Investor Relations Coordinator

Inclusively

New York (NY)

On-site

USD 65,000 - 90,000

Full time

2 days ago
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Job summary

Inclusively is partnering with a global professional services company to hire an Investor Relations Coordinator. This Associate Manager will provide dedicated operational support to the IR function, owning investor contacts, meetings, conferences, and team logistics.

The role requires strong organization, discretion, and judgement for a high‑volume IR calendar, enabling senior IR leaders to focus on investor engagement, financial analysis and strategic communications.

Qualifications

  • Minimum 5 years of experience in executive support, investor relations coordination, financial services, corporate events, or executive office operations.
  • Experience supporting a senior executive or high‑profile corporate function is strongly preferred.
  • Strong proficiency with Microsoft Outlook, Excel, PowerPoint and contact or relationship-management tools.
  • Excellent written communication, organization and follow-through.

Responsibilities

  • Own the scheduling and coordination of investor and analyst meetings, conferences, roadshows, earnings-related sessions and other IR events.
  • Maintain accurate investor and analyst contact information, profiles, distribution lists and interaction records.
  • Coordinate complex calendars involving senior executives, institutional investors, equity analysts and internal stakeholders.
  • Manage meeting invitations, briefing-material distribution, logistics, technology requirements and follow-up actions.
  • Support planning and execution for quarterly earnings calls, investor and analyst days and the annual shareholder meeting.
  • Coordinate conference participation, including registrations, agendas, executive schedules, travel requirements and meeting materials.
  • Maintain the central IR calendar and provide visibility to upcoming deadlines, investor engagements and required deliverables.
  • Manage controlled distribution of approved investor materials and other external communications.
  • Support the timely collection, organization and version control of briefing documents and event materials.
  • Anticipate scheduling or logistical issues, resolve them proactively and elevate material risks as appropriate.
  • Handle sensitive information and external communications with professionalism and discretion.
  • Provide broader operational support to the Head of Investor Relations and IR leadership team as required.

Skills

Calendar management
Stakeholder communication
IR coordination
MS Office
Discretion

Tools

Microsoft Outlook
Excel
PowerPoint
CRM tools

Job description

Inclusively is partnering with a global professional services company to hire an Investor Relations Coordinator. **Please note: this role is NOT an internal position with Inclusively but with the partner company.**

ABOUT INCLUSIVELY

Inclusively is a digital tech platform that empowers job seekers with disabilities, caregivers, and veterans by using Success Enablers–accommodations and personalized workplace modifications that help all job seekers reach their full potential and excel. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD).

Create your profile, select Success Enablers, and connect to jobs from our partnered employers who are committed to creating diverse and inclusive teams. When registering, you must acknowledge that this platform is for people with disabilities, caregivers, and veterans. However, Inclusively does not require candidates to disclose their specific disability to join the platform.

Job Overview

The Investor Relations Coordinator is an Associate Manager (CL8) that will provide dedicated operational support to the Investor Relations (IR) function, with end-to-end ownership of investor contacts, meetings, conferences, events and team logistics. The role requires organization, responsiveness and judgement typically associated with supporting a senior executive office.

This position is more than an administrative role. The coordinator will establish reliable operating discipline across a high-volume and externally visible IR calendar, allowing senior IR team members to focus on investor engagement, financial analysis and strategic communications.

Key responsibilities:
  • Own the scheduling and coordination of investor and analyst meetings, conferences, roadshows, earnings-related sessions and other IR events.
  • Maintain accurate investor and analyst contact information, profiles, distribution lists and interaction records.
  • Coordinate complex calendars involving senior executives, institutional investors, equity analysts and internal stakeholders.
  • Manage meeting invitations, briefing-material distribution, logistics, technology requirements and follow-up actions.
  • Support planning and execution for quarterly earnings calls, investor and analyst days and the annual shareholder meeting.
  • Coordinate conference participation, including registrations, agendas, executive schedules, travel requirements and meeting materials.
  • Maintain the central IR calendar and provide visibility to upcoming deadlines, investor engagements and required deliverables.
  • Manage controlled distribution of approved investor materials and other external communications.
  • Support the timely collection, organization and version control of briefing documents and event materials.
  • Anticipate scheduling or logistical issues, resolve them proactively and elevate material risks as appropriate.
  • Handle sensitive information and external communications with professionalism and discretion.
  • Provide broader operational support to the Head of Investor Relations and IR leadership team as required.
Job Requirements:
  • This role could require travel per the business needs approximately 25% of the time
Basic Qualifications:
  • Minimum 5 years of experience in one or a combination of the following: executive support, investor relations coordination, financial services, corporate events, or executive office operations.
Preferred Qualifications:
  • Experience supporting a senior executive or high-profile corporate function is strongly preferred.
  • Demonstrated experience managing complex calendars, meetings and events involving multiple senior stakeholders.
  • Strong proficiency with Microsoft Outlook, Excel, PowerPoint and contact or relationship-management tools.
  • Excellent written communication, organization and follow-through.
  • Experience working with investors, analysts, financial services organizations or public-company executives is beneficial.
  • Ability to manage confidential and potentially market-sensitive information appropriately.
Knowledge & Skill Requirements:
  • Exceptional organization and reliability
  • Proactive planning and follow-through
  • Strong attention to detail
  • Ability to manage competing priorities
  • Discretion and sound judgement
  • Clear stakeholder communication
  • Calm and disciplined execution under tight deadlines
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