Job Summary:

• Responsible for helping develop and deliver a comprehensive investor relations program with strategic elements as well as immediate/reactive elements
• Works cross-functionally to develop and help deliver an accurate and timely view of iCAD’s strategic, operational, and financial plans and performance to key stakeholders
• Leads the quarterly earnings process, including preparing and drafting press releases, conference call scripts, Q&A and presentation materials
• Leads orchestration of investor and analyst interactions around earnings
• Responsible for developing key messaging for all non-earnings-related events, including talking points and presentation materials for annual meetings, financial media, industry conferences, one-on-one visits, investor related website content, and significant investor meetings
• Serves as primary contact with the investment community in responding to inquiries and relaying feedback and perceptions to senior leadership
• Plans and executes strategy for proactive outreach to shareholders, analysts, and prospective investors to maintain existing relationships and develop new ones
• Manages ESG benchmarking and participates in implementing ESG best practices
• Maintains and tracks all investor communications in CRM tool
• Keeps abreast of evolving trends in management and investor needs and the IR best practices to meet those needs
• Partner cross-functionally within the organization in order to knowledgeably communicates Company performance, prospects and responsibility efforts accurately with both current and potential investors and key markets to maximize long-term shareholder value and sustainability.
• Responsible for preparing Investor Relations business plan and tracking related operating plan expenses
• Prepare material for executive leadership and the Board of Directors on investor relations and sustainability activity, including changes in ownership, earnings estimates, price targets, etc.

Skills on Resume: 

• Investor Relations Strategy (Hard Skills)
• Message Development (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Investor and Analyst Engagement (Soft Skills)
• ESG Practices (Hard Skills)
• CRM Proficiency (Hard Skills)
• Financial Expertise (Hard Skills)
• Reporting and Presentation (Hard Skills)

Job Summary:

• Lead the strategic planning, direction and execution of the IR/PR function at Focus Universal
• Align key scientific and financial stakeholders to develop and manage the corporate communications schedule
• Act as the key point of contact to prepare the Senior Leadership Team for investor meetings, road shows, earnings calls, media outreach and scientific meetings
• Develop multi-year investor targeting and communication plans
• Record and summarize all investor and analyst contact
• Proactively engage investors and sell-side analysts to articulate the strategy of and status of Focus Universal’s progress
• Work productively and frequently with the Senior Leadership Team to understand the timing and impact of business events
• Develop and manage complex documents such as press releases, earnings releases and Investor Relations corporate presentation materials
• Extend the outreach of Focus Universal through the appropriate use of social media
• Manage corporate communications, investor materials, annual meetings
• Develop materials for Board of Directors meetings.
• Responsible for ensuring that business and MD&A sections of SEC filings are consistent with corporate presentations and other communications.
• Prepare confidential investor reports
• Collect information, compile, proof and distribute.

Skills on Resume: 

• Strategic Planning (Hard Skills)
• Stakeholder Alignment (Soft Skills)
• Executive Preparation (Soft Skills)
• Investor Communication (Hard Skills)
• Investor Engagement (Soft Skills)
• Document Management (Hard Skills)
• Social Media Strategy (Hard Skills)
• SEC Filings (Hard Skills)

Job Summary:

• Manage the preparation and distribution of internal & external financial statements and reports, maintaining the highest quality, reliability and accuracy.
• Provide insights on the drivers of the company's performance to various stakeholders.
• Manage the monthly and quarterly reporting process, including lender compliance reporting.
• Manage the relationships with investors (equity and debt) and rating agencies.
• Prepare presentations to Board of Directors, Lenders and Senior Management Team.
• Identify problem areas in the financial statements and work collaboratively with Finance & Accounting VPs to propose solutions, monitor progress and publish results.
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes.
• Coordinate, develop and update written policies & procedures over the financial reporting process.
• Maintain and strengthen internal controls and process improvement over financial reporting and external communications.
• Ensures reporting deadlines are met and within specified time frames.
• Collaborating with senior-level financial leadership on further building out the company’s IR function
• Creating and executing on both annual and longer-term investor engagement plans
• Cultivating relationships with existing investors while driving strategies to identify and target prospective new investors and sell-side analysts
• Owning the earnings process on a daily basis, including drafting press releases/correspondence, structuring presentations, and coordinating calls
• Organizing conferences and investor meetings in support of IR personnel and goals

