VP, Investor Relations Resume Samples
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VP, Investor Relations Resume Samples
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HR
H Ruecker
Hubert
Ruecker
519 Wisoky Estate
Detroit
MI
+1 (555) 909 6888
519 Wisoky Estate
Detroit
MI
Phone
p
+1 (555) 909 6888
Experience
Experience
Phoenix, AZ
VP Investor Relations
Phoenix, AZ
Monahan Group
Phoenix, AZ
VP Investor Relations
- Develop and manage company’s investor relations section of the website
- Assist in development of earnings documents
- Partner with General Counsel to develop and execute disclosure policies and practices
- Develop and monitor performance metrics for the investor relations function
- Build and maintain intelligence on specialty retail for distribution to Express management and Board
- Assist in drafting presentations and/or talking points to ensure the CEO and CFO are prepared for industry and investor conferences, meetings and events
- Monitor operational business changes through ongoing contacts with company management, and ensure alignment of external messaging
Phoenix, AZ
VP, Investor Relations
Phoenix, AZ
Schinner-Durgan
Phoenix, AZ
VP, Investor Relations
- Provide feedback and insight to management regarding the financial community’s perceptions of the company and its actions and providestrategic recommendations accordingly
- Collaborate with the corporate communications, marketing, finance, legal and corporate development teams on the development of transparent and balanced investor messaging
- Provide counsel to the CEO, CAO, and CFO regarding Investor Relations Best Practices, including advising with respect to investor conference calls, external presentations, press releases, financial filings and effective IR communications
- Maintain comprehensive knowledge of Illumina’s products, strategy operations and financial performance; accurately represent these to the investment community
- Intimately understands ITT’s strategy, operations, development, and financial performance
- Finds, supports, and encourages prospective investors by broadening awareness and interest via inclusive conferences, presentations, meetings, on-line communication and media
- Assist Senior Management in decision making by anticipating potential investment community reaction to potential strategic and business initiatives
present
Los Angeles, CA
Director / VP, Investor Relations
Los Angeles, CA
Brekke-Abernathy
present
Los Angeles, CA
Director / VP, Investor Relations
present
- Providing internal research support for the development of executive presentations
- Providing investor and analyst feedback to senior management
- Writing earnings call scripts and developing earnings call and investor presentations
- Developing detailed knowledge of valuation drivers for the company, the sector and competitors
- Supporting Legal and Finance in developing investor communications and SEC filings
- Monitoring disclosures of competitors to determine if our disclosures are providing enough information to ensure fair relative valuations
- Managing external vendors
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Cornell University
Bachelor’s Degree in Finance
Skills
Skills
- Strong organization skills and high attention to detail
- Strong project management skills with the ability to get things done in an entrepreneurial and high growth environment
- Excellent oral and written communication skills; executive presence
- Ability to prioritize and work in a dynamic office environment
- Ability to demonstrate initiative and independence on carrying out multiple tasks
- Develop and implement IR strategy in support of company objectives; act as a focal point to the investment community
- Successful track record of interfacing with senior management
- 10-15 years of experience in investor relations, financial, planning & analysis, corporate strategy, equity research, consulting, finance or corporate communications
- Maintain comprehensive knowledge of Illumina’s products, strategy operations and financial performance; accurately represent these to the investment community
- Handle day-to-day inquiries from investors and analysts, ensuring that information provided is in compliance with the company’s messaging as well as applicable SEC rules and regulations
8 VP, Investor Relations resume templates
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1
VP, Investor Relations Resume Examples & Samples
- Partner with and support the CEO and CFO on investor relations strategy, messaging and outreach
- Develop and lead a schedule of investor relations events, including sell-side conferences, earnings calls, executive speaking opportunities and other events
- Assist with production of financially oriented documents, including quarterly earnings releases, conference call materials, and investor presentations
- Provide updates to management for the Board, as requested. May periodically present to sub-committees of the Board of Directors regarding investor related topics
- Serve as a member of the Company’s Disclosure Committee
- Oversee the earnings call process and content on the IR website, managing relevant outside resources as necessary
- 10+ years of experience in Investor Relations for a publicly traded company
