Director, Investor Relations Resume Samples

4.6 (105 votes) for Director, Investor Relations Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the director, investor relations job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Resume Builder
CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Create a Resume in Minutes
SB
S Bogisich
Shawn
Bogisich
4261 Hoeger Course
Phoenix
AZ
+1 (555) 188 5372
4261 Hoeger Course
Phoenix
AZ
Phone
p +1 (555) 188 5372
Experience Experience
Houston, TX
Director Investor Relations
Houston, TX
Kreiger LLC
Houston, TX
Director Investor Relations
  • Manages the Company’s relationships with institutional investors and sell-side analysts by providing clear, accurate and confident communications
  • Manage relationship with stock surveillance firm and prepare/proofread/edit weekly and monthly shareholder report from firm before distribution to management
  • Provide feedback insight to senior management on investor sentiment
  • Develop plans to ensure Citizens is well positioned to meet expectations
  • Manage investor relations portion of the corporate web site
  • Deep knowledge of capital markets and financial performance metrics
  • Serve as main conduit for communication of analyst and investor concerns to management
Houston, TX
Director, Investor Relations
Houston, TX
Lueilwitz-Hudson
Houston, TX
Director, Investor Relations
  • Driving a shareholder value culture with NIKE, bringing external perspective to our teams
  • Managing external vendor relationships
  • Providing an external perspective on RBC and industry trends
  • Partnering with our legal team on all aspects of shareholder services
  • Contributing to key aspects of large-scale investor days
  • Contributing to the development and execution of the investor outreach program
  • Supporting investor road shows and small group meetings
present
New York, NY
Associate Director, Investor Relations
New York, NY
Nikolaus-Lynch
present
New York, NY
Associate Director, Investor Relations
present
  • Build strong relationships with internal partners and develop knowledge of various business segments and functions in order to answer questions on RBC’s disclosure and other industry-related issues. Provide internal partners with an external perspective on RBC and industry-various issues
  • Build strong relationships with external stakeholders including rating agencies, investors, and research analysts and provide a feedback loop to internal partners. Includes introductory meetings for new accounts/investors
  • Manage relationships with rating agencies, and the annual review process Strengthen relationships with RBC’s credit analysts
  • Improve coordination across the enterprise on rating agency issues
  • Work proactively and collaboratively with internal partners (business, functions, Corp. Communications) to answer questions on RBC’s disclosure and strategy
  • Take a leadership role in IR to coordinate workflow, provide active coaching to analysts, as well as those in rotational positions (FMDP, GLP)
  • Help drive quarterly reporting process, including overseeing disclosure and play a key role on certain projects, e.g. non-quarter end disclosure and M&A
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Loyola Marymount University
Bachelor’s Degree in Finance
Skills Skills
  • Collaborate with sustainability team on ESG reporting efforts
  • Management consulting and international experience considered strong pluses
  • Comfortable with valuation and modeling techniques used by investors and analysts
  • Support the quarterly earnings release process, including hands-on preparation of earnings releases, conference call scripts, guidance, Q&A, investor presentations, data releases; participate in planning meetings with executive management and brand/marketing leadership
  • Demonstrated track record of academic and/or professional achievement
  • Strong understanding of finance, capital markets and securities regulations
  • Excellent communications and presentation skills, both written and verbal, including strong ability to distill large data sets and to craft strategic narratives
  • Demonstrates initiative, self motivation and good judgment in resolving issues
  • Demonstrated ability to understand financial data and persuasively articulate that data through coherent strategic narratives
  • Ability to cultivate and maintain positive relationships with high-level internal customers as well as external investors and analysts. Ability to work cross functionally at all levels of the organization and to manage and prioritize multiple tasks on very tight deadlines
Create a Resume in Minutes

15 Director, Investor Relations resume templates

1

Director, Investor Relations Resume Examples & Samples

  • Build strong relationships with external stakeholders including investors and research analysts and provide a feedback loop to management and key internal partners
  • Build strong relationships with internal partners (businesses, functions) by
  • Providing an external perspective on RBC and industry trends
  • Developing knowledge of their respective segments and functions in order to communicate the story to external stakeholders and answer questions on RBC’s disclosure along with industry trends
  • Conduct benchmarking and competitive analysis on Canadian, US and global peers, including focusing on financial metrics and other elements of strategic differentiation
  • Develop messaging on RBC’s financial performance and strategy and create best-in-class IR materials (presentations, speeches, Q&A, briefing notes for executives) throughout the year and also at quarter end
  • Help drive quarterly reporting process, including overseeing disclosure, and playing a key role on certain enterprise projects
  • Provide active coaching to analysts, as well as those in rotational positions (FMDP, GLP)
  • Support culture of continuous improvement to drive best practices and efficiencies in IR, including by leveraging our partners to streamline work
  • Advanced knowledge of the capital markets and the Canadian financial services industry
  • CFA or CA
  • Thrives in a fast-paced environment with multiple demands
  • Customer service orientation with a concern for order and quality
  • Good interpersonal skills and confidence interacting at all levels up to Group Executive
  • Committed to developing junior team members
2

