Foster McKay
“People don’t choose their careers; they are engulfed by them.”
The Manager – Investor Relations will help coordinate the flow of financial and business information between WH and the financial community including institutional buy-side investors and equity research sell-side analysts. The Manager will be responsible for monitoring Wall Street analysts’ research, as well as participating in investor/analyst meetings. In addition, they will compile data and help to draft written materials for communication to the Street and Board of Directors.
Overview
The Manager – Investor Relations will help coordinate the flow of financial and business information between WH and the financial community including institutional buy-side investors and equity research sell-side analysts. The Manager will be responsible for monitoring Wall Street analysts’ research, as well as participating in investor/analyst meetings. In addition, they will compile data and help to draft written materials for communication to the Street and Board of Directors. What you’ll do
Monitor peer group filings and communications and analyze for potential impact to WH filings/communications. Prepare and distribute summaries and reports to senior management to support Investor Relations efforts and strategic planning. Participate in ongoing 1 on 1 meetings with analysts and investors, on an as needed basis. Ownership of vendor relationships with IR service providers. Track market activity, news and industry developments and competitive activity – develop data as appropriate for presentation to SVP, Investor Relations and senior management team. Prepare investor profiles, fact sheets and briefing materials for investor calls, HQ meetings, non-deal roadshows and investor conferences. Support company participation in investor conferences and roadshows. Monitor research coverage for accuracy; circulate as appropriate to senior management team; liaise with analysts on required clarifications. Monitor and report shareholder activity; work with outside vendor to target potential investors based on peer holdings, shareholder activity and company fundamentals for SVP review. Draft general investor relations materials (including macro and industry data) for presentations. Ownership of budget preparation and monitoring. Support ongoing Q&A communication with analysts and investors (Q&A, press releases, transcripts). Support Investor Relations website working with third-party vendor and ensuring timely posting of required materials. Liaise with third-party telecommunications vendor on quarterly earnings conference call. Support earnings material support process with SEC reporting and Legal, ensuring they have sufficient evidence of all quantifiable disclosures. You’ll be successful if you have
Comprehension of financial statements required. Proactive, self-starter, who is able to work independently in a fast-paced environment. Consistent common sense and excellent judgment skills will be critical to success in the function. Proficient in Word, Excel and PowerPoint Familiarity with the Securities and Exchange Commission (SEC) regulations. Strong understanding of financial markets, including investment analysis, valuation, and financial reporting. Excellent written and verbal communication skills, with the ability to effectively present complex financial information to diverse audiences (analysts, investors, senior management). Ability to synthesize complex information into concise and meaningful reports and draft clear, concise, and compelling investor relations materials. Ability to analyze substantial amounts of financial data (market activity, research reports, shareholder activity, peer group comps) and identify trends and insights. Strong attention to detail and accuracy. Excellent problem-solving skills. Ability to stay up to date on current industry trends and regulations. Required Qualifications/Experience
BS/BA in Accounting, Finance or related field required; CPA preferred. 7 to 9 years of business experience required, public accounting preferred. Direct experience in Investor Relations, either as an Investor Relations Manager or Analyst, is desirable. Financial Services Experience: Experience in financial services, investment banking, or equity research can also be valuable.
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The Manager – Investor Relations will help coordinate the flow of financial and business information between WH and the financial community including institutional buy-side investors and equity research sell-side analysts. The Manager will be responsible for monitoring Wall Street analysts’ research, as well as participating in investor/analyst meetings. In addition, they will compile data and help to draft written materials for communication to the Street and Board of Directors. What you’ll do
Monitor peer group filings and communications and analyze for potential impact to WH filings/communications. Prepare and distribute summaries and reports to senior management to support Investor Relations efforts and strategic planning. Participate in ongoing 1 on 1 meetings with analysts and investors, on an as needed basis. Ownership of vendor relationships with IR service providers. Track market activity, news and industry developments and competitive activity – develop data as appropriate for presentation to SVP, Investor Relations and senior management team. Prepare investor profiles, fact sheets and briefing materials for investor calls, HQ meetings, non-deal roadshows and investor conferences. Support company participation in investor conferences and roadshows. Monitor research coverage for accuracy; circulate as appropriate to senior management team; liaise with analysts on required clarifications. Monitor and report shareholder activity; work with outside vendor to target potential investors based on peer holdings, shareholder activity and company fundamentals for SVP review. Draft general investor relations materials (including macro and industry data) for presentations. Ownership of budget preparation and monitoring. Support ongoing Q&A communication with analysts and investors (Q&A, press releases, transcripts). Support Investor Relations website working with third-party vendor and ensuring timely posting of required materials. Liaise with third-party telecommunications vendor on quarterly earnings conference call. Support earnings material support process with SEC reporting and Legal, ensuring they have sufficient evidence of all quantifiable disclosures. You’ll be successful if you have
Comprehension of financial statements required. Proactive, self-starter, who is able to work independently in a fast-paced environment. Consistent common sense and excellent judgment skills will be critical to success in the function. Proficient in Word, Excel and PowerPoint Familiarity with the Securities and Exchange Commission (SEC) regulations. Strong understanding of financial markets, including investment analysis, valuation, and financial reporting. Excellent written and verbal communication skills, with the ability to effectively present complex financial information to diverse audiences (analysts, investors, senior management). Ability to synthesize complex information into concise and meaningful reports and draft clear, concise, and compelling investor relations materials. Ability to analyze substantial amounts of financial data (market activity, research reports, shareholder activity, peer group comps) and identify trends and insights. Strong attention to detail and accuracy. Excellent problem-solving skills. Ability to stay up to date on current industry trends and regulations. Required Qualifications/Experience
BS/BA in Accounting, Finance or related field required; CPA preferred. 7 to 9 years of business experience required, public accounting preferred. Direct experience in Investor Relations, either as an Investor Relations Manager or Analyst, is desirable. Financial Services Experience: Experience in financial services, investment banking, or equity research can also be valuable.
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