Investor Relations Operations Coordinator

Inclusively; New York (NY); On-site; USD 65,000 - 90,000; Full time

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. 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.