Job Summary: 

• Be the first point of contact for all investors, shareholders and analysts
• Accurately and effectively communicate their strategy and performance to these external stakeholders
• Deliver the preliminary and interim results by working proactively with the business to develop key messaging to create and develop all of the results communications
• Work proactively with Senior Stakeholders, Legal and auditors to ensure a smooth results process, including full comprehension and accuracy of the results
• Liaise with sell-side analysts to ensure they have correctly interpreted the results
• Develop material for external presentations including webcasts, regional telecoms, conferences and ad hoc presentations
• Coordinate well-structured and coherent presentation material that provides clear messages for the audience and is consistent with the key messages that they wish to portray
• Ensure presenters are well briefed on the presentation, audience and likely questions and are well versed in key messages
• Measure the effectiveness of the company's investor relations and communications program through the quality and accuracy of external analyst research and earnings estimates
• Increase analyst coverage, the addition of new institutional owners, and growth in value relative to industry peers and relative to the market in general
• Oversee the training and development of the firm’s fund managers to optimize fundraising and investor relations
• Provide support to the investment team related to meeting preparation and follow-up

Skills on Resume: 

• Investor Communication (Hard Skills)
• Results Delivery (Hard Skills)
• Stakeholder Collaboration (Soft Skills)
• Analyst Liaison (Hard Skills)
• Presentation Development (Hard Skills)
• Executive Briefing (Soft Skills)
• Program Evaluation (Hard Skills)
• Fundraising Support (Soft Skills)

Job Summary: 

• Develop, plan, and execute an outbound sales program
• Create marketing collateral and ad-hoc investor presentations
• Write and distribute quarterly commentary and market updates
• Attend industry conferences and maintain client portals
• Lead potential investors through their due diligence process
• Collaborate with a third-party software provider on enhancing the client subscription and reporting experience
• Address advisor/individual requests/challenges, and manage press and content creation
• Lead fundraising, marketing, and client services for the holistic private investment solution, EPIC, or the Evolution Private Investment Collective
• Acquire and onboard new relationships to reach/exceed EPIC’s fundraising target while curating an exceptional client experience
• Current offerings in this space are not designed for individuals, but rather institutions (pensions, endowments, foundations)
• Recognizing the strategy’s success and the reception from clients, EPIC and IWP have decided to extend the offering to a broader universe of advisors and families
• Compensation will include a competitive salary with significant upside potential (e.g., bonus, equity, carry participation) contingent on performance
• Coordinate the communication between the investment team and clients
• Develop and implement the sales program (including marketing collateral generation)
• Maintain a sales database, manage investor communications, and develop new processes to enhance transparency between the fund and investors

Skills on Resume: 

• Outbound Sales (Hard Skills)
• Marketing Collateral (Hard Skills)
• Investor Communication (Hard Skills)
• Client Onboarding (Soft Skills)
• Fundraising Leadership (Hard Skills)
• Subscription Management (Soft Skills)
• Content Creation (Hard Skills)
• Sales Program (Hard Skills)

Job Summary: 

• Develop, plan and execute an IR strategic plan, in partnership with the Management Team
• Ensures fair valuation of the company, supports the financing strategy and strengthens external stakeholders’ understanding of the company’s story and pipeline by communicating with an appropriate cadence
• Identify key opportunities to refine and augment investor communications and incorporate them into the company’s IR initiatives
• Develop corporate messaging and materials that are used internally and externally
• Lead the company’s efforts to target, build and cultivate relationships with the buy-side and sell-side community
• Ensure that the story is communicated on a continuous and transparent basis that is compliant with corporate policies and securities regulations
• Maintain a pulse on the industry and evolving competitive landscape for Flender to more effectively anticipate investor concerns/questions and develop the company’s positioning and messaging
• Partner closely with Strategy, Finance, Legal and other departments to ensure accurate and appropriate materials for financial reporting, investor roadshows, analyst updates/events, conferences
• Lead the planning and execution of investor and analyst events
• Serve as the company’s liaison to institutional investors and analysts
• Provide timely, accurate and consistent responses to inquiries
• Work closely with an extensive investor network to raise capital 
• Supporting the team in managing the relationships with investors through organising events, scheduling meetings, and ensuring consistent and clear communication
• Supporting the team with various projects related to lead generation, sales pipeline organising, roadshows/investor events
• Track and monitor the investor lifecycle and ensure that all investor queries are addressed promptly
• Work with potential investors through their diligence, subscription and onboarding process

Skills on Resume: 

• IR Strategy (Hard Skills)
• Stakeholder Communication (Soft Skills)
• Corporate Messaging (Hard Skills)
• Investor Targeting (Hard Skills)
• Market Monitoring (Hard Skills)
• Event Planning (Soft Skills)
• Capital Raising (Hard Skills)
• Diligence Support (Soft Skills)