Senior Director Investor Relations Resume Examples & Samples

  • 8 - 10 years of related experience
  • Strong analytic ability solid finance background and the ability to get behind the numbers, understand and interpret the company's financial results
  • Excellent written, verbal & interpersonal skills strong communicator and an excellent listener; must be able to translate strategic messages into creative, clear, concise and accurate presentations; ability to write speeches for management; clearly and concisely explain financial and operating data
  • Technical knowledge strong technical accounting knowledge of GAAP, SEC regulations and standards of IR practice; strong knowledge of financial statement preparation and analysis; experience with Thomson Investor Relations products a plus
  • Ability to execute multiple projects, deliver against established deadlines and to work under tight time constraints; ability to remain calm and work well under pressure; attention to detail
  • Logical Thinking Ability to analyze and process knowledge, ideas and information to arrive at a rational conclusion in a clearly defined manner
  • Office skills proficient in MS Office including Outlook, Word, Excel, PowerPoint and Access as well as web-based database applications
3

Associate Director, Investor Relations Resume Examples & Samples

  • Build strong relationships with internal partners and develop knowledge of various business segments and functions in order to answer questions on RBC’s disclosure and other industry-related issues. Provide internal partners with an external perspective on RBC and industry-various issues
  • Build strong relationships with external stakeholders including rating agencies, investors, and research analysts and provide a feedback loop to internal partners. Includes introductory meetings for new accounts/investors
  • Manage relationships with rating agencies, and the annual review process Strengthen relationships with RBC’s credit analysts
  • Improve coordination across the enterprise on rating agency issues
  • Work proactively and collaboratively with internal partners (business, functions, Corp. Communications) to answer questions on RBC’s disclosure and strategy
  • Take a leadership role in IR to coordinate workflow, provide active coaching to analysts, as well as those in rotational positions (FMDP, GLP)
  • Help drive quarterly reporting process, including overseeing disclosure and play a key role on certain projects, e.g. non-quarter end disclosure and M&A
  • Communicate enterprise performance by developing best-in-class executive presentations, speeches and other IR materials
  • Help identify opportunities to drive efficiencies in IR, including through leveraging our partners to streamline work
  • Support culture of continuous improvement and best practices in IR
  • Enjoys working in a fast-paced environment with multiple demands
  • Analytical thinker with good accounting knowledge
  • Works well in a small team environment
  • Interest in the financial services industry and capital markets
  • MBA or undergraduate business or finance degree
4

Associate Director Investor Relations Resume Examples & Samples

  • Provide ongoing dialogue/interface with the investment community regarding the company’s operating results, business strategies and special developments
  • Compile disclosures and data for use by senior management in meetings and discussions with investors, analysts and shareholders
  • Provide senior management with feedback related to discussions with the investment community, as well as commentary regarding events within the market and industry
  • Analyze quarterly results and compile company, peer and industry statistics for use in discussions with the investment community, including quarterly fact book
  • Coordinate investor meetings and presentations, including logistics, printed and multimedia materials (primarily Powerpoint)
  • Review and distribute external research reports on the company
  • Prepare, document and coordinate distribution of all financial press releases, including earnings, acquisitions, and capital transactions
  • Maintain web-based institutional ownership database for communications and targeting
  • Respond to shareholder, analyst and employee requests for information
  • Assist in the continuing development and maintenance of information for the Investor Relations section pf the company web site, www.willis.com
  • Bachelor of Science in Business/Finance preferred
  • CPA/MBA preferred
  • Minimum five years relevant experience, financial services industry highly preferred
  • Strong analytical skills, including proficiency with Microsoft Excel, Word, PowerPoint
  • Strong oral, written, and listening communications skills
5

Director, Investor Relations Resume Examples & Samples

  • Contribute to the planning and management of, and actively participate in investor events
  • Contribute to the development and management of investor targeting programs, investor presentations, briefing materials, FB IR page and IR website content
  • Identify and communicate strategic and tactical ideas for the continuous improvement of the IR program The successful candidate will possess
  • Excellent judgment, discretion and integrity
  • High degree of financial literacy with attention to detail
  • Proven communication and presentation skills, applied confidently and with consistent quality in a high-pressure environment
  • Ability to analyze and propose solutions to complex communications issues
  • Good project management skills and the drive to lead projects to successful outcomes
  • Effective networking skills and the clear ability to quickly build trust and rapport with a wide range of internal and external stakeholders
  • Credibility and gravitas, both with external and internal constituencies
  • Proactivity and a self-starter mentality, able to operate with minimal guidance while working collaboratively within a team environment
  • A broader thinker, with an interest and ability to deliver views on operations, strategies and the overall environments
6

Director, Investor Relations & Communications Resume Examples & Samples

  • Bachelor’s or Master’s degree in a science or business field required
  • 4+ years of experience in investor relations required (within biotechnology industry preferred)
  • Previous experience in financial industry desired
7

Senior Director, Investor Relations Resume Examples & Samples

  • Develop clear, compelling and consistent messages about the business, its products and services, as well as financial goals for continued growth and profitability
  • Serve as the Company’s primary spokesperson to Wall Street on a day-to-day basis
  • Track trends, opinions and reactions to financial market and Company-specific issues. Analyze implications and provide strategic recommendations to senior management
  • Monitor analyst reports and earnings estimates to rigorously assess and affect the positioning of Polycom in the market
  • Collaborate with other corporate communications functions to ensure alignment of company messaging
  • Partner with both internal and external corporate counsel on SEC compliance, governance and annual meeting related matters, including proxy solicitation
  • Serves as a member of the Company’s Disclosure Committee
  • Oversees the earnings call process and content on the IR website, managing relevant outside resources as necessary
  • Deep knowledge of capital markets and financial performance metrics
8

