Senior Account Supervisor, Special Situations & Investor Relations Communications

Responsibilities

• Provide counsel to clients on messaging and positioning across all external investor and financial communications, including: quarterly earnings news releases and conference call scripts, material corporate news, investor presentation and general 1x1 and group communications with the investment community. Manage and participate hands on in team development of messaging and positioning of company business model and corporate developments.
• Support traditional “retainer” based IR and financial media clients as well as transaction-oriented project work (including M&A, IPOs, shareholder activism, and investor days).
• Lead the creation of investor communications plans and goals, including development of both tactical and strategic elements; manage against them.
• Serve as a key day-to-day contact for clients, including CFO, CEO, IRO and other senior leaders.
• Interact directly with client shareholders and covering sell-side analysts, discussing client business attributes, collecting feedback, supporting bank-sponsored non-deal road shows, and reacting to investment community informational needs.
• Monitor sell-side valuation models and counsel clients on effectively setting expectations around future performance.
• Ensure team is proactive and highly responsive to client needs, anticipating upcoming deliverables and taking accountability for proper execution. Ensure junior staff is trained, supportive of team efforts and paying sufficient attention to detail.
• Participate with senior partners in new business preparation and participate in new business activity to ultimately serve those accounts.

Requirements

• At least 6 years of relevant experience within the capital markets, including either with a sell-or buy-side firm, investor relations agency or in an IR role at a public company
• A bachelor’s degree in business, finance, accounting or related discipline or equivalent work experience

Preferred

• Strong comfort level in counseling senior executives of publicly traded companies on IR related and financial communications matters.
• Strong writing skills, including experience writing financially-oriented news releases and presentations.
• Strong analytical skills; ability to analyze financial data sets and understand businesses across multiple industries.
• Experience with relevant data platforms, including Bloomberg, Nasdaq IR Insight as well as proficient in MSFT Excel and PowerPoint.
• Preferred master’s in business administration (MBA) or Charted Financial Analyst (CFA) designation a plus but not required.
• Specific experience counseling companies through material transaction, including M&A and Initial Public Offerings (IPO) a plus.

Benefits

• DJEH offers a wide range of benefits: medical and dental insurance, vision, 401K, life insurance, disability insurance, paid time off, travel assistance and wellness programing.