Skills on Resume: 

• Financial Reporting (Hard Skills)
• Performance Analysis (Hard Skills)
• Investor Relationship Management (Soft Skills)
• Board Presentations (Hard Skills)
• Problem-Solving (Soft Skills)
• Financial Recommendations (Hard Skills)
• Policy Development (Hard Skills)
• Investor Engagement (Soft Skills)

Job Summary:

• Develop relationships with investors and equity analysts, serving as a key point of contact for the investment community
• Internally, develop & foster relationships across the organization in order to stay abreast of current happenings across the Company
• Provide Management with timely updates and insights on the ‘view from The Street’
• Support the earnings process, including CFO script development, earnings release messaging support, key messages development, media preparations
• Assist in developing the annual IR investor outreach plan (conferences, earnings conference calls, and investor meetings)
• Create presentations, press releases, and other communication materials for earnings releases, industry events, and presentations to analysts and investors
• Develop a strategy on processing information, dissemination, and collaboration with other functions on updates for management
• Evaluate Wall Street consensus modeling and provide insightful updates to management
• Support CCG and legal teams in the development of Proxy Statement and Annual Report
• Analyzing and delivering findings on marketplace developments, competitors, and shareholder concerns
• Working closely with cross-functional teams on the company’s ESG reporting procedures, including gathering relevant data and generating custom communications
• Develop a robust investor relations strategy and framework.
• Manage equity research and investor relationships.
• Create presentations, press releases, and other communication materials for earnings releases, industry events, and presentations to investors, analysts, and brokers.
• Establish and manage the investor relations portion of the Company website.

Skills on Resume: 

• Investor Relationship Management (Soft Skills)
• Cross-Functional Collaboration (Soft Skills)
• Earnings Process Support (Hard Skills)
• Investor Outreach Planning (Hard Skills)
• Communication Material Creation (Hard Skills)
• Information Dissemination (Hard Skills)
• Market Analysis (Hard Skills)
• ESG Reporting (Hard Skills)

Job Summary:

• Provide insights on Nokia’s technologies, competitor’s technologies and market activities and present them to the leadership team
• Develop investor confidence and belief in the company’s vision and strategy for delivering shareholder value together with the IR team
• Create and manage a strong reputation by demonstrating consistent and clear communication between internal and external parties
• Manage external relationships, e.g. equity research and investor
• Analyze and present financial trends, competitor behavior, technologies and anything else that could impact the business
• Track market dynamics, consensus expectations, sentiment, and reactions to Nokia and the sector as they affect the value of the stock.
• Provide financial analysis in support of quarterly earnings releases, prepare quarterly reports, conference call scripts and supporting Q&A.
• Develop investor presentations and/or marketing materials for participation in road shows, conferences and investor meetings
• Monitor Nokia's stock ownership and trading trends, including evaluation of active shareholders and trading volatility.
• Evaluate the investment valuation metrics of Nokia and it's US and International competitors.
• Pursue expansion and deepening of the institutional shareholder base. 
• Forge relationships with key analysts to promote understanding of Nokia and to extend its coverage.

Skills on Resume: 

• Technology Analysis (Hard Skills)
• Investor Confidence Building (Soft Skills)
• Clear Communication (Soft Skills)
• Relationship Management (Soft Skills)
• Financial Analysis (Hard Skills)
• Market Tracking (Hard Skills)
• Presentation Creation (Hard Skills)
• Shareholder Engagement (Soft Skills)

Job Summary:

