of management
Strong financial analytical skills, including analysis of financial statements and benchmarking
Ability to work independently, take initiative and manage time effectively
Track record of success
Minimal travel requirement

111

Investor Relations Senior Representative Resume Examples & Samples

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, as well as transfers, re-registrations and distributions
Representatives are also responsible for reconciling trade information received with the clients expected transactions and monies received from investors. Additional responsibilities include write and oral correspondence with the fund and investors regarding AML documentation, transactions, performance and statement reporting
Representatives are also a resource for Client and Investor inquiries regarding their transactions and documentation outside of the trade processing cycle

112

AVP, Investor Relations Resume Examples & Samples

Primary responsibility for the preparation of investor communication materials regarding quarterly financial results
Collaborate with the Executive Committee members and their teams to develop the communication strategy and key messages for quarterly financial reporting
Lead the development and drafting of the earnings press release
Assess the investment community’s sentiment and expectations for the quarter and communicate them to senior management
Act as primary contact for institutional shareholders and sell-side financial analysts for follow-up questions related to the financial results
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, etc
Coordinate closely with the Treasury Department as required, namely with respect to Rating Agency relationship management
Contribute to planning and implementation of a comprehensive IR marketing and shareholder engagement plan, including
The annual IR plan for the Board of Directors and detailed marketing schedule
The identification of key global investor targets
The supporting materials related to non-deal roadshows and investor meetings and conferences, including slides, key messages and investor profiles
On-side support during investor meetings / events, which requires occasional travel
Review external financial disclosure documents to ensure investor needs are met
These documents are usually highly confidential, and often are urgent in nature requiring a great deal of flexibility
Play a leading role in communicating with the investment community, including institutional shareholders and sell-side financial analysts
The incumbent must quickly become well versed in, and be able to articulate, the strategic direction of our businesses around the world, the company’s performance and the key factors driving the results
Work with the VP, Investor Relations to provide senior management and the Board of Directors with quarterly reports including institutional shareholder analysis and MFC share performance analysis
Develop and enhance processes & procedures to support an effective IR program
Manage relationships with external vendors, as required
Participate in ad hoc or special projects as required
Degree in business/finance/accounting/actuarial.; CFA or MBA is desirable
Solid understanding of financial and capital markets
Solid understanding of the insurance business and/or Manulife’s products and distribution strategies is desirable
Solid analytical capability; financial modeling experience
Marketing/communications experience, particularly related to Investor Relations
Ability to work in a dynamic environment; prioritizing tasks to meet client demands & changing market conditions
Excellent interpersonal and well developed relationship management skills
Strong organizational and project management skills with the proven ability to meet tight deadlines and demonstrated attention to detail
Demonstrated ability to build the trust and confidence of senior professionals, both internally and externally; able to interact effectively with all levels of senior management

113

Investor Relations Coordinator Resume Examples & Samples

Develop insights into Arconic’s shareholder base, potential investment targets and industry/sector analysts
Develop quarterly and annual earnings message and materials by working closely with Arconic business units (BUs), corporate resource units (RUs) and executive management
Understand equity market drivers and Arconic stock dynamics to identify changes in sentiment and trading trends
The position requires extensive knowledge in various areas of administration and organizational management
Experience in a C-suite administrative position is preferred
An interest in and practical experience in the field of investor relations and/or finance is preferred
Excellent communication skills, interpersonal skills, customer focus and discretion are required
Candidate should act on her/his own initiative
A bachelor's degree from an accredited institution
A Minimum of 4 years experience as an Administrative Assistant, Executive Assistant, or Coordinator
Minimum of 2 years experience working with C Suite Executives (CFO's, CEO's, CIO's, Board of Directors, Executive Leadership)
7 years of experience working directly with C-Suite executives
Strong knowledge of Microsoft Outlook, PowerPoint, SharePoint and Excel is required
Experience and understanding of Investor Relations

114

Investor Relations Senior Analyst Resume Examples & Samples

Outstanding financial and investment analysis skills, oral and written communication skills, and attention to detail
A clear and thorough understanding of the financial modelling techniques used by security analysts to project a company's operating and financial performance
Advanced PowerPoint knowledge and skills
A good understanding of securities regulations, strategic communication, public relations, marketing, advertising and the media
A person with an insatiable appetite to learn more

115

Investor Relations Administrative Assistant Resume Examples & Samples

Maintain and update investor relations databases
Coordinate and plan investor tours and one-on-one meetings
Assist with travel and expenses
Update and assist in planning investor relations calendar
Assist in development and proper dissemination of news releases, annual reports, presentations and various other reports
Organize, distribute and maintain investor collateral
Update graphs, presentations, and other relevant materials for property tours
Ship materials to conferences, investors, and various locations for investor meetings and upon request
2 years administrative experience preferable within finance, investor relations, marketing, or client services
Strong computer skills are required and should include Microsoft Word, Excel, and PowerPoint
Strong attention to detail; strong written and verbal communication skills
Highly organized, a problem solver, and able to exhibit sound judgment
Ability to function effectively in a fast-paced environment
Confidentiality is of utmost importance

116

Investor Relations V Resume Examples & Samples

Lead improvement in best practices in quarterly earnings activities through benchmarking against other large-cap firms and peer review
Assist SEC Reporting team in preparation of filings for the SEC and annual reports to shareholders
Advise company management and board of directors about financial and industry trends, shareholders concerns, and competitor actions that might impact the company
Develop strategies and implements programs to keep the financial community current on company performance and industry trends
Establish regular communication of stock-moving events back to the relevant executives
Work with Legal and PR to develop Q&A and other collateral in response to stock-moving events
Review product releases and press releases
Drive content of corporate overview presentation, which is targeted for newer prospective investors
Regarded as the technical expert in their particular field
Demonstrates in-depth and/or breadth of expertise in own discipline and broad knowledge of other disciplines within the function
Communicates complex ideas, anticipates potential objections and persuades others, often at senior levels, to adopt a different point of view

117

AIS Investor Relations Representative Resume Examples & Samples

Ensure that all data from hedge fund application forms and dealing instructions are transferred onto the Transfer Agency System
Maintain shareholder registrar
Liaise with Investors and clients to clarify dealing requests and ensure that all works completed in line with bank procedures
Ensure that client queries and requests are dealt with efficient manner
Perform KYCAML procedures and obtain client identification documents and review for completeness
Perform daily reconciliation for investor’s subscription monies, and the remittance of investor’s subscription/redemption monies
Reporting to Investors and Investment Managers at various intervals throughout the life of the transactions
Work closely with various functional teams such as fund accounting team, cash team and client service team
Handle ad hoc projects/works

118

Investor Relations Intern Resume Examples & Samples

Intern will maintain the Excel based competitor information spreadsheets which allows the IR team to easily consolidate historical and current financial data released by industry competitors for research and analysis
Intern will help monitor content and push updates to the external IR website, and will monitor sell-side research and competitor financial releases to capture relevant competitor intelligence data on the internal IR shared site
Intern will utilize Market Intelligence tools to develop and maintain a view of current analyst expectations for Travelers and key competitors
Assist the IR team with ad hoc research, investor targeting and competitor analysis for presentations to senior management
Current enrollment in a Bachelor’s degree program, pursuing a concentration in Finance, Economics, Accounting or other business related field required
Minimum GPA of 3.2 required

119

AIS Investor Relations Senior Administrator Resume Examples & Samples

NTAS/Investran system knowledge for registering and updating client records
Excel & Word knowledge for daily use for various requirements
Adhering to Registration & AML procedures
Performing registration/AML processing on NTAS /Investran/ Imaging System from account set-up, maintenance, email encryption, return mail and original documents received on a daily basis
Chasing up with investors on outstanding documentation requirements
Responding to clients on related queries and liaising with internal departments on registration or AML associated requirements
Making improvements within the team, acting as a key point of contact on specific tasks & a knowledge base for junior administrators
Escalation of any items to direct report for review which may arise

120

Real Assets Investor Relations Resume Examples & Samples

Maintaining various in-house IR systems and can manipulate and report data as required
Co-ordinating the investor communication programme including, for example, review and publication of quarterly reports, fund data collection templates, factsheets and newsflashes
Preparation of various quarterly global databases
Project Management of various IR related projects as they arise
Developing relationships with the finance, operations, compliance and investment management teams to ensure an understanding of the underlying issues influencing fund performance
Strong PowerPoint skills
Strong commercial acumen and strong IR focus
An understanding of real asset fundamentals would be an advantage but not a necessity

121

Investor Relations Coordinator Resume Examples & Samples

Coordinating investor conferences, road trips, travel itineraries, and visits/calls with investors and executives
Investor research, tracking and reporting
Facilitating investor/analyst relationships and maintaining a contact management database
Representing Amazon.com to individual shareholders which includes responding to email and phone inquiries and escalating as necessary
Participating in the quarter-end conference call process, driving logistics and coordination, and building deliverables
IR special projects, including competitive research and shareholder meeting project management
Coordinating webcast releases for conferences and conference calls, with a primary responsibility for call quality and overall success
Creating and maintaining the IR SharePoint site and creating documentation for critical processes
Maintaining multiple meeting schedules
5+ years of relevant experience (Executive Assistant, Business Manager, Program Manager or similar role)
Bachelor’s degree or 8+ years related work experience
Basic understanding of finance and accounting
Desire and aptitude for learning new concepts quickly
Ability to work with autonomy in a highly ambiguous environment
Great attention to detail and strong organizational skills
Proven ability to meet tight deadlines while juggling multiple competing priorities
Excellent judgment and the ability to handle confidential information with discretion
Experience with Microsoft Outlook, Word, Excel, PowerPoint, and SharePoint
Strong calendar management skills

