Partner with the Head of IR, CFO, and external advisors to evolve our equity narrative and competitive positioning.
Support roadshow preparation, including drafting management scripts, Q&A preparation, and coordinating logistics across multiple geographies.
Help design targeting strategies to expand our investor base and engage with new audiences.
Manage day-to-day relationships with sell-side analysts and buy-side investors.
Coordinate earnings releases, quarterly earnings calls, and investor conferences.
Develop responses to investor inquiries and maintain an active non-deal roadshow calendar.
Build and maintain our CRM system and investor targeting database to support increasingly sophisticated outreach.
Lead the development of investor presentations, earnings scripts, press releases, and FAQ documents.
Ensure all external communications are accurate, consistent with our messaging, and compliant with regulatory requirements.
Collaborate with finance, legal, and communications teams to maintain message discipline across all stakeholder audiences.
Monitor trading activity, analyst reports, and peer company developments.
Provide management with insights on investor sentiment, competitive positioning, and market trends.
Help establish IR policies, procedures, and workflows that will scale as our investor base grows.
Build cross-functional relationships with finance, legal, corporate communications, and business unit leaders to ensure seamless information flow.
Mentor junior IR team members and help expand the function's capabilities.
Requirements
5-7 years of experience in investor relations, equity research, investment banking, or buy-side investing; public company IR role experience is a plus
Deep understanding of SEC regulations, Reg FD, disclosure requirements, and public company governance
Exceptional written and verbal communication skills, with ability to translate complex business and financial information into clear, compelling narratives
Strong financial acumen and ability to model business drivers and build projections
Proven ability to build relationships with institutional investors and sell-side analysts
Experience with IR technology platforms (CRM systems, earnings call platforms, investor targeting tools)
Bachelor's degree required; MBA, CFA, or similar credential preferred
Strong Microsoft Excel, PowerPoint, Word skills; experience with data sources including Bloomberg, FactSet, CapitalIQ
Benefits
health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
paid-time-off benefits such as vacation, sick, and personal days
eligible bonuses, equity and commissions for some positions