• Leading the quarterly and annual earnings release process by collaborating with legal, finance, commercial and scientific teams.
• Collecting and discerning key performance data, developing key messages, writing of earnings release and earnings call scripts and presentations, as well as preparation of senior management for investor Q&A.
• Developing an in-depth and comprehensive understanding of the company’s operations, technology, financial performance, and strategies through ongoing interface and fact-finding visits with company executives.
• Establishing and maintaining strong relationships with analysts, investors and prospective investors including 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.
• Developing and maintaining a rolling six-quarter investor relations calendars inclusive of regular earnings calls, investor conferences, scientific conferences, planned investor road shows, etc.
• Monitoring and communicating peer company performance, metrics and messaging.
• Strategically developing our outreach to investors and the banking community
• Preparing key investment messages and communicating financial performance, business conditions, company strategies, developments and growth fundamentals to sell-side analysts and investors.
• Providing leadership with regard to communicating our strategic plan to stakeholders.
• Providing feedback, insight and recommendations to Senior Management regarding the financial community’s perceptions of the company and its actions.
• Monitoring analyst models and street consensus to value/evaluate the company’s performance, and providing advice and counsel with regard to key valuation drivers.
• Developing and maintaining a compelling strategic investor roadmap inclusive of target shareholder analytics and outreach plan, as well as quarterly analysis of shareholder ownership changes, and acknowledging potential risks of activist and short activity within our shareholder base.
• Developing and managing investor outreach and targeting, such as investor road shows and, potentially, company-sponsored investor and analyst days.
• Collaborating with Corporate Communications to provide the background they need to put corporate news into context.

Skills on Resume: 

• Earnings Release Management (Hard Skills)
• Message Development (Hard Skills)
• Company Strategy Understanding (Hard Skills)
• Investor Relationship Building (Soft Skills)
• Calendar Management (Hard Skills)
• Peer Monitoring (Hard Skills)
• Investment Messaging (Hard Skills)
• Outreach Strategy (Hard Skills)

Job Summary:

• Support development and execution of the annual and long-term investor engagement plan, which may include organizing conference participation, road shows, and investor meetings, and creating presentations and other communication materials to support these analyst, investor and other investment ecosystem events
• Monitor, review and analyze general industry performance, sell-side research, and market-related trends and events and provide analyses to senior leadership and Board of Directors
• Partner closely with Lucid stakeholders across the organization to craft accurate, external messaging which amplifies Lucid’s corporate narrative to the investment community
• Respond to investor inquiries and track interactions and ongoing messaging with current and prospective investor base
• Devise and implement processes and systems to enable the effective and efficient operation of the investor relations function
• Work closely with Lucid’s leadership team to foster strong external relationships with investors and the broader investment ecosystem
• Monitor any applicable analyst reports and summarize them for senior management.
• Understand and share views of the investor community to the senior management team in the development of Company strategies.
• Provide insights on market activity and present them to the leadership team
• Analyze and present financial trends, competitor behavior, and shareholder issues that could impact the business or the value of its shares.
• Coordinate the annual strategic planning process and lead the financial modeling aspects of the process.
• Lead the Company-wide annual operating plan/budgeting process.
• Lead the Company-wide periodic financial forecasting process.
• Lead the cash flow forecasting process.

Skills on Resume:  

• Investor Engagement Planning (Hard Skills)
• Market Analysis (Hard Skills)
• External Messaging (Hard Skills)
• Investor Communication (Soft Skills)
• Process Implementation (Hard Skills)
• Relationship Building (Soft Skills)
• Trend Analysis (Hard Skills)
• Financial Forecasting (Hard Skills)

Job Summary:

• Responsibilities include new member sales, investment and sponsorship sales to existing members.
• Work with program teams to acquire and manage all sponsorships and sponsor relationships for all Chamber events and programs
• Developing and maintaining prospect lists
• Schedule appointments for new member sales
• Directing staff and ambassadors to recruit new members
• Managing member input through various resources
• Sales of ad space in Chamber magazine and electronic publications
• Ensuring the continued development and implementation of new member orientation program
• Providing strategy and direction for programs to enhance member experience
• Assisting Marketing and Operations with annual member survey
• Attending required staff meetings
• Attending, assisting and representing the Chamber at networking functions and events
• Prepare Board of Director, Company and Investor presentations.
• Act as the business-wide subject matter expert for the Hyperion budgeting/planning system
• Participate in and coordinate investor relations activities, including presentations to investor groups, conferences, etc. and preparing materials for and actively participating in the quarterly and annual earnings call process.