Director, Investor Relations Resume Examples & Samples

  • Serve as the primary point of contact within the investment community
  • Coordinate and participate in investor meetings, conferences, road shows and annual investor events
  • Work directly with senior management, developing strong relationships across key internal teams, including finance, legal and communications, to build a better understanding of the business and to ensure up-to-date knowledge of all aspects of the company
  • Work closely with North American Investor Relations team to ensure consistent messaging
  • Prepare and organize corporate materials including press releases, presentations, fact sheets, etc. in coordination with the North American Investor Relations team
  • Build and maintain detailed internal financial models
  • Manage the Company’s semi-annual earnings process in coordination with the North American Investor Relations team
  • Keep in frequent contact with sell-side research coverage and manage external expectations
  • Assist in the writing of letters to shareholders, earnings scripts, press releases and other senior level communications
  • Create and manage the China IR budget and be the key point person for all IR vendors
  • Improve and maintain the IR databases, calendars, internal reporting, scheduling, meeting recording, general and web communications, presentations, etc
  • Track and analyze industry-related financial and market data
  • Frequent travel required
9

Director Investor Relations Resume Examples & Samples

  • Research, write, edit and proofread text for communications, including press releases (earnings, financings, guidance, M&A, dividends, etc.), earnings conference call scripts and Q&A documents, speeches and slides for investor conferences, and ensure consistency in content and data across multiple documents
  • Plan and participate in investor calls, meetings and conferences
  • Participate in the targeting of investors for meetings and analyst breakfasts/luncheons
  • Respond to individual shareholder and analyst inquiries and work with new analysts who may be launching coverage
  • Plan and coordinate quarterly earnings conference calls (set-up with vendor, oversee webcast release and earnings press release, monitor analyst queue during the call)
  • Monitor developments concerning NYT, its peers and the media and Internet industries for senior management: distribute analyst reports, press releases and conference call transcripts
  • Serve as main conduit for communication of analyst and investor concerns to management
  • Participate in the creation of the shareholder letter of the Annual Report and proofread/edit form 10Qs and 10Ks
  • Manage relationship with stock surveillance firm and prepare/proofread/edit weekly and monthly shareholder report from firm before distribution to management
  • Manage investor relations portion of the corporate web site
  • Participate/ deliver special projects and other assignments, as needed
  • Stay abreast of investor relations best practices and communicate to relevant parties within the Company where appropriate
10

VP / Director Investor Relations Resume Examples & Samples

  • Lead strategy, operating plans, budget, benchmarking and execution of IR program
  • Develop and monitor performance metrics for the investor relations function. Lead quarterly earnings release process (i.e. earnings release, conference call script, guidance and Q&A)
  • Collaborates with sustainability team on ESG reporting efforts
  • Act as liaison between external analysts & investors
  • Investor targeting , providing corporate response for investor inquiries
  • Competitive & market analysis, Investor events (i.e. non-deal road shows, conferences, annual investor dinner)
  • Monitors analyst reports, valuation, stock price performance, sell-side ratings on WSM & Peers, consensus estimates
  • Monitor analyst reports and summarize them for senior management
  • Perform other requested tasks & duties
  • 10+ years of accounting/finance experience with preference given to specific experience in Investor Relations, sell-side/buy --side investment analysis or direct financial planning/corporate finance experience within the retail industry
  • Bachelor's degree in Business or Management discipline or equivalent experience is required. Master's degree is highly desired
  • Demonstrated high competency in the execution of multiple large projects, including managing resources across multiple projects to meet goals, delivery timelines and budgetary guidelines
  • Strong teamwork and interpersonal skills; ability to communicate and influence at all levels and thrive in a cross-functional, growth business environment
11

Director, Investor Relations Resume Examples & Samples

  • Responsible for developing appropriate messages and themes for communicating Crocs’ financial results that include in-depth explanation of company’s results, operations, strategies, and appropriate guidance for future prospects, ensuring that messages address key issues and perceptions of the investor community
  • Manage company’s relationships with sell-side analysts, institutional investors, and individual shareholders, providing appropriate access to senior management
  • Oversee and coordinate quarterly earnings calls, including development of key messages and strategies for communicating results, developing and preparing CEO and CFO speeches, writing press release, developing and preparing key Q&A and analytic support, and moderating the call
  • Responsible for minimizing exposure to litigation through appropriate and timely release of information and compliance with Regulation Fair Disclosure, the Sarbanes-Oxley Act of 2002, and other regulatory requirements
  • Develop recommendations and implement investor targeting strategy including analyst conferences and one on one investor meetings. Inform and educate management and other internal audiences about investor activity, appropriate disclosure procedures, insider trading laws and other issues
  • Work effectively with financial reporting and legal on SEC filing requirements
  • Manage relationships with NASDAQ and specialist firms to ensure compliance with exchange regulations and understand stock trading patterns
  • Participate in Disclosure Committee. Work with legal and compensation groups to understand governance best practices and implications of changes on rating agencies’ governance scores (Institutional Shareholder Services and others)
  • Provide the Board of Directors with periodic analyses including shareholder base breakdown, drivers of share price volatility and competitive reviews
  • Regularly coordinate with Crocs’ public relations and legal to ensure cohesive and accurate messaging as it relates to external communications
  • BS/BA in finance, accounting or economics, MBA preferred. Proven track record of developing positive long-term relations with the investment community
  • 5 – 7 years experience in operational and strategic finance roles with 3 – 5 years of Investor Relations experience
  • Management consulting and international experience considered strong pluses
  • Understanding of “passion brands” and lead markets’ dynamics. Updated on current macroeconomic, consumer, competitor and customer trends
  • Demonstrated track record of academic and/or professional achievement
  • Strong understanding of finance, capital markets and securities regulations
  • Excellent communications and presentation skills, both written and verbal, including strong ability to distill large data sets and to craft strategic narratives
  • Must be able to connect work to the “big picture” strategic objectives of the enterprise
  • Superior judgment, problem-solving and analytical skills, including regression techniques, statistical modeling and company valuation
  • Demonstrated ability to understand financial data and persuasively articulate that data through coherent strategic narratives
  • Ability to cultivate and maintain positive relationships with high-level internal customers as well as external investors and analysts. Ability to work cross functionally at all levels of the organization and to manage and prioritize multiple tasks on very tight deadlines
  • Entrepreneurial orientation, client-service mentality, and sensitivity in working across cultures are required. Must be able to perform under pressure, short deadlines and in high visibility settings. Strong project management and leadership skills
  • Estimated travel: 25% of the time (market visits, direct BU support, conferences, analyst and investor meetings)
12

