VP, Investor Relations Job Description
VP, investor relations
provides portfolio commentary and written communication pieces that articulate the investment team’s perspectives regarding the financial markets and fund performance.
VP, Investor Relations Duties & Responsibilities
To write an effective VP, investor relations job description, begin by listing detailed duties, responsibilities and expectations. We have included VP, investor relations job description templates that you can modify and use.
Sample responsibilities for this position include:
Manages investor-related materials, and works closely with financial reporting, finance and accounting on public disclosure matters
Work with the equity capital markets team and legal counsel to prepare and coordinate the execution of NDAs, DDQ’s and other legal and transaction documentation
Supporting the equity capital markets team with timely investment and performance information and analysis to support products on platforms
Working closely with the equity capital markets team to develop product support materials and sales ideas
Prepare content for and participate in client meetings in close cooperation with Client Management
Develop requests for proposals in close cooperation with internal partner departments
Create marketing material for external and internal use
Serve as the company’s information conduit and point of contact to the investor community
Manage quarterly conference calls
Understand the company’s shareholder mix and associated dynamics
VP, Investor Relations Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for VP, Investor Relations
List any licenses or certifications required by the position: CPA, FMVA, MBA
Education for VP, Investor Relations
Typically a job would require a certain level of education.
Employers hiring for the VP, 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, MBA, Business, Accounting, Economics, Business/Administration, Education, Management, Science, Communications
Skills for VP, Investor Relations
Desired skills for VP, investor relations include:
Accounting
Banking products and functions
Capital markets
Financial markets
Fundamentals of financial accounting
Preparing investment presentations
SEC disclosure requirements
Shareholder/analyst communications practices
Strong written and oral communication skills
Accounting concepts and financial analysis
Desired experience for VP, investor relations includes:
Conduct competitive analysis, including the development of industry and peer company performance benchmarks
Maintain and enforce the highest individual and team standards for quality assurance as it relates to all payments
Allocate resources effectively during peak and non-peak work cycles
As a member of the EMEA Coverage Team, the Investor Relations Advisor (ED/VP) will advise and support corporate clients’ IR departments
Delivering our customized suite of IR consulting services to clients
Representing our capabilities energetically to prospects, backed by case studies
VP, Investor Relations Examples
1
VP, Investor Relations Job Description
Job Description Example
Our growing company is looking to fill the role of VP, investor relations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for VP, investor relations
- Coordinate, prepare, update, distribute both internal and external departmental and/or company-wide communications via telephone, email, letters, flyers
- Work with management on preparing content for annual investor conference organization around the annual investor conference
- Review sell-side research notes and models
- As a public representative of the company, provides extraordinary service commensurate with the Bank's reputation to institutional investors and sell-side analysts, along with other internal and external stakeholders, through clear, responsive and proactive communication and engagement efforts
- Oversees full compliance with Regulation Fair Disclosure, along with all applicable regulatory requirements
- Establishes and leads IR communications and outreach strategy
- As the primary point-of-contact for the investment community, hosts calls, meetings and other events with or on behalf of executive management
- Prepares executive management team for quarterly earnings releases, including script development and live Q&A preparation
- Responsible for managing sell-side consensus estimates and expectations, and provides regular updates as appropriate to the executive team
- Manages the IR team and associated vendor relationships
Qualifications for VP, investor relations
- Highly credible as an “IR professional”, with a robust network of peers / industry groups
- Track record in cultivating deep client relationships
- Creative, energetic, inclusive and innovative approach
- 5+ years of administrative experience, and at least 3 supporting a Vice President or C-level executive at a public company, preferably Investor Relations or comparable Finance Executive
- Must have a high level of proficiency in Outlook, Word, Excel and Power Point
- Experience with interfacing with investors and investment bankers, customers, vendors, visitors, and other dignitaries
2
VP, Investor Relations Job Description
Job Description Example
Our company is searching for experienced candidates for the position of VP, investor relations. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for VP, investor relations
- Works in collaboration with other marketing and communications functions, to ensure consistent messaging across all audiences and channels
- Understands in depth the Bank's values, culture, business model and history, along with performance drivers and opportunities
- Travel required, approximatey 20% of the year
- Drive marketing activities across Europe in close collaboration with Relationship Management
- Formulate fundraising strategies and develop new client relationships
- Manage fundraising process through to completion of the mandate
- Develop requests for proposals in close cooperation with internal partners
- Handle day-to-day inquiries from investors and analysts, ensuring that information provided is in compliance with the company’s messaging applicable SEC rules and regulations
- Assist with the launch of new funds alongside the Fund Management and Strategic Product Management teams
- Oversee client negotiations and on-boarding from an IR perspective for new funds
Qualifications for VP, investor relations