Job Summary: 

• Define, implement, and lead the Investor Relations function
• Ownership of the entire fundraising cycle for future funds 
• Define fundraising strategy, resource assignment, targeting, placement agent management, investor communication optimization and management of investor information needs, due diligence, and visits
• Develop investor confidence and belief in the firm’s vision and strategy for delivering investor value
• Develop a robust investor relations strategy and framework
• Create presentations for current and prospective investors
• Lead on presentation design and content curation
• Create and manage a strong reputation by demonstrating consistent and clear communication between internal and external parties
• Manage investor relationships, ensuring that all client needs are consistently met and strive to exceed investors’ expectations
• Provide insights on market activity and present them to the leadership team
• Draft, populate and review due diligence questionnaires (DDQs)
• Coordinate all marketing materials and tasks with the firm’s GC and CCO
• Build a knowledge database/information system of all current and prospective investor contacts and communications
• Contribute to writing periodic commentary for investor materials
• Respond to ad-hoc requests for information and investment analyses

Skills on Resume: 

• IR Leadership (Hard Skills)
• Fundraising Strategy (Hard Skills)
• Investor Confidence (Soft Skills)
• Presentation Design (Hard Skills)
• Reputation Management (Soft Skills)
• Market Insight (Hard Skills)
• Relationship Management (Soft Skills)
• Data Organization (Hard Skills)

Job Summary: 

• Oversee the quarterly earnings process
• Prepare conference call materials (i.e., slides and script of remarks) and press release
• Potential analyst Q&A, setting dates/times, conference call administration and follow-up calls/meetings
• Work in conjunction with Finance, Legal, Communications and various outside parties, and providing input for regulatory filings
• Develop the overall investor outreach strategy including conference participation and non-deal roadshows, focused particularly on direct engagement with target institutional investors
• Educate investors about Overstock's strategy and financial model and responding to investor inquiries in person and over the phone, 1:1 and in group settings
• Synthesize investor feedback, sentiment, and questions for the benefit of the company's senior executives, Board of Directors, and Public Relations teams, and helping to frame potential responses and/or disclosures
• Manage Overstock's investor relations webpage and preparing relevant presentations and publications
• Track shareholder ownership trends, investor regulatory filings, and managing stock surveillance
• Maintain awareness and expertise regarding peer company and sector developments, including coverage of comparable company analysis, benchmarking, competitive analysis, and peer-company earnings reviews
• Partner on any special projects, including capital market activities, corporate development, and various other corporate events
• Develop an appropriately prioritized sell-side engagement strategy
• Lead preparation for non-deal roadshows and investor events, including preparation of calendars, materials, and senior executive readiness
• Follow applicable legal policies and regulatory requirements

Skills on Resume: 

• Earnings Oversight (Hard Skills)
• Call Preparation (Hard Skills)
• Regulatory Coordination (Hard Skills)
• Outreach Strategy (Hard Skills)
• Investor Education (Soft Skills)
• Sentiment Analysis (Hard Skills)
• Shareholder Tracking (Hard Skills)
• Peer Benchmarking (Hard Skills)

Job Summary: 

• Develop comprehensive knowledge of the SQZ science, pipeline, financials, competitors and financial markets to assist in effectively representing SQZ to the investment community
• Develop appropriate strategies for analyst and investor discussions in preparation for and in reaction to milestones, events and financing activities
• Ensure the management team is appropriately prepared to communicate key IR messages associated with medical conferences, data publications and other events of interest to the investment community
• Partner with senior leadership and work cross-functionally to create and maintain IR slide decks
• Associated Q&A and other investor-facing communications to support investor meetings and conferences, medical meetings, analyst days, earnings and other ad hoc events 
• Keep abreast of industry trends and competitive landscape to continually refine messaging and market positioning based on company performance, market perception, expectations, peer performance and relative valuation
• Create and manage a targeting strategy for prospective investors
• Establish and nurture close relationships with key investors and analysts
• Help drive an active IR calendar including the planning and execution of investor conferences, non-deal roadshows and other investor events
• Perform ad hoc financial and competitive analysis to gain a better understanding of key metrics and drivers for the company and how these compare to sell-side and buy-side perceptions
• Monitor and highlight relevant analyst reports and distribute them internally 
• Collaborate with the SQZ Communications team and external vendors to manage and maximize the potential of the IR website
• Work in close partnership with the internal legal team to review IR-related external communications and related SEC filings
• Serve as the primary point of contact for corporate access teams to plan logistics for investor events