Director, Investor Relations Resume Examples & Samples

  • Act as liaison between the company, external analysts, and investors
  • Develop and prepare various aspects of the quarterly earnings process including: the earnings press release, earnings call script and Q&A. This will include frequent collaboration and engagement with the Treasurer, CFO and CEO
  • Bachelor's degree; ideally in Business Administration, Finance, or similar
13

Director, Investor Relations Resume Examples & Samples

  • Developing investor relations processes around market research, data collection, quarterly earnings calls and investor meetings
  • Manage the drafting of earnings releases and streamlining the information requirements for earnings releases. Coordinate investor relations related activities with other internal groups
  • Manage the drafting of various other financial communications, including the earnings releases
  • Plan for and manage such investor events
  • Preparing and maintaining ad hoc analysis of Tribune results and projections
  • Development of internal investor relations materials / dashboards
  • Partner internally across functions, including legal and corporate communications
  • Staying abreast of current industry news and trends
  • Attending industry events
  • Strong education foundation to include an undergraduate degree in a related field and preferably a Masters’ degree or advanced degree
  • Minimum eight years’ experience, preferably with media and entertainment
  • Accounting / Finance major (CPA preferred); 8 years’ experience
  • Proficient in Microsoft word applications, particularly MS Excel and PowerPoint
  • Good communicator to a variety of different constituents
  • Must be confortable multi-tasking and managing deadlines
14

Associate Director, Investor Relations Resume Examples & Samples

  • Share responsibility as a company contact with security analysts, portfolio managers and shareholders (equity and bond)
  • Help formulate and execute the company’s investor relations strategy to support AMAG’s corporate strategy
  • Assist in drafting financial press releases, earnings conference call presentations and scripts, and Key Messages & Q&A documents for product, pipeline and corporate news
  • Assist in creating and updating investor relations materials, including PowerPoint presentations for investor meetings
  • Identify and prioritize investor conference speaking opportunities
  • Compare internal forecasts with analyst models and ensure technical accuracy of analyst models; track analyst estimate changes
  • Attend certain investor conferences around the US (and potentially EU), requiring the ability to travel reasonably frequently
  • Assist in drafting, editing and proofing information contained for SEC documents, including 10-Qs, 10-K, and other financial documents
  • Work with the Corporate Communications team to ensure that a consistent corporate image is presented to all external parties, including financial analysts, institutional investors, individual shareholders, media and all external parties
  • Conduct financial analysis and research to assist in responding to inquiries from the investment community
  • Manage the investor relations portion of the company website
  • Bachelor of Arts or Bachelor of Science degree
  • 10+ years of experience in the biopharma industry with a focus on investor relations, including direct interaction with sell-side analysts and buy-side investors
  • Excellent planning and organization skills to manage successful Investor Relations related events
  • Demonstrated experience in effectively collaborating with executives and senior leaders
  • Ability to operate in a fast-paced, deadline-driven environment; flexible and highly organized; committed to high standards of service excellence
  • Ability to work in a small company environment and effectively interact with many different functions
  • Handles confidential documents and information in a highly professional manner
  • Proficiency with Microsoft Office products, including Word, Excel and PowerPoint
15

Director, Investor Relations Resume Examples & Samples

  • Develop new and maintain established relationships with employee equity holders, investors, analysts, prospects (collectively Wall Street) and media contacts
  • Develop communication strategy to communicate Ardelyx’ progress through (1) press releases, (2) telephone contact, (3) one-on-one meetings with Wall Street in conjunction with the CEO and other members of Senior Management as necessary, (4) investor conferences (presentations and follow-on meetings) and (5) in-house meetings as necessary
  • Manage IR website contents and other internal and external briefing materials
  • Manage corporate communication to develop and implement internal and external communication plans in conjunction with business leaders which engage and inform employees while also leveraging our position and branding in the external marketing
  • Respond to shareholder/analyst and media requests and provide appropriate information regarding the Company’s operating results, business strategies, and other publicly communicated corporate news releases
  • Review external research reports issued by organizations regarding their perception of the Company, the industry and competitors and provide a summary analysis to senior management
  • Maintain rapport with the investment community by planning and coordinating visits by securities analysts and brokers; planning and attending investment community presentations and responding to correspondences, questions, and concerns in timely manner
  • Participate in the preparation and review of all reporting documents the Company files, such as Annual Reports, 10-K’s, 10-Q’s, 8-K’s, Proxy Statements, and press releases
  • Provide senior management with accurate feedback related to discussions with the investment community and its reaction to Company business strategies, operating results, and other corporate developments. Also provide advice to senior management regarding current events within the market that may affect the Company stock
  • Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, bench-marking state-of-the-art practices and participating in professional societies
  • Complete special projects and perform other duties as assigned
16