122

Investor Relations Lead Resume Examples & Samples

Should have a minimum of 7 years of experience focused on analysis of the biopharmaceutical industry which could include, sell-side, buy-side or investor relations experience in the healthcare industry or roles in financial or commercial analytics or business development for a leading pharmaceutical or biotech company
Science and / or business degree required and MBA or other Master’s level degree preferred
Experience in fast-paced, time-sensitive work environment

123

Dir, Investor Relations Resume Examples & Samples

Leads the global investor relations program, including strategy, operating plan, budget, and the detailed execution of the IR operating plan
Leads the IR effort to interface with investor community
Collaborates with Corporate Communications and Public Relations on communication and media strategy, key messaging, integration and consistency of messages and efforts
Coordinates strategy and execution of F5 Annual Investor Meeting for investment community, including buy/sell side analysts and institutional investors
Speaks on behalf of F5 Networks at investment presentations, institutions, individual meetings and discussions, and with the media
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. The analysis is provided and presented to senior leadership in written and oral form
Hosts quarterly earnings calls, prepares scripts and leads earnings call preparation process (Q&A with answers when needed)
Supports the investors’ decision-making processes through visits to institutions, individual meetings, visits by analysts and investors to Company facilities, and visits with appropriate other senior leaders
Leads the maintenance and periodic review of the Company’s disclosure policy
Oversees contracts for and directs the capital markets database and intelligence system that supports the investor relations program
Leads the creation of the publications of the annual report, quarterly results and other news releases, and IR website section and content. Assists in the development of Company SEC filings, as needed
Oversees annual shareholder meetings in collaboration with legal team
Understands, in-depth, the Company’s leadership, strategies, operating units, technologies, and financial performance expectations
Remains current on F5 Networks operations, as well as changes in accounting, technology, and similar subjects
Administrates presentations and meetings with investors and analysts
Responsible for upholding F5 Networks Business Code of Ethics and for promptly reporting violations of the Code or other corporate policies
Performs other related duties, as assigned
Outstanding financial and investment analysis skills, communication skills and presentation ability
Proven ability to create compelling presentation materials to aid in communication of company strategy and business model to investor community
A clear and thorough understanding of the financial modeling techniques used by security analysts to project a Company’s operating and financial performance and the resulting valuation for its stock
An in-depth understanding of the financial and investment markets, with established relationships in them, and the ability to establish new relationships in new industries quickly
Proven ability to develop relationships with industry analysts
Bachelor’s Degree in Business, Finance, Accounting or related field
7+ years of finance related experience
5+ years of experience in investor relations for a publically traded company, an investment banking firm, or as a buy/sell side analyst
Background in technology industry highly preferred
Background working with companies with strong institutional ownership preferred
Expertise in SEC disclosure rules and requirements and insider trading restrictions

124

Investor Relations Intern Resume Examples & Samples

Reviews financial models for Valero Energy Corp (NYSE: VLO) and Valero Energy Partners LP (NYSE: VLP) and monitor consensus and individual analysts’ valuations for both companies
Performs refining, sponsored MLP, and ethanol competitor analyses on a quarterly and ad hoc basis
Gains proficiency in research, analytical, and presentation tools, such as Bloomberg, FactSet, Excel, and PowerPoint
Assists Investor Relations and Public Policy & Strategic Planning groups with research and analysis as needed
Currently pursuing a bachelor's degree (or higher) in Accounting, Business Analytics, Economics, Engineering, Finance or related field required
Obtained at least 60 credit hours by the start of internship required
Graduation dates of May 2018 through May 2019 required
Able to work 20-25 hours per week during the Fall/Spring semesters required
This is an on-going internship and will continue a minimum of one year
Candidate required to live within commuting distance to San Antonio, TX
Knowledge and proficiency in MS Excel and financial modeling, with the ability to quickly learn new software applications; familiarity with Bloomberg

125

AIS Investor Relations Senior Administrator Resume Examples & Samples

Accurate and timely reporting to the clients and your Manager as required
Send & respond to any queries in an efficient and professional manner
Knowledge of different investor types and their impacts e.g. US Tax exempt, ERISA
Knowledge of different AML requirements and impacts e.g. company, individual, partnership, financial institution etc
Involved in making improvements for the benefit of the teams daily roles in line with Manager requirements
Acts as a key point of contact for designated tasks that arise in line with Manager requirements
Liaising with internal & external clients on AML requirements
Completion of cash reconciliations on the subscription/redemption accounts and follow up on any queries relating to the reconciliation items
A third level qualification is a pre-requisite
Previous experience in an Administrative position with a Financial Institution is preferable with a minimum 2 years previous experience in a Registration/AML related role desirable
Computer literacy is essential – job holders should be skilled in the use of spreadsheets and word processing packages
A high degree of accuracy and attention to detail is essential
Flexibility across funds is required, as is the discipline and initiative to work on ad hoc projects
Client Focus – demonstrates clear understanding of importance of effective customer service, internally and externally
Trust - evidences high standards of integrity and openness
Teamwork – demonstrates ability to work effectively as a member of a team, a collaborative style, and understands the value of diversity
“Outperformance” – evidences the ability to exceed expectations of others

126

Intern, Investor Relations Resume Examples & Samples

Conduct industry benchmarking and analysis to help define new/prospective investor opportunities and plan for external Investor Relations initiatives
Work with IR team members to collect investment intelligence on current and prospective institutional investors
Assist in managing the IR contact management database
As needed, support external engagement efforts through helping coordinate investor conferences and other investor-related events
Provide support for ad hoc projects
Must have a high school diploma and be enrolled in a degree program leading to a Bachelors degree in Finance, Communications or a related field. Graduates may also be qualified if they are enrolled in an advanced degree program
Prior internship experience in the medical/pharmaceutical/biotechnology industry or in finance or communications
Working knowledge of MS Outlook, Word, Excel, and PowerPoint
Knowledge of SharePoint a plus
Strong work ethic and tenacity

127

Senior Associate, Investor Relations Resume Examples & Samples

Assist in drafting press releases, conference call scripts, Q&As and key message documents for milestone updates related to the company’s development and commercial portfolios
Create and manage investor relations resource library, including PowerPoint presentations and fact sheets on the company’s development programs
Conduct competitive intelligence research projects on medicines in development and current competitive products, communication trends and best practices
Contribute to planning events, including annual analyst/investor day meetings, conference calls and other initiatives to communicate key company milestones
Additional opportunities to expand into other Investor Relations activities
Bachelor’s degree required, scientific background preferred
Agency or pharmaceutical industry experience preferred
Aptitude for understanding and communicating scientific information and clinical data
Ability to manage multiple priorities and deadlines in fast-paced, team environment
Detail-oriented, hard-working and enthusiastic, with a desire to learn and take on increasing responsibility
Ability to manage the communication of sensitive and confidential information

128

M&A / Investor Relations Intern Resume Examples & Samples

Strong record of academic achievement
Experience with financial modeling is preferred, but not required
Strong computer skills, ideally with Excel and PowerPoint
Excellent quantitative and research abilities
Responsible, proactive, trustworthy and ambitious individual who enjoys taking ownership of projects and being accountable for their results
Basic analytical and problem solving skills

129

AIS Investor Relations Senior Administrator Resume Examples & Samples

Deliver high quality service to customers, both internally and externally, through timely and accurate completion of all tasks assigned. Ensure any queries from shareholders and clients are handled in a professional way and a professional relationship is maintained with the client at all times. Ensure the shareholder telephone line is answered professionally within 3 rings
Timely completion of work allocated by your Supervisor in an accurate fashion and within agreed deadlines
Completion of daily checklists/test scripts accurately for all tasks assigned to you
Prepare any weekly / monthly reporting required, and pass on to the Supervisor for review
Prepare incident reports and update logs within the appropriate timeframe for review by your Supervisor
Ensure all paperwork is filed on a daily basis in an organised manner to facilitate easy retrieval and review when necessary
Keep Supervisor informed of any issues that may affect the completion of your duties within the agreed deadlines as soon as they arise, to ensure prompt resolution
Notify Supervisor advised of progress and highlight to Supervisor any concerns or complaints as a matter of urgency
Take responsibility for self development in order to continually improve your performance on the team
Identify areas where improvements can be made on the team and identify any training that is required to achieve this. Communicate requirements to Supervisor
Provide holiday and sick leave cover for other team members as required by Supervisor
Share knowledge within team / department
Adhere to BNY Mellon standard procedures and controls in accordance with the relevant Transfer Agency Departmental Procedures Manual
Be familiar with and adhere to all corporate policies and procedures including the HR Manual and the Clear Desk policy. Ensure completion of all Web Based regulatory training within agreed timeframe
Gain an understanding of all output reports produced on a daily /weekly / monthly basis
Gain an understanding of complex tasks and seek to bring to a timely close
Actively participate at team meetings and assist in minute taking
Perform the role of ‘buddy’ to assigned new Junior Administrators in the team, providing support and guidance as required
Assist the Supervisor in identifying any training requirements for the Junior Administrator on your team
Accurately review any work that may be assigned to you by your Supervisor / Assistant Manager
Customer service focus and delivery
Strong numerical ability and analytical skills
Self-motivation skills and the ability to work independently as well as part of a team
Problem solving
Procedural knowledge
Concern for Quality/Accuracy and Attention to Detail

