Investor Relations Manager

Overview

This role supports Investor Relations (IR) by helping communicate the organization’s investment narrative to investors and analysts. The position collaborates closely with FP&A, the CFO, and executive leadership, and contributes to public company communications, investor engagement, and the reporting/process elements behind an effective IR program.

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, sharing insights to inform investor messaging and engagement.
• Maintain and enhance valuation models, peer comparisons, and consensus tracking.
• Stay current on strategic, operational, and financial developments, including the evolving financial services, digital assets, and regulatory landscape.
• Draft and prepare quarterly earnings materials, including scripts, Q&A, and presentations, plus 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 inform 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 various factors, including relevant experience, skill set, qualifications, and other business and organizational needs. Compensation ranges may differ for candidates in other locations.

Location

Varies by location; compensation ranges may differ based on candidate location.

Equal Opportunity

Equal opportunity employer. Does not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status, or any other protected status required by the laws in locations where the organization hires.

Work Authorization

The employer participates in the E-Verify Program in certain locations, as required by law.