Senior Director, Investor Relations Resume Examples & Samples

  • Has a high-level understanding of financial statements and valuation models. Possesses excellent verbal, interpersonal communications, and business writing skills
  • Capable of independently writing clear, concise and error-free documents. Develops complex documents such as press releases, external company presentations, annual/quarterly reports and brochures
  • Strong attention to detail and ability to be tactical and strategic
  • 7+ years experience
  • Ability to decipher complex scientific data and communicate to external audiences required
  • PhD and/or MBA preferred
  • Wall Street experience as an Analyst or Investment Banker
  • Biotech or healthcare and has corporate experience
17

Director Investor Relations Resume Examples & Samples

  • Support the Head of Investor Relations on investor relations strategy and outreach
  • Maintain relationships with institutional investors and analysts to provide a comprehensive perspective of Citizens to enhance its value and marketability
  • Assist the Head of Investor Relations with production of financially oriented documents, including quarterly earnings releases, financial news releases, investor fact sheets and printed and electronic presentation materials used by senior management in investor-related settings
  • Track market trends, opinions and reactions to Company issues and provide strategic recommendations on investment, operating and financial decisions to senior management
  • Develop and lead a schedule of investor relations events including conferences, earnings calls, CEO interview opportunities and other events
  • Track analyst reports and earnings estimates to rigorously assess the positioning of Citizens in the market
  • Develop plans to ensure Citizens is well positioned to meet expectations
  • Provide support to provide quarterly updates for the Board and develop the content for the CEO, CFO and other executives’ presentations to the Board on all investor related issues
  • 10+ years’ experience in financial services to include at least 5+ years’ experience in Investor Relations
  • Experience working directly with the analyst and investor community
  • Prior experience working in the Investor Relations programs of a public company
  • Good understanding of the banking/financial services industry specifically within the investor base with developed and trusting relationships
  • Ability to work at a strategic level with senior management team and to drive results
  • Proactive and high energy
18

Senior Director, Investor Relations Resume Examples & Samples

  • More than ten years of experience in investor relations, finance, corporate development, strategy, or corporate communication positions for a public company or a consulting agency
  • An emerging or established reputation with the investment community, based on credibility, consistency, visibility, access, and depth and breadth of knowledge
  • Strong interpersonal skills, superior intellect, and an outstanding ability to communicate using these qualities and skills
  • A passion for eBay
  • College degree required, with a master's degree highly desirable
19

Director, Investor Relations Resume Examples & Samples

  • Develop and implement strategic IR plans directed at helping the Company to achieve maximum long-term value
  • Lead the preparation of investor presentations and press releases in the context of the overall IR and Communication strategy
  • Collaborate with the IR team in executing the investor relations program, including strategy, operating plan, budget
  • Interact with the investment community on behalf of the Company, when required
  • Manage relationships with analysts and investors to ensure positive and productive working relationships, establishing the Company’s transparency and credibility
  • Support Company executives in building long-term rapport with investors and analysts and keep shareholders knowledgeable and up-to-date
  • Act as a subject matter expert and advise on issues related to financial markets and investor feedback. Rapidly responds to investor inquiries
  • Provide on-going support to the Company’s executive leadership regarding investor feedback, perceptions and opinions, competitive intelligence, analysts’ positions, and summaries, relative stock price movements, and periodic ownership analysis
  • Develop key IR materials (investor presentations and conference call scripts) in collaboration with senior leadership and cross-functional colleagues including senior leadership of the Company, in preparation of analyst events, presentations, earnings releases and other public disclosures
  • Organize, prepare for and execute investor days, investor conferences and meetings both domestically and internationally
  • Provide review and commentary on regulatory documents
  • You completed a bachelor degree or master in Management or Finance combined with a minimum of seven to fifteen (7-15) years of finance experience in a multinational company or in a large professional firm
  • You acquired experience in investor relations, corporate strategy, equity research, consulting, investment banking, finance or corporate communications
  • You have an excellent organizational skills with a successful track record of interfacing with senior management
  • You have capable of demonstrating initiative and independence in carrying out multiple tasks, as well as strong critical thinking and problem solving skills
  • You are rigorous, autonomous and action oriented
  • You are data driven with strong analytical skills and synthesis capability
  • You have a high level of integrity and strong sense of personal ownership and accountability
  • You possess an excellent writing and communication skills in both English and French, with an ability to use facts to support arguments
  • You are an adept influencer and strategic advisor and possess interpersonal skills
  • You are a collaborative leader with demonstrated ability to impact and influence across various functions and groups at all levels of an organization
  • You have advanced knowledge of MS Office applications (Excel, Word, PowerPoint)
  • You have knowledge of Bloomberg system
20