130

Administrative Assistant, Investor Relations Resume Examples & Samples

Perform administrative tasks including: complex calendar management for internal and external meetings, manage heavy domestic and International travel arrangements, and complete expense reports
Manage team meeting schedule, structure, agenda and follow-up
Project manage all logistics for team off-sites
Assist in the preparation of presentations and speaking engagements
Build cross-functional relationships with key partners in other Facebook departments
Ensure and maintain confidentiality of all appropriate communications and documentation
Communicate and work with external vendors and clients
5+ years of experience coordinating travel logistics on behalf of 3 or more executives
5+ years of calendar management and expense report management for 3 or more executives
Experience juggling projects simultaneously
Experience with maintaining confidentiality

131

Director of Investor Relations Resume Examples & Samples

Primary point of contact for Wall Street, including institutional investors, individual investors, sell-side analysts, exchange representatives
Manage quarterly earnings calls including writing of earnings release, conference-call script and management Q&As
Collaborate with CEO, CFO, senior executives to devise external communication strategy relating to material corporate actions (earnings, guidance, strategic transactions, etc.)
Collaborate with marketing and commercial organization to communicate product and market strategy to Wall Street
Manage relationships and coordinate activities of outside IR and PR consultants
Manage and monitor investment research on the company and industry peers
Maintain and communicate competitive intelligence and analysis on all industry peers to senior management
Convey sentiment and feedback from investment community to senior management
Manage company’s participation in investment conferences including preparation of external presentations and designation of one-on-one meetings
Manage company’s non-deal road show activities including all geographic and account specific targeting and presentations
Manage investor intelligence including identity of new investors and selling investors
Organize and manage analyst targeted events including Analyst/R&D day, bus tours, etc
Maintain Wall Street consensus model
Manage Investor Relations portion of the company website
Other Investor Relations and Corporate Communications activities as appropriate

132

Director of Investor Relations Resume Examples & Samples

Bachelor's degree in Finance or related degree program
Minimum 8-10 years’ experience with a minimum of 3 in investor relations, finance or planning and development for a public company, preferably a REIT
Microsoft Office Suite with expertise in Excel and Powerpoint
Public company reporting cycle and deliverables including earnings releases and periodic filings with the SEC
Investment valuation methodologies
Valuation and earnings modeling techniques
Establishing and maintaining internal and external relationships through effective interpersonal communication, both verbal and written
Reading, analyzing and interpreting business periodicals, governmental regulations and investment community research analyses
Writing reports, financial press releases, investment community presentations, and business correspondence
Presenting information and responding to questions from the investment community and coworkers
Work independently as a self-starter with a hands-on approach
Collaborate with various internal organizations
Define problems, collect data, establish facts, and draw valid conclusions
Comprehend multiple abstract and concrete variables simultaneously
Remain detail oriented while multitasking and meeting multiple deadlines

133

Investor Relations Senior Associate Resume Examples & Samples

Assist in drafting press releases, conference call scripts, Q&As and key message documents for milestone updates related to the company's development and commercial portfolios
Create and manage investor relations resource library, including PowerPoint presentations and fact sheets on the company's development programs
Collaborate across multiple functions as a strategic Investor Relations contact (Senior Management, Corporate Communications, Clinical, Medical Affairs, Commercial, Legal)
Bachelor's degree required, scientific background preferred
Excellent writing and editing skills, geared toward producing press releases and messaging for the IR audience

134

Investor Relations Relationship Manager Resume Examples & Samples

Communicating our unique vision and investment process to institutional investors, effectively positioning Two Sigma as a truly differentiated provider of investment solutions
Collaborating closely with Investor Relations, Operations and Investment teams on a broad range of client related matters
Providing excellent client service and identifying opportunities to grow existing and new relationships in Japan
Attending/hosting meetings and calls with current and prospective investors

135

Investor Relations Coordinator Resume Examples & Samples

Plans, organizes, and facilitates events for the IRO and Treasurer, including conferences, road trips, investor days, annual shareholder meetings, office visits, rating agency meetings, and certain bank meetings; schedules and maintains communication with sellside analysts and their coordinators on logistics and prioritization and logistics of investor meetings and interactions
Responsible for coordinating travel and meeting plans and itinerary and briefing packets. Arrange site visits and act as a resource to IRO for event decisions. Manage any contract negotiations with event venues (e.g. hotels, restaurants) and ensure appropriate billing. Monitor event time-lines; prepare itineraries and meeting materials for events. Assemble relevant analyst reports, industry data, agenda, and shareholder ownership for executive management. Enter all meetings into IR database and run reports as needed
Manage investor relations inbound requests by fielding inquiries and replying to shareholders in a timely manner. Cultivate and maintain these relationships while representing the organization in a professional manner and providing best in class service. Routine communication with c-level executives and capacity to discretely handle highly confidential and sensitive information. Research shareholder administrative issues as necessary and coordinate with transfer/exchange agents/trustees to resolve. Disseminate investor kits including annual reports and other communications
Assist in creating the investor relations calendar of events and announcements, and the communication internally and externally. Execute quarterly earnings process including securing all vendors for public conference calls/webcasts. Liaise with AV and IT to ensure that any recordings, rehearsals and the announcement are executed seamlessly. Coordinate meetings with executive management and business units and make sure deliverables are met in accordance to the earnings preparation calendar. Draft routine announcement press releases for public conference calls and other event notifications. Review recordings, edit transcripts (reconcile to recorded audio) and arrange analyst/investor conference calls with executive management
Provide administrative support to the investor relations team, and Treasurer as necessary. Maintain contact lists and analyst investor interaction logs. Verify and process investor relations invoices. Process expense reports and purchasing card expenses. Procure supplies for department, including investor event presentation materials, demo items, and meals
HS diploma or GED required. 2-4 year university degree preferred
6+ years of experience in investor relations or a similar function required
Intermediate to advanced skill in Microsoft Office applications
Ability to perform under pressure, manage multiple tasks and work under tight deadlines with high levels of accuracy
Strong interpersonal, organizational, and written and verbal communications skills
Strong project management and event planning with flexibility to occasionally work overtime to meet deadlines for events as necessary

136

VP of Investor Relations Resume Examples & Samples

Serve as the primary spokesperson by effectively communicating the Company’s financial and operational performance to current and potential investors
Manages the Company’s relationships with institutional investors and sell-side analysts by providing clear, accurate and confident communications
Responsible for overseeing all IR-related materials, including earnings releases, investor conferences and roadshows
Develop new ideas for improving investor relations and increasing the effectiveness of communications with both institutional and retail shareowners
Provide feedback insight to senior management on investor sentiment
Schedule and arrange opportunities for senior management to participate in industry and brokerage conferences, 1x1 meetings with investors and security analysts, conference calls with members of the financial community and roadshows to meet with targeted investors
Arrange and coordinate analyst meetings at the Company headquarters or in major cities in order to provide important information to the financial community and to provide them the opportunity to meet the management team
Analyze reports prepared by the investment community concerning B&W and comparable companies, and provide competitive intelligence to senior management
Initiate discussions with sell side analysts to understand their points of view and demonstrate the confidence to confirm or rebut those viewpoints as appropriate
Initiate and respond to written, telephone and email inquiries from members of the financial community
Provide information to the Company’s Board of Directors on a quarterly basis, or more often, as appropriate, on investor activity, stock price performance, peer-company and index comparisons and B&W stock surveillance
Identify and target investors who should own B&W securities and develop a strategy for underweight investors

137

Investor Relations Intern Analyst Resume Examples & Samples

Analyze key financial metrics, drivers of performance, SEC filings, and key disclosures
Support the development of key messages and communications to the broader investment community
Perform market research on the macro-economy, financial markets, legislation, technology trends, views on Accenture, and competitors
Summarize market research key findings and compile a format to present information to internal stakeholders
Assist in the development of quarterly marketing events with investors and analysts; conferences, meetings, and calls
Compile investor and analyst profiles and other materials to prepare internal speakers
Support the quarterly earnings process and execute key tasks within the project plan
Refresh key documents with quarterly disclosed information and key messages
Monitor weekly position movements of Accenture’s top holders and support the development of weekly surveillance
Analyze daily research from equity analysts and summarize for leadership
Monitor and analyze corporate activism investment trends in the market and summarize for leadership
Support ad-hoc financial analyses and reporting
Current student pursuing a Bachelor's degree OR a Master's degree with a graduation date between December 2017 and August 2018
Bachelor's degree in Accounting or Finance
Minimum overall GPA of 3.2 out of 4.0
Proficiency in Microsoft applications (Word, Excel), advanced Excel skills preferred
Independent thinker with ability to collaborate with peers
Demonstrated teamwork and collaboration in a professional setting; either military or civilian