- Strong understanding of SEC disclosure rules and regulations
- Reputation of integrity with the analyst and investor community
- Excellent writing skills, including the ability to craft powerful and engaging messages
- Proactive and high energy with good executive presence
2
VP Investor Relations, Americas Resume Examples & Samples
- 7+ years experience working with international capital markets
- 7+ years experience working with corporate finance principles
- 7+ years experience working with accounting & regulatory standards as they apply to banks
- Experience in a Capital Markets or Investor Relations role
- Professional qualification (CFA, ACA, CPA, MBA)
- Good knowledge of the Barclays Group, key strategies and operations
- Excellent verbal and written communication skills and capable of liaising with senior stakeholders internally as well as investors externally
- Team player, with the ability to co-ordinate across regions and multi-disciplinary teams
- Demonstration of ability to build a strong internal and external network
- Commercial awareness
- Advanced ability to use Microsoft Excel/PowerPoint
- Advanced knowledge of Bloomberg/Reuters analytical tools
3
VP Investor Relations Resume Examples & Samples
- Develop, implement and manage a comprehensive, proactive, strategic investor relations program that communicates the company’s value proposition to its constituencies, including analysts, shareholders, employees and customers
- Work with Corporate Communications team to communicate business performance and prospects to investor community via analyst meetings, comprehensive analyst days, investor conferences, individual shareholder meetings, conference calls, videos, website content, press releases, presentations, etc
- Devise and implement a targeting program that will expand sell-side coverage and broaden global shareholder ownership
- Serve as the company’s information conduit and point of contact to the investor community. Develop and maintain strong relationships of trust and respect with analysts, investors, institutions, regulators and rating agencies
- Understand, monitor and analyze financial models used by analysts to value and evaluate the company
- Direct the positioning of the company’s financial reporting activities, including the annual report, quarterly statements, and shareholder materials
- Manage quarterly conference calls. Create and manage conference call script for senior management, prepare comprehensive Q&A, and follow up with investment community in a timely manner
- Serve as an advisor and strategic resource to the CFO, CEO and other senior leaders on issues involving the public distribution of financial and other material disclosures
- Understand the company’s shareholder mix and associated dynamics. Advise management regarding the impact of business strategies and initiatives on the shareholder base
- Conduct competitive analysis, including the development of industry and peer company performance benchmarks. Inform, educate and coach the senior leadership team regarding short-term and long-term dynamics of the investment and trading marketplaces and well as regulatory activities
- Contribute to company’s shareholder proxy solicitation process and annual shareholders meeting
- Develop and manage company’s investor relations section of the website
4
VP Investor Relations Resume Examples & Samples
- The day-to-day management of the IR function, including overseeing the management of key relationships with institutional investors ensuring they understand Scotiabank’s key strategies, business plans and financial performance – while also soliciting their feedback on key issues. Execute on a buy side visitation program that maintains relationships with major shareholders as well as targeted meetings with new investors – often international. Track and report on the Bank’s existing shareholder base; advising management on ownership changes and related rationale
- Manage key relationships with research analysts, including actively initiating and facilitating executive meetings with analysts covering Scotiabank. Monitor sell side activities closely, reporting views, earnings and dividend expectations, target prices and recommendations
- Lead Competitive Analysis program: Oversee analysis of key competitors including review of performance metrics and identifying trends across the industry. Report key findings to executive on a regular basis. Lead or participate in reporting on strategic developments among the Bank’s peer group
- Contribute to financial disclosure activities to the investment community. Co-ordinate the aggregation of MD&A content for the Bank’s annual report, ensuring content meets regulatory standards and is in line with industry practice. Monitor and enhance the Investor Relations section of www.scotiabank.com to ensure it meets the requirements of first time visitors and long-time retail and institutional investors. Ensure appropriate controls are in place to meet continuous disclosure requirements. Serve as IR representative on the Bank’s Disclosure Committee
- Oversee the management of the Bank’s relationships with the four major rating agencies – Moody’s, S&P, Fitch and DBRS. Facilitate annual review meetings and additional meeting as required (eg. reviews of specific businesses, corporate governance, etc.)