VP Director, Investor Relations Resume Examples & Samples

  • The ideal candidate will have 10+ years of finance experience, most recently serving in a senior capacity within the IR function of a $1B+ global publicly traded company or recently in a senior finance role within Xerox services
  • The successful candidate must be comfortable in an entrepreneurial and rapidly changing organization. Experience with dynamic, growing, “start-up” companies is desirable
  • A background in finance (FP&A or Control) is a plus. Understanding and mastery of accounting and financial details is a must
  • Must have strong relationships with the investment community and demonstrated experience with an innovation-driven services company “telling its story to Wall Street”
  • The candidate will possess maturity, strong communication skills and the ability to craft and deliver a consistent, logical and forthright message to an external audience
  • Strong educational credentials; MBA or a related advanced degree is a plus
  • Regularly and effectively communicate to investment community and support communications with rating agencies
  • Build investor outreach and targeting plan
  • Work on preparing materials for quarterly earnings, 10-Q’s and annual report
  • Support management’s preparation for quarterly earnings and communications with investor community
  • Work with management on preparing content for annual investor conference as well as organization around the annual investor conference
  • Maintain effective communications with sell-side analyst (Wall Street analyst) community, provide understanding of their research to management
  • Review sell-side research notes and models. Follow-up as needed if identify inaccuracies
21

Director, Investor Relations Resume Examples & Samples

  • Develop new and maintain established relationships with sell-side analysts and buy-side investors (collectively Wall Street), employee equity holders, and financial media contacts
  • Lead the corporation’s development of its communication strategy with investors. Executes the global investor relations program, including strategy, operating plan, budget, and the detailed execution of the IR operating plan
  • Collaborate with the Communication staff in creating the company’s external and internal messages and in ensuring that all company external and internal communications are integrated and consistent (with the corporate overall plan)
  • Develop and maintain the annual investor relations calendar, including the agenda for participation in investor conferences, non-deal roadshows and other events
  • Respond to shareholder/analyst and financial media correspondences, questions, and concerns in a timely manner, to provide appropriate information regarding the Company’s operating results, business strategies, and other publicly communicated corporate news releases
  • Proactively cultivate and maintain productive relationships, dialogue, and rapport with the investment community by planning and coordinating visits by sell-side and buy-side analysts, portfolio managers and others
  • Communicate company progress through
  • Writing and distributing quarterly press releases and other financial announcements
  • Produce the quarterly earnings conference calls and others, as necessary
  • Telephone contact
  • One-on-one meetings with Wall Street in conjunction with the CEO, CFO and other members of Senior Management, as necessary
  • Investor conferences (presentations and follow-on meetings)
  • In-house meetings as necessary
  • Provide senior management with timely and accurate feedback related to discussions with the investment community and its reaction to Company business strategies, operating results, and other corporate developments. Also, provide advice to senior management regarding current events within the market that may affect the Company stock
  • Contribute to the company’s periodic filings with the SEC, as requested
  • Proven ability to work well in a deadline driven, fast paced, team environment
  • Proven ability to develop process improvements
  • Demonstrates initiative, self motivation and good judgment in resolving issues
  • 10+years in Investor Relations
22

Executive Director, Investor Relations Resume Examples & Samples

  • Manage the company’s relationships with a subset of institutional investors, sell-side analysts and individual investors providing clear communication and inhabiting a high sense of urgency for responding to investor and analyst needs
  • Prepare executive management for investor events and earnings calls. Accompany and support senior executives at investor conferences and be a resource for information
  • Responsible for overseeing all investor IR-related materials, including earnings releases, shareholder calls, investor days, scientific conferences, healthcare conferences
  • Bachelor’s Degree with 10+ years of experience in biotech or healthcare investor relations, finance or marketing. Successful candidate will be a polished and poised professional with the ability to establish strong rapport and credibility quickly
  • Exceptional interpersonal skills, with proven ability to build and maintain relationships with company executives, investors and analysts
  • Superior financial analytical skills with demonstrated knowledge and understanding of financial modeling, oral and written communications, and presentation abilities. Capable of independently writing clear, concise and error-free documents. Strong attention to detail
  • Must be high-energy, results and execution oriented, high sense of urgency and response. A strategic problem solver
  • Able to function as an industry expert, constantly gathering and disseminating industry and company knowledge in order to develop new investor relationships and promote the company among its peers
  • Proven experience in effectively translating and deciphering complex data (financial and scientific) into actionable insights and external messages
  • MBA or CPA preferred
  • Biotech or healthcare experience
  • Organization
  • Intellectual Horsepower
  • Composure
23