138

Investor Relations Resume Examples & Samples

Requires conceptual and practical expertise in own discipline
Has good or in-depth knowledge of best practices and how own area integrates with others and chooses to work across these boundaries to further the greater agenda
Understands the commercial or business decision takes priority over the preferences of the individual
Is looking always to gain efficiencies and implements these within own team/discipline
Plans and prioritizes work using resources in the best possible way to complete tasks on time and with high quality
Provides creative insights and / or solutions to address client / organizational challenges
Impacts a wide range of customer, operational, project or service activities across related teams
Navigates the customer organization to understand the customer’s unique strategic objectives, business challenges and operational processes in order to comprehensively identify and meet customer needs
Identifies customer’s key decision-makers and networks to gain an understanding of their unique perspectives; maintains customer information in internal sales systems
Identifies valuable customers and ensures retention by recognizing their needs and recommending products/services/ solutions based on those needs
Leverages knowledge of competitors’ products and services as well as their strengths and weaknesses to compare choices
Evaluates sales performance to understand strongest and weakest customers, best-selling products, and successful sales techniques
Identifies opportunity in territory and develops a sales plan for the territory, including a list of high priority customers to target
Offers customers a variety of products/offerings, explaining the costs and benefits of each while also explaining which may be the best fit for the customer’s organization

139

AIS Senior Investor Relations Representative Resume Examples & Samples

College Degree preferred. Minimum of 3 years experience in Investor/Transfer Agency Services
Fully familiar with the Irish AML/KYC Laws and Regulations
In-depth understanding of typical legal structures including hedge funds, special purpose vehicles, partnerships, trusts and charities
Familiarity with public sources of information across most jurisdictions (stock exchanges, regulators, company registers)
Understanding of core Irish regulatory framework including requirements around accepting customers
Proficient in Microsoft Office applications in particular Excel
Experience in working to tight deadlines, with an ability to multi task and to work calmly under pressure
The role will require engagement with a broad cross section of the business and the broader BNY Mellon organization

140

Chief Investor Relations Officer Resume Examples & Samples

Clarify and execute key performance drivers of the Local United Way Business Model
Engage individual donors at scale in year-round, compelling, and personal ways
Reignite strategic corporate partnerships with stronger account management, a compelling value proposition, and great products
Secure a leading share of transformational gifts
Act as one high-performing network, especially as it relates to marketing and culture
Creative and flexible strategic planning - able to build and implement a strategic development plan and quickly adapt that plan as new opportunities and challenges emerge using advanced problem solving and process improvement
Action oriented – able to move planning to action
Relationship-oriented – able to build relationships at all levels and leverage the diverse skills and personalities of your team, colleagues across the organization, and the United Way Network to achieve departmental, organizational, and Network-wide goals
Customer focused – responsive to the needs and interests of a broad portfolio of Fortune 500 corporate donors, high net-worth individuals, as well as institutional and corporate foundations
Sales process and results-oriented – focused on implementing proven sales processes and accountabilities to drive results in increasing donors and revenue
Collaborative - communicate effectively with senior corporate leaders, local United Way CEOs, and other members of the EMT to find areas of commonality and achieve shared goals
Volunteer management – build relationships with United Way Worldwide and US Board members; staff the United Way Worldwide Development Committee and United Way Worldwide Leadership Council
Team building - oversee the recruitment and administration of the Investor Relations department including the hiring, evaluating, counseling, and leadership of staff to achieve the investor relations and fundraising goals/objectives of the organization
Budgeting - provide oversight of the department’s budget and drive the integration of the organization’s assets, resources, and talent
Bachelor’s degree with at least fifteen years of expert-level experience in a similar leadership role
At least five years of previous people management experience
Must include advance-level fundraising, sales, and/or customer relationship management for Fortune 500 companies
50% travel is expected

141

Investor Relations Coordinator Resume Examples & Samples

Strong experience coordinating a busy, changing corporate calendar
Track record of successfully managing regular, cyclical events
Experience of Investor Relations is advantageous
Intermediate level of PowerPoint, Word and Excel
Familiarity with Bloomberg is advantageous
Research skills with some understanding of financials is advantageous
Minimum 3 A-levels or equivalent

142

Expert Investor Relations Resume Examples & Samples

Develop company presentations and support in the preparation of analyst conferences, roadshows, investor meetings and Capital Market Days in Austria and international financial markets
Draft capital market updates based on current analyst estimates
Summarize and comment on financial analyst reports and reports of competitors
Support in the preparation of OMV’s Annual Report and Quarterly Reports
Update OMV’s Investor Relations website

143

Investor Relations Resume Examples & Samples

Plans, monitors and administers part of a mid-size project to ensure client/internal customer satisfaction
Manages projects while being mentored by one of the senior project managers
Organizes and utilizes resources and coordinates effectively with stakeholders and colleagues
Meets the project plans obligations regarding specifications, quality, costs and timeframes
Meets project deadlines through developing effective relationships in order to get things done
Has experience in project management delivery utilizing established project management methodology
Typically works under supervision to manage projects around systems integration, or product development enhancements
Remains helpful and reliable even under stress; achieves results in spite of negativity or challenges
Demonstrates awareness of how own actions and work style impact others; seeks input on ways to increase versatility
Interacts with others in ways that are friendly, courteous, and tactful and that demonstrate respect for individual cultural differences and for the attitudes and feelings of others
Demonstrates a working understanding of the processes, objectives, and challenges within assigned customer accounts; communicates broad understanding of the benefits of a solution
Builds understanding of the customer’s processes and activities to suggest technology solutions that meet customer needs
Provides input to help others consider rules, regulations, and time frames of the business, as well as the impact on end users when implementing new IT practices, products or solutions
Experiments with a variety of techniques (e.g., brainstorming, visualization, collaboration) to generate innovative ideas; questions boundaries
Looks for best practice information within the department to generate new ideas
Questions traditional assumptions and generates creative solutions, remaining open to non-traditional practices
Appropriately limits use of technical jargon, slang or culturally insensitive language when creating written communications
Communicates findings and results of analyses in the appropriate format to ensure understanding
Develops standard reports, presentations and documents for use at the team level
Proactively seeks out and utilizes available project management tools and resources to provide input into timing estimates for project components
Develops components of project plans and prioritizes tasks to achieve project milestones
Tracks and monitors multiple aspects of a project simultaneously (e.g., project deadlines, performance to specifications and requirements)

144

AIS Investor Relations Rep Resume Examples & Samples

Excellent working knowledge with checker experience
In-depth knowledge of Performance Fees calculation
Excellent client service and the ability to empathize with client demands
Demonstrated ability to plan and implement workflow requirements of a team
University Graduate or higher

145

Investor Relations Assistant Resume Examples & Samples

Minimum of two years’ experience in an executive assistant or equivalent role in an international business environment that provides the knowledge, experience and skills needed for the functional duties of the job; experience in a similar IR or Corporate Access role preferred
Excellent planning, project-management, and organizational skills; ability to prioritize tasks and meet critical deadlines; eye for detail; ability to anticipate and solve logistical problems
Self-motivated and able to work both independently and in close collaboration with others; discrete and professional in handling confidential information
Hard worker with no-nonsense mentality, willingness to deal with and sort out problems outside of normal office hours
Flexible and immune to stress
Expert knowledge of Microsoft Outlook, Word, Excel and PowerPoint
Good written and oral communication skills in Dutch and English

146

Director of Investor Relations Resume Examples & Samples

Prepare corporate presentations, annual reports, and other collateral materials
Draft and distribute quarterly earnings and event-driven press releases, call scripts, shareholder communications, and other external announcements
Coordinate investor relations events and activities, including earnings announcements, onsite investor and analyst meetings, road shows, and investor conference appearances
Propose public guidance ranges for ratification by executive leaders and distribution to the investing public
Develop and implement investor relations strategies and policies
Track and analyze changes in shareholder base
Target prospective investors in order to attract high-quality institutional ownership and analyst coverage
Maintain and enhance the investor relations website
Monitor, filter, and distribute market and industry news and data to executive decision-makers
May participate in the formulation of strategic objectives as opportunities arise
Expert level proficiency with PowerPoint and Excel
Excellent organizational skills with keen attention to detail
Ability to communicate and work effectively with a multi-disciplined team including geologists, landmen, engineers, and technicians
Oil and gas industry experience
Master’s Degree in business or other relevant field
Communication-intensive role with an oil and gas company and/or oil and gas oriented responsibilities with a buy-side firm, sell-side firm, or investor relations/communications consultancy

147

Director of Investor Relations Resume Examples & Samples

Support deal teams in the execution of project finance transactions by introducing EB-5 investments to high net worth individuals
Cultivate a referral network working with Chinese migration agents
Make educational presentations on the EB-5 program
Interact directly with Clients, firm staff and local professionals on matters related to processing paperwork to assist clients with making their EB-5 investment
Must be willing to live and travel within China for a year
Undergraduate or graduate degree in Finance, Accounting, Communications, Immigration Law or directly relevant EB-5 experience
Three to seven years of experience in investment sales, immigration law, or other direct EB-5 experience
Ability to self-manage and to take ownership of projects to complete them on time
Willingness to be held accountable
Comfort talking to business professionals and high net worth persons
Excellent public speaking/presentation skills
Demonstrated analytical, organizational, interpersonal, project management, and communication skills, and highly developed Microsoft Suite skills (Word, Excel, PowerPoint)
A strong work ethic, detail orientation and a passion for excellence
Organized and able to simultaneously manage multiple projects/priorities in a time critical, fast paced environment
Ability to maintain a flexible work schedule and travel as projects dictate
Proficient speaking Mandarin Chinese, reading is a plus
FINRA securities licenses (63, and either a 7, 22, 79 or 82), or ability to obtain required licenses within 6 months of hire

148

AIS Investor Relations Representative Resume Examples & Samples

Review and analyse US Tax and self-certification documents received from investors for regulatory compliance with applicable laws and regulations pertaining to investment funds including, but not limited to the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS)
Review and analyse daily alerts received regarding investors/contacts
In connection with same, liaise with fund managers and team managers regarding any corrections the Regulatory Control Specialists may find to revise all incorrect documents accordingly
Ensure that Luxembourg regulatory reporting is performed within deadlines
Ensure BNY Mellon standard procedures and controls are being adhered to on a daily basis
Communicate any significant operational issues that arise to the relevant Manager
Ensure client concerns/requests are addressed as soon as possible and within an agreed timetable
Provide non-daily services/reporting to all clients
Perform all tasks associated with registering and maintaining the investors’ account in the investor record keeping system
Perform Registration & AML administration functions for all relevant funds
Assist in the conversion of funds and their related requirements or any such related projects that may arise and impact the Registration & AML team
Carry out AML Investor account reviews, AML application, financial sanction screenings and independent research
Performing anti-money laundering checks in line with AML policies and procedures
Review, understand and have the ability to discuss anti money laundering regulations with investors and clients
Perform registration/AML processing on NTAS from account set-up, maintenance, email encryption, return mail and original documents received on a daily basis
Chase investors on outstanding documentation requirements
Reconciliation of cash movements and balances on the Nostro and internal operating accounts of the Bank. It requires an understanding of the different operating models and cash flows, strong analytical skills and a sense of ownership
Perform all cash reconciliations across all subscription accounts that fall under your responsibility and ensure narratives are clear and up to date
Notify any reconciliations discrepancies to the Supervisor as soon as they occur
Initiate cash investigations with BNY Mellon Brussels, London and New York
Draft follow-up is constantly performed on all outstanding items with the relevant responsible areas and contacts
Ensure follow-up is constantly performed on all outstanding items with the relevant responsible areas and contacts
Respond to cash and reconciliation Client/Custody/Valuation related queries in a timely manner
Keep line Manager informed of any significant operational or client servicing issues
Responsibility for accurate and timely update key performance indicator (KPI) information relating to the funds
Any other functions detailed by the Manager
3rd Level University Degree
Strong MS Office skills (VBA knowledge & Excel is a plus)
Fluency in English required, plus any other language (French/German/Spanish) would be considered an advantage
Control and risk minded
Ability to work under pressure to meet tight deadlines and meet the demands of clients
Self-motivation and the ability to work both independently and as part of a team
PC literacy
Experience with Fundsquare and Luxembourg regulatory reporting requirements
Experience of working with the FATCA and CRS legislative requirements
AML & Registration within Transfer Agency

149

Ais-investor Relations Rep Resume Examples & Samples

Experience in preparation of the regular admin reports
Could work independently with minimum supervision
Fluency in Japanese and English Required

150

Investor Relations Resume Examples & Samples

Primary interface with current Air Products investors, potential APD investors and sell-side analysts
Undergraduate degree required, MBA strongly preferred
Investor Relations experience strongly preferred – could be Corporate Investor Relations, sell-side analyst or buy-side investor

151

Investor Relations Client Service Analyst Resume Examples & Samples

Bachelor’s degree with a strong academic record
1-4 years of related experience from a fund, prime broker, private bank or asset manager within an investor services, account administration or client onboarding role
Sharp analytical skills and acute attention to detail
Interest in process improvements
Ability to balance a dynamic workload and exercise good judgment across a variety of requests

152

Investor Relations Coordinator Resume Examples & Samples

Representing Amazon.com to institutional shareholders which includes responding to email and phone inquiries and escalating as necessary
Maintaining multiple calendars involving C-level executives
Experience with Microsoft OneNote

153

Investor Relations & Product Management Associate Resume Examples & Samples

2+ years of relevant work experience in an Investment Banking, Asset Management, and/or Alternative Investments firm
Knowledge of Direct Lending based on Investments, Portfolio Management, and/or Marketing
Previous experience in Investor Relations / Business Development role for a Placement Agent / Private Direct Lending Fund

154

AIS TA Senior Investor Relations Representative Resume Examples & Samples

Written and oral correspondence with the fund and investors regarding AML documentation, transactions, performance and statement reporting
Representatives are also a resource for Client and Investor inquires regarding their transactions and documentation outside of the trade processing cycle
SIRRs will assist the Team Manager (TM) with trade verifications or other TM duties upon request
BS or BA degree in a business-related field preferred
1-3 years experience in Financial Services, preferably Investor Relations in a complex industry such as alternative investments, including at least 6 months within the IS Dept
Ability to multi-task, manage multiple projects and meet deadlines

155

Investor Relations Resume Examples & Samples

Responsible for executing all critical investor communications through press release and web postings at www.investor.mcdonalds.com
Monitor, compile and distribute equity analyst research to key internal stakeholders
Manage content and security for IR website, including posting of critical business updates related to earnings, investor conferences, annual report and proxy
Prepare monthly analyst consensus report highlighting Wall Street's current and future expectations related to the Company's financial performance, targets and strategies
Consult with Investor Relations leadership on the Company's investor visit and conference calendar; work with the team in the development of meeting materials and logistics
Assist in the preparation of executive summaries regarding Wall Street's reaction to McDonald's quarterly financial results and operating initiatives
Manage the IR department budget, including executing planning, projection, reporting and vendor invoicing
Support development of Q&A for earnings releases, investor conferences and management briefing documents, which includes synthesis of a broad array of data from internal and external sources
Serve as a liaison between the IR team and web-hosting, investor insights and contact management vendors
Update quarterly reports to provide summarized financial information for key customers - including management, Corporate Communications and Investor Relations
Prepare ad-hoc requests for the CEO, CFO and the Investor Relations team, including compilation of shareholder profiles, investor interactions and time-sensitive SEC share-position filings
As needed, assist in the preparation of competitor summaries to highlight financial results and key takeaways from relevant QSR or casual dining competitors earnings releases and conference calls

156

Senior Investor Relations Administrator Resume Examples & Samples

Reviewing investor application forms and data input to CRM for accuracy
Communicating and liaising with Fund Accounting, FATCA, AML and Treasury teams on a regular basis
Prepare/review investor statements, call notices and distribution notices
Performing/reviewing cash reconciliations for incoming and outgoing funds
Communicating with fund/investor to ensure all application forms and transfer documents are received and accurate
Communicating, maintaining relationships with and meeting expectations of investors, investment managers, auditors and other fund participants
Preparing/reviewing client and investor reporting eg; audit requests, bespoke reporting, regulatory reporting
Organising workload within the team to ensure all tasks are completed in a timely manner
Supporting the account manager to ensure the team runs efficiently
Training new team members and supporting the development of junior team members
Highlighting any risk areas within the team and preparing procedures to mitigate risk and ensure all tasks are completed timely and accurately

157

Senior Investor Relations Administrator Resume Examples & Samples

Reviewing work of Investor Relations administration staff and ensuring the rules and representations of the fund are adhered to
Proactively managing the team’s daily workflow and ensuring set deadlines are met
Completing monthly and ad hoc reports upon request and ensuring a high level of accuracy is achieved at all times
Working closely with and supporting Account Manager in ensuring the smooth running of the team and the ongoing adherence to procedures and processes
Building and maintaining relationship with the client and acting as an escalation point when Account Manager is unavailable
Processing capital transactions over the month end period
Updating of NAV, reporting to investors and maintaining share register
Assisting auditors and other fund participants and advisors
Liaising with investors in relation to anti-money laundering documentation

158

Senior / Ais-investor Relations Rep Resume Examples & Samples

Japanese Speaker
2+ years’ work experience in the alternative funds industry, fresh graduate might be considered
Experience of resolving investors’ queries
Understanding of Performance Fees calculation
Knowledge in the preparation of the regular admin reports
Excellent client service and the ability to empathise with client demands

159

Investor Relations Director Resume Examples & Samples

Partners on strategic corporate and brand messages in collaboration with other members of the IR and communications teams
Creates and manages a comprehensive investor targeting program in order to find potential new investors while supporting current investors. Includes planning and executing non-deal road shows, investor conference participation, hosting in-office meetings and daily phone calls with investors and analysts. Drives the tracking and reporting of these efforts
Executes the creation of publications and electronic media used in the IR program. Supervises and participates in the data collection, analysis, writing and editing, and production of those materials, including earnings release and conference call script, question and answer / briefing documents, presentations, infographics, etc
Directs and manages execution of the collection, analysis, and presentation of feedback to the company of investors’ perceptions and opinions, brokerage security analysts’ positions and summaries, relative stock price movements, periodic ownership analysis, and street consensus expectations to the Executive Operating Committee and other stakeholders
Represents the company at investment presentations, institutions, industry events, individual meetings and discussions, and with the media
Travels with CEO, CFO and / or the SVP Investor Relations to conferences and on non-deal roadshows. Provides materials to and 1:1 preparation of these executives to ensure readiness for investor questions. Participates in key earnings preparation sessions
Manages key records of information previously disclosed by the company including documents that can be used as preparation materials for future meetings
Provides business and industry insights to key internal stakeholders including the Executive Operating Committee, Travel Leadership Team, Disclosure Practices Committee, Corporate Development group, brand, supplier, industry and internal communications teams as well as the broad employee population
Manages the preparation and distribution of the IR Week in Review, weekly summary of key news items, market movements, investor interactions etc., in partnership with other members of the IR team
Collaborates with CFO, and SVP Treasurer & Investor Relations to support interactions with debtholders, credit analysts, and rating agencies, as necessary
Member of the Crisis Communication Team; work includes analysis, drafting, editing, and support
Bachelor’s degree in Business required (finance or accounting)
10+ years of business experience with increasing responsibilities; previous investor relations experience preferred
Previous experience in investor (or other) communications efforts helpful