- Initiate and facilitate special projects (eg. investor conferences, market surveillance, shareholder perception research) to further the Bank’s understanding of the Bank’s value proposition in the investment community and to gather insight on this audience’s perception of Scotiabank’s performance and strategy
- Considerable strength in leading a team, building strategic relationships
- Exceptional strategic thinking, communication and negotiation skills
5
VP, Investor Relations Resume Examples & Samples
- Oversee and execute all aspects of the investor relations function for a Fortune 500 company with revenues of $13 billion and an enterprise value of $30+ billion
- Serve as one of the primary points of contact with analysts and investors helping to enhance the Company’s image and reputation
- 10+ years of experience in investor relations, buy-side or sell-side analysis, finance or investment banking
- Bachelor's degree required. MBA, CFA or CPA preferred
- Excellent communication skills (oral and written) and presentation skills
- Strong financial acumen including a thorough understanding of the financial modeling techniques used by research analysts and investors to project a company’s operating and financial performance and the resulting value for its stock
- In-depth understanding of SEC disclosure rules and regulations
- An ability to communicate complex information in an articulate, accurate and positive manner
- An energetic, efficient and resourceful team player and an individual contributor
6
VP Investor Relations Resume Examples & Samples
- Effectively partner with ICR to enhance internal IR capability
- Ability to act as a self-starter, and demonstrate effectiveness in both detailed and strategic financial conversations
- Serve as one of the primary points of contact with analysts and investors, helping to enhance ascena’s image and reputation
- Develop and maintain an integrated investor relations event calendar and communication plan
- Perform ongoing, comprehensive competitive analysis, including financial metrics and differentiation
- Assess and refine the desired type and mix of shareholders, and transition holder base through a variety of targeting initiatives
- Monitor operational business changes through ongoing contacts with company management, and ensure alignment of external messaging
- Develop presentations, press releases, and other communication materials to support earnings releases, industry events, and presentations to analysts, brokers, and investors
- Coordinate and support the production of annual report, SEC filings, and proxy statements
- Manage and enhance the company’s investor relations web site
- Monitor analyst reports, and synthesize key issues to executive management
- Serve as the key point of contact for the investment community
- Establish and maintain relationships with stock exchange representatives
- Organize conferences, road shows, earnings conference calls, and investor meetings
- Provide feedback to management regarding the investment community's perception, and concerns about the company’s strategic performance, including a focus on capital allocation decisions
7
VP, Investor Relations Resume Examples & Samples
- Undergraduate degree in finance, business, accounting or economics. Advanced degree preferred but related work experience is acceptable
- Fifteen plus years of experience in investor relations, finance, equity investment analysis, corporate development and strategy preferred
- The candidate must possess outstanding financial acumen, a keen business sense and a strong and positive work ethic and demeanor
- Superior oral and written communication and presentation skills. Ability to translate complex technological, financial legal and business issues into easily understood concepts
- A thorough understanding of the financial modeling techniques used by security analysts to project a company’s financial performance and the underlying drivers of stock and bond valuations
- In-depth knowledge of both the equity and debt capital markets, strategic communication and public and media relations
- Strong business sense, mature, confident and self-aware. Impeccable personal and professional integrity
- Strong leadership skills in order to communicate investor relation’s vision across the organization, develop and maintain a high performing team and focus on results
8
VP Investor Relations Resume Examples & Samples
- Responsible for the development of IR strategy, operating plan and budget
- Provide strategic counsel and positioning advice to CFO/COO/CEO on key investor messages
- Support CEO/COO/CFO in preparation of Board meetings, and lead the quarterly earnings call script preparation process
- Lead special event preparation/general media relations (exclusive of fashion, business/trade, media)
- Organize and place Express at key investor conferences, driving the organization and creation of presentations and related one-on-one meetings
- Lead the planning and execution of occasional investor roadshows
- Field investor calls – educate and update investors and analysts about Express’ strategy, business model, and performance
- Analyze shareholder base and target appropriate investors and/or securities analysts
- Build and maintain intelligence on specialty retail for distribution to Express management and Board
- Lead the collection, analysis and presentation of market analysis to executive leaders and Board of Directors
- Partner with General Counsel to develop and execute disclosure policies and practices
- 10+ years of IR, finance or corporate communication positions for a public company (retail preferred) and/or IR consulting agency
- Exceptional communication skills with the ability to create and maintain strong relationship dynamics with stakeholder, internal and external – one-on-one and large group presentations