Associate Director, Investor Relations Resume Examples & Samples

  • Work with IR team to create and manage investor materials, including drafting written and/or or visual content for investor presentations, press releases, scripts, web pages and other key communications
  • Manage IR conferences and roadshows, including scheduling, team participation, materials and investor outreach; coordinate admin assistant support for travel logistics
  • Support preparation for quarterly financial results conference call, including call logistics, script and Q&A practice, post-event reporting of participation
  • Maintain database of IR contacts; coordinate ongoing updates to record IR team meetings; report summaries to team as needed to support BOD reports, roadshow preparation, and other IR activities.Actively manage list of key target funds/shareholders and collaborate with IR team to periodically prioritize and evaluate targets
  • Support analyst interactions, including coordinating scheduling of mid-quarter calls and other regular outreach, monitoring analyst notes, updating consensus numbers for revenue, and preparing background materials to aid communication on key issues and new announcements
  • Respond to IR inbox messages and inbound voicemail requests; collaborate with IR team to triage call and meeting requests to effectively manage senior management time while still providing timely responses on behalf of Cerus
  • Work with IR, Marketing teams and PR agency to define annual PR goals and newsflow schedule; coordinate internal and external activities to maximize impact of press releases and pursue additional media opportunities to publicize corporate and product news
  • Maintain knowledge of current industry best practices and vendor / technology options for Cerus communications programs; suggest improvements and lead implementation of chosen solutions
  • Provide additional IR, PRand other communications support as required
  • Bachelor’s Degree with a minimum of 7years’ experience in biotech or healthcare investor relations, media relations and/or communications roles; MBA and/or additional investor or media experience strongly preferred
  • Scientific / technical background and expertise strongly preferred
  • Previous hands-on experience in public relations and/or investor relations activities is required; expected skills includedrafting press releases, media backgrounders, and PowerPoint slides, creating and maintaining web pages, managing communications projects and supporting company presentations and investor/media outreach at conferences and other events
  • Excellent writing and editing skills – able to craft text appropriate for a wide range of audiences and applications, ensuring that accuracy of scientific and business details are maintained even when prose is simplified for brevity or use with lay audiences; comfortable receiving editorial direction and also providing direction to other writers
  • Ability to rapidly learn critical aspects of blood safety, Cerus and INTERCEPT products – Must demonstrate the desire and capacity to learn about our industry, product, customers and other key audiences; application of acquired knowledge to daily activities is critical to success in position
  • Attention to detail – able to verify and proofread own work, check facts and calculations, identify inconsistencies, and actively maintain a current understanding of company and product information
  • Teamwork & interpersonal skills – Ability to work with others and integrate him/herself smoothly into both internal Cerus operations and manage external partners including IR and PR agency relationships
  • Project management – Ability to grasp goal and scope of individual projects, work with team to organize timelines and details, monitor progress and manage projects to successful completion
  • Responsibility & initiative – Take responsibility for following tasks through to completion and helping team to use his or her abilities to the fullest extent. Develop strong grasp of company and department objectives, and find ways to anticipate and fulfill needs in advance
  • Results oriented – Potential to re-adjust specific assigned tasks and approach to better reach team’s goals (view assignments in light of trying to achieve a particular outcome, rather than relying ondetailed instructions)
  • Excellent general communication skills – Potential to develop the ability, confidence, polish, and presence to interface effectively at all levels, including with customers, business partners, management, employees (encompasses verbal, written, and telephonic communications, interpersonal skills, preparing and delivering presentations)
24

Director Investor Relations Resume Examples & Samples

  • Bachelor Degree in Finance or Accounting
  • 10+ years in Finance or Accounting and 5+ years Investor Relations experience
  • The ability to take business strategies and complex financial information and communicate them, both orally and written, clearly and accurately
  • Excellent public speaking skills with the ability to communicate effectively and with confidence
  • Understanding of U.S. regulated utility industry and regulation
  • Understanding of U.K. regulated electricity distribution industry and regulation
  • MBA in Finance or Accounting
  • CPA, CMA or CFA
25

Director, Investor Relations Resume Examples & Samples

  • Support the strategy, operating plans, budget, benchmarking and execution of the IR program
  • Support the quarterly earnings release process, including hands-on preparation of earnings releases, conference call scripts, guidance, Q&A, investor presentations, data releases; participate in planning meetings with executive management and brand/marketing leadership
  • Assist in responding to investor and sell-side inquiries
  • Help coordinate investor events (i.e. non-deal road shows, conferences, annual investor dinner)
  • Collaborate with sustainability team on ESG reporting efforts
  • Perform other requested tasks and duties as needed
  • 3-5 of years of Investor Relations or sell-side/buy-side investment analysis experience
  • Knowledge and understanding of financial modeling and valuation concepts/techniques used by analysts and investors, or direct financial planning experience
  • Understanding of general principles and regulations related to communicating with the investor/analyst community
  • Advanced Microsoft Office skills: Outlook, Word, PowerPoint and Excel; expertise with advanced Excel functions a plus
  • Bachelor's degree in Business, Finance, or similar fields; MBA a plus
  • Private equity experience a plus
  • Good knowledge of generally accepted accounting principles
  • Strong teamwork and interpersonal skills; ability to communicate at all levels and thrive in a cross-functional, growth focused business environment
  • Ability to travel periodically for planned Investor related events
26