Skills on Resume: 

• IR Strategy (Hard Skills)
• Message Development (Hard Skills)
• Executive Preparation (Soft Skills)
• Slide Creation (Hard Skills)
• Market Monitoring (Hard Skills)
• Investor Targeting (Hard Skills)
• Event Coordination (Soft Skills)
• Competitive Analysis (Hard Skills)

Job Summary: 

• Create a strategic plan for the investor relations function at a newly public company
• Work closely with Finance, Product, Marketing and Legal teams to build an understanding of the company’s financials, product roadmap and strategy and assist in the development of a communication strategy and materials
• Lead the earnings preparation process and preparation of supporting materials, including key messaging of financial results, progress toward strategic goals and applicable forward guidance
• Interact with the Leadership team to prepare them for quarterly earnings reports and accompany them to investor meetings at conferences and roadshows
• Lead ongoing communication the company’s financial results, strategy, growth opportunities and business initiatives to current and potential shareholders and sell-side analysts
• Manage and maintain the company’s IR website and IR contact database
• Manage logistics and materials for participation in investor conferences and roadshows
• Communication with organizers, coordination of schedules and creation of presentation materials
• Leading the development of materials for presentations to the management and the board of directors
• Lead planning, messaging and logistics for all company-hosted IR events including office visits and analyst days
• Maintaining accurate data of analysts’ financial estimates, projections and consensus averages
• Benchmarking and analyzing financial and other relevant data points for the Company and its peers
• Providing feedback for the continuous improvement of the IR program
• Liaise with the investment team to ensure investment reporting and communication are being relayed effectively
• Oversee a team of 5+ individuals who are responsible for RFP’s, DDQs, PPMs etc
• Oversee the management and organisation of investor roadshows
• Work closely with the fundraising team to answer any investor queries

Skills on Resume: 

• IR Planning (Hard Skills)
• Cross-Functional Alignment (Soft Skills)
• Earnings Preparation (Hard Skills)
• Leadership Support (Soft Skills)
• Shareholder Communication (Hard Skills)
• Event Logistics (Soft Skills)
• Peer Benchmarking (Hard Skills)
• Team Oversight (Soft Skills)

Job Summary: 

• Build and maintain an overall investor relations strategy that prioritizes clear and effective communications with institutional investors and sell-side analysts
• Serve as the primary contact for the investment community
• Communicating business strategy, product roadmap, financial mission, results and outlook to analysts, investors, financial reporting services (e.g., Factset and Bloomberg) and financial media
• Build and maintain strong relationships with existing investors and analysts and implement a proactive strategy to identify and market to prospective investors and analysts
• Develop and recommend investor relations communications strategies
• Studying sell-side analyst reports and consensus information, feedback from buy-side investors, company financial and operational information, information from peer company earnings press releases, filings, and analyses and other information sources
• Collaborates with Finance, Communication and Legal teams in helping to craft the company’s messaging for the financial community including earnings calls, investor presentations at conferences, non-deal roadshows, Q&A prep, etc.
• Lead ongoing investor and analyst activities, including earnings announcements, investor and industry conferences, analyst days, investor bus tours, non-deal roadshows and other events
• Supervise, evaluate and handle investor perception
• Provide feedback, counsel and perspective to internal partners regarding strategic and tactical financial communications and disclosures as well as competitive intelligence/insights
• Use an investor CRM tool to maintain and supervise all investor communications and target prospective investors
• Develop and maintain a useful, accurate and timely investor relations website content
• Helps to manage the marketing calendar and act as a spokesperson for the company at investor and industry conferences, requiring occasional travel
• Provide regular updates to the board of directors and executive team on investor activity, stock performance and trading patterns, and peer company performance
• Track and analyze sell-side analyst models and consensus estimates

Skills on Resume: 

• IR Strategy (Hard Skills)
• Stakeholder Communication (Soft Skills)
• Analyst Relations (Hard Skills)
• Investor Targeting (Hard Skills)
• Message Crafting (Hard Skills)
• Perception Management (Soft Skills)
• CRM Management (Hard Skills)
• Board Reporting (Hard Skills)

Job Summary: 

