Investor Relations Manager

X-Factor Consulting; Dallas (TX); Hybrid; USD 90,000 - 120,000; Full time

Job summary

A consulting firm is seeking an Investor Relations Manager for a hybrid position in the Dallas/Ft. Worth, TX area. The ideal candidate will partner with the CFO/CEO as a key liaison to investors while ensuring effective communication of financial information. Responsibilities include preparing board materials, managing investor relations activities, and gathering market intelligence. Qualifications include a Bachelor’s degree in finance-related fields, 5+ years in investor relations or capital markets, and excellent communication skills.

Qualifications

• 5+ years corporate investor relations experience or capital markets background.
• Experience with analytics, financial modeling, and valuation.
• Familiarity with SEC regulations and compliance preferred.

Responsibilities

• Partner with CFO/CEO as key liaison to investors and analysts.
• Drive communication of financials, operations, and strategy.
• Prepare board/earnings materials and investor presentations.
• Manage investor pipeline and conduct roadshows/meetings.
• Support earnings calls and collaborate with various teams.

Skills

Investor Relations

Communication

Financial Modeling

Analytics

Presentation

Excel

PowerPoint

Education

Bachelor’s in Finance, Accounting, Economics, Business

MBA (preferred)

Tools

IR Tools

Job description

Our client is seeking an Investor Relations Manager for an excellent hybrid position located in the Dallas/Ft. Worth, TX (DFW) area. Responsibilities include:

• Partner with CFO/CEO as key liaison to investors, analysts, and financial community.
• Drive transparent communication of financials, operations, and strategy to support valuation and shareholder relations.
• Prepare board/earnings materials, key messages, and investor presentations.
• Develop strategic investor engagement and clear communication of complex info.
• Build IR capabilities, processes, and analytics (peer benchmarking, ownership tracking, sentiment, industry trends, macro).
• Manage investor pipeline, prospects, and roadshows/meetings.
• Support earnings calls, conferences, and events.
• Collaborate with finance, legal, communications, and executive teams on to ensure alignment and compliance in external reporting.
• Gather actionable market intelligence from analysts, subject matter experts, and investors.

Qualifications and Experience

• Bachelor’s in Finance, Accounting, Economics, Business, or related. (MBA preferred)
• 5+ years corporate investor relations experience and/or capital markets background (investment banking, private equity, financial services, hedge fund, etc.).
• Experience with analytics, financial modeling, valuation, and statement analysis
• Excellent communication, presentation, and professional presence
• Advanced Excel, PowerPoint, and familiar with IR tools
• Knowledge of SEC regulations and disclosure compliance a plus