Director, Investor Relations Resume Examples & Samples

  • Execution of short and long-term strategies to attract and inform investors and analysts in a manner that communicates the company’s strategy, as well as operational and financial performance, while establishing realistic expectations for future performance
  • Advancing and driving strategic targeting program to identify and attract potential long-term investors who have investment objectives that match well with the company’s financial characteristics
  • Working with senior and executive management to develop strategic communications delivered to the investment community (including road shows, conferences and small group/one-on-one meetings) and prepares management for these events
  • Overseeing creation of content for quarterly earnings calls, including slide deck, script, Q&A and preparation with management. Working with business units, Finance, Communications and accounting, Legal counterparts, etc., and to coordinate release of materials
  • Driving the IR team’s response to daily inquiries from the investment community, in compliance with company Disclosure policies and applicable SEC rules and regulations
  • Staying appraised of market opinions, attitudes as well as reactions to company issues and industry trends. Making recommendations based on observations. Preparing management updates on financial market intelligence and significant issues and trends. Closely monitoring all available information including sell side reporting
  • Working with other departments and external vendors to develop and produce any financial communications, such as materials for investor conferences, earnings releases, other press releases and the annual report
  • Assisting with the management of external relationships such as the NYSE, designated market makers and stock surveillance firms. Being the primary point of contact for surveillance and producing weekly reports highlighting important shareholder and trading trends
  • Minimum of 20 years of total experience
  • Undergraduate degree required, MBA preferred and CPA a plus
  • Demonstrates interest and aptitude in learning and understanding investor relations and the capital markets
  • Demonstrated history of relationship building which will be crucial to building relationships with investors and analysts
  • Financial acumen with working knowledge of financial statements and analytical methods
  • Ability to operate in a fast-paced environment and development of a thorough understanding of market/trading dynamics
  • Ability to develop a thorough understanding of the most current SEC and fiduciary disclosure requirements
  • Strong strategic skills to be able to best position the company to the investment community. Demonstrated success in creating and articulating recommendations/opinions
  • Effective people manager / cross functional team leader with proven ability in leading and inspiring a team
  • Excellent verbal and written communication skills; proven project management skills
27

Director, Investor Relations Resume Examples & Samples

  • Helping to create and maintain a holistic and progressive Investor Relations functional strategic plan
  • Thinking like the CEO, knowing all aspects of NIKE and the industry…thinking like an Analyst, knowing the numbers and underlying drivers
  • Leading key aspects of the quarterly earnings release process, including supporting deliverables like the press release, executive scripts, financial guidance and modeling, Q&A document, and supporting the development of SEC filings and employee communications
  • Contributing to key aspects of the annual reporting process, including the CEO letter to shareholders, and supporting the development of the proxy statement and 10-K filing
  • Contribution of original content and helping to maintain the corporate investor web site
  • Proofing and ensuring non-financial messages are aligned on all key external communications
  • Proofing and ensuring internal communications and executive presentations comply with IR protocols
  • Supporting investor road shows and small group meetings
  • Contributing to the development and execution of the investor outreach program
  • Developing relationships with and managing buy-side and sell-side analysts
  • Contributing to key aspects of large-scale investor days
  • Partnering with our legal team on all aspects of shareholder services
  • Driving a shareholder value culture with NIKE, bringing external perspective to our teams
  • Leading the develop of key internal deliverables such as quarterly functional reviews, Board of Director updates and annual resource planning
  • Managing external vendor relationships
  • Compliance with Regulation FD and corporate policies
28

Director Investor Relations Resume Examples & Samples

  • A minimum of 6 years of investor relations experience or experience in a financial generalist role (e.g., FP&A, treasury or financial reporting)
  • Outstanding financial and investment analysis skills
  • Outstanding written and verbal communication skills, with proven presentation ability
  • Exceptional story-boarding ability and PowerPoint skills to translate messages into compelling presentations
  • Ability to speak articulately and think quickly when fielding questions in a public setting and to create powerful presentations
  • Strong interpersonal skills, and an outstanding ability to communicate using these skills
  • A person with strong desire to learn more
  • Embody our values to own safety, do the right thing, be kind-hearted, deliver performance, and be remarkable
29

Director, Investor Relations Resume Examples & Samples

  • Investment community
  • MBA, MSA, CPA, CFA or other advanced degree preferred
  • 8+ years of relevant and progressively complex financial, reporting and business analysis experience
  • Strong financial/business acumen
  • Strong leadership, communication, and project management skills
  • Ability to quickly build relationships and work collaboratively with cross-functional stakeholders and teams
  • Highly adaptable, strong time management skills, and comfortable dealing with ambiguity
  • Solid project management skills and comfortable working in a large, complex business and technology environment known for operational excellence and high performance standards
30

Director, Investor Relations Resume Examples & Samples

  • Excellent analytical, quantitative and critical thinking skills, enabling the identification of key business drivers and insights
  • Strong written, verbal, and graphical communication skills, enabling concise and simple communications of complex concepts
  • Ability to build positive working relationships
  • Organized, action-oriented team player and flexible learner
  • Strategic assessment skills as well as attention to detail with the ability to check work to ensure accuracy and flawless output given public exposure of results
  • Solid judgment in assessing trade-offs and making decisions
  • An appetite for working on high profile projects, often with added pressure from time constraints, with tenacity and, ideally, a sense of humor
  • 7 to 10 years of prior work experience in controllership, investment banking, public accounting, consulting, treasury, or other financial support and partner roles
  • Bachelor’s degree in Finance, Accounting, Economics or another quantitative field; MBA, CFA, CPA preferred
31

Director, Investor Relations Resume Examples & Samples

  • Undergraduate degree. MBA is preferable
  • Current Investor Relations experience (3+ years) is preferable
  • 10+ years of experience in finance and accounting
  • Buy-side/sell-side experience (3+ years)
  • Proven track record of success in investor relations
  • Clear and thorough understanding of financial modeling used by the investment community
  • Exceptional verbal and written communications and presentation skills
  • Strong ability to build relationships
  • Highly motivated and creative individual who thinks strategically
  • Outstanding financial and analytical skills