- In-depth understanding of the financial and investment markets, with established relationships in them and the ability to establish new relationships in the industry
- Positive reputation with the investment community based upon credibility, consistency, visibility, access and breadth and depth of knowledge
- College degree required, master’s degree preferred
- Effective and influential leader
9
VP Investor Relations Resume Examples & Samples
- 7+ years of financial services experience
- 5+ years of management/supervisory experience
- Exceptional problem solving and decision making
- Demonstrated ability to be adaptable, innovative and flexible in high paced team environment
- Demonstrated relationship building skills with stakeholders, peers, external parties and all levels of management
- Knowledge of hedge funds, fund of funds, exchange fund and managed futures is preferred
- BS / BA degree in Business, Finance or Economics is preferred
10
VP, Investor Relations Resume Examples & Samples
- Strategic leadership including working collaboratively with client’s executive management team to drive, develop and implement investor relations strategies and key messages supporting all investor information, including managing the flow of financial and other information between the corporation, shareholders and the financial community
- Lead all aspects of client’s long-term investor relations and financial communications programs including strategy, recommendations, operating plan and budget
- Create and deliver all investor communications including quarterly earnings, news releases, annual reports, investor presentations and other key financially orientated collateral materials
- Provide senior strategic counsel to client executive team on all financial issues and investor relations strategy
- Interact directly with the financial community by establishing and maintaining strong relationships with sell-side analysts, investment professionals and shareholders
- Serve as main conduit for communication of analyst and shareholder feedback to management
- Identify potential investors and new shareholders for clients; diversify the investor base; and track shareholder ownership changes
- Demonstrate a thorough understanding of a client's business, industry and SEC regulations
- Develop and maintain extremely strong interpersonal relationship with clients; develop quality standards and ensure client satisfaction
- Manage traditional IR client relationship as well as transaction oriented project work (including M&A, spin-off & IPOs, analyst days, perception studies)
- Oversee account budgets and staff allocations
- Business development and cultivation of new client relationships
- Source new business leads not only in IR but in general financial communications through strong professional and personal network including Wall Street community
- Manage, develop, mentor and grow a team of strategic investor relations professionals
- Bachelor’s Degree, MBA or CFA a desired plus
- Minimum 8-10+ years of senior experience in investor relations, finance, planning and development for a public company, or a consulting agency; Wall Street experience as sell-side analyst, buy-side analyst or investment banking
- Demonstrated track record of developing and executing successful IR and financial communications strategies and programs
- Outstanding financial skills, including analytical and quantitative skills with the ability to understand and communicate the client’s financial position and results
- Ability to interact with all levels of management and clients
- Strong leadership/team building abilities
- Proven track record in sourcing, pitching and closing new business
- Specific sector expertise and ability to target various industries successfully a plus along with Wall Street background
11
VP Investor Relations Resume Examples & Samples
- Conceptualize and produce investor presentations to be used by the Head of Investor Relations with Wall Street Investors that support strategic messaging and valuation strategies
- Coordinate and produce Board presentations for the Head of Investor Relations
- Develop and maintain a database of value drivers pertinent to the upward valuation of our company that can be used in investor presentations
- Prepare peer bank review and related data, daily stock analysis, debt ratings information, and line of business information that provides value-added insight for senior management about our peer banks and aspirational peers as well as competitive business practices at the LOB level
- Assist in development of earnings documents
- Responsibility for identification and dissemination of equity analyst reports to senior management
- Handle special research projects as requested by IR Managing Director, CFO, or other senior managers
- Assist the Head of Investor Relations, as requested, with special projects
- 5 years of experience in investment banking or finance
- Excellent financial and analytical skills coupled with strong communication skills and the ability to drive creative solutions is a must
- Proficiency with Microsoft Excel and PowerPoint is highly preferred
- Knowledge of fundamentals of financial accounting, strong written and oral communication skills
- Prior experience in coordinating Investor Relation presentations or “Road Shows”
- Project Management experience is preferred
- Knowledge of banking products and functions
12
VP, Investor Relations Resume Examples & Samples
- Act as the focal point to the investment community with the role of communicating and educating, interested parties regarding the investment attributes, especially while preparing for an IPO
- Strategic leadership including working collaboratively with company’s executive management team to drive, develop and implement investor relations strategies and key messages supporting all investor information, including managing the flow of financial and other information between the corporation, shareholders and the financial community