• Develop and implement a comprehensive investor relations strategy and secure buy-in across Freeline
• Plan and execute a targeted approach to Buy-Side and Sell-Side meetings to deliver against the company’s corporate and departmental goals for IR
• Make recommendations for, and oversee planning of, healthcare conference attendance, participation on panels, meetings with investors and other venues to engage new and existing investors
• Build and leverage strong investor relationships to foster investor confidence and belief in the company’s vision and strategy for delivering shareholder value via one-to-one interactions
• Manage equity research and investor relationships
• Work closely with the finance function on financial modeling and research model creation
• Provide insights on market activity and present them to the executive leadership team members
• Analyze and present financial trends, competitor behavior, shareholder issues and other factors that could impact the business
• Responsible for overseeing and managing quarterly earnings (including materials), 
• Preparation for Board of Directors meetings, partnering internally on partnering on the Annual General meeting and other IR meetings such as ad hoc conference calls or R&D Day execution
• Take a lead role on press releases and related materials for Earnings and/or other IR events
• Partner with Corporate Communications on maintaining the Q&A repository and provide input into the overall communications strategy for Freeline
• Work with Legal Counsel to ensure compliance with regulatory matters and to help prepare the company’s regulatory filings
• Work with Corporate Communications on drafting and review of press releases, as well as preparation of slides for external meetings, R&D days, medical conferences, investor conferences and related activities
• Manage external IR agency and vendor relationships and ensure smooth operation of the IR function

Skills on Resume: 

• IR Strategy (Hard Skills)
• Investor Engagement (Soft Skills)
• Conference Planning (Hard Skills)
• Equity Research (Hard Skills)
• Market Insight (Hard Skills)
• Earnings Management (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Vendor Coordination (Soft Skills)

Job Summary: 

• Develop investors’ confidence and belief in the company’s vision and strategy for delivering shareholder value
• Create and manage a strong reputation by demonstrating consistent and clear communication between internal and external parties
• Partner with cross-functional teams to synthesize business intelligence, including real-time insights and analysis of analyst research, investor sentiment and competitor activity
• Effectively prepare executive leadership and other internal stakeholders for investor interactions
• Serve as the key point of contact for the investment community
• Create presentations, press releases, and other communication materials for earnings releases, industry events, and presentations to analysts, brokers, and investors
• Establish the optimum type and mix of shareholders, and create that mix through a variety of targeting initiatives
• Oversee the production of annual reports, ESG reports, SEC filings, and proxy statements
• Assist with developing a coherent and compelling investment proposition for BHP as part of building a broad and stable shareholder base in the region
• Develop and execute a comprehensive engagement plan for key institutional shareholders (including Investor Roadshows), sell-side analysts, broking companies and research organisations in the region
• Assist with the development of investor communications materials including financial results and business briefings, site visits and investor conferences
• In partnership with the Vice President, Investor Relations EMEA and Americas, provide support to senior management and provide ongoing feedback regarding investor perceptions in the Americas market
• Be primarily responsible for engagement with Group Exploration and Business Development in regards to Investor Relations materials (including members of their senior leadership)
• Coordinate and prepare the regional input to the GIR Appraisal and Three-Year Plan documents

Skills on Resume: 

• Shareholder Confidence (Soft Skills)
• Reputation Building (Soft Skills)
• Business Intelligence (Hard Skills)
• Executive Preparation (Soft Skills)
• Investor Relations (Hard Skills)
• Material Creation (Hard Skills)
• Targeting Strategy (Hard Skills)
• Regional Engagement (Soft Skills)

Job Summary: 

• Develop, implement and manage a comprehensive, proactive, strategic investor relations program that communicates the company's value proposition to its constituents, including analysts, shareholders and bondholders
• 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 and investors
• Serve as “gatekeeper” to CEO and CFO to maximize their effectiveness with current investors and qualified prospective investors
• Devise and implement a targeting program that will broaden shareholder ownership
• Consistently monitor share price, volume, short positions, shareholder profile changes and other trading dynamics
• Understand and communicate valuation drivers for the company and peers
• Active engagement with investors and potential investors to answer questions and proactively provide information necessary for their analysis
• Understand, monitor and analyze financial models used by analysts to value the company
• Serve as an advisor and strategic resource to the CFO, CEO and other senior leaders on issues involving the public distribution of financial, strategic and other material disclosures
• Partner with Legal to ensure compliance with Regulation FD and other relevant regulations
• Manage quarterly earnings conference calls
• Create and manage key messages, scripting and talking points for senior management, prepare comprehensive Q&A, and follow up with the investment community
• Manage ongoing investor calendar for conferences, individual meetings, roadshow activity including timing, messaging, attendees and speakers
• Actively manage investor meeting lists at conferences and NDRs through proactive engagement with sell-side corporate access teams and sell-side analysts
• Participate in capital market fundraising activities

Skills on Resume: 

• IR Program (Hard Skills)
• Investor Relations (Soft Skills)
• Targeting Strategy (Hard Skills)
• Market Monitoring (Hard Skills)
• Valuation Insight (Hard Skills)
• Earnings Management (Hard Skills)
• Disclosure Advisory (Soft Skills)
• Fundraising Support (Hard Skills)