Client Manager - Capital Markets and Investor Relations

Equiniti; New York (NY); On-site; USD 90,000 - 115,000; Full time

Job summary

An established industry player is looking for a skilled Client Manager to join their dynamic team. This role involves collecting, interpreting, and communicating ownership intelligence to help clients navigate the complexities of equity markets. You will engage with institutional investors, deliver insightful market reports, and play a crucial role in enhancing client relationships. With a focus on strategic recommendations and market trends, this position offers a unique opportunity to contribute to the success of publicly traded companies. If you are passionate about finance and possess strong analytical skills, this is the perfect opportunity for you.

Qualifications

• 5+ years of experience in Capital Markets focused on Investor Relations.
• Strong understanding of ownership intelligence and market influences.

Responsibilities

• Provide clients with ownership intelligence and market reports.
• Build and retain client relationships while identifying growth opportunities.
• Deliver accurate and timely client deliverables in a fast-paced environment.

Skills

Capital Markets Experience

Investor Relations

Ownership Intelligence

Financial Services Experience

Executive Presence

Education

BA/BS Degree

Job description

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc. and Astrella Private Company Solutions, Inc. Learn more at: www.equiniti.com/us

EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

Role Summary

D.F. King is a global expert in stakeholder engagement, having serviced more than 1,000 clients in 32 countries, from eight offices around the world. We are seeking a skilled Client Manager to collect, interpret and communicate data for the development of market reports and strategic recommendations.

Core Duties/Responsibilities

• Provide clients with Ownership intelligence concerning their institutional investors and what is driving trading in equity markets


• Deliver regular reports concerning ownership intelligence throughout the c-suite of publicly traded companies


• Help clients with targeting institutional investors in line with public companies


• Build and retain client relationships while identifying potential challenges and growth opportunities


• Remain fluent on market trends as well as on trends regarding best practices in investor relations, shareholder targeting, corporate governance and shareholder engagement


• Continuously analyze client feedback and market trends to assist in development of new products and services that can better-suit our clients' needs


• Serve as an extension of publicly traded companies' investor relations teams; assisting in a myriad of requests and providing support around critical deliverables, such as board reports


• Provide accurate and timely generation of client deliverables in a fast-paced, high pressure environment


• Identify leading institutional buyers and sellers of client's stocks, and provide insight, color and context around the movements


• Deliver regular reports and updates about stock performance, noteworthy institutional movements, and aberrational trading

Skills, Capabilities & Attributes

• BA/BS degree is preferred


• Financial services and/or securities industry experience


• 5+ years of Capital Markets experience centered on Investor Relations preferred


• Strong understanding around ownership intelligence and associated influences


• Executive presence and the ability to articulate at the C-Suite level

Compensation

• $90,000-115,000 annually

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks