Manager, Investor Relations Resume Samples
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Manager, Investor Relations Resume Samples
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MH
M Hartmann
Mabel
Hartmann
520 Eula Plains
Philadelphia
PA
+1 (555) 328 6662
520 Eula Plains
Philadelphia
PA
Phone
p
+1 (555) 328 6662
Experience
Experience
Los Angeles, CA
Manager Investor Relations
Los Angeles, CA
Williamson, Doyle and Becker
Los Angeles, CA
Manager Investor Relations
- Manage IR contacts, assist with investor targeting and facilitate key relationships with investors and sell-side analysts
- Assist in the development of presentations for the investment community and Board of Directors
- Develop and monitor performance metrics for the investor relations function
- Provide current relevant business, competitor, and financial community insight to senior management on a regular basis
- Perform other requested tasks and duties
- Prepare investor meeting briefing materials for senior management
- Writing and content development of annual- and interim reports, press releases, speeches, presentations
Philadelphia, PA
Manager, Investor Relations
Philadelphia, PA
Carter-Feest
Philadelphia, PA
Manager, Investor Relations
- Work closely with the Head of Global Investor Relations, Treasurer and CFO to effectively analyze investor and analyst perception and assist with the preparation of materials and communication of company strategic messaging with the investment community to cultivate new investor and analyst interest and maintain existing shareholder and analyst relationships
- Serve as one of the primary points of contact with investment community in responding to inquiries and relaying feedback and perceptions to the VP and senior management
- Work with senior management to produce press releases and presentations in support of strategic objectives
- Support the earnings preparation process, including editing the script, developing Q&A preparation documents, interacting with internal teams to obtain data and content and managing the process
- Attend investor conferences and provide investor feedback to management
- Responsible for analysis of stock market activity to include short and long-term trends, as well as variance analysis and communication of analysis to key business leaders. Monitors stock market activity and provides comprehensive analysis and insight to create targeted investment communication
- Manage the collection, analysis and presentation of feedback to the company of investors' perceptions and opinions, analysts’ position and summaries, relative stock price movement, and periodic ownership analysis
present
Houston, TX
Senior Manager, Investor Relations
Houston, TX
McGlynn, Hyatt and Huels
present
Houston, TX
Senior Manager, Investor Relations
present
- Monitor, analyze and summarize investment community research on the company; including aggregating and reviewing sell side financial and valuation models
- Plan events, including annual analyst/investor day meetings, conference call/webcast coordination and execution, roadshow targeting and coordination
- Develop and maintain strong working relationships with existing and potential shareholders
- Develop and execute strategic investor and analyst targeting program directed at helping the company to maximize long-term value
- Manage database of Investor Relations contacts and interactions; create reports used in devising investor marketing strategies
- Support the strategy, operating plans, benchmarking and execution of the IR program
- Maintains various IR spreadsheets/models for financial analysis of industry and peer performance, including analyst assumptions and models
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Emory University
Bachelor’s Degree in Business
Skills
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 emerging reputation with the investment community, based on credibility, consistency, visibility, access, and depth and breadth of knowledge
- Remains current on economic, political, regulatory, industry, and stock market outlook
- Foster and maintain relationships at all levels of the organization, and with external shareholders and analysts
- Ability to maintain confidentiality and demonstrate initiative and independence, while meeting the changing demands of a growth company
- Ability to work under pressure, adapt to last minute changes, and prioritize effectively
- Excellent communications skills – written and verbal – ability to translate technical/financial information into effective strategic messaging
- A self-starter who can work autonomously, while also being an energetic, efficient, and resourceful team player
- High attention to detail and excellent organizational skills
- Microsoft Excel
15 Manager, Investor Relations resume templates
Read our complete resume writing guides
1
Senior Manager Investor Relations Resume Examples & Samples
- Supports investors and analysts in the quantitative development of their models and earnings estimates as well as increasing their understanding of key adidas Group strategies
- Support developing and realising distinct investor targeting strategies (i.e. hedge funds, private shareholders)
- To monitor, analyse and interpret share and ADR (American Depositary Receipt) trading information and competitive landscape
- To support defining the communication of strategies and financial targets
- Independent writing and content development of annual- and interim reports, financial press releases and Q&A documents
- Prepares AGM communication and supporting material, including relationship management to private shareholder associations such as “DSW” and “SdK” and proxy advisers
- Manages Investor Relations and Group Finance projects such as bond/share issuance, share buybacks, and other debt or equity transactions
- Demonstrate expertise in financial markets and accounting practices
- Interest in Corporate Finance, stock brokerage and public relations
- Excellent interpersonal and communication skills to interact effectively and efficiently with senior management
- High level of service orientation in dealing with internal and external stakeholders
- Excellent command of the German and English languages in speaking and writing (German native speaker preferred)
- University degree (Further studies in finance or CFA qualification an advantage)
- Minimum 5 years of relevant work experience in Investor Relations or within financial markets
2
Manager, Investor Relations Resume Examples & Samples
- Serve as one of the primary points of contact with investment community in responding to inquiries and relaying feedback and perceptions to the VP and senior management
- Support earnings preparation process, including script draft/editorial, interaction with internal teams in obtaining data and content, and process management
- Develop strong relationships and credibility with key internal teams, including finance, legal and business units, to build a better understanding of the company and to execute job responsibilities efficiently and effectively
- Identify and communicate strategic and tactical ideas for the continuous improvement of the IR program
- The successful candidate will possess
3
Manager Investor Relations Resume Examples & Samples
- Act as a key contact for both investors and analysts by providing best-in-class financial communication
- Support investors and analysts in the quantitative development of their models and earnings estimates
- Independent writing and content development of annual- and interim reports, press releases and Q&A documents
- Support developing and realising distinct investor targeting strategies
- Preparation of competitor and retailer benchmarking analysis material with the purpose of providing internal key decision-makers with a comprehensive picture of the Group’s competitive environment
- Responsible for monitoring, analysing and interpreting trading in adidas AG’s shares and ADRs outstanding, and shareholder monitoring
- Co-ordinate the department’s internal monthly report providing meaningful analysis of developments around the adidas AG share to internal Group decision-makers
- Actively manage special projects (e.g. share buyback, proxy solicitation, perception study)
- Ensure regular interface and status updates between Investor Relations and other Finance Departments such as Treasury, Tax and Group Accounting
- Support the preparation of investor events (analyst conference, field trips, investor days etc.) by compiling input for speeches and presentations
- Understanding of financial markets and accounting practices
- Interest in Corporate Finance, stock brokerage and financial communication
- 2-4 years of experience in Investor Relations, Financial Communications or another finance function
4
Manager, Investor Relations Resume Examples & Samples
- Support the earnings preparation process, including editing the script, developing Q&A preparation documents, interacting with internal teams to obtain data and content and managing the process
- Develop strong relationships and credibility with key internal teams, including finance, legal and business units, to build a better understanding of the company and to compile statistics and other relevant information for use during the quarterly earnings announcement and conference call
- Create presentations, press releases, and other communication materials for earnings releases and conferences
- Serve as one of the primary points of contact with investment community and develop strong relationships and credibility with sell-side analysts and investors
- Manage the development of investor targeting programs, investor-focused materials and investor relations website content
- Manage participation in investor-focused events and conferences, including outreach to organizers, materials creation, briefing schedules, and related support, and plans and manages corporate visits
- Provide feedback for the continuous improvement of the IR program
5
Senior Manager, Investor Relations Resume Examples & Samples
- Work with senior leaders to develop and refine external communication of key strategies
- Interact closely with private investors to manage communications and data flow
- Develop and maintain strong working relationships with existing and potential shareholders
- Identify and target new investors and/or support fundraising efforts
- Accompany senior leaders at major investor conferences
- Develop materials
- Create simplified summary of financial results
- Write brief but compelling materials
- Provide periodic updates to senior management
- Work closely with all other internal groups including Strategic Planning, Risk, Accounting, Treasury, FP&A, Tax and Legal Some travel required
6
Relationship Manager & Investor Relations Resume Examples & Samples
- Identifying and developing relationships with prospective limited partners and convert to client relationships
- Working on marketing initiatives, business development and investor relations with existing and prospective investors
- Providing superior investor relations for select limited partners
- Assisting in managing communications with investment consultants
- Answering investor requests and preparing responses
- Managing and tracking communications with existing and prospective investors, as well as maintaining and updating of CRM
- Working with the finance and asset management team to understand and communicate performance and strategy
- Building and maintaining a deep understanding of MIRA's products and our four pillars
- Identifying and communicating strategic and tactical ideas for the improvement of the marketing, investor relations and fundraising programs
- 3 - 5 years of experience in asset management, research, consulting, investor relations or investment banking
- Industry specialization covering one or more of real estate, energy, agriculture, infrastructure, funds management or private equity is a plus, but not a requirement
- A high degree of financial literacy with attention to detail and a thorough understanding of, and comfort with, financial statements and concepts
- Proactive with a self-starter mentality and an ability to operate with minimal guidance, while working collaboratively within a team
- Willing to travel as necessary
7
Manager Investor Relations Resume Examples & Samples
- Drive annual report contents with regard to best-practice standards and reporting efficiency. Enable fact based decision making by creating transparency on IR-specific topics such as trends in quarterly reporting, changes in IFRS and DRS reporting standards
- Implement adequate communication materials for earnings releases, industry events and analyst presentations
- Ensure regular interface and status updates between Investor Relations and the Group’s brands and other Finance departments (e.g. Treasury, Tax and Group Accounting)
- Assign accountability for external reporting through reporting tools such as eqs, Thomson one and OTCQX
- Actively manage special projects (e.g. Dow Jones Sustainability Index Assessment)
- Support to coach and guide other more junior team members
- Excellent interpersonal and communication skills, willingness and enthusiasm to build a network within the adidas Group
8
Manager, Investor Relations Covariance Resume Examples & Samples
- Manage monthly, quarterly, and ad-hoc investor reporting processes including
- Working knowledge of the financial industry and capital markets preferred
- Strong knowledge of MS Office, including MS Word, Excel, PowerPoint, Access and Outlook; Prior experience creating decks for clients and conducing financial analysis leveraging PowerPoint and Excel preferred
- Must be located in or willing to relocate to Houston, Texas
- Strong organizational and follow-up skills; ability to prioritize and manage multiple projects simultaneously; demonstrated ability to take direction, but also work independently
9
Manager, Investor Relations Resume Examples & Samples
- Two or more years of experience in a client or investment related role within financial services, business services or investment related organization or a Master’s degree in Business or Finance with a demonstrated (internships, pursuit investment designations, etc.) interest in investment management
- Strong detail orientation
- Exceptional personal qualities including
10
Manager, Investor Relations Resume Examples & Samples
- With the Director of Investor Relations, assists in developing the key messages for investor communications including remarks and talking points for quarterly conference calls, press releases, filings, Q&A’s, industry conferences, one-on-one visits, and IR content on the website
- Drives 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, and periodic ownership analysis
- Interfaces with the investment community to provide timely and proactive information as appropriate. Fields day-to-day inquiries from retail and institutional investors as well as sell-side analysts
- Collaborates and contributes strategic (integrated) communication to drive the strategy while assuring consistency of messages among all communicators (including public relations, employee relations, and others)
- Maintains effective relationships with business units, finance, legal, planning, PR and other key functions to ensure the IR function is adequately informed and consulted while providing two-way context to improve internal business processes
- Provides support and analysis on investor targeting initiatives including identification, research, and initial interaction with targeted institutional firms
- Assists with the annual report and annual shareholders meeting; maintain and update company presentations; maintain investor contact database; maintain investor relations portion of company website
- Explore best-in-class IR practices and drive implementation where applicable
- An emerging reputation with the investment community, based on credibility, consistency, visibility, access, and depth and breadth of knowledge
- Remains current on economic, political, regulatory, industry, and stock market outlook
- Foster and maintain relationships at all levels of the organization, and with external shareholders and analysts
- Must be able to establish credibility both internally and externally; Must be able to work with executive management in a challenging and high-stress environment
- Ability to maintain confidentiality and demonstrate initiative and independence, while meeting the changing demands of a growth company
- Excellent communications skills – written and verbal – ability to translate technical/financial information into effective strategic messaging
- A self-starter who can work autonomously, while also being an energetic, efficient, and resourceful team player
- High attention to detail and excellent organizational skills
- IR Intelligence and CRM (NASDAQ, FactSet, Ipreo, etc.)
- Other financial tools a plus (SAP, Hyperion, Capital IQ, WDesk, etc)
- BA/BS required, MBA preferred
- 3-5 years of experience in investor relations, finance, planning and development, or corporate communication positions for a public company or a consulting agency
- Experience in retail/consumer industry preferred but not required
- Finance, Communications or Economics background preferred
11
Manager Investor Relations Resume Examples & Samples
- Support the strategy, operating plans, budget, benchmarking and execution of IR program
- Support the quarterly earnings release process, including preparation of earnings release, conference call script, guidance, Q&A; participate in planning meetings with executive management and brand/marketing leadership
- Manage IR contacts, assist with investor targeting and facilitate key relationships with investors and sell-side analysts
- Monitor analyst reports, valuation, stock price performance, sell-side ratings on WSM & Peers, consensus estimates
- Assist in the development of presentations for the investment community and Board of Directors
- Assist with competitive and market analysis
- Manage the company's IR website
- Develop and monitor performance metrics for the investor relations function
- Perform other requested tasks and duties
- 3-5 of years of Investor Relations or sell-side/buy --side investment analysis experience
- Knowledge and understanding of financial modeling and valuation concepts/techniques used by analysts and investors, or direct financial planning experience within the retail industry
- Experience with systems like Bloomberg, Ipreo or Nasdaq IR Insight a plus
- Strong teamwork and interpersonal skills; ability to communicate at all levels and thrive in a cross-functional, growth business environment
- LI-PC
12
Senior Manager, Investor Relations Resume Examples & Samples
- Minimum five (5) years of experience in a role related to investor relations, and/or corporate finance, and/or communications, preferably within a public company environment, with demonstrated knowledge of financial concepts
- Take a leadership role in the continued development and execution of CWB Group’s investor relations program
- Prepare and/or edit a wide-range of investor and corporate communications materials such as external news releases, management’s discussion and analysis (MD&A), investor presentations, conference call materials, fact sheets, quarterly and annual reports, etc., and ensure such communications are both accurate and consistent with CWB Group’s desired corporate massaging
- Manage and continually update the external Investor Relations website, staying abreast of industry best practices for communicating investor information through on-line channels
- Develop mutually beneficial relationships with industry peers to identify trends, seize opportunities and build strategic, collaborative partnerships
- Participate in capital markets activities (equity and debt)
- Support the Snr AVP Strategy & IR in communications with equity investors, analysts, institutional salespeople, financial media, etc
- Assist with project management and development of shareholder communications (Annual Report, quarterly reports, investor presentations, CSR Report, etc.)
- Collaborate in development, review and dissemination of key messages for equity investor and market news releases (CWB and operating affiliates)
- Collaborate with Treasury to oversee communications with fixed income investors, analysts and institutional salespeople
- Develop, review and disseminate key messages for fixed income investors through investor presentations
- Coordinate and/or assist with deal and non-deal road shows, conference calls and other events targeted to fixed income investors, including logistical preparation
- Act as a secondary contact for DBRS and other rating agencies that may be engaged in the future
- Provide support in coordination and development of required rating agency communications, including preparing materials and gathering information required for the annual review process
- Provide support to the Snr AVP, Strategy and IR, with updates and ongoing measurement of CWB Group’s strategic goals and tactics based on the Balanced Scorecard approach
- Work with the Snr AVP, Strategy and IR, and teams within Finance to facilitate effective performance management and reporting processes to assist with strategy execution through development of expertise in Spider Strategies software, and/or any future equivalent application
- Collaborate with the Snr AVP, Strategy and IR, and the Corporate Communications team to ensure strategy-related communication engages departments, branches and affiliate companies in strategy development, awareness and implementation
- Collaborate with the Snr AVP Strategy & IR, and teams within Finance to ensure strategic initiatives and related business expectations are integrated with multi-year earnings, balance sheet and capital forecasts
- Provide support and analysis, as required for
13
Manager, Investor Relations Resume Examples & Samples
- Draft general investor relations materials (including macro and industry/peer data) and presentations
- Monitor and report shareholder activity; target investors based on peer holdings and company fundamentals
- Maintain database of sell-side analyst models
- Support ongoing communication with analysts and investors, regarding filed, factual information (Q&A, press releases, transcripts)
- Manage company’s participation in investment conferences and non-deal road shows, including geographic specific targeting
- Develop and maintain Investor Relations Website
- BS/BA degree preferably in finance, accounting or communications; MBA or CPA preferred
- Individual must be a proactive, self-starter, who is able to work independently in a fast-paced environment. Consistent common sense and excellent judgment skills are critical to success in the function
- Individual must be proficient in Word, Excel and PowerPoint, and especially adept at assembling financial presentations. A strong comprehension of financial statements is required. Excellent writing skills are essential
- This position requires five to seven years of business experience, preferably with some experience in investor relations, finance/accounting and/or communications
14
Manager, Investor Relations Resume Examples & Samples
- Assist with the coordination of all quarterly earnings reporting communications, including drafting earnings releases, conference call scripts, talking points, Q&A, and supporting documents
- Gather, analyze, and present data pertinent to the company’s operating and share price performance, its industry, competitors, and peers. Monitor industry reports, news articles and media commentaries
- Develop and update investor presentation; ; draft internal announcements and press releases; develop quarterly corporate communication meeting presentations; contribute to the development of the annual report
- Manage corporate social media activities and postings as well as the content of the company’s investor relations web page
- Coordinate scheduling and preparation for investor meetings, industry conferences, quarterly investor earnings calls, webcasts, and investor road shows
- Maintain the Investor Relations database and IR contact list
- Proactively recommend new strategies, programs, and tools to enhance the Investor Relations function
- Provide research and other support to Corporate Marketing Communications department
15
Senior Manager, Investor Relations Resume Examples & Samples
- Support development and execution of IR strategy, operating plan and budget
- Execute collection and analysis of equity research analysts’ valuations and financial models, stock price movements, investor/analyst perceptions, and stock ownership
- Develop and execute strategic investor and analyst targeting program directed at helping the company to maximize long-term value
- Assist in development of quarterly and annual result communications, including financial results press release, conference call scripts, key messages and Q&A
- Plan events, including annual analyst/investor day meetings, conference call/webcast coordination and execution, roadshow targeting and coordination
- Conduct research projects on drugs in development and current competitive products, sales estimates, market projections and dynamics, communication trends and best practices
- Assist in creation and updating of investor relations materials, including PowerPoint presentations, for investor meetings; along with the creation of corporate communications materials surrounding data rollouts, product launches and newsflow updates, in collaboration with executive management and cross-functional colleagues
- Actively engage with the investment community - including healthcare investors and equity research analysts - on behalf of the company, including traveling to attend investor conferences and events
- Identify and prioritize investor conference speaking opportunities; manage logistics including 1x1 scheduling, registrations, dinners, special events and backgrounders
- Five to seven years of investor relations experience and a college degree both required
- Strong financial and investment analysis skills, including thorough understanding of financial modeling, as well as communication and presentation skills, including writing and editing
- In-depth understanding of financial markets
- Proven ability to successfully manage multiple projects from conception to completion in fast-paced, team environment and liaising with senior management
- Ability to maintain confidentiality and demonstrate initiative and independence, while meeting the changing demands of a growing department and organization
- Experience in healthcare a plus; and
- Strong references
16
Assistant Manager Investor Relations Resume Examples & Samples
- Compile input for the department’s internal monthly and quarterly report providing meaningful analysis of developments around the adidas AG share to internal Group decision-makers
- Assist in the preparation of competitor and retailer analysis material with the purpose of providing internal key decision-makers with a comprehensive picture of the Group’s competitive environment
- Contributing to the writing and production of annual and interim reports based on input gathering from various Group and brand functions
- Support in the creation, development, execution and dissemination to internal stakeholders of existing and new internal products using relevant financial data of the adidas Group, competitors and major economic indicators
- Ensure that the department’s CRM-tool is regularly up-to-date with the most accurate information
- Drive regular interface and status updates between Investor Relations and other Finance Departments such as Treasury, Tax and Group Accounting
- Provide support in satisfying analyst and investor information needs by conducting ad-hoc analysis based on input from internal Group and brand functions
- To support preparing investor events (analyst conference, field trips, investor days etc.) by compiling input for speeches and presentations as well as by coordinating the organisational set-up in cooperation with internal and external service providers
- Understanding of the financial markets and accounting practices
- Interest in Corporate Finance, stock brokerage and corporate communication
- Working knowledge of Microsoft Office (particularly Excel, PowerPoint, Word)
- Very good command of German and English
- University degree (focus on finance or strategic management), ideally with a focus on the Asian market
- 1-2 years of experience in a finance, communication or similar function
17
Associate Manager, Investor Relations Resume Examples & Samples
- Assist the VP of Investor Relations in supporting and maintaining all aspects of a comprehensive investor communication program
- Analyst Models - analyze analysts' models and review reports for factual accuracy, maintain Mean Estimate spreadsheet
- Manage FactSet Database - screen, retrieve, summarize and distribute analyst reports to internal audiences; conduct research
- Coordinate and analyze selected financial data in preparation for quarterly earnings reports and identify key issues to prepare management
- Help draft earnings press releases and scripts for quarterly conference calls
- Prepare presentations/reports for investor meetings and Board meetings
- Budgeting/Forecasting - prepare drafts of annual operating plan and forecasts; input final plans into system; reconcile monthly expenses
- Help produce the Annual Shareholder Meeting and Investor Conference
- Participate in in-person meetings with investors and analysts
- Support the development and production of the Annual Report, SEC filings and other IR collateral materials including print and online
- Generate periodic reports for management and the Board
- Monitor internal and external IR websites; make routine updates
- Provide technical support and relationship management of key service providers
- Complete other financial analysis, research and reports as needed
- Must be a self-starter with high standards of performance
- Excellent analytical and organizational skills
- Detail oriented and ability to work and make decisions under time and situational pressures
- Must be articulate and adaptable to a fast-paced, challenging environment
- Ability to interact with senior management and business partners in a variety of settings
- Advanced Excel and PowerPoint skills, especially charts and graphs, and Word proficiency required
18
Senior Manager Investor Relations Resume Examples & Samples
- Assist with Financial Communications / Investor Relations functions
- Help develop communication materials including earnings call scripts, analyst day presentations, investor presentations and Board meeting materials
- Prepare briefing materials for members of senior management involved in quarterly earnings calls as well as one-on-one analyst meetings, as assigned
- Develop/Maintain IR-related peer group analyses, including news flow, financial models and valuation comps
- Provide competitive analyses and ad-hoc projects as assigned
- Assist the development and preparation of management reporting on the peer group as well as macroeconomic and financial market trends as it relates to Investor Relations and Hanesbrands Inc’s stock
- Assist with investor targeting analysis, including fund-level buyside targeting as well as allocations between conferences, non-deal roadshows and one-off investor meetings
- Develop relationships within the company to gather and analyze specific business trends on an as needed basis
- Assist in responding to inquiries from institutional and retail investors as well as sell-side analysts
- Accompany senior management on meetings with the financial community
- BS/BA in business or finance required; MBA preferred. Understanding of apparel industry and competitors a plus
- Five to seven years of broad business experience in multiple disciplines such as investor relations, investment banking, sell-side or buyside research, communications, finance, marketing, or sales required
- Must have strong financial modeling and analytical skills
- Must have strong influencing and leadership skills
- Must be self-directed with strong initiative
- Outstanding judgment required to continually balance the competitive and confidentiality requirements with the demands and needs of the investment community
19
Manager, Investor Relations Resume Examples & Samples
- Work with Vice President of Investor Relations to plan and announce quarterly financial results via press release, webcasts, scripts for CEO and CFO, slides, and FAQ’s
- Collaborate with Media Relations, Internal Communications and Marketing teams in coordinating messages to shareholders
- Conduct financial analysis, modeling and valuation comparisons for Diebold Nixdorf and peer companies
- Track consensus estimates for revenue, earnings, cashflow and price targets
- Communicate with existing and potential shareholders, including equity analysts, portfolio managers, individual shareholders, stockbrokers and others while adhering to US Securities laws and company disclosure policies
- Develop investor targets; plan and track shareholder outreach activities
- Plan and manage investor events such as non-deal roadshows, investor conferences, investor days, etc
- Develop and maintain presentations for senior management for the financial community
- Monitor, distill and report on analyst research, banking and retail news as well as changes in equity ownership, block trading and short interest
- Report key market and competitor information (earnings, new product announcements, partnerships, changes in leadership) to Diebold Nixdorf senior management on a regular basis
- Compose monthly ownership reports for the Board of Directors
- Contribute to the development of Diebold Nixdorf’s Annual Report and Diebold’s Annual Meeting of Shareholders including the CEO’s presentation
- Utilize external vendors (NASDAQ, PGI, GJ Kelly & Associates, Eagle IR, Dix & Eaton, Rivel Research, etc.) to coordinate quarterly conference call/webcasts, enhance understanding of Diebold trading, document changing investor perceptions, and develop new company messaging
- Manage incoming questions from the investor relations mailbox and 1-800 phone number. Coordinate updates to the Diebold IR Website through NASDAQ (or like supplier)
- Initiate and manage investor/shareholder feedback which measures the effectiveness of the investor relations program as needed
- Continually monitor trends in the investor relations field and periodically benchmark the IR program with peer companies
- Position requires Bachelor’s degree in finance, accounting, or economics
- Strong financial acumen including ability to conduct financial analysis, valuation analytics, and financial modeling
- Strong communications, writing and organizational skills
- Ability to multi-task and cope with constantly evolving demands
- Experience in managing projects and events
- A minimum of five years’ experience in a similar position
- Knowledge of the capital markets, investment community, equities and/or bonds is preferred
- Other requirement: occasional travel
20
Senior Manager, Investor Relations Resume Examples & Samples
- Support the strategy, operating plans, benchmarking and execution of the IR program
- Support the quarterly earnings release process, including preparation of earnings release, conference call scripts, Q&As, peer earnings analysis, internal P&L model analysis
- Help coordinate investor events (e.g.. non-deal road shows, conferences)
- Monitor analyst reports, valuation, stock price performance, sell-side ratings, consensus estimates
- Assist in the development of presentations for the investment community, as well as for various internal constituents (CEO Executive Staff, Board of Directors, Employee Annual Meeting, etc.)
- Manages the content on the company's IR website
- Perform other requested tasks and duties as requested
- Responsible for ensuring all IR material is in compliance with applicable Corporate Policies and procedures
- Maintains various IR spreadsheets/models for financial analysis of industry and peer performance, including analyst assumptions and models
21
Senior Manager Investor Relations Resume Examples & Samples
- Prepare/draft/produce external and internal announcements as assigned, including press releases, responsive statements, etc. Ensure distribution through appropriate channels to intended audiences
- Research/prepare/update PowerPoint slides for all investor meetings and presentations
- Solicit/gather/oversee organization of internal support materials included in management briefing books for quarterly investor calls and webcasts
- Participate in all aspects of the development and completion of the Annual Report
- Prepare/edit/post investor relations material on company website, including monthly investor slide deck, quarterly investor call transcripts, annual meeting remarks, and company fact sheet
- Maintain up-to-date financial and investor relations information on corporate website and intranet site. Ensure prompt postings of press releases and other materials intended for external and internal audiences. Assist in ensuring that all company external and internal communications are integrated and consistent
- Gather/analyze/maintain data pertinent to the company, its industry, competitors and peers. Monitor industry reports, news articles and media commentaries. Update related databases
- Monitor sell-side analyst research reports on the company, its competitors, and customers. Review/analyze/summarize sell-side earnings models and consensus earnings estimates. Compare sell-side estimates with internal forecasts
- Perform research and analysis on the company’s peers and customers, their financial statements, operating performance and valuation
- Develop and maintain a historical company financial and operating performance data base, with a view toward developing a company Fact Book to be posted on the corporate website
- Conduct ad hoc research on issues and topics of interest to (1) investors/analysts re company operations and financials and (2) management re investors and analysts
- Undertake scheduling and preparation for investor meetings, investor conference presentations, quarterly investor earnings calls and webcasts, annual investor day and non-deal road shows. Liaise with brokerage and vendor firms regarding dates, details and logistics for all events
- Manage/maintain investor relations contact lists
- Provide research and other support to Corporate Communications/other departments, and perform ad hoc duties as directed
- Bachelor’s degree in business, finance, accounting or economics preferred
- Solid understanding of finance and financial statements
- At least four years business experience; investor relations experience desirable
- Solid analytical abilities and research skills
- Advanced computer skills in Excel, PowerPoint, Word
- Impeccable ethics, the ability to think independently. Must possess professional manner in dealing with senior management
- Strong planning, organizational and execution skills with high attention to detail and accuracy
- Requires minimal supervision; teams well with others
22
Manager, Investor Relations Resume Examples & Samples
- Implement an effective strategy to reach both retail and institutional investors which tie in with the Company’s equity goals
- Work with Head of IR and internal teams to coordinate and develop press releases and supporting material for corporate announcements such as earnings, dividends, special events and other financial news items
- Develop and maintain IR presentations for delivery to current and potential investors at industry conferences, investor events, the Company annual meeting, and individual meetings with institutional investors, retail brokerage houses, retail shareholder fairs, and other related events
- Develop and maintain presentation materials regarding Company visibility projects, relating to topics such as regulatory issues, acquisition efforts, and industry trends
- Liaison for the Company with the financial analyst community, including sell-side and buy-side analysts when necessary
- Plan and coordinate Company investor events with Head of IR, whereby the CEO, CFO and senior management deliver presentations to an audience that includes analysts (analyst/investor days)
- Manage for the day-to-day operations with the Company’s transfer agent, equity award plan administrator and other third-party vendors
- Support the administration of the corporation’s stock programs including the Employee Stock Purchase Plan (ESPP), Dividend Reinvestment Program (DRP), Direct Stock Purchase Plan (DSPP), Aqua America’s Individual Retirement Account (IRA), employee stock options administration and restricted stock for executives
- Be a subject matter expert on the Company’s ESPP and equity award plan, supporting the Head of IR with resources and guidance for employees
- Along with Head of IR, support the management of the Company’s compliance activities as they relate to investor relations, including SEC Regulation D and G. Administer SEC section 16 filings such as Forms 3, 4, and 5 in conjunction with the General Counsel
- Support the preparation of presentations and materials for the Corporation’s Board of Directors .and Committee Meetings. Present relevant issues regarding investor relations activities, share ownership, stock performance, market related issues, industry peers, and updates on company stock programs as required
- Plan and assist in the implementation of various aspects related to public equity offerings when necessary
- Support the administration and maintenance of material appearing on the company’s IR website
- Conduct and provide ad hoc reporting including regular market surveillance of the Company’s (and its peers) share ownership and stock performance, market conditions, and industry trends
- BA degree, preferably in Business, Finance or Economics
- 2 to 5 years of corporate experience, preferably in Investor Relations, Business or Public Affairs
- Must be available for overnight business travel
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Manager Investor Relations Resume Examples & Samples
- Act as first point of contact for day-to-day investor relations queries
- Develop messages and materials for the financial community including press releases, earnings call scripts, road show presentations, and other related materials
- Coordinate investor communication events including earnings calls, investment conferences and one-on-one meetings
- Responsible for content and oversight of JetBlue’s Investor Relations website
- Track and maintain securities analysts’ financial models and research on the company
- Benchmark company financial performance with peer group companies
- Provide current relevant business, competitor, and financial community insight to senior management on a regular basis
- Collaborate with management across all business divisions to gain ongoing business knowledge
- Prepare investor meeting briefing materials for senior management
- Prepare Investor Relations related presentations for Board of Directors meetings
- Maintain Customer Relationship Management
- Five (5) years of experience in finance/analytical role
- Strong experience/in-depth knowledge with MS Word, Excel, PowerPoint
- Highly articulate with excellent verbal and written communication skills
- Excellent analytical skills
- Strong financial and business background with the ability to analyze, understand and articulate all aspects of the company's business plan
- Ability to interface effectively at all levels of the organization and influence internal and external audiences
- Available for International and overnight travel (30-50%)
- Currently in possession of a valid Passport with the ability to travel in and out of the United States
- Pass a ten (10) year background check (may include credit check) and pre-employment drug test
- Masters of Business Administration degree
- One (1) years of investor relations experience
- Previous Airline Experience
- Must fulfill safety accountabilities as prescribed by JetBlue’s Safety Management System
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Lead Manager Investor Relations Resume Examples & Samples
- Strong analytical skills including solid understanding of financial statement analysis, ability to track and monitor performance metrics and complete competitive analysis of industry peer group
- Excellent verbal and written communication skills and professional demeanor necessary to communicate company performance and strategy with institutional investors, Wall-Street analysts, individual investors and stockbrokers
- Maintain high-level of discretion in dealing with confidential information
- Assist in preparation of analyst conference call materials, press releases, quarterly reports, presentations and other financial information
- Prepare presentations and scripts for executive officers related to investor meetings and participation in investor conferences
- Analyze peer company information and create summary reports for executive management
- Proficiency with computer applications and systems - Must have strong knowledge of Microsoft Office (Word, Excel, PowerPoint), Internet Explorer, and internet navigation
- Be a self-starter with an eagerness to learn
- Ability to multi-task and work independently on assigned projects in a fast paced environment
- Travel may be required from time to time
- Bachelor’s degree in Finance, Accounting or related field
- 6-8 years of experience in Finance, Accounting or related field
- Demonstrated strong financial skills
- Strong knowledge of Word, Excel and PowerPoint
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Regional Sales Manager Investor Relations Resume Examples & Samples
- Reviews and oversees key areas of opportunity in the market. Approves development of sales, retention, and marketing initiatives that support a specific region – ultimately driving revenue and generating business with new clients as well as with existing clients
- Provides input into the business unit’s short- and long-term sales strategy; and interacts with key customers/prospects within own territory
- Assist closing large, complex deals in order to meet individual/team quotas and company business objectives
- Conducts regular status and strategy meetings with the customer’s senior management to understand their needs and link them to the organization’s product/service strategies
- Motivates, develops, recruits and retains employees while rewarding and cultivating a culture of high performing teams
- Proactively drives implementation of products and coordinates communication, maintenance and new development across Nasdaq relevant business units. Acts as a facilitator in bringing the internal and external team together to work jointly in a positive and creative environment
- Presents information from regional business development events to the internal Nasdaq organization to assist Nasdaq’s product development team in developing solutions
- Provides leadership and direction through team members
- Executes the organizational strategy set by top management, clarifying expectations for team members
- Develops and oversees the execution of functional/departmental strategy to achieve key business/organizational objectives
- Takes ownership of problem resolution, if customer issues cannot be solved through normal channels
- Serves as the primary contact for leadership, internally and externally and leads the vendor selection process for business unit and/or organizational initiatives
- Interacts regularly with top management to communicate status and provide reports on the performance of the business unit/function
- Assists in growing the organization globally through awareness and application of global trends and markets in one’s business unit
- Inspires others by communicating the vision of the organization and describing individual opportunities
- Understands the development needs of direct reports and supports them in the development of their own direct reports to fill in gaps for the future. Shapes developmental roles and assignments to balance individual and business unit/function needs. Provides in depth, one-on-one coaching to enable others to achieve performance goals and maximize their potential
- Makes selection decisions with the organization’s overall talent management strategy in mind. Encourages leaders to balance strengths and development areas among employees when assigning talent, ensuring a diverse distribution of necessary skills to meet the business unit/function’s goals. Demonstrates understanding of ongoing and future talent needs and looks for ways to address those needs through effective recruitment and development of talent. Recommends initiatives that strengthen and align talent development with future needs of the business unit/function; provides input for succession planning
- Uses knowledge of the business model, and challenges assumptions and conventional thinking to develop new strategies for the business unit or function. Communicates the organization’s vision to the business unit/function to gain support and motivate others and build a sense of shared purpose. Identifies criteria to assess strategic alignment and success of plans tracking against measurable business unit/function success factors
- Seeks to understand the main business drivers of current and potential customers, and designs solutions accordingly
- Frequently communicates the business necessity and benefits of change to employees. Translates change initiatives into tactics and operating plans for the business unit/function. Identifies and anticipates potential concerns for key stakeholders and uses multiple strategies and methods to gain support for change
- Uses deep understanding of customer organization, unique strategic objectives, business challenges and operational processes to anticipate and comprehensively meet customer needs. Networks with key decision-makers, leveraging a deep understanding of their unique perspectives to create and expand relationships. Demonstrates deep customer retention expertise, develops and implements plans to enhance and improve customer retention
- Demonstrates subject matter expertise in complex Nasdaq offerings and tailors solutions to meet the unique needs of the customer. Demonstrates subject matter expertise in complex products, technologies, offerings, etc. Understands market segments as well as market data trends and makes recommendations accordingly
- Engages in dialogue with assigned customer executives, employing open-ended questions to uncover overall strategic objectives and organizational needs; communicates with internal team to identify opportunities to act on information learned. Applies a deep awareness of external trends (i.e. business trends, regulatory issues, global implications) to anticipate customers’ needs and conceptualize new offerings. Collaborates with colleagues and customer group leaders to assess customers’ immediate and long-term needs and define solution offerings
- Shares with the customer the demonstrated value/savings provided by solutions (pre-sale through post-sale) to reinforce that the Nasdaq relationship provides unparalleled value to the organization; gains concurrence from the customer. Leverages internal relationships to identify and align Nasdaq resources to meet customer’s needs; works collaboratively with the customer and within Nasdaq to affect mutually beneficial solutions. Clearly articulates the value of Nasdaq solutions based on customer priorities and gains customer support; leverages experiences, knowledge and relationships to weaken competitors’ strategic positions and gain advantage
- Drives organization- wide sales performance by implementing innovative practices based on evaluation of sales performance and effectiveness. Identifies and quantifies industry-wide opportunities and develops a sales plan for the organization, including a list of high priority customers and specific methods for unique customer segments. Acts as an industry expert both internally and externally, providing Nasdaq with insight into industry trends and market conditions
- Displays deep expertise when articulating the value of Nasdaq’s products/offerings and how they will increase value and positively impact the customer
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Manager, Investor Relations Resume Examples & Samples
- Serves as a company spokesperson to the financial community by establishing and maintaining strong positive relationships with analysts and investors
- Leads the preparation and development of materials for quarterly earnings calls, financial conferences, and Investor Days
- Provides leadership and guidance to the investor relations analysts/associates to support the execution of the Investor Relations strategy
- Develops an in-depth understanding of all business units, including the key objectives and strategies of each unit, in order to develop materials regarding the company’s current and future performance
- Communicates with sell-side analysts and buy-side investors proactively and reactively by participating in conference calls and meetings, building rapport with the investment community
- Understands key differences between analyst consensus and Company forecasts in order to tailor communications to minimize gaps in expectations
- Creates investor marketing and targeting plan based upon analysis of institutional shareholder and target institution ownership trends, tracks activity and creates reporting dashboard
- Manages the creation and maintenance of reporting materials for key metrics for the Investor Relations team, Executive Management and the Board of Directors
- Utilizes analyses of company and peer company stock trends to develop market and competitor intelligence and to communicate the Company’s valuation
- Conducts market research and analyses to support communications and presentation information, including economic, industry, and regulatory developments
- Monitors company, peer and industry specific sell-side research, consensus estimates, other key financial metrics and industry trends to understand and communicate the company’s investment community perception
- Assists with the development of Investor Relations communications
- Responsible for maintaining accuracy of the Investor Relations website
- Performs ad hoc research and reports
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Manager, Investor Relations Resume Examples & Samples
- Bachelor’s degree or higher from an accredited institution
- Minimum of eight (8) years of combined experience working with a Corporation in a strategic, business, and/or financial counsel role
- Bachelor’s or Master’s degree in Accounting, Finance, Math or Business Administration from an accredited university
- A proven track record of solid business acumen and financial counsel
- Strong Finance and Accounting knowledge
- Highly proactive self starter with ability to drive change
- Strategic thinking mindset
- Experience working on cross functional teams
- Previous experience working in a division(s) business function
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Manager, Investor Relations Resume Examples & Samples
- Support the execution of Mylan's Global Investor Relations program by providing analytical, strategic and communications support. Supports strategic, integrated communication with investors including proactively responding to routine shareholder inquiries
- Work closely with the Head of IR /Treasurer and CFO to effectively analyze investor and analyst perception and assist with the preparation of materials and communication of company strategic messaging with the investment community to cultivate new investor and analyst interest and maintain existing shareholder and analyst relationships
- Develop, write and coordinate production of investor communications including press release, presentations and supporting materials for earnings and investor conferences
- Manage the collection, analysis and presentation of feedback to the company of investors' perceptions and opinions, analysts’ position and summaries, relative stock price movement, and periodic ownership analysis
- Prepare financial exhibits, information and analysis in preparation for quarterly and annual earnings announcements
- Partner with Corporate Controllership, FP&A and Treasury to provide accurate, up to date senior level status reports. Special projects as assigned
- Responsible for analysis of stock market activity to include short and long-term trends, as well as variance analysis and communication of analysis to key business leaders. Monitors stock market activity and provides comprehensive analysis and insight to create targeted investment communication
- Responsible for the updating and maintenance of the IR website, creation of the IR mobile APP and other IR systems and tools
- Assist in the achievement of departmental goals and objectives by developing an understanding of Mylan's operations and identifying continuous process improvements
- Bachelor’s degree (or equivalent) in Business, Accounting, or Communications, and 3 years of experience is required; Master’s degree (MBA) is preferred
- Previous experience in corporate finance, accounting and investor relations in a large public company is strongly preferred
- Must possess the fundamentals of successful analysis and reporting techniques. Must also possess knowledge of the financial and accounting aspect of investor relations practices
- May be required to stand, walk, stoop; bend; kneel; and climb steps
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Senior Manager, Investor Relations Resume Examples & Samples
- Ability to combine pieces of information to form general rules or conclusions even among seemingly unrelated events
- Excellent written and verbal communication and comprehension skills, including the ability to clearly explain complex analytical topics
- Experience in Investor Relations function
- Experience in sell side or buy side role
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Manager, Investor Relations Resume Examples & Samples
- Develops and monitors communications programs aimed at shareholders and the investment community
- Maintains investor relationships with banks, portfolio managers, stockbrokers, investors and analysts to improve interest in HollyFrontier from the financial community
- Prepares company presentations for investors
- Assists in the development of long-and short-term investor relations strategies
- Arranges for analysts’ visits to HollyFrontier
- Works with accounting/financial reports groups to develop understanding of all elements of quarterly financial releases
- Develops ongoing understanding of Flash financial forecast and trends in pricing (input and output), and demand/demographic trends in market territories in conjunction with financing group
- Develops ongoing understanding of all capital projects and impact to operations
- Develops and maintains database of capital market and Merger & Acquisition activities with sector peer groups
- Participates in safety & environmental meetings, training, emergency drills and hazard recognition programs
- Reports all accidents, injuries and near misses, and participates in associated investigations
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Manager, Investor Relations Resume Examples & Samples
- More than 5+ years Investor Relations experience or relevant experience
- Solid financial acumen and experience
- Exceptional verbal and written communication skills with strong interpersonal skills
- Demonstrated ability to develop and build strong relationships
- Ability to engage with and influence at the executive level
- Analytical thinker with attention to detail
- Aptitude for identifying and solving issues; outstanding critical thinking skillset required
- Ability to engage with and influence at the executive level Analytical thinker with attention to detail
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Manager Investor Relations Resume Examples & Samples
- Bachelors Degree in business, finance or related field
- At least 7 years of previous experience in finance, accounting and/or analytics
- Able to effectively communicate in English, in both written and oral forms
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Manager, Investor Relations Resume Examples & Samples
- Manage IR activities both internally and externally. The role involves close collaboration with internal senior management, investors and external partners and requires timely and effective communication, particularly in response to inbound investor inquiries
- Educate buy side and sell side analysts on the Covanta investment thesis
- Manage the process for production of materials and presentations for use with the investor community at meetings, conferences and one-on-one briefings
- Monitor performance metrics for IR activity, and provide feedback to executive team regarding the investment community's perception of the company
- Highlight to management industry trends (in the waste, energy or commodities markets), shareholder concerns and competitor actions. This includes monitoring and reviewing analyst reports and models and distributing summary reports as appropriate. Oversee and update the IR content on the Company website and utilize existing and new distribution channels to disseminate information to key stakeholder groups as appropriate
- Develop and prepare investor presentations, earnings announcement, press releases, speaker notes and other external and internal communications
- Assist in providing proactive and reactive communication with financial analysts, institutional investors and shareholders
- Benchmark other leading companies and their IR activities
- Build relationships with buy- and sell-side analysts
- Monitor peer group activity and industry best practice; contribute new ideas to the running of the Investor Relations team
- Support public reporting requirements including annual reports, quarterly reports and other public and regulatory communications. Prepare and issue press releases to comply with SEC and NYSE reporting requirements
- Support internal bi-monthly and quarterly reporting to the board of directors and management
- Adhere to all Company policies and procedures
- Perform other duties and special projects as assigned
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Manager, Investor Relations Resume Examples & Samples
- Use background and skills to help develop and implement the IR strategy and budget, identifying key issues and opportunities for the Company’s investor communications
- Serve as one of the primary points of contact with the investment community in responding to inquiries and relay feedback and perceptions to the senior team
- Understand and effectively communicate the Company’s strategic and operational performance
- Plan and implement investor events, including Annual Meetings, Analyst and Investor Days, roadshows and one-on-one meetings
- Draft speaking points and presentations for quarterly earnings calls, investor conferences, and the Annual Meeting
- Oversee production of the Annual Report, including writing of the letter to Shareholders
- Help prepare financial press releases
- Manage and compile analyst financial models
- Develop and maintain the Company's investor presentation with updated strategies, messaging and current quarterly financial data
- Develop and maintain investor fact sheets and investor website content
- Analyze and report on investor base changes
- Maintain record of communications with investors and analysts (using IR CRM tools)
- Update quarterly reports for executive team on key investor relations metrics
- Support the company’s continuous disclosure requirements and regulatory filings
- 7-10 years of investor relations experience with a thorough understanding of the regulatory framework and reporting obligations for public companies
- Strong understanding of financial reports
- Strong PowerPoint and Excel skills
- Exceptionally strong writing skills with experience writing for various platforms and audiences
- Strong communication abilities combined with personal interaction skills
- Experience in managing relationships with investors and analysts
- Experience in development and execution of communication strategies in a performance-driven environment
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Manager, Investor Relations & Strategy Resume Examples & Samples
- Organized, with a strong attention to detail
- Able to manage multiple priorities in a fast-paced, rapidly evolving environment
- Able to work cross-functionally in a proactive and constructive manner, and work across a variety of levels within the organization
- Strong computer skills and experience with Microsoft Office Suite (especially Excel, Word, PowerPoint, Project) and collaboration platforms (SharePoint, Jive, box.com)
- Outstanding analytical skills, oral and written communication skills, and presentation ability
- Proactive and direct communication style
- 4-year college degree
- At least 2 years of relevant work experience in an investor relations, strategy, finance or communications position; direct project/program management experience a plus
- Experience working at a biotech/pharmaceutical company preferred
- General understanding of pharmaceutical product development and commercialization; working knowledge of financial markets, strategic and operational planning preferred
36
Business Development Manager Investor Relations Resume Examples & Samples
- To obtain a good working knowledge of Capita Investor Relations (CIRS) services product lines and their benefits in the market
- Ensuring the CIRS brand name is prominent by attendance at seminars or general regular visits to the target market other relevant third parties. Therefore, ensuring business opportunities are maximised and the market is aware of our service provision
- Achieving monthly sales targets as agreed
- Identify client/market needs and trends and where necessary suggest product change or improvement
- Working with Senior Management to ensure product pricing is correct
- Producing quotations, proposals, agreements and prospect pitches as and when required by prospect client or advisor
- Liaising with Head of Operations to ensure new business is clearly transferred to the operational area as per the clients request
- Ensure all administrative reports from sales are up to date and delivered on time
- Identify & Cross Sell other services within Capita Asset Services, as appropriate
- Strong and relevant sales experience ideally in financial services
- A keen interest in the financial markets
- Strong business development track record
- Experience or knowledge of Investor Relations and Proxy Solicitation Services
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Manager, Investor Relations Resume Examples & Samples
- Build relationships and proactively expand and maintain communication with investor base in support of Senior Executives and Director, Stakeholder Relations
- Analyze and report industry trends, shareholder concerns and peer business development and actions. This includes monitoring and reviewing analyst reports and models, providing benchmarking, and apprising Management as appropriate
- Provide monthly, quarterly and annual stock performance analysis for the company and its defined industry peer group
- Drive an active IR calendar including investor conferences and non-deal roadshows
- Report key themes from investor meetings to immediate supervisor and/or management and make recommendations for the execution of the IR strategy
- Coordinate outreach (via email or phone) to key investors and analysts to share news related to corporate milestones
- Provide timely and effective internal and external communication, particularly in response to inbound investor inquiries
- Develop earnings releases, speaker notes, public statements, and other internal or external communications, for which appropriate messaging is critical and exceptional writing skills are required
- Prepare background information on investors for key spokespeople in advance of meetings
- Maintain and update investor-facing components of corporate website
- Assist in the preparation and design of SJI’s annual report and preparation for annual shareholder meeting
- Contribute to IR initiatives through the execution of investor communications strategy, management of 1x1 schedules for conferences, tracking, and post-meeting analyses
- Assist in other IR and Communications initiatives in support of corporate strategic objectives
- Provide direction and conduct performance evaluations for team members
- Minimum of 3 years of experience working in Investor Relations preferred
- Some experience in financial modeling and/or reporting preferred
- Must be able to present oneself professionally
- Ability to prioritize multiple projects, while meeting strict deadlines and shepherding deliverables through approval processes
- Exceptional attention to detail, particularly with respect to written and visual communications
- Demonstrated ability to work effectively as a member of a team as well as independently
- Ability to collaborate and build relationships with partners, consultants, and vendors on various projects
- Ability to work outside traditional boundaries, hours and settings to produce high quality deliverables on a demanding schedule
- Understanding of sensitivity around material non-public information
- Strong proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
- Ability to travel (overnight) 2-3 days per month
- We are committed to developing and implementing innovative projects that increase energy efficiency and save clients money
- We provide an opportunity to build a successful and rewarding career in a variety of functional business areas
- We foster individual talents and abilities while promoting the value of teamwork
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Manager, Investor Relations Resume Examples & Samples
- Work with senior management to produce press releases and presentations in support of strategic objectives
- Support senior management in a variety of research and financial modeling projects including benchmarking and competitive analyses
- Maintain Sensata’s Investor Relations website
- Manage relationships with 3rd party vendors,
- Bachelor's degree in Business or related field, MBA preferred
- 5-10 years of experience in corporate finance, investment banking or corporate development, preferably with previous experience in investor relations
- A self-motivated, adaptive, and innovative professional with demonstrated ability to think creatively and strategically, build consensus, align and drive cross-functional groups, and optimize business relationships with all parties
- Advanced analytical skills with background in data management, business intelligence, and commercial operations
- Excellent verbal, written, interpersonal, computer, analytical, and technical communication organizational, and presentation skills, including advanced proficiency with IR data and MS Office
- Proven ability to effectively multi-task, prioritize, work independently or within a team, and address complex issues
- Demonstrated track record of completing and integrating acquisitions
- Proven understanding of the capital markets
- Experience with SEC regulatory requirements and disclosures
- Ability to maintain strict confidentiality in areas of responsibility
- Valid Driver License in good standing, issued by resident state required