Skills on Resume: 

• Sales Management (Hard Skills)
• Sponsorship Management (Soft Skills)
• Prospect Development (Hard Skills)
• Member Recruitment (Soft Skills)
• Advertising Sales (Hard Skills)
• Program Development (Soft Skills)
• Investor Relations (Hard Skills)
• Financial System Expertise (Hard Skills)

Job Summary:

• Partner with Marketing to draft earnings press releases and CEO / CFO earnings scripts
• Prepare draft earnings Q&A to prepare management for investor questions
• Develop quarterly financial earnings supplements
• Partner with FP&A and Corporate Reporting in order to develop necessary backup material to explain quarterly and annual financial trends and changes in financial performance
• Quantitative and qualitative disclosure benchmarking against industry peers for disclosure and guidance
• Listen to (or read transcripts to) peer investor calls to track trends in the industry and disclosure
• Manage relationship with investor base – buy side and sell side, existing and new opportunities
• Key point of contact for inbound investor calls and emails
• Ongoing communication with investor and sell-side community to answer questions about company financial performance and strategic direction and vision
• Attend industry investor conferences to deepen investor / sell-side relationships and gain insights from peers
• Member of the company’s public disclosure committee – review public filings and ensure consistent/appropriate messaging in all public filings
• Coordinate with the Treasury team on interface with rating agencies, when appropriate
• Plan periodic investor days as appropriate
• Track investor ownership distribution – identify trends and prioritize management access

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Investor Management (Soft Skills)
• Public Disclosure (Hard Skills)
• Communication (Soft Skills)
• Market Insights (Hard Skills)
• Collaboration (Soft Skills)
• Event Planning (Soft Skills)
• Data Analysis (Hard Skills)

Job Summary:

• Key role in executing the quarterly earnings process, performing analysis on results, supplying to development of key investment messages, and drafting of earnings release, conference call script, and other preparation materials and presentations. 
• Partner with teams across the company to ensure smooth execution
• Plan, prepare for and join executives at conferences, non-deal roadshows, and select industry events. 
• Provides materials and 1:1 preparation on key investor topics
• Help lead and evolve an investor targeting program to support current and find potential new investors. 
• Leverage to inform non-deal roadshows, investor conference participation, and engagement with investors and analysts. 
• Drive the tracking and reporting of these efforts
• Monitor and maintain consensus estimates and manage working model for the company
• Perform valuation analysis on the company stock, peer groups, and the market across several vectors to develop insights on overall and relative performance. 
• Collect investor feedback, review analyst reports, and monitor consensus expectations to report to executives on stock performance and positioning
• Draft and advise on SEC filings and all public disclosures, assuring that we deliver consistent, accurate messaging
• Partner with finance and strategy teams to perform analysis on key business initiatives and emerging trends. 
• Evaluate ways to communicate insights to the investment community
• Provides business, industry, and market insights to key internal stakeholders
• Track key financial and qualitative public disclosures to help in preparation of future materials.
• Corporate and brand communications teams to ensure consistent messaging

Skills on Resume: 

• Earnings Process Execution (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Event Planning (Soft Skills)
• Investor Targeting (Hard Skills)
• Consensus Tracking (Hard Skills)
• Valuation Analysis (Hard Skills)
• Investor Feedback Management (Soft Skills)
• Public Disclosure Drafting (Hard Skills)

Job Summary:

• Work directly with senior leadership to design and implement an IR program that is aligned with the company’s strategy and goals
• Formulate messages to educate buy-side and sell-side audiences on corporate strategy, execution, opportunity set and potential risks
• Collaborate cross-functionally to prepare investor presentations and draft press releases, conference call scripts and Q&A documents
• Manage logistics and materials for conference calls, analyst events, presentations, and roadshows
• Manage public quarterly earnings disclosures and logistics, schedule calls with analysts and top shareholders
• Interact with analysts and portfolio managers in support of senior management
• Monitor and analyze sell-side financial models and valuation frameworks
• Track and provide feedback on changes to the shareholder base, investor sentiment, peer performance and capital markets trends
• Understand innovative and best-in-class IR strategies and tactics through peer and industry benchmarking
• Maintain dynamic archives of key communication materials to support consistency in messaging over time
• Develop lists of target investors
• Manage relationships with third-party IR service providers
• Participate in financial modeling of mergers and acquisitions activities
• Prepare ad hoc financial analyses as directed by the CFO