- Establish and maintain strong relationships with analysts, investors and prospective investors. This includes timely, consistent communications through telephone and personal contacts, group meetings, written materials and making presentations at one-on-one investor and analyst meetings and investment conferences
- Provide support to senior management, including counseling and advising executives in regard to investor conference calls, external presentations, press releases, financial filings media relations as well as effective IR communications
- Provide feedback and insight to Senior Management and Board of Directors regarding the financial community’s perceptions of the company and its actions
- Provide strategic recommendations associated with investment community perceptions to Senior Management and the Board of Directors
- Assist Senior Management in decision making by anticipating potential investment community reaction to potential strategic and business initiatives
- Lead earnings process, collaborating with Legal, Finance, Corporate Communications and business units. This includes writing of earnings release and earnings call presentations, as well as preparation of Senior Management for investor Q&A
- Track the models utilized by analysts to value/evaluate the company’s performance (i.e., trends, earnings per share, return on equity, etc.) and communicate this information to Senior Management
- Prepare key investment messages and communicate financial performance, business conditions, company strategies, developments and growth fundamentals to sell-side analysts and investors
- Develop in-depth, comprehensive, understanding of the company’s operations, technology, financial performance, and strategies through ongoing interface with company executives
- Monitor on an ongoing basis the effectiveness of the company’s investor relations program through the quality, accuracy and breadth of "sell-side" coverage, as well as the number and quality of new shareholders
- Provide analysts and business media with the background they need to put corporate news into context
- Develop and manage investor outreach and targeting, such as investor road shows
- At least ten years’ experience, with either a combination of corporate investor relations and related finance-driven functional experience or as an investment analyst (sell-side or buy-side) covering the Media industry
- A Bachelor’s Degree in business, finance, or equivalent is required. Master’s degree desirable
- Must be able to effectively develop and communicate the CBS Radio investment case
- Superb reputation with the investor community, based on credibility, consistency, visibility and integrity
- Superior financial and investment analysis skills, oral and written communications, and presentation abilities
- Clear and thorough understanding of financial modeling used by financial and investment professionals to value an organization’s overall effectiveness and performance
- Demonstrated leadership with an ability to set and execute investor relations strategy in a way that is aligned with business goals
- Able to function as an industry expert, constantly gathering and disseminating industry knowledge in order to develop new investor relations programs and initiatives that will promote the company’s leadership in the industry
- Successful candidate will be a polished and poised financial executive with the ability to establish strong rapport and credibility quickly in a new organization
- Flexible, with the ability to know when to shift direction and when to be persistent
- Must be a high energy, results and execution-oriented leader who is capable of quickly taking control and developing the investor relations program of this organization from inception
13
VP, Investor Relations Resume Examples & Samples
- Prepare quarterly earnings materials
- 7+ years of relevant work experience with a public company
- Focused IR experience strongly preferred
- Experience working with/for an Entertainment/Media company strongly preferred
- Experience in Investment Banking and/or Equity Analysis (buy side or sell side) a plus
- Experience working for (and/or a working knowledge of) subscription-based businesses a plus
- Working knowledge of SEC rules, especially Reg FD (Fair Disclosure)
- Capital markets and corporate finance acumen; strong understanding of financial community
- Excellent analytical and financial modeling skills
- Outstanding interpersonal and customer service abilities
- High level of integrity
- Strong verbal, written, and presentation skills
- Experience, and proficiency with crafting Board-ready presentations
- Solid work ethic and team player with demonstrated leadership abilities
- Drive to work in an independent and proactive manner
- Able to multitask in a fast-paced environment and meet deadlines as needed
- High level of organizational skills and attention to detail
- Proficient with MS Office, including PowerPoint, Excel, and Word
- Ability to travel as needed for business
- Bachelor degree required; MBA preferred
14
VP / Investor Relations Resume Examples & Samples
- Performs in role as a senior executive investor level
- Has primary responsibility for developing, maintaining and enhancing close working relationships with institutions in the financial community that hold, or may hold, the organization's stock or debt
- Maintains and improves relations and communications between the organization and the investing public, shareholders, financial analysts that maintain coverage on the organization and financial professionals to enhance the standing of the organization's stock
- Monitors and assesses changes and trends in investment markets and determines appropriate strategy
