The director of investor relations plays a highly strategic role within the company. The person in this position leads the development and execution of the IR strategy. The Director, IR is often the primary face to Wall Street for the company by educating and updating investors and analysts. Investors should have confidence that the Director, IR speaks on behalf of the company, represents the company in meetings with investors and could deliver presentations. Internally, the role has a “seat at the table” in providing the shareholder perspective on corporate strategy and actions.


Strategic leadership

  • Directs and executes the collection, analysis, and presentation of feedback of investors’ perceptions and opinions, sell-side analysts’ positions and summaries, relative stock price movements, and periodic ownership analysis. The analysis is provided and presented to the senior leaders and the Board of Directors in written and oral form.
  • Executes the investor relations program, including communication of the company’s strategy, operating plan, financial projections, and the detailed execution of the IR operating plan.
  • Collaborates with the Communications team in creating the company’s messages and in ensuring that all company communications, both external and internal, are integrated and consistent.
  • Speaks on behalf of the company in individual meetings.


Investor Relations Strategy, Plan, and Execution

  • Educates and updates investors and analysts:
  • Creates value-driver-based investment messages in collaboration with selected members of the executive staff.
  • Keeps shareholders knowledgeable about the company. Provides context for the company’s performance.
  • Finds, supports, and encourages prospective investors by broadening awareness and interest through conferences, presentations, meetings, media, and mailings.
  • Hosts investor conference calls, prepares Q&A document and leads practice sessions for the calls. Contracts for conference call services.
  • Utilizes targeting methodologies to identify good-fit institutional investors; contacts the analysts at those institutions to verify possible interest and to encourage interest and investment.
  • Supports the investors’ decision-making processes through visits to institutions, individual meetings, and visits by analysts and investors to the company.
  • Supports sell-side analysts in brokerage firms.
  • Establishes and maintains the company’s disclosure policy.
  • Contracts for and directs the capital markets database and intelligence system that supports the investor relations program.
  • Executes or assists in the creation of publications and electronic media used in the IR program. Supervises the data collection, analysis, writing and editing, and production of those materials:
  • Quarterly results: coordinates and executes the creation of the earnings release, prepared remarks and slides.
  • SEC filings: collaborates with the Accounting team and legal staff.
  • Responsible for IR website section and content.
  • Supports the IR website archive of historical information for investors.
  • Annual report: theme, content, design, production, and delivery.
  • Assists with other news releases and media news stories.
  • Marketing of the IR program:
  • Coordinates presentations at broker-sponsored conferences and non-deal roadshow meetings.
  • Discussions with sell-side analysts and review of reports for accuracy of publicly disclosed information.
  • Collaborates in analysts’ (sell side and buy side) discussions with Chairman and CEO to verify understanding of strategy and direction.
  • Supports visits by investors to the company headquarters.
  • Gives presentations at internal company meetings.
  • Supports Annual Meeting of Shareholders.


·       Feedback to the company and Board of Directors:

  • Executes the analysis for and creation of periodic feedback reports about the company's stock price, relative stock price, sell-side analysts' estimates and perceptions, oral perceptions and opinions from analysts and investors, industries and peer companies, and the stock market. Helps convey the findings through oral presentations and written reports to the senior leaders and Board of Directors.
  • Manages the outside company that surveys analysts and investors for their opinions and perceptions about the company. Develops the graphic presentation of the survey results. Presents the formal findings to the senior leaders and the Board of Directors.
  • Supervises and documents the collection, analysis, and reporting of feedback from analysts, investors, and company leaders about their perceptions of the IR program.
  • Supervises and documents the collection, analysis, and reporting of feedback from analysts, investors, journalists, and company leaders for their perceptions about Strategic Communication.


Experience, skills, and knowledge required

  • More than ten years of experience in the following areas: investor relations, finance, or corporate communication positions for a public company or a consulting agency.
  • Outstanding financial and investment analysis skills
  • Outstanding oral and written communication skills, and presentation ability.
  • A clear and thorough understanding of the financial modeling techniques used by security analysts to project a company's operating and financial performance and the resulting value for its stock.
  • An in-depth understanding of the financial and investment markets and the ability to establish new relationships in new industries quickly.
  • A good understanding of strategic communication, public relations, marketing, advertising, and the media.
  • An emerging reputation with the investment community, based on credibility, consistency, visibility, access, and depth and breadth of knowledge.
  • College degree required, with a master's degree highly desirable.
  • Strong interpersonal skills, superior intellect, and an outstanding ability to communicate using these qualities and skills.
  • An energetic, efficient, and resourceful team player and individual contributor.

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