Investor Relations Manager

Overview

This role is part of the Investor Relations team and reports to the VP, Investor Relations. The position supports the Investor Relations function by partnering closely with FP&A, the CFO, and executive leadership to communicate the organization’s investment narrative. Success in this role requires strong capital markets knowledge, analytical and financial modeling skills, and the ability to translate complex business, financial, and industry dynamics into clear, compelling messaging for investors and analysts.

Responsibilities

• Support the VP, Investor Relations, SVP Strategic Finance, and CFO in developing and maintaining relationships with sell-side analysts and buy-side investors.
• Track and synthesize analyst and investor feedback, and share insights to inform messaging and engagement.
• Maintain and enhance valuation models, peer comparisons, and consensus tracking.
• Stay current on strategic, operational, and financial developments, as well as evolving financial services, digital assets, and regulatory landscape.
• Draft and prepare quarterly earnings materials, including scripts, Q&A, presentations, conference materials, management briefings, and other public company communications.
• Manage earnings process logistics, including the earnings calendar, quiet period coordination, and coordination with external vendors.
• Maintain and improve IR reporting infrastructure, including shareholder base analysis, investor outreach tracking, and analyst reporting.
• Collaborate with Communications, Strategy/Policy, Legal, Marketing, Product, and other teams to support external positioning and the investor narrative.

Requirements

• 5+ years of experience in finance, with a track record in financial analysis or strategy.
• Strong proficiency in financial statements and modeling, including valuation.
• Working knowledge of capital markets, particularly equities.
• Familiarity with disclosure and regulatory obligations of a public financial services company.
• Clear, articulate written and verbal communication skills.
• Strong execution skills and attention to detail, with the ability to see the bigger picture.
• Comfort presenting to and working with senior management.

Preferred Qualifications

• 3+ years of experience in investor relations or a related area (investment banking, sell-side research, buy-side portfolio management).
• Bachelor’s degree in a related field; Master’s degree.
• Experience/familiarity with Slack, Apple MacOS, and GSuite.

Compensation & Benefits

• Base Pay Range: $157,500 - $190,833

Starting pay is determined by relevant experience, skill set, qualifications, and other business and organizational needs. Compensation ranges may differ for candidates in other locations.

The organization is an equal opportunity employer and does not discriminate based on protected status as required by law.

Location

Location is not specified in the provided description.