Investor Relations Marketing Associate

Three Part Advisors, LLC – Investor Relations Marketing Associate

Three Part Advisors is expanding its team and has an excellent career opportunity for an investor relations (IR) professional. This position offers the opportunity to develop an IR career and significantly expand your network of investor relationships at a rapidly growing, highly entrepreneurial and ethical firm with a great culture that cares for and develops its people. Candidate will manage IR services for multiple of the firm’s investor relations clients, including executing targeted investor outreach programs for the firm’s publicly traded clients, account administration, and more. In the process, candidate will be able to showcase potential to expand role and responsibilities. Candidate will gain a big-picture understanding of our clients, their markets and investors; and interact directly with C-suite executives, boards of directors, high profile investors and other industry leading professionals. At a time when the value of traditional sell side research firms is decreasing, candidate will learn a new capital markets business model with investor relations programs that focus on relationship building and with goals and priorities directly aligned with public company clients.

Please email your resume to hforbes@threepa.com

Required Skills & Experience

To be a good fit for this opportunity candidate will have:

·       Bachelor's degree in Business, Finance, or related field

·       3-4 years experience in investor relations, marketing small cap companies to investors

·       Working knowledge of investment markets

·       High level communication skills with ability to interact with senior executives and investment managers/analysts

·       Experience organizing and coordinating high level meetings

·       Familiarity with customer relationship management (CRM) applications

·       Solid computer skills, including MS Office

·       A strong sense of ethics and discretion, and a clean background

Just as important as experience and skills will be the following characteristics and competencies:

·       A strong entrepreneurial spirit and a goal orientation

·       An outgoing personality and the ability to establish and maintain relationships

·       A team player approach

·       Robust attention to detail

·       Excellent verbal and written communication skills

·       The ability to multitask and manage multiple activities and priorities

·       The ability to take responsibility and ownership of tasks

·       The ability to think outside the box

Candidate also will need to be willing and able to travel, although in the first year travel will likely be no more than five times and generally for no more than 2-3 days at a time. Candidate may travel to assist with firm’s IDEAS Investor Conferences, or for other reasons such as accompanying client management on a non-deal road show. In the future, depending on how the role evolves, travel may increase.

Role - At Three Part Advisors we take a unique approach to IR that is based on building relationships with clients and investors, matching clients the right investors - investors that will support the client in achieving its strategic goals. We also develop an investment thesis and communication plan to educate investors by providing the insights that hit investors' hot buttons. It is also equally important to communicate what potential risks clients face and how management plans on addressing those risks. In addition, we provide ongoing counsel to guide clients though the IR ups and downs that public companies deal with. Here's where you will fit in . . .

You will manage IR services for multiple accounts, spending most of your time in Investor Relations marketing activities. Your activities will include:

·       Coordinating "non-deal road shows," or meetings between our clients (typically the CEO/CFO) and potential investors. This will include:

·       Qualifying potential investors as necessary

·       Outreach to investors in order to generate new interest in client company stocks and maintaining existing relationships

·       Scheduling meetings and setting up itineraries for clients as they visit different areas

·       Coordinating related travel for Three Part Advisors participants with our travel agency

·       Following up with potential investors to gain insight as to why they did or did not invest with the client

·       Setting up conference calls, such as quarterly earnings calls

·       Managing contact lists

·       Maintaining data points and other relevant information in the firm’s CRM

·       Reviewing and updating PowerPoint presentations and other IR messaging, including press releases, fact sheets, websites, etc. for the firm’s clients as needed

·       Strategic planning and counsel related to IR programs for the firm’s clients

·       Meeting with clients on occasion

·       Tracking and reporting on all client activity using established systems and processes

Three Part Advisors, LLC is a leading full-service, strategic investor relations advisory firm. Through measurable and proactive investor relations programs, the firm helps its clients develop an effective strategy to communicate their investment thesis to Wall Street, which ultimately brings new investors into the stock and lowers our clients’ cost of capital. Three Part Advisors' also produces three independent IDEAS investor conferences annually in Boston, Chicago and Dallas, which provide a forum for publicly traded companies to engage with large groups of prospective investors. Unbiased by investment banking fees and / or trading commissions, the firm's efforts have a proven track record built solely on the premise of engaging companies with strong investment merits and proven fundamentals and helping them communicate their stories to Wall Street in a more effective manner.

Why Three Part?

Expanding opportunities -- unlike most IR firms, at Three Part Advisors your career outlook will not be limited. We expect that it will take you some time to master our business model, and during that time you will focus on the activities described under the Role section. However, once you have proven yourself, and depending on your aptitude and performance, you may expand your role to include bringing in new business and earning substantial incremental income.

Professional development -- our goal is to bring on board a professional who has the bandwidth to grow beyond this role; for example, over time you may become more involved in developing messaging for marketing pieces. In addition to exceptional networking opportunities, this position offers exposure to diverse companies and industries. Our clients include global and domestic leaders in such areas as basic materials, consumer goods & services, energy, healthcare, industrials, technology and more.

Emerging IR model -- our approach to IR is unique in several ways. First, we don't just describe our client's companies in communications with investors and analysts; instead, we speak investors' language, presenting a compelling story that motivates both the buy side and sell side to act. In addition, our core asset is our reputation as idea generators, and investors trust us. Our independent institutional investor conferences -- IDEAS Investor Conferences -- are unique and well attended by several hundred investors at each event.

Work with industry experts -- because we are a small company, you will interact with and learn from our Principals, who have extensive industry experience in investor relations, capital markets, equity research and analysis, market valuation, executive guidance and more.

Great environment -- Three Part Advisors is an excellent "lab" for expanding your horizons in the IR world. The pace is fast and dynamic, and you'll find a strong results orientation, but we also enjoy our work. We'll welcome your good ideas, and we also offer a degree of flexibility, as long as you are achieving your goals.

Keys to Success: We are looking for someone with ambition and a drive to excel. At the same time, you also will need the professional maturity to understand that growth takes time. Pivotal to your success in this role will be your ability to establish relationships with clients, investors, analysts and others, and you'll need a very personable approach to your interactions.