Investor Relations Analyst Job Description
Investor Relations Analyst Duties & Responsibilities
To write an effective investor relations analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included investor relations analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Investor Relations Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Investor Relations Analyst
List any licenses or certifications required by the position: CPA, CMA, CFA, CTP
Education for Investor Relations Analyst
Typically a job would require a certain level of education.
Employers hiring for the investor relations analyst 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, Business, Economics, MBA, Business/Administration, Education, Engineering, Marketing, Management
Skills for Investor Relations Analyst
Desired skills for investor relations analyst include:
Desired experience for investor relations analyst includes:
Investor Relations Analyst Examples
Investor Relations Analyst Job Description
- Besides, one of the key responsibilities is managing and facilitating fund-raising document filings, regulatory filings such as AMAC filings for the Fund, local AIC and tax filings for the Fund and the Management Company
- Prepare tailored marketing and due diligence materials for client meetings
- Support the ISG and MIRA fund teams in shepparding prospective investors through the investment process from initial meeting to due diligence to the commitment closing process
- Participate in monthly and quarterly investor targeting meetings
- Conduct market research into potential new investors
- Contact current and potential investors to set-up meetings on behalf of Senior Investor Relations Professionals
- Prepare background research (briefing notes) on selected investors
- Prepare supporting material and presentations for investor meetings
- Track meeting feedback into our contact management system
- Respond to ad-hoc investor queries
- Minimum 0-2 years experience the in Financial Services industry, preferably with prior experience in alternative funds
- Ideally, you will be a bachelor degree in related disciplines with at least 2-3 years of hands on deal experience, ideally from Investment Banking or Private Equity
- You will have an understanding and passion for analyzing a business from an investor's perspective and capability to capitalize on investment opportunities and source potential investments as well
- You will have sound knowledge of financial statements and the investment banking or private equity markets with strong financial modeling and organizational skills
- GPA minimum of 3.2 or similar academic credentials
- Proficient in English and an Asian language (preferably either Mandarin, Japanese, or Korean)
Investor Relations Analyst Job Description
- Perform quarterly partner letter and DDQ production, proofing, editing, and delivery
- Update investor information
- Maintain capital and performance lists
- Prepare meeting packages
- Work with Legal & Compliance Team
- Reviewing, reconciling and summarizing capital activity
- Creating risk reports by aggregating exposure and attribution information
- Partner with stakeholders across the global Alternative Investor Services team and related third parties to define and document business processes and technical requirements for key investment and technology initiatives
- Be a key driver and unwavering advocate to deliver best in class system architecture
- Impart Alternatives funds knowledge and expertise across all stakeholders within the Alternative Investment Services business
- Up to five years of relevant work experience
- An energetic, efficient, and resourceful team player individual contributor
- Liaise with external vendors on the end-to-end logistics of webcasts and conference calls prepare detailed call summaries for use by the sales force
- Ability to lead and influence across a matrixed environment
- Proven team work and leadership experience
- Sensitivity to regulatory risk and control matters
Investor Relations Analyst Job Description
- Corresponding with the firm’s institutional and individual investors with respect to new subscriptions, transfers, account changes and ad hoc operational requests
- Monitoring and responding to investor requests and inquiries submitted via the team’s general email inbox and telephone hotline
- Addressing client questions related to the firm’s secure investor website, quarterly reporting, and capital calls/distributions
- Completing Due Diligence Questionnaires and updating consultant databases as needed
- Preparing and updating marketing materials
- Serve as main contact for a portfolio of clients and their investors
- Extended hours may be required during conversions/deconversions of new business or systems, during peak cycles (year-end, month-end, tax season)
- Track and analyze company performance versus investor expectations and peer performance
- Analyzing and preparing information for investor meetings and calls
- Updating information in customized database
- Good judgment and impeccable ethics
- Possesses a strong analytical skillset (modelling, analysis)
- Highly motivated individual, with excellent presentation and networking skills
- Fluent English speaker, Mandarin would be beneficial
- Completed studies in either the US or Europe
- Minimum of 1-3 years previous experience in an Investor Relations or Investment Banking Department role
Investor Relations Analyst Job Description
- Manage quarterly earnings process including preparation of various earnings assets and other materials in conjunction with finance, legal, communications, and other parties
- Support processes for earnings releases, investor conferences, and other investor meetings
- Support earnings call administration investor events and meetings and related scheduling
- Ability to excel in a collaborative, team-based environment
- Experience with Adobe InDesign, Illustrator, Dreamweaver or Acrobat a plus, but not required
- Developing automation tools to support regularly updated materials
- Assisting in completing Due Diligence Questionnaires and Requests for Proposals (RFPs)
- Answering investor inquiries
- Creating marketing materials, as needed
- Facilitating the investor onboarding process
- Financial Institutions and Banking knowledge is a must
- 1+ year of previous Financial Services experience
- Fluent Korean & English speaker
- CFA, MBA, or CPA preferred
- Understanding of the P&L and other financial statements, strong proficiency in Excel (including formulas, pivot tables, and formatting for executive presentations), and PowerPoint
- Help analyze quarterly results and compile important information and reports used by our management interactions with shareholders and analysts
Investor Relations Analyst Job Description
- Identify the key drivers and build CF and peer group valuation models
- Develop sensitivity tables for all key value drivers
- 3 to 5 years’ experience in financial modeling or valuation, experience in investor relations a plus
- Excellent interpersonal, organization, planning and time management skills
- Strong financial statement analysis, valuation and financial modeling capabilities
- Successful experience meeting deadlines with "grace under pressure"
- Executive level oral and written communication abilities
- Proven ability to effectively establish and maintain positive relationships with internal and external constituents
- Perform qualitative and quantitative analysis of stock performance relative to peers, indices and investor perceptions
- Become subject matter expert for the capital markets database and intelligence system that supports the investor relations program
- Ability to establish positive working relationships with colleagues and external audiences
- Analytical, critical thinker with strong problem solving skills and the ability to work in a fast-paced, changing environment with multiple priorities and deadlines
- Exceptional attention to detail and the ability to organize multiple tasks
- Intermediate Excel and PowerPoint experience highly preferred
- You possess a professional designation, CPA or CFA (or enrolment towards obtaining the title) would be an asset
- Prior IR experience