- Responsible and accountable for the creation and presentation of a consistently delivered investment message to the investment community, employees and the public on behalf of the company
- Monitors and presents input and opinions of the investment community to management regarding company performance
- Ensures the development and monitors performance of investor relations plans
- Responsible for maintaining and creating relationships with NASDAQ and all shareholder proxy rating firms
- Oversees the creation and production of annual reports, SEC filings, proxy statements and the like
- Organizes annual shareholder meeting, road shows, earnings conference calls and investor meetings
- MBA strongly preferred
- Minimum of 10 years of extensive corporate investor experience
- Thorough understanding of financial investment markets and business strategy
- Viewed as key investment leader in senior management
- Preference for individual that has worked as a sell-side analyst
- Develops and maintains positive working relationships with VPs and C-levels
- Ability to manage a number of responsibilities and initiatives simultaneously
- Team leadership and team player abilities and qualities
- Ability to think creatively when problem solving for new solutions
- Comfort with ambiguity and adept at providing analytical structure around such ambiguity
15
VP, Investor Relations Resume Examples & Samples
- Prepare messaging and all investor materials including presentations and scripting for quarterly earnings conference calls and conferences
- Consolidation of competitive results and trends to support earnings call process
- Provide critical investor & peer insights in the operating and strategic planning processes
- Supports senior executive team by building strong rapport with investors and analysts
- Collaborates with senior executive team in creating the company’s external and internal messaging
- Develops and maintains the quarterly earnings process with preparation, scheduling, and guiding the content of the strategic news releases
- Participates in non-deal roadshows and conferences: periodically done unaccompanied, but mostly with CFO and some with the CEO
- Develops, prepares, and executes the creation of publications and electronic media. Creates and/or supervises the data collection, analysis, writing and editing of scripts, and production of those materials
- Finds, supports, and encourages prospective investors by broadening awareness and interest via inclusive conferences, presentations, meetings, on-line communication and media
- Develops and maintains relationship with the CEO, CFO and senior leadership team members
- Participates in strategy meetings
- Intimately understands ITT’s strategy, operations, development, and financial performance
- Provides periodic Investor Relations updates to Board of Directors
- Manages and drives shareholder outreach programs, including communications with shareholder advisory firms
- Supervision of one direct report
- 10-15 years of experience in investor relations, financial, planning & analysis, corporate strategy, equity research, consulting, finance or corporate communications
- MBA or graduate degree in Finance preferred
- Excellent oral and written communication skills; executive presence
- Strong organization skills and high attention to detail
- Strong work ethic and ability to meet changing demands with a high degree of flexibility in a fast paced environment
- Ability to prioritize and work in a dynamic office environment
- Ability to demonstrate initiative and independence on carrying out multiple tasks
- Strong project management skills with the ability to get things done in an entrepreneurial and high growth environment
- Successful track record of interfacing with senior management
16
Associate VP, Investor Relations Resume Examples & Samples
- Communication with Investment Community – Through knowledge of CTC strategy and financial performance and keeping within the confines of regulatory requirements and CTC’s external disclosure policy, establish collaborative relationships with the Company’s 12 equity sell-side research analysts, buy-side research analysts and with key investors and shareholders of CTC
- Planning and Execution – Plan and provide recommendations and be accountable for development of Canadian Tire’s Investor Relations strategic direction and implementation of a successful proactive investor relations plan, including develop and oversee a comprehensive IR calendar of events. Plan and provide direction to team members to assist with delivery of key investor relations programs, including quarterly earnings, IR website and investor conferences. Collaborate with Corporate Affairs as needed in planning, recommending inputs and creating content for execution of annual report and annual general meeting. Oversee team research and proactively recommend enhancements across all programs based on past knowledge/experience and evolving best practices in IR
- Content Development – Review and oversee development of content, provide direction and lead team members in production of investor disclosure and communication materials, including executive presentations, fact sheets, IR website content and the investor marketing presentation, ensuring communications align with the overall CTC strategy and vision. Facilitate approvals with subject matter experts and Executives as needed. Draw on past experience with writing Executive level speeches and corporate news release and other external communications and contribute recommendations based on often changing priorities and direction
