Senior Associate or VP, Investor Relations

A well-established investment management firm is seeking a Sr. Associate / VP of Investor Relations. The position offers strong exposure to senior leadership and is a great opportunity for candidates from Investment Banking or Equity Research backgrounds looking to move into an Investor Relations role.

Responsibilities

• Develop clear, engaging materials regarding firms business position and strategy, as well as the financial and operating performance for existing and prospective shareholder base
• Participate in the preparation of quarterly earnings materials and public filings, including:
• Develop and help to execute the investor communications strategy, including:
• Advance firms investment narrative and disclosures by developing a deep understanding of Company’s GAAP and non-GAAP financials, benchmarking performance and disclosures against those of industry peers, and identify opportunities to enhance clarity in investor communications
• Analyze investor targets to identify new or existing shareholders with additional buying potential
• Participate on client conferences and prepare materials for other marketing engagements
• Participate in calls with sell-side analysts as well as existing and prospective shareholders
• Monitor shareholder activity and trading trends
• Monitor industry news and peer benchmarking, including:
• Track and summarize peer results and analyst research reports
• Track public company trading comparables and prepare peer stock price performance charts

Qualifications:

• Bachelor’s degree required; MBA, other Masters, or CFA a plus
• 5 years total professional experience, including:
• 2 years in Investor Relations, Investment Banking, Corporate Development, Equity Research or management consulting
• VERY high Preference for financial services exposure
• Experience within alternatives (private market and/or hedge funds) a strong plus industry
• Demonstrated interest and knowledge of capital markets and asset management industry
• Proficiency in Microsoft Office Suite, including strong Excel skills for financial analysis and modeling, and the ability to create clear, compelling presentations in PowerPoint
• Experience with Bloomberg, Nasdaq IR Insight, Ipreo, FactSet, and/or AlphaSense
  

Qualifications

• Strong analytical and problem-solving skills, with exceptional attention to detail
• Highly motivated individual; able to work in a fast-paced environment both independently as well as within a team environment
• Proactive team player with strong work ethic, collaborative attitude, and professional demeanor
• Strong written, oral communication, and interpersonal skills
• Ability to exercise discretion and maintain confidentiality
  
  

Salary is $125K-175K Base high en bonus

If interested, please reach out to jsmith@kbwfinancial.com

KBW789