Skills on Resume: 

• IR Program Design (Hard Skills)
• Strategic Messaging (Soft Skills)
• Presentation Preparation (Hard Skills)
• Event Coordination (Soft Skills)
• Public Disclosures (Hard Skills)
• Analyst Interaction (Soft Skills)
• Financial Modeling (Hard Skills)
• Peer Benchmarking (Hard Skills)

Job Summary:

• Devise the IR strategy, and develop the messaging and materials addressing the investor and analyst community, including press releases, briefings, website content etc
• Work internally to gather the necessary data to develop compelling messaging
• Be the Sapiens expert on all matters related to IR and act as a strategic advisor to senior management
• Manage, expand, and build strong relationships with the investors and the financial community (shareholders, prospective investors, banks, analysts, etc.)
• Monitor, analyze, and present industry and competitive intelligence, as well as financial trends, providing actionable conclusions to senior management
• Lead the quarterly/yearly earnings process, including drafting press releases, Q&A’s, presentations, and overseeing conference calls, compiling reports, etc.
• Organize IR events including conferences, roadshows, shareholders/investors’ meetings, etc.
• Collaborate with legal counsel to ensure compliance with regulatory matters.
• Working with other departments and external vendors to develop and oversee and/or produce all appropriate financial communications, such as webcasts, presentations and other materials for investor conferences, earnings releases, other press releases and the annual report.
• Assisting with the management of external relationships such as the NYSE, designated market makers and stock surveillance firms. 
• Being the primary point of contact for surveillance and producing weekly reports highlighting important shareholder and trading trends.
• Leading content creation for and managing the investor relations portion of the company website in accordance with best practices.
• Assist in the development and implementation of an investor-targeting strategy to build and expand institutional ownership base
• Identify key accounts to target, put together plans to meet current and potential investors, marketing trips with covering analysts, select conferences to present at 

Skills on Resume: 

• Investor Relations Strategy (Hard Skills)
• Messaging Development (Soft Skills)
• Data Analysis (Hard Skills)
• Relationship Management (Soft Skills)
• Competitive Intelligence (Hard Skills)
• Event Organization (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Investor Targeting (Hard Skills)

Job Summary:

• Execution of short and long-term strategies to attract and inform investors and analysts in a manner that communicates the company's strategy, as well as operational and financial performance, while establishing realistic expectations for future performance.
• Advancing and driving company's strategic targeting program to identify, attract and forge strong relationships with current and potential long-term investors who have investment objectives that align with the company's financial characteristics.
• Working with senior and executive management to develop a thorough understanding of the company's strategy, businesses and performance in order to develop clear, concise and compelling communications for the investment community (including road shows, conferences and small group/one-on-one meetings) and to prepare management for all events.
• Overseeing creation of content for quarterly earnings calls, including earnings presentation, prepared remarks, Q&A and other preparatory materials. 
• Work with business units, finance, communications, accounting, legal, etc., to coordinate and execute the issuance of all public materials.
• Developing, executing and maintaining a strategic communication outreach plan to improve ESG communications with the investment community
• Driving the IR team's response to daily inquiries from the investment community, in compliance with company Disclosure policies and applicable SEC rules and regulations. 
• Maintaining an extremely responsive and accurate posture towards all investment community inquiries.
• Staying apprised of market opinions, attitudes as well as reactions to company issues and industry trends. 
• Making recommendations based on observations. 
• Preparing management updates on financial market intelligence and significant issues and trends. 
• Closely monitoring all available information including sell side reporting and sharing that information as appropriate.

Skills on Resume: 

• Investor Relations Strategy Execution (Hard Skills)
• Investor Targeting (Hard Skills)
• Strategic Communication (Soft Skills)
• Content Development (Hard Skills)
• Cross-Functional Coordination (Soft Skills)
• ESG Communication (Hard Skills)
• Market Intelligence (Hard Skills)
• Responsive Stakeholder Engagement (Soft Skills)

Job Summary:

• Act as liaison between the company and the public on financial matters while maintaining and developing a positive public image for the organization. 
• Communicate with the Analyst community, including meetings (agenda, format and dates, and questions that may arise before, during, and after) while adhering to all disclosure regulations. 
• Monitor First Call, Bloomberg, and FactSet for analyst report discrepancies. 
• Work with analysts to correct missing and misinformation. 
• Support development of Investor Relations (IR) strategy to communicate the Company’s operational and financial objectives 
• Convey realistic expectations for the Company’s future performance. 
• Serve as a support to the IR communication function, including vetting phone calls, retail investor inquiries, and scheduling one-on-one meetings and large group presentations. 
• Prioritize requests that should be escalated to Senior Executives. 
• Lead preparation of all IR communications materials including the annual report, proxy process, and slide presentations to the investment community. 
• Drive quarterly earnings process, collecting input from Senior Executives, drafting the press release and scrip
• Preparing Q&A and slide presentations, and overseeing conference call and webcast logistics. 
• Assist in planning major investor events, such as the annual shareholders meeting, Executives’ one-on-one roadshows, and investor days and facility tours. 
• Assist in the development of content, logistics, speakers, and other key factors while adhering to disclosure requirements. 
• Maintain and update IR website | monthly presentation and coordinate content with Senior Executives and marketing team to ensure Reg FD compliance and consistency with the company website. 

Skills on Resume: 

• Public Relations Management (Soft Skills)
• Analyst Communication (Soft Skills)
• Discrepancy Monitoring (Hard Skills)
• Investor Relations Strategy (Hard Skills)
• Communication Material Preparation (Hard Skills)
• Event Planning (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Website Management (Hard Skills)

Job Summary:

• Collaborate closely with senior management to develop and implement an investor relations communications strategy with a focus on educating investors and analysts about the company's business strategy, performance and long-term vision
• Develop and execute an effective investor relations strategy to expand the company's market reach, including increasing visibility and building long-term relationships within the analyst and investor communities
• Develop comprehensive peer analyses, including quarterly benchmarking across financial and other industry performance metrics, and institute a regular framework for reporting related trends and information to management and the board of directors
• Monitor stock activity and market trends, provide analysis on key issues that influence financial positioning within investment and analyst communities
• Work with the senior management team to proactively develop strategies and messaging to communicate corporate responsibility, ESG and similar investor initiatives
• Oversee, manage and track all investor and analyst communications
• Organize investor conferences, roadshows, earnings conference calls and periodic analyst/investor events
• Assist with preparations for the company's annual meeting of stockholders, including responsibility for virtual annual meeting logistics
• Assist with content creation and recording of periodic investor webinars to facilitate education around key business strategies and special topics
• Collaborate closely with senior management and the company's outside public relations firm to handle all aspects of media relations
• Manage and create content for the company's website
• Determine company representative, and prioritize one-on-one meeting requests at conferences. 
• Prepare Board-level quarterly reports on the performance and important developments within the stockholder base. 
• Provide Senior Executives with intelligence on individual funds and analysts, in order to prepare for investor meetings and conferences. 
• Gather data and interpret trends related to the Company’s peer groups, providing actionable conclusions to management on these trends. 
• Provide a daily summary of morning research on the Company and peers.

Skills on Resume: 

• Investor Relations Strategy Development (Hard Skills)
• Relationship Building (Soft Skills)
• Peer Benchmarking Analysis (Hard Skills)
• Market Trends Monitoring (Hard Skills)
• ESG Communication Strategy (Hard Skills)
• Event Organization (Soft Skills)
• Content Creation (Hard Skills)
• Media Relations Management (Soft Skills)