160

Cib-alternative Investment Services Investor Relations IS Prod Solutions Analyst KYC Resume Examples & Samples

Review, understand and have the ability to discuss AML KYC regulations requirements
Perform KYC analysis on investor accounts in accordance with the established work practices, policies and procedures
Respond to investors/clients AML related queries and AML escalations
Participation in investor/client calls and visits as they pertain to AML KYC
Monitor accounts for monies received and perform Anti-Money Laundering validations in accordance with the established work practices and procedures
Maintain the highest individual and team standards for quality assurance; ensure all work is ‘Audit Ready&#8217
Assist with establishing and monitoring key performance indicators (KPIs) and key risk indicators (KRIs)
Build relationships with subject matter & system user experts in support of the AML KYC processes
Partner within the IR department and across the broader AIS team to ensure the completion of all end-to-end processes in line with JPMorgan Risk Management policies
Engage in IR projects including, but not limited to, system testing, etc

161

Investor Relations Specialist Resume Examples & Samples

Prepare Interim Reports, Annual Review, Stock Exchange releases, investor presentations and other IR materials
Act as a point of contact for the financial community
Take part in organizing events such as the Capital Markets Day and Annual General Meeting
Coordinate the cooperation with different service providers
Manage KONE’s IR website
Provide support and back-up to the Vice President, Investor Relations
Master’s degree in a relevant field, e.g. business, economics, finance, engineering
At least 2-3 years of work experience from capital markets, finance and/or communication or from comparable tasks
Analytical thinking, understanding of key financials and strong business acumen
Ability to perform under pressure with tight schedules and willingness to take responsibility
Fluency in both English and Finnish
Ability to understand the big picture while having also strong attention to detail
Proactive, self-driven and positive attitude
Excellent command of PowerPoint and Excel

162

Director of Investor Relations Resume Examples & Samples

Proactively anticipates and drives key investor messages based on company performance, industry events and competitive dynamics
Builds and leads a comprehensive investor targeting program in order to find potential new investors while supporting current investors. Includes planning and executing non-deal road shows, investor conference participation, hosting in-office meetings and daily phone calls with investors and analysts. Drives the tracking and reporting of these efforts
Directs and leads execution of the collection, analysis, and presentation of feedback to the company of investors’ perceptions and opinions, brokerage security analysts’ positions and summaries, relative stock price movements, periodic ownership analysis, and street consensus expectations to the Executive Operating Committee and other partners
Travels with CEO, CFO and / or the SVP IR to conferences and on non-deal roadshows. Provides materials to and 1:1 preparation of these executives to ensure readiness for investor questions. Participates in key earnings preparation sessions
Handles key records of information previously disclosed by the company including documents that can be used as preparation materials for future meetings
Provides business and industry insights to key internal partners including the Executive Operating Committee, Travel Leadership Team, Disclosure Practices Committee, Corporate Development group, brand, supplier, industry and internal communications teams as well as the broad employee population
Handles the preparation and distribution of the IR Week in Review, weekly summary of key news items, market movements, investor interactions etc., in partnership with other staff of the IR team
Part of the Crisis Communication Team; work includes analysis, drafting, editing, and support
Substitute member of the Disclosure Practices Committee
Master’s of Business Administration preferred
10+ years of business experience with growing responsibilities; previous investor relations experience preferred
Previous experience in investor (or other) communications efforts is useful

163

Investor Relations Intern Resume Examples & Samples

Assist with benchmarking of the corporate investor relations website and social media investor communications, including performing analytics to track website utilization (as necessary), and summarizing and reporting of the analytics. Assist with ongoing updating of corporate website as company news evolves
Research and target prospective investors and sell side analysts
Manage logistics for investor conferences, non-deal road shows and investor meetings
Participating in the quarterly earnings process
Analyze investor and peers' fundamentals
Perform comprehensive benchmarking and competitive analysis
Strong written and oral communication skills, including the ability to present ideas and suggestions clearly and effectively. Ability to work independently and take the initiative on assigned tasks and projects
Strong organizational skills; ability to accomplish multiple tasks within the agreed upon time-frames through effective prioritization of duties and functions in a fast paced environment
Strong technical skills, particularly MS Excel. Advanced MS Excel knowledge a plus
Strong follow-up skills; ability to organize applicable department time-lines and follow up with internal and external customer needs
Pursuing Bachelor’s degree in Finance, Economics, Business Administration or other related field, or pursuing a degree in another major with a specific interest in Corporate Finance functions

164

CIB Ops-ais Investor Relations Operations VP Resume Examples & Samples

Supervise a team by providing oversight and leadership for the delivery of IR Ops services to clients across AIS
Serve as the main contact for a portfolio of clients and their investors; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve inquiries quickly and accurately
Build relationships as a subject matter expert to provide thoughtful dialogue with clients, investors, other third parties, as well as with other business groups across JPMorgan
Maintain and enforce the highest individual and team standards for quality assurance as it relates to all investor or fund activity / changes; ensure team is ‘Always Audit Ready&#8217

165

Investor Relations Assistant Resume Examples & Samples

Draft investor relations and public relations communications, including press materials, emails, PowerPoint presentations, conference materials, and investor kits
Serve as key liaison between C-level executives and the analyst and investor communities
Manage all facets of investor relations activities for C-level executives. Coordinate scheduling and administration for investor meetings, conference calls, off-site conferences, and on-site investor visits
Handle multiple projects and changing deadlines with diplomacy and grace
Media relations facilitation, including handling incoming reporter inquiries, spokesperson coordination and interview prep
Interface with multiple constituencies, PR agencies and vendors, both in the US and abroad
Gather, distill and analyze information from third-party PR and IR websites
Maintain corporate communications and investment relations portions of company’s global websites
Provide additional support to the investor relations and corporate communications teams as needed

166

Fundlogic Investor Relations Resume Examples & Samples

Knowledge of Funds, alternative Investments and UCITS regulation would be beneficial
You are committed to excellence in your work and maintain highly organizational and ethical standards
You have a strong knowledge of Excel, Word and PowerPoint
You are analytical, quantitative, insightful, adaptable, detail oriented, a quick learner, enjoy problem solving, a team player, a multi-tasker and possess a strong work ethic and a positive attitude

167

Investor Relations, Senior VP Resume Examples & Samples

Responsibility for all CFO/CEO communications, including earnings calls, Analyst Day, Investor Conferences, etc
Creating the strategic vision for the company’s positioning with the investment community, developing key strategic messages and managing the communications process up until presented by the CFO/CEO
Essential analysis that leads to setting quarterly and annual financial guidance
Critical “outwardly-in” financial modeling of the company’s current and projected financial performance
Point of Contact for all investors; holds meetings and conference calls and speaks on behalf of company
Contact for all sell-side research associates
Contact for all socially responsible investors
Supporting communication with all fixed income investors and analysts
Interfacing with Public Relations to review and approve all CVS Health press releases for consistency/accuracy of message across constituencies
Creation of IR publications and Fact Sheets
Presenting on behalf of company to retail investors
Supervising data collection and analysis
Managing all aspects of the IR web site
Managing Department budget
Managing IR Vendor relationships [eg. Thomson Financial among many others]
Active member of the Disclosure Committee
Representing IR on the following internal or external groups or committees
Social Media Governance Steering Committee
Committee to re-design corporate web site
Enterprise Brand Committee
SASB Standards Working Group [represents CVS Health in external group to set socially responsible reporting standards, like the FASB but for socially responsible investors]

168

Investor Relations Intern Resume Examples & Samples

Support the communication of important news items to senior management
Assist in the research and analysis of peers and competitors’ financial statements, the industry, and operational statistics and valuation – as well as other ad-hoc analysis as needed
Provide organization, logistical, and administrative support for the investor relations team
Research and present to the investor relations team and others on a specific facet of the business
Organize a firmwide event for all of the firm’s interns and senior executives to culminate the summer internship program
Experience with the Microsoft Excel, Word, and PowerPoint
Prefer a rising junior or rising senior pursuing a finance, accounting, or economics degree
Outstanding academic performance

169

Head of Investor Relations Resume Examples & Samples

Monitor internal timelines/milestones to ensure/manage alignment with external investor expectations
Bachelor's degree is required; advanced degree or MBA degree is highly desired
At least 10 years of investor relations experience, at least five years of which shall have been direct biotech/pharma industry experience. Experience in drug development highly desired
Proven writing, communication and presentation skills
Successful experience in presenting to and interacting with analysts/investors and the media
Sound interpersonal skills and the ability to quickly build credibility and gain confidence at all levels
Strong business acumen, organizational, analytical and client service skills
Outstanding teamwork skills; professional and mature
Highly organized with a strong attention to detail, clarity, accuracy and conciseness
Highly proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
Approximately 25% travel
Must successfully exhibit Insmed’s five (5) core corporate competencies of: Excellence, Accountability, Driven, Collaborative and Solutions; along with any other position specific competencies
Individuals must demonstrate the ability to interact successfully in a dynamic and culturally diverse workplace

