Manager, Investor Relations Job Description
Manager, investor relations
provides research and analysis of the capital markets, economic outlook, and company peers as well as advising on company ownership and marketing targets.
Manager, Investor Relations Duties & Responsibilities
To write an effective manager, investor relations job description, begin by listing detailed duties, responsibilities and expectations. We have included manager, investor relations job description templates that you can modify and use.
Sample responsibilities for this position include:
Adhere to established sales targets and metrics
Manage the Alternatives Investor Relations team, covering over 250 private equity, real estate and hedge funds totaling over $60BN in AUM
Develop strong relationships with Marketing and front office client team leads
Fielding fund related inquiries from a variety of AIG and front office teams
Coordinating fund events (road shows, client investment calls)
Reviewing and approving all written Alternatives client communications
Preparing and/or distributing fund related performance reports, corporate actions, offering document supplements and addendums, and
Responding to investor data requests and drafting/assembling ad hoc content for investors
Creating innovative and insightful presentation content for current and prospective investors
Providing key metrics to senior AIG management
Manager, Investor Relations Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Manager, Investor Relations
List any licenses or certifications required by the position: CFA, MBA, CPA, CA, IRC
Education for Manager, Investor Relations
Typically a job would require a certain level of education.
Employers hiring for the manager, investor relations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, MBA, Business, Economics, Education, Business/Administration, Management, Communications, Science
Skills for Manager, Investor Relations
Desired skills for manager, investor relations include:
Microsoft Office
Bloomberg
Capital markets
Word
Analytical skills to create financial models and evaluate sell-side models
Bonds
Company and familiarity with the competitive and economic dynamics of the businesses
Corporate finance
Equities
Equity markets
Desired experience for manager, investor relations includes:
Assume day-to-day coverage for a limited number of funds on the platform
Managing a team of Investor Services representatives that include coordinating the overall work plan and managing and monitoring work in progress
The Investor Relations Manager will be responsible in building and maintaining client relationships and act as their primary Investor Relations client relationship manager and an escalation point for their interaction with the team
Fully implement the Group's policies, procedures and best-practice guidelines
Represent the team at management meetings and assist with agenda preparation and minute taking
Chair bi-weekly team meetings to relay operational updates and discuss initiatives
Manager, Investor Relations Examples
1
Manager, Investor Relations Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of manager, investor relations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, investor relations
- Monitor and track market activity, industry and market trends, andprovide analyses and insight
- Review competitor and analyst research for internal distribution
- Review and provide executive summaries on peer company’s communicationsand releases
- Research and maintain a working knowledge base of investor relationsissues, including regulatory, disclosure, proxy and corporate governance, andshareholder-related concerns
- Actively manage special projects
- Develop and manage a shareholder intelligence database
- Monitor and track market activity, industry and market trends
- Provide analyses and insight
- Perform analysis for shareholder targeting and tracking of institutional holders
- Assist in the development of key messages and corporate positioning
Qualifications for manager, investor relations
- Bachelor’s Degree in Finance and at least 5 years of experience ininvestor relations or finance
- Basic financial and investment analysis skills, including anunderstanding of the financial modeling techniques used by analysts to projecta company’s operating and financial performance and resulting valuation
- Experience developing and effectively communicating complex financialresults and strategy messages
- Providing information that is accurate, targeted and timely to external stakeholders
- Quarterly portfolio reports, annual meeting deliverables, individual investor requests
- Manage the Investor Relations website
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Manager, Investor Relations Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of manager, investor relations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for manager, investor relations
- Assist the team on any ad hoc sales support tasks
- Direct line management and supervision of small team
- Develop marketing communications in support of the overall MSG business, its various business lines and provide strategic support for various product marketing efforts
- Develop and execute a content strategy in close collaboration with colleagues around the world
- Identify and promote thematic research pillars in conjunction with Heads of Research and Sales
- Work with MSG Management Committee to identify and implement brand-building activities, initiatives and platforms
- Identify new marketing and communication solutions in line with business objectives
- Evaluate, measure and report effectiveness of marketing activities
- Work closely with existing external creative agency partners
- Support brand management, including providing interpretation and guidance on corporate brand standards
Qualifications for manager, investor relations
- Experience in an asset management firm in a similar role, or wider investment management experience
- Experience managing or mentoring junior team members
- Must have relevant Investor
- MBA preferred, CFA would be a benefit
- Technology industry and/or entrepreneurial experience a plus
- Work with internal and external partners to execute marketing and communications programs and tactics including advertising, sales collateral, web, e-marketing, Partners may include internal and external design resources, copywriters, agencies, legal and compliance, corporate marketing
