Investor Relations Manager

Taylor Hopkinson | Powered by Brunel

Washington

Hybrid

USD 90,000 - 130,000

Full time

37 hours ago
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Job summary

Taylor Hopkinson | Powered by Brunel is seeking an Investor Relations professional in the U.S. to be the primary liaison with institutional investors, analysts, and the broader investment community.

The role involves preparing investor materials, coordinating meetings, and supporting disclosures with a focus on accuracy and regulatory compliance. You’ll collaborate with Finance, Legal, Marketing, and other units to ensure timely, transparent communications and robust investor targeting across

Qualifications

  • Bachelor’s degree or higher in Finance, Accounting, Economics, Business Administration, Public Relations/Communications, or related field.
  • MBA, CFA, or ICIR IR certification is a plus.
  • 3–5 years of experience in investor relations, equity research, investment banking, corporate finance, asset management, or financial communications.

Responsibilities

  • Serve as a primary point of contact for institutional investors, analysts, and U.S. investment community.
  • Prepare investor presentations, fact sheets, earnings call scripts, Q&A materials, and other investor-facing communications.
  • Organize investor meetings, roadshows, analyst briefings, earnings calls, and site visits for regional investors.
  • Assist in preparing public disclosures, ensure Nasdaq rules compliance, and coordinate with Legal, Finance and business teams.
  • Monitor regulatory developments and ensure IR practices stay compliant across jurisdictions.
  • Collaborate with Finance, Legal, Marketing, and business units to gather data for reports and filings.
  • Maintain shareholder database and respond to investor inquiries promptly and with transparency.

Skills

English proficiency
Communication skills
Attention to detail
Project management
Financial analysis
Excel
PowerPoint
Word

Education

Bachelor’s degree or higher in Finance/Accounting/Economics/Business/PR/Communications
MBA/CFA/IR certification (plus)

Tools

Microsoft Excel
PowerPoint
Word
Bloomberg
FactSet

Job description

New York or Washington, D.C. - Remote, or Texas Humble - onsite

Key Responsibilities include but are not limited to the following:
Investor Communications
  • Serve as a primary point of contact for institutional investors, analysts, and other members of the U.S. investment community.
  • Prepare and maintain investor presentations, fact sheets, earnings call scripts, Q&A materials, and other investor-facing communications.
  • Organize and coordinate investor meetings, roadshows, analyst briefings, earnings calls, and site visits for regional investors.
Compliance & Disclosure
  • Assist in preparing timely and accurate public disclosures, including material agreements, quarterly and annual reports, ensuring compliance with Nasdaq listing rules and applicable securities laws.
  • Partner with Legal, Finance, and business teams to identify and assess material events requiring public disclosure, and manage the disclosure approval process, including coordination with counterparties/clients where necessary.
  • Monitor regulatory developments to ensure Investor Relations practices remain compliant across relevant jurisdictions.
Cross-Functional Collaboration
  • Work with internal teams (Finance, Legal, Marketing, and business units) across the U.S. and Japan, etc. to gather and verify information used in investor reports, earnings releases, and regulatory filings.
  • Provide management with investor and market feedback to help shape the company's external communications strategy and support strategic decision-making.
  • Track and analyze peer disclosures, sell-side research, industry trends, and capital markets developments to provide actionable insights to leadership.
  • Maintain an accurate shareholder database and investor records; conduct shareholder identification and analysis to support investor targeting.
  • Respond to investor inquiries promptly and professionally, with a high degree of transparency and attention to detail.
Administration & Database Management
  • Maintain and enhance the IR database, content management tools, and the Investor Relations section of the company's website, ensuring all disclosed information is accurate and reflects best practices.
  • Keep due diligence packages, investor questionnaires, and frequently requested materials current and readily available.
Qualifications:
  • Bachelor's degree or above in Finance, Accounting, Economics, Business Administration, Public Relations/Communications, or a related field; an MBA, CFA, or an internationally recognized IR certification (e.g., ICIR) is a plus.
  • 3-5 years of experience in investor relations, equity research, investment banking, corporate finance, asset management, or financial communications.
  • Prior IR experience at a U.S.-listed company, particularly a Nasdaq-listed issuer, is strongly preferred.
  • Experience with the disclosure process for material U.S. events, including coordinating disclosure language with clients/counterparties and obtaining their consent, is a plus.
  • Strong understanding of financial statements, financial models, valuation methodologies, and key performance indicators.
  • Excellent written and verbal communication skills in English (required).
  • Highly detail-oriented, with the ability to work accurately under tight deadlines, particularly in preparing regulatory filings and earnings materials.
  • Strong interpersonal and relationship-management skills, with the ability to build and maintain trust with investors, analysts, internal stakeholders, and clients.
  • Highest standard of integrity and discretion in handling sensitive and material non-public information.
  • Strong project management skills, with the ability to manage multiple workstreams against fast-moving reporting and filing deadlines.
  • Proficiency in Microsoft Excel, PowerPoint, and Word; familiarity with investor data platforms (e.g., Bloomberg, FactSet) and content management systems is a plus.
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