170

Client Service / Investor Relations Resume Examples & Samples

Collaborate with other Client Service team members and Client Service Directors, Relationship Managers and Client Portfolio Managers to build compelling information about strategies, funds and respond to client needs
Serve as a point of contact for client and prospective investor requests and coordinate internal efforts across multiple departments to support client and prospect needs
Act as lead point/manager to
3+ years' experience in wealth or asset management client service
Ideal, but not necessary: FINRA Series 7, FINRA Series 63
Preference if they have a Bachelor’s in Finance, Business, Marketing, and Economics

171

Investor Relations Intern Resume Examples & Samples

Providing recommendations for investor targeting
Preparing and updating peer group financial analyses and models
Assist in developing and updating investor relations materials

172

Investor Relations MBA Intern Resume Examples & Samples

Helping to perform research and track company competition and key industry events
Work with marketing and public relations, ensuring that a consistent corporate image is presented to analysts, institutional investors and individual shareholders
Coordinate key investor events and analyst conferences, as well as pertinent follow-up. Assists with the annual report and annual shareholders meeting
Work within Nasdaq system to help build out our CRM database
Peer compensation metric and disclosure benchmarking projects
Designing financial dashboards, developing KPIs, analytics of pricing trends, assessing and improving financial operational workflows
Completed Candidate Preference Form: Candidate Preference Form
Pursuing an MBA or MS degree with quantitative focus
Prior experience in investment banking, management consulting, or business analyst role a plus
Solid analytical and technical skills
Self-motivating, able to assume responsibility and work autonomously in a professional manner

173

Investor Relations Intern Resume Examples & Samples

Assist with producing materials for investor conferences, roadshows, rating agency presentations and other events
Attend investor or executive meetings at the request of the Head of Investor Relations
Conduct competitive and market intelligence research of regional peer and other national banks, including analyzing peer disclosures
Assist members of IR team and executive team with ad hoc requests
Enrollment and demonstrated academic achievement in an undergraduate degree program with an expected graduation date within one to two years of internship
All majors considered; candidates pursuing business, finance, economics or other relevant degree preferred
Excellent written, verbal communication and interpersonal skills
Solid quantitative and analytical skills desired along with demonstrated ability to adapt to fast-paced environment
Self-driven with strong project management and organizational skills
Initiative taker who can multi-task and handle multiple priorities
Quick learner and good judgment
Software skills: strong Excel and PowerPoint proficiency and solid MS Word capabilities

174

Investor Relations Strategic Consultant Resume Examples & Samples

Experience with Securities and Exchange Commission reporting
Experience in the health benefits sector
Ability to build trust within the organization across functional lines
Ability to keep confident highly sensitive information
Knowledge of Humana’s various lines of business
Strategic thinking and planning capabilities; organized and detail-oriented; ability to effectively manage and prioritize diverse projects
Comfortable with engaging with analysts and portfolio managers across the country both telephonically and in person
Ability to interact comfortably with Humana’s senior management team in meetings and one-on-one
Ability to travel periodically
Strong executive presence; handles challenges well when the pressure is on
Enthusiasm and motivation essential; team player
CPA, and/or MBA and/or CFA (Chartered Financial Analyst)
Experience with equity markets

175

Ibcm, Investor Relations, AVP Resume Examples & Samples

You will have overall responsibility for delivering the best possible IR support to clients, including
You should have an enthusiastic approach
Show drive, passion and possess a can-do attitude
Challenge the status quo and contribute to change
You should be eager to grow and learn both for the area and as an individual
Stretch yourself and others to drive things forward
People Leadership*
You will need to be able to effectively lead a team: communicating, setting direction, making decisions, intervening when off track
Delegate and empower: assign clear responsibilities and manage performance
Think ahead, act with oversight, co-ordinate efforts to support strategy
Coaches and develops people, provides actionable feedback
Fosters collaboration within and across teams
Understand a range of attitudes and styles – use differences to achieve better results
Principled Behavior*
You will have no compliance or control issues
Fully follow the code of conduct and all applicable laws, regulations and policies
Supervise your direct reports effectively, take preventive action where needed and sanction misconduct
Shows true concern for compliance and control standards, protects the bank's reputation and earns our clients' trust
Promotes and considers operational efficiency in business decisions resulting in the efficient use of Credit Suisse resources
Partnership with Clients
Proposes solutions that truly fit clients’ needs
Communicates effectively; moves easily from discussion to agreement
Is calm and confident with clients
Builds sustainable client relationships
Creates a network for the client within Credit Suisse1
Should have developed a complete base of knowledge in your area of expertise
Effectively apply your knowledge to deliver solutions that fit the purpose and are feasible, and readily share knowledge
Approaches problems systematically and objectively, analyses facts and evaluates options, draws sound conclusions

176

Director of Investor Relations Resume Examples & Samples

Help direct all facets of the investor relations function and quickly develop into a company spokesperson
Develop and maintain relationships with institutional investors and sell side analysts, including REIT Community
Together with the VP of IR, help manage the quarterly earnings process, including preparing earnings deck, scripts, Q&A, and earnings release
Manage and participate in investor events including conferences, road shows, bus tours, the annual shareholder meeting etc
Co-lead for Equinix’s Analyst Day including messaging, long term financial views, and managing kiosks
Assist in the development of external messaging relating to company strategy, earnings announcements, M&A activities and any other events
Key member of Equinix dividend committee, including presenting market expectations and analysis
Provide periodic updates about the company's stock price, analysts' estimates, investor perceptions, industries and peer company performance to the senior members of the management team
Help provide competitive intelligence from Wall Street to senior members of the management team
Collaborate with the marketing and PR teams on and assist with special events
Oversee the Investor Relations portion of the company website, including social media and investor communication outreach
BA / BS Degree required, Masters Degree preferred
7 + years of experience in investor relations, equity research, finance, corporate development, or similarly broad financial positions for a global corporation
Outstanding financial and investment analysis skills, oral and written communication skills, and presentation ability
A clear and thorough understanding of the financial modeling techniques used by security analysts to project a company's operating and financial performance and the resulting value for its stock
An understanding of strategic communication, public relations, marketing, advertising, and the media
Background within the technology sector (e.g., telecom, networking, data center)
Experience working with or expertise in REIT's is a plus
The ability to develop strong internal relationships cross-functionally with marketing and other teams
Possess a high level of integrity and sensitivity to confidential information
An energetic, efficient, and resourceful team player and individual contributor

177

Associate, Investor Relations & Marketing Resume Examples & Samples

Support investor relations and fundraising efforts for Asia, Europe, and the Middle East
Respond to investor and prospect due diligence requests (inquiries, DDQs, questionnaires, RFPs, calls, etc)
Maintain updated due diligence/marketing materials for use in meetings and for the investor portal
Support existing team members with new relationships, current relationships, prospecting, and various IR functions
Assist with larger due diligence projects, such as revising the investor portal, launching the due diligence website, automating investor stats through CRM system, creating/improving marketing materials, planning due diligence conferences, etc
Assist with roadshows organization

178

Investor Relations Director Resume Examples & Samples

Manage earnings release process, including: scheduling earnings messages discussions, drafting and finalizing earnings press release, active role with CEO/CFO scripts, and Q&A, and post conference call investor/analyst callbacks
Active role in the coordination and planning of the annual Analyst Day
Independently speak on behalf of company on institutional visits, and on site investor meetings
Participate in the execution of Investor Relations strategic framework through targeting, arranging and participating in institutional and sell–side road Non Deal Road Shows
Monitor analyst research reports, earnings estimates, and financial models
Participate in the quarterly and annual SEC 10-Q and 10-K process
IR lead for company’s efforts in continued best Corporate Governance practices, including ESG and Shareholder engagement focus
Active role in the annual proxy process and annual meeting
Enforce Xilinx corporate disclosure policy, which ensures the company’s compliance with public disclosure obligations
Actively present Investor Relations overviews / feedback from the investment community to cross-functional organizations within Xilinx
BS in Business Admin/Math/Economics or related fields
Strong analytical, business and communication skills needed
10 years of Investor Relations experience, preferably in the semiconductor industry
Driven and results oriented individual
Ability to work at a senior executive level
Strong ability to develop and maintain relationships with senior management and the investment community

179

Investor Relations Officer Resume Examples & Samples

Together with you colleagues in the Investor Relations department ensure a professional execution of the team’s objectives
Build a broad internal network within PANDORA’s global office and across regions and functions gaining a comprehensive understanding of PANDORA’s strategy, operations and financial performance
Build and maintain relationships with analysts and investors through direct dialogue, conferences, roadshows and other capital market events
Advise and support PANDORA’s management with their equity market interaction
Conduct global roadshow activities and participate in investor conferences
Inform and update Executive Management and the Board of Directors on investment community perceptions, sentiment and analysis on the company
Assist in preparing all Investor Relations related materials, including PANDORA’s quarterly financial reports, other corporate announcements, investor presentations, etc
Ensure compliance with disclosure regulation for listed companies on NASDAQ OMX Copenhagen as well as other rules and regulations
Master’s degree in finance, accounting or equivalent
Minimum 3 years of relevant experience
Excellent financial, analytical, communication and interpersonal skills
Ability to work independently, but with a strong team ethic
Proactive, thoughtful individual with a drive for continuous improvement
Discretion and a strict understanding of confidentiality
Strong user of Microsoft Office, especially Excel and PowerPoint
Fluent in both spoken and written English

