Vice President, Investor Relations

Smart Modular Technologies, Inc.; Fremont (AL); On-site; USD 260,000 - 320,000; Full time

Benefits offered by this job

Bonus eligibility

Health benefits

401k plan

Paid time off

Life Insurance

Employee Assistance Plan

Job summary

Penguin Solutions, the AI Factory Platform Company, seeks a Vice President, Investor Relations in Fremont, CA to build and lead the IR function. You will translate advanced AI and memory infrastructure concepts into a compelling equity story, partnering with the CEO, CFO, and leadership team to drive transparent external communications and disciplined disclosures.

You will oversee the quarterly earnings process, engage with institutional investors and analysts, and shape strategies that support

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or Communications.
• MBA, CFA, CPA, or other relevant advanced credential preferred.
• 10+ years of progressive experience in investor relations or a related public-company finance/communications role.

Responsibilities

• Develop and lead an investor relations strategy aligned with Penguin Solutions’ business strategy, financial performance, growth priorities, and long-term value creation objectives.
• Serve as the Company’s primary point of contact for institutional investors, sell-side analysts, shareholders, and other members of the financial community.
• Shape and communicate a clear investment narrative that articulates the AI factory platform strategy, market opportunity, financial performance, and growth trajectory.
• Lead the end-to-end quarterly earnings process, including earnings releases, conference call scripts, investor presentations, and related materials.
• Collaborate with Finance, Legal, Corporate Communications, and executive leadership to ensure external disclosures are accurate, compliant, and consistent.
• Build and deepen relationships with current and prospective investors, including long-only institutional shareholders and technology-focused investors.
• Develop and execute targeted investor engagement strategies (roadshows, conferences, investor days) for a high-quality investor base.
• Monitor investor sentiment and analyst coverage; provide actionable insights to the executive team and Board.
• Understand investor models, valuation drivers, consensus expectations, and benchmarking data.

Skills

Investor relations

Finance/Accounting

SEC regulations

Communication skills

Executive presence

Cross-functional collaboration

Public company reporting

Strategic storytelling

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or Communications

MBA, CFA, CPA or other credential preferred

Tools

AI sentiment tools

Job description

At Penguin Solutions (Nasdaq: PENG) – The AI Factory Platform Company – we’re building a team of innovators who thrive on collaboration, creativity, and the opportunity to help shape the future of AI. As part of the AI technology revolution, our teams design, build, deploy, and manage AI factories for enterprises, sovereign AI initiatives, and neocloud providers worldwide.

Headquartered in Silicon Valley, California, Penguin Solutions operates globally through a network of R&D, manufacturing, and sales locations. For nearly three decades, we have operated at the intersection of memory and AI/HPC infrastructure. That engineering expertise positions us to power the next generation of AI workloads, from training to inference and agentic AI at scale.

Penguin Solutions brings together differentiated infrastructure software, advanced memory, compute systems, end-to-end services, and industry-leading partner solutions in a full-stack AI factory platform designed to help customers deploy and scale AI workloads with speed and precision.

At Penguin Solutions, we value ideas over hierarchy and believe in servant leadership, where leaders enable teams to do their best work. We empower employees to take ownership, drive innovation, and grow through challenging work, continuous learning, and exposure to advanced AI tools and technologies. With flexibility where it matters and a strong focus on outcomes, Penguin Solutions is a place to do your best work, grow your career, and make a meaningful impact.

Job Overview

The Vice President, Investor Relations will build and lead Penguin Solutions’ investor relations function, serving as the primary strategic interface between the Company, shareholders, analysts, and the broader investment community. Reporting to the Chief Financial Officer, this newly created role will shape and communicate Penguin Solutions’ investment narrative, business strategy, financial performance, and long-term value creation opportunity with clarity, credibility, and consistency.

This leader will partner closely with the CEO, CFO, executive leadership team, Finance, Legal, Corporate Communications, and business leaders to ensure disciplined external communications, strong disclosure practices, and proactive engagement with current and prospective investors. The ideal candidate brings deep capital markets expertise, strong financial acumen, executive presence, and the ability to translate complex technology, AI infrastructure, memory, and advanced computing concepts into a compelling and differentiated equity story.

Responsibilities

• Develop, implement, and continuously refine a comprehensive investor relations strategy aligned with Penguin Solutions’ business strategy, financial performance, growth priorities, and long-term value creation objectives.
• Serve as the Company’s primary point of contact and credible spokesperson for institutional investors, sell-side analysts, shareholders, and other members of the financial community.
• Shape and communicate a clear, compelling investment narrative that articulates Penguin Solutions’ AI factory platform strategy, market opportunity, competitive positioning, financial performance, and growth trajectory.
• Lead the end-to-end quarterly earnings process, including development of earnings releases, conference call scripts, investor presentations, prepared remarks, Q&A materials, and related executive briefing documents.
• Partner with Finance, Legal, Corporate Communications, and executive leadership to ensure external disclosures are accurate, compliant, transparent, and consistent across all investor-facing communications.
• Build, maintain, and deepen relationships with current and prospective investors, including long-only institutional shareholders, technology-focused investors, and relevant capital markets stakeholders.
• Develop and execute proactive investor targeting, roadshow, conference, investor day