Investor Relations Concierge

Description

Job Summary:

The Investor Relations Concierge is responsible for ensuring the company is appropriately and strategically positioned with analysts, investors, and all stakeholders.

Primary Duties and Responsibilities:

The duties listed below are some of the duties that may be assigned and may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties.

• Assists Executive Management in preparing Private Placement Memorandum, exhibits and subscription documents.
• Assists Executive Management with day-to-day needs during capital raise including scheduling and coordinating meetings, meeting locations, catering, travel, etc.
• Maintains spreadsheet with investment commitments; sends frequent updates to deal team.
• Works with Marketing Director to maintain and update shareholder pitch deck.
• Sends materials (e.g., investor pitch deck, online investment pitch video, subscription documents, etc.) to potential shareholders in advance of meetings and follow-up materials.
• Assists committed shareholders in completing and submitting subscription documents.
• Maintains shareholder list; responds to valid shareholder list requests from interested parties (e.g., regulators, FOIA requests, etc.)
• Owns the relationship with our equity management software system (Carta).
• Primary contact for shareholder questions that come into the investor relations mailbox.
• Works with Chief Accounting Officer on monthly employee stock vestings.
• Updates share price on applicable websites as needed.
• Assists with third-party transaction platform (BancList) relationship.
• Coordinates and documents all secondary share transfer transactions via BancList or direct transactions.
• Develops formal shareholder onboarding program to include investment confirmation, Carta registration, investor welcome kit, Concierge Banker assignments, new accounts for shareholders, etc.
• Leads shareholder loan and deposit account transition process in coordination with assigned Concierge Banker.
• Assists Marketing Director with shareholder communication pieces and distribution of investor communications.
• Assists Marketing Director with media requests related to capital raise activities and preparation of relevant company-issued press releases.
• Develops and maintains Investor Relations section of Encore Bank website.
• Assists General Counsel in preparing annual meeting notice and proxy materials.
• Organizes and coordinates annual shareholder meeting.

Type and Scope of Supervisory Responsibilities: 

• This position has no supervisory responsibility

Qualifications

Skills and Qualifications: 

• Bachelor’s degree (preferably in Business or Communications)
• At least 3 years previous experience as an Executive Assistant, Office Manager, Client Relations, and 2 yeast experience with Investor Relations or Stock Administration.
• Excellent interpersonal skills including oral and written communications.
• Proficient in use of Microsoft Office suite of tools.
• Must be self-directed and capable of working with little supervision, having the demeanor and ability to safeguard highly confidential information
• Excellent verbal and written communication skills
• Experience in Microsoft Office
• Strong Integrity and Accountability
• Ability to handle pressure
• Ability to Organize and Prioritize in an environment that requires multi-tasking
• Strong understanding of SEC laws and securities disclosure requirements, as well as filing requirements
• Deep knowledge and understanding of the capital markets, as well as a thorough understanding of key metrics for companies in the industry
• Intimately familiar with financial modeling techniques and valuation methods used by analysts and investors
• A strong understanding of macroeconomics, capital markets trends, competitor activities, industry dynamics, and customer trends
• A professional who is also entrepreneurial, and has a client-minded focus

Education Required for this Job: 

• A Bachelor’s degree in business, finance, or accounting
• An MBA or FMVA certification is preferred

Attendance Requirements:

• Daily attendance is required during normal business working hours
• In-person and/or hybrid attendance occasionally required for company, client and/or team meetings

Position Type/Expected Hours of Work:

• This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.

Travel:

• Travel is primarily local during the business day, although some out of area and overnight travel may be expected

Physical Abilities Required for this Job:

The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.

• While performing the duties of this job this individual is frequently required to stand, walk, sit, talk, hear, use their hands and fingers (manual dexterity), use a telephone, and occasionally lift and /or move up to twenty-five pounds.

• Specific vision abilities required by this position include, close vision, and the ability to adjust focus.

Mental Abilities Required for this Job:

• The ability to solve problems, make decisions, supervise others, interpret data, organize information, written and oral communication and read/write.

NOTE: This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

Encore Bank is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.