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Investor Relations Associate Jobs
Company | Theorem |
Address | San Mateo, CA, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-07-26 |
Posted at | 10 months ago |
About Us
- Assist in the development and implementation of a comprehensive investor relations strategy that aligns with the company's goals and objectives
- Integrate and partner with Theorem’s Investor Relations Team to increase their output
- Collaborate with both IR leadership and teams from across the business to unpack ambiguous problems and ensure a shared understanding of goals and outcomes
- Proactively surface pain points and generate insights into the health of our operations, make recommendations on how to improve as we scale, and work with the Investor Relations business leader to drive change
- Own meeting and client engagement coordination and ownership with completeness and accuracy
- Client call and event support — urgent, real-time and in-person support wherever possible, including testing of software, video and hardware, conference room prep and materials prep
- Respond to investor inquiries and requests in a timely and professional manner - both written and verbal - real-time and ongoing, both internally and externally, with high-level of professionalism, customer service and solutions-oriented demeanor
- Assist in the preparation of investor communications, such as presentations, reports, and press releases
- Maintain an understanding of the regulatory environment and stay up-to-date, through Theorem’s legal team, on changes that may impact the company's investor relations activities
- Track and stabilize projects, remove roadblocks, drive operational outcomes, and anticipate needs, allowing teams to focus on the problems they are best equipped to solve
- Prepare and disseminate financial and operational reports, including earnings releases, annual reports, and other disclosures required by regulatory authorities
- Data and materials support — ongoing, including maintaining accurate and up-to-date investor records and databases, reconciling prospect databases, investor deck production/updates, IR monthly reports production as well as discrete projects, e.g., salesforce data projects
- Coordinate investor events, such as annual meetings and conference calls
- Bachelor's degree in business, finance, or a related field
- Strong organizational skills and attention to detail
- Graphic design ability—or the willingness to learn—desired
- Previous experience in investor relations or a related field is a plus: Minimum of 3 years in a fast-paced financial services or technology-focused organization
- MacOS and GSuite expertise
- Proficiency in Microsoft Office, particularly Excel and Apple Keynote, calendaring and productivity software
- Strong bias for action and enjoy working with high autonomy
- Highly organized with exceptional attention to detail to manage multiple competing priorities
- Capacity to probe when something doesn’t feel right and not take everything at face value, even when it’s an unfamiliar concept
- Exceptional communication skills, both written and verbal with the ability to understand, translate, and convey complex concepts
- Knowledge of and passion for financial markets and investment principles
- Strong interpersonal skills, diplomacy, and the ability to collaborate with others
- Ability to problem solve while navigating differing viewpoints and ideas, and remaining open to new ideas and potential failures
- Prioritization — ability to manage and prioritize time-sensitive tasks while making progress with ongoing projects and work
- Accuracy and meticulous attention to detail
- Proactivity—thinks about “looking around corners” to help the IR team succeed
- Thrives in high-performance and high-stakes environment
- Professional polish
- Ability to create and maintain a sense of urgency—in yourself and with others
- Regularly seeks feedback proactively and applies towards individual and team improvement
- Enjoys executing established best practices and processes, with eye towards improvement and optimization. Knows what it means to “build for scale”
- Autonomous and independent, but with a willingness to ask clarifying questions
- Expected full-time salary range between $100,000 to $130,000 + bonus + equity + benefits.
- This employee will sit onsite in our San Mateo office.
- Advertised and actual salary ranges may differ by geographic area, work experience, education, and/or skill level.
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