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Manager, Investor Relations Job Description
Job Description Example
Our company is looking to fill the role of manager, investor relations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, investor relations
- Monitor industry best practice
- Assist in responding to inquiries from institutional and retail investors sell-side analysts
- Plan and manage investor events such as non-deal roadshows, investor conferences, investor days
- Monitor, distill and report on analyst research, banking and retail news changes in equity ownership, block trading and short interest
- Manage projects that originate in the executive office or that align closely with the President, including project onboarding, management, and transition to other departments or organizations when appropriate
- Assist in the development of presentations for the investment community, for various internal constituents (CEO Executive Staff, Board of Directors, Employee Annual Meeting)
- Prepare/draft/produce external and internal announcements as assigned, including press releases, responsive statements, Ensure distribution through appropriate channels to intended audiences
- Gather/analyze/maintain data pertinent to the company, its industry, competitors and peers
- Monitor sell-side analyst research reports on the company, its competitors, and customers
- Undertake scheduling and preparation for investor meetings, investor conference presentations, quarterly investor earnings calls and webcasts, annual investor day and non-deal road shows
Qualifications for manager, investor relations
- Ability to think strategically and operate within a growing team with a "roll up your sleeves" attitude to the required work
- Experience in managing resources and vendors to deliver on assignments
- Ability to independently develop new and innovative approaches
- Managing and tracking communications with existing and prospective investors, maintaining and updating of CRM
- 1+ year of previous Investor Relations experience
- BA/BS degree in communications, finance, journalism or related field
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Manager, Investor Relations Job Description
Job Description Example
Our growing company is hiring for a manager, investor relations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, investor relations
- Propose resolutions to complex/ambiguous problems and work to find ways to align the activity globally in more efficient and effective ways with a goal of continual process improvement
- Develop effective corporate messages
- Manage the quarterly earnings process
- Working with analytical team(s), translate global strategy into strategic proactive outreach plans for each investor segment for fulfilment through various modes
- In conjunction with Senior Portfolio Managers, report results to LAMs/AMs/Sector teams by producing, maintaining and communicating dashboards to help monitor progress and recommend/enable tactical shifts
- Review, create and produce partner statements
- Together with the VP, Investor Relations, act as the primary daily liaison for the significant number of financial analysts following the Company, answering their requests for information and input into their valuation models
- Gather sell side analyst consensus and comment on relevant market developments to the VP, Investor Relations
- Together with the VP, Investor Relations, interact with Investors of the Company, over the phone and in person on road shows and at conferences
- Together with the VP, Investor Relations, conceptualise and implement a strategy to position the Company appropriately with all financial stakeholders
Qualifications for manager, investor relations
- Ability to work between 3pm and 11pm
- Bachelor's degree in Business, Finance, or similar fields
- Highly numerate with sophisticated financial analysis skill set, investment banking, top tier accountancy
- Experience working in similar role within private equity or alternative investment sectors
- More than five years of experience in investor relations, finance, marketing, planning and development, or corporate communication positions for a public company or a consulting agency
- Individual must be a proactive, self-starter, who is able to work independently in a fast-paced environment
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Manager, Investor Relations Job Description
Job Description Example
Our company is looking to fill the role of manager, investor relations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for manager, investor relations
- Responsible for shareholder monitoring and reporting, reporting to senior management on company and competitor analyst reports and results
- Support the development of press releases, presentations, infographics and other investor communications
- Assist in the development of a monthly and quarterly stock activity report
- Oversee management of IR website, working with Corporate Communications to ensure it is current and accurate
- Manage and coordinating effectively with external vendors
- Manage Treasury Senior Analyst in daily global cash management (entry and approval of domestic and international wire payments)
- Debt
- Undertake market intelligence effort with respect to stock transactions and work with senior stakeholders to formulate the action plans
- Establish the type and mix of shareholders and create the mix through a variety of targeting initiatives
- Support development of all IR materials including results announcements, press releases, annual report
Qualifications for manager, investor relations
- Knowledge of life science tools healthcare markets is a plus
- Proficiency in MS Excel, ability to compile and synthesize large amounts of data
- Strong financial and investment analysis skills, including thorough understanding of financial modeling, communication and presentation skills, including writing and editing
- Leads creation and distribution of the annual report and annual shareholders meeting
- Demonstrated leadership in creating and executing effective investor relations strategies
- A minimum of 5-7 years of relevant experience working with or within the financial community