180

Investor Relations Coordinator Resume Examples & Samples

Involved in coding, testing, debugging
Responsible for delivery of assigned work, under a module lead or team lead supervision. Needs to understand technology and quality processes within Cognizant
Working knowledge of the technical platforms of the project
Applies design specifications techniques under supervision of the module leader / Project Lead

181

Manager, Treasury & Investor Relations Resume Examples & Samples

Manage the banking relationships with existing and potential partners
Support the field in its efforts to raise project level debt for strategic opportunities
Assist with the issuance of corporate debt on an as needed basis
Work with the debt trustees regarding the outstanding debt instruments of the Company
Own all corporate reporting responsibilities related to debt instruments
Create / maintain field debt summaries for purposes of corporate monitoring
Become the finance subject matter expert on all Taylor Morrison related credit agreements
Perform / manage duties related to centralized cash management function including; daily cash management, bank account administration, cash forecasting, short-term debt, and short-term investments
Prepare and execute requests for letters of credit with approved banks
Responsible for amendments and closing of these instruments
Review monthly bank charges to determine accuracy and reasonableness
Bachelors Degree in Accounting or Finance
Minimum 5-7 years experience in corporate-level finance
Has to have prior experience in negotiated debt transactions including the creation of associated credit agreements
Strong knowledge of general Treasury operations
Experience in tracking debt reporting items including covenant calculations
Familiarity with banking industry through direct employment or support
Advanced PC application skills (Excel, Word, PowerPoint, and Access)
Excellent verbal and written communication skills and an ability to explain complex topics to diverse stakeholders
Strong interpersonal and customer service skills with the ability to work with all levels of an organization

182

Director / VP of Investor Relations Resume Examples & Samples

Act as the communication liaison between executive management and investors answering inquiries from current and prospective shareholders and fulfilling information requests
Articulate the company’s strategy, financial results and operations to current/future investors and analysts
Oversee the quarterly earnings process and prepare senior management for earning call including
Accounting or Finance degree required. MBA strongly preferred. CFA or CPA preferred
Minimum of 7 years’ experience in investor relations required
Strong financial acumen including an understanding of the financial modeling techniques used by research analysts and investors to project a company’s operating and financial performance
Profoundly understand the capital market and operation, familiar with the relevant industry operation and policy
Investment banking, investment research or strategic consulting a plus
Investor Relations
Merger & Acquisition

183

Investor Relations Specialist Resume Examples & Samples

Excellent analytical skills, communication and interpersonal skills
Ability to work in fast-paced, changing environment
Ability to work on a multitude of tasks
Complete work with little direction
Ideal candidate will have a can-do attitude and demonstrate flexibility

184

Director of Investor Relations Resume Examples & Samples

Support the Head of Investor Relations on investor relations strategy and outreach for overall IR program
Maintaining relationships with institutional investors and analysts to provide a comprehensive perspective of BNY Mellon as an investment to enhance its value and marketability
Provide quarterly and periodic updates for the senior leadership team and assist Head of Investor Relations with the development of content for presentations to investors, executives and the Board; provide executive coaching as required. Ensure best-in-class disclosure practices
Direct competitive analysis to ensure BNY Mellon is positioned appropriately among peers in order to highlight its unique strengths and capabilities. In tracking marketplace trends and perceptions of BNY Mellon, rigorously assess the relative positioning of BNY Mellon in the marketplace and provide strategic positioning recommendations
Track market trends, opinions and reactions to Company and industry news and financials; provide insights and recommendations to assist senior leadership with operating and financial decisions, and positioning
Assist the Head of Investor Relations with production of financially oriented documents, including quarterly earnings releases, financial news releases and SEC filings, investor fact sheets and printed and electronic presentation materials used by senior management in investor-related settings. Also responsible for managing ad-hoc projects as requested

185

Investor Relations & Marketing Analyst Tactical Opportunities Resume Examples & Samples

Support of all aspects of the marketing and fundraising cycle from fund concept, PPM preparation, launch, “road show” presentations, marketing, diligence and closing of investor capital commitments
Develop and prepare annual LP conference materials, pitch books, strategic partnership materials
Complete limited partner due diligence requests and handle investor queries
Draft presentations and memorandums for senior management
Conduct fund update calls with clients
Heavily support co-invest syndication requirements
Support broader investor relations team in dealing with ad hoc business development initiatives, existing clients and prospective investors
Undergraduate degree in Finance, Accounting or Economics with strong GPA
1-3 years of related experience
Ability to work in a fast paced environment, handle multiple projects
Highly proficient in Excel and PowerPoint
Highly motivated and intelligent with the ability to work effectively in a team environment
Ability to “see the bigger picture” and get to the heart of issues rapidly
Results oriented, with the ability to work effectively under pressure
Strong work ethic; genuine passion for excellence
Personal and professional integrity of the highest order

186

Investor Relations Real Assets Analyst Resume Examples & Samples

Analysis and preparation of data, for formal reporting, RFPs, fundraising initiatives and internal requests where required
Maintaining various in-house IR systems and being able to manipulate and report data as required
Co-coordinating the investor communication programme including, for example, review and publication of quarterly reports, fund data collection templates, factsheets and newsflashes
Developing relationships with the finance, operations, compliance, legal and investment management teams to ensure an understanding of the underlying issues influencing fund performance
A strong understanding of financial data gained through either work experience or qualifications. A preference for a technical background (financial analysis, accounting etc)
Good project management & organisational skills
Organised with a hands-on approach and a ‘can-do’ attitude
Strong interpersonal skills with ability to communicate effectively at all levels

187

Manager of Investor Relations Resume Examples & Samples

Support the executive team on external communications such as earnings calls, news releases, and all external communications
Assist in preparation of the Annual Report for the company and the collateral materials associated ndash; fact sheets, presentations, etc
Responsible for benchmarking versus peer group, trading activity reporting, highlighting changes in ownership, etc
Help to develop and pull through IR strategies and policies
Review and oversight of IR website and coordination of IR events and road shows/plant tours
Nbsp

188

Finance & Investor Relations Team Assistant Resume Examples & Samples

Experience in managing complex diaries, internal/external meetings, travel and mail within a corporate environment
Previous experience of supporting multiple senior leaders in a team administration role
Organised with excellent attention to detail and strong time management skills
Excellent inter-personal and communication skills, in particular to liaise with important external
Experience of Purchase order requisitions
SAP

189

Investor Relations Financial Analyst Resume Examples & Samples

4+ years of experience with producing numerically-driven analyses
Experience with investment banking, private equity, investment research, or corporate finance
Experience with producing leadership-level decks and present complicated ideas through concise and visually appealing presentations
Experience with delivering results on time while working under limited guidance
Experience with Excel and PowerPoint and using financial industry data tools, including CapIQ, Factset, or Bloomberg
Experience in a government consulting or contracting environment
Possession of excellent oral and written communication and presentation skills, including strict attention to detail
MA or MS degree in Finance or Accounting

190

Investor Relations Assistant Resume Examples & Samples

Prepare and proofread general correspondence including emails, letters, memos, and reports
Coordinate domestic and international travel arrangements which might include, scheduling flights, reserving car service, making hotel reservations, colleague and client meetings etc.; must be able to reschedule based on last minute accommodations
Prepare and submit all expense reports and vendor invoices on a timely basis
Maintain supervisors’ calendars and contacts in Microsoft Outlook; set up internal and external meetings of individuals at all levels
Maintain high-level contacts of a complex and confidential nature both inside and outside the company which may require use of discretion and knowledge of corporate operations and policies
Coordinate all related conference rooms and/or external meeting locations including, catering, audio/videoconference set up/webcasts
Learn from the investor relations team as well as finance, corporate communications, and various business managers
Assist in shareholder questions/issue resolution, as needed
Experience with the Microsoft Office Suite
College graduate – preferably with a major in business or finance, but a willingness to learn and take CFA Level 1 will also suffice
Interested in pursuing a career in finance
Ability to manage multiple priorities at one time and keep track of deadlines
An energetic, efficient, self-motivating and resourceful team player and individual contributor
Work experience in financial services or commercial real estate services a plus

191

Executive Assistant to Investor Relations Resume Examples & Samples

Schedule meetings with investors/potential investors/managing the IRMS team calendar
Proactively manage team's calendar with an emphasis on proactively shifting meetings and keeping constituents apprised of changes
Schedule high-level, confidential meetings as required
Manage ad-hoc projects as requested (e.g., coordinate large client dinner events, client holiday card mailings, client book mailings)
Prepare materials for meetings and conferences as needed including, for example, biographies of meeting attendees and customized presentation
Coordinate professional travel arrangements for members of the IRMS team for road shows (e.g., air, hotel, car service, directions). Verify ALL arrangements, ensuring "start to finish" coordination and coverage. Provide detailed itineraries
Secure restaurant reservations and other entertainment events (e.g., theater tickets) for client needs (i.e., investor entertainment and business development purposes) and IRMS team events
Maintain and update personal contacts in Outlook and client contacts in customer relationship management (CRM) software in a timely manner
Enter and update information in CRM database
Prepare expense and reimbursement reports for team members

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