- Create and maintain investor materials, including presentations, DDQs, RFPs, newsletters
- Provide strategic input into JPS business development, especially in the development of new funds
- Apply highest standards of integrity and professional conduct at all times
- The successful candidate must be comfortable in an entrepreneurial and rapidly changing organization
- A background in finance (FP&A or Control) is a plus
- Ability to execute discretion with confidential information
3
VP, Investor Relations Job Description
Job Description Example
Our company is searching for experienced candidates for the position of VP, 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 VP, investor relations
- Manage the production of formal quarterly reporting package by gathering portfolio-level and market updates from portfolio managers, asset managers and researchers, and crafting them into cohesive update summaries on the portfolio
- Line manager to associates and analysts in the IR team
- Develops and maintains a company investor relations strategy and plan
- Establishes the optimum type and mix of shareholders, and creates that mix through a variety of targeting initiatives
- Creates presentations, news releases, and other communication materials for earnings releases, industry events, and presentations to analysts, brokers, and investors
- Supports the production of all annual reports, SEC filings, and proxy statements
- Monitors analyst reports and summarizes them for leadership
- Serves as the key point of contact for the investment community, establishing and maintaining relationships with stock exchange representatives
- Organizes conferences, earnings conference calls, and investor meetings
- Provides feedback to management regarding the investment community's perception of how the company is being managed and their view of its financial results the impact of stock programs and dividend changes
Qualifications for VP, investor relations
- Provide an excellent investor relations service to all investors and prospects
- In-depth knowledge of financial statements modeling and valuation techniques utilized by analysts
- Skilled at building networks and interpersonal relationships
- Fluency in English including good writing skills
- At least 7-10 years experience working in the investor relations function for a Fortune 500 company
- Excellent project management & organisational skills
4
VP, Investor Relations Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of VP, investor relations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for VP, investor relations
- Is the company contact financial- and investor-related inquiries
- Monitors news and social media and provides reports and analyses of our coverage and recommendations for improvements
- Develops company talking points and messaging, and coaches leaders in how to effectively manage financial- and investor-related media encounters
- Supports the development of strategic plans/processes for how the company manages various crisis scenarios and manages business continuity in the event of natural disasters or other interruptions in normal business activities
- Interacting daily with Wall Street including communicating corporate strategy and performance to security analysts and portfolio managers preparing executive presentations and speeches for analyst conferences
- Compiling and analyzing buy and sell-side analyst financial models on the company competitors on a quarterly basis
- Participating in investor meetings and presentations, including reviewing and analyzing presentation materials
- Market and sell both private equity funds (including open-ended and closed-end vehicles) to private investors, identifying and initiating new sales opportunities by prospecting and presenting to new and existing clients
- Research prospective investors and create detailed metrics to assess viability of investors
- Providing investment updates and analyses, working closely with the investment management teams, detailing investment style/process, portfolio strategy and recent performance
Qualifications for VP, investor relations
- The Investor Relations (IR) Advisory Team provides value-added consulting services to issuer clients of the DR business, helping them get the most out of their DR programs
- Integrating seamlessly with relationship managers and the DR desk
- Coordinating with internal and external partners to source IR insights
- Planning and executing IRO-oriented events and publications
- Requires in-depth knowledge of corporate operations, policies and procedures
- An understanding of real estate fundamentals
5
VP, Investor Relations Job Description
Job Description Example
Our company is hiring for a VP, investor relations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for VP, investor relations
- Providing content in the development of presentations, profiles, Q&As, DDQ’s and other marketing materials
- Ensuring that the investment stories for assigned products are presented consistently and that the products are properly positioned across all customer touch points
- Develop, enhance and prepare fund marketing materials including monthly tear sheet and marketing deck
- Traveling to meet with prospective clients and/or conferences to market the firm’s products
- Reviewing market analysis and other relevant analytical work
- Contribute to the annual report
- Gather investor feedback, industry/competitor information, and other shareholder related concerns and reporting to senior management as appropriate
- Partner closely with SVP, Finance and CFO to build, manage, and maintain and strengthen Company relationships with financial community, including existing and targeted prospective analysts, investors and rating agencies
- Present and communication earnings release to executive leadership and shareholders
- Design and maintain plan for 1x1 investor meetings, conferences, and investor days
Qualifications for VP, investor relations
- Bachelor’s degree in Finance and/or Communications field preferred
- 10+ years of combined experience in investor and media relations including 5+ years’ experience in managing an investor relations department
- Excellent written and verbal skills, relationship-building skills in the investment community
- Ability to collaborate with the executive team
- Ambitious, passionate, entrepreneurial
- Articulate and confident presenter