- Marketing Program Management – Utilize past experience in IR or other program delivery to plan, design and implement investor road shows, store tours and executive speaking engagements and provide direction and be accountable for team members’ output before review by senior management. Contribute in advising the executive team as needed on messaging and key investor issues in preparation for marketing meetings and providing feedback on interactions with the investment community, perceptions of the company, and current events within the market
- Analysis and Research – Serve the IR team key point of contact for investor issues and act as secondary spokesperson to the financial community (analysts, portfolio managers, individual investors, retail brokers); develop evolving key messages on Canadian Tire’s business and financial strategy. Provide oversight and contribute to analysis of company’s financial results and comparison with peer companies. Provide oversight and direction with targeting and identifying institutional investors who are aligned with Canadian Tire’s long-term shareholder profile. Develop IR communication and risk mitigation strategies on key business issues and oversee development of supporting research. Provide direction to team members to ensure continual monitoring of security legislation and regulatory changes and make recommendations to ensure a best-in-class investor relations program
- Canadian Tire Business Sustainability Primary Point of Contact – Draw on past experience working with cross-functional teams across an organization to ensure that investor facing information related to Business Sustainability are addressed within given deadlines. Maintain and foster strong relationships with key contacts in the Business Sustainability reporting, community initiatives (Jumpstart Charities) and other areas of the Company such as sourcing and supply chain and contribute to messaging and communication with external ESG parties. Provide direction and oversee project team members as required
- CT REIT Investor Relations Support – Draw on past experience working with cross-functional teams across an organization to provide and oversee investor relations support to CT REIT primarily related to the CT REIT website, quarterly and annual disclosures and with quarterly conference calls. Oversee process and contribute to CT REIT disclosure committee and provide CTC perspective to various issues as applicable
- Post-secondary degree in Finance, Accounting designation or CFA (preferred)
- Canadian Securities Course an asset
- Experience in financial communications/investor relations with the ability to read, understand, and communicate complex financial issues
- Advanced PC skills, including Microsoft Excel, PowerPoint and Word
- Minimum 7+ years professional work experience
- Extended hours required at times, particularly during peak periods
17
Director / VP, Investor Relations Resume Examples & Samples
- Supporting the formulation of an investor communication strategy including content for investor presentations, analyst meetings and quarterly earnings announcements
- Writing earnings call scripts and developing earnings call and investor presentations
- Planning and executing semi-regular investor day events
- Interacting daily with Wall Street including communicating corporate strategy and performance to security analysts and portfolio managers as well as preparing executive presentations and speeches for analyst conferences
- Developing detailed knowledge of valuation drivers for the company, the sector and competitors
- Monitoring disclosures of competitors to determine if our disclosures are providing enough information to ensure fair relative valuations
- Preparing quarterly models and give guidance to the market
- Compiling and analyzing buy and sell-side analyst financial models on the company as well as competitors on a quarterly basis
- Generating “consensus” model for internal analysis
- Providing internal research support for the development of executive presentations
- Liaising for Investor Relations to marketing functions to analyze market share information including the identification of key wins in markets and strengths/weaknesses of competitors
- Supporting Legal and Finance in developing investor communications and SEC filings
- Providing investor and analyst feedback to senior management
- Managing external vendors
- Shared responsibility for managing one Financial Analyst
- Bachelor’s degree in Accounting, Finance, Business or related field
- 5+ years of experience in investor relations and/or corporate communications with a public company
- Strong knowledge of financial markets
- Proven track record of success in investor relations and/or corporate communications
- Experience creating investor presentations, scripts and press releases
- Strong leadership presence with the ability to interact at the executive level
- Proven ability to challenge the status quo and regularly think of ways to do things differently, more efficiently and with greater productivity
- Excellent judgment skills regarding people and information
- Demonstrated aptitude for building and growing relationships in the investment community
18
VP, Investor Relations Resume Examples & Samples
- Develop and implement IR strategy in support of company objectives; act as a focal point to the investment community
- Maintain comprehensive knowledge of Illumina’s products, strategy operations and financial performance; accurately represent these to the investment community
- Handle day-to-day inquiries from investors and analysts, ensuring that information provided is in compliance with the company’s messaging as well as applicable SEC rules and regulations
- Provide counsel to the CEO, CAO, and CFO regarding Investor Relations Best Practices, including advising with respect to investor conference calls, external presentations, press releases, financial filings and effective IR communications
- Collaborate with the corporate communications, marketing, finance, legal and corporate development teams on the development of transparent and balanced investor messaging
- Lead the earnings process including drafting quarterly earnings releases, call scripts, Q&A, and investor presentations
- Lead the development of context for Investor Days, bus tours, conference presentations and fireside chats
- Provide feedback and insight to management regarding the financial community’s perceptions of the company and its actions and providestrategic recommendations accordingly
19
VP Investor Relations Resume Examples & Samples
- Assist in the planning of all aspects of investor relations policies, objectives and initiatives
- Helping to develop the investor communications strategy along with related calendar and programs
- Assist in the preparation for quarterly earnings calls, including drafting of earnings releases, earnings call scripts and talking points for Q&A
- Assist the SVP, Investor Relations by providing feedback on likely investor and analyst reactions to business development opportunities as well as helping to create the investor communications plan and presentation explaining the strategic rationale and synergistic benefits of such transactions
- Helping communicate and enforce the corporate disclosure policy which ensures the company’s compliance with its public disclosure obligations on a timely and consistent basis
- Developing and managing relationships with key sellside research analysts and institutional investors
- Assisting in the planning, preparation and hosting of the Company’s Annual Meeting of Shareholders, specifically with the drafting of the Executive Chairman’s and CEO’s comments and preparing financial Q&A
- Providing the SVP, Investor Relations with candid, accurate assessments of the Company and its business segment performance, market position, and expected investor sentiment on proposed business initiatives
- Assist in drafting presentations and/or talking points to ensure the CEO and CFO are prepared for industry and investor conferences, meetings and events
- Developing reporting tools which provide investor relations advice and feedback to senior executives including review of financial and industry trends, industry valuation, shareholder concerns and peer competitor actions that might impact the Company
- Helping to develop and maintain consistency of external communications including press releases, regulatory filings, annual reports, and targeted investor communications
- Developing and managing the investor database and investor collateral including investor kits, fact sheets, and newsletters
- Establishing a corporate intelligence program which monitors/reports on the IR message of competitors and peers as well as on analysts’ expectations and published research
- Maintaining the Company’s corporate investors web site to insure accuracy and timeliness
- Establishing and maintaining processes to monitor and measure the effectiveness of the Company’s investor relations efforts
- Creating investor presentations and assist with rating agency presentations as needed
- Investor Relations experience in corporate environment, or experience in sell-side/buy-side equity research with a solid track record in related areas including financial statement analysis, security analysis and/or corporate reporting
- Strong command of the current regulatory environment such as SEC disclosure requirements, as well as understanding of securities law and regulatory requirements related to fair disclosure
- Proven ability to coordinate communications regarding corporate development projects and processes
- Excellent written, verbal, presentation and analytical skills with the ability to communicate complex financial information to a diverse audience
- Ability to develop relationships and inspire confidence, trust and respect from internal and external contacts
- Highly proactive, organized and methodical approach and experience managing projects in a fast-paced environment
- CFA a plus
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VP-investor Relations Resume Examples & Samples
- 7–10 years of experience in Client Service (Buy Side), Investor Relations, Inside Sales, Fundraising Operations or other relevant subject area
- Knowledge of Institutional service requirements
- Meaningful relevant experience in similar business is strongly desired (private equity/leveraged finance/hedge fund)
- Knowledge of private fund operations
- Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook)
- Interest in working in a fast-paced, highly demanding and collaborative work environment
- Proactive approach to working with other team members and departments
- Ability to manage tight deadlines and high volumes
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VP Investor Relations Resume Examples & Samples
- At least 7-10 years experience working in the investor relations function for a Fortune 500 company. Has served as a key member on a top rated Investor Relations team
- Proven experience at managing all facets of the investor relations function to include, but not limited to the following: messaging, finance, investment banking, strategy, mergers and acquisitions, accounting, and relationship building with rating agencies, Analysts, and internal stakeholders
- 7-10 years direct experience communicating and messaging on behalf of a public company and interacting with the all investor relations stakeholders (Internal – Chief Executive Officer and Chief Financial Officer and external – Analysts, rating agencies, shareholder activists and regulators)
- A record of flawless execution of your company’s message to the market
- Strong team building skills and the ability to build and maintain effective working relationships across a global organization
- BA/BS and strong GPA from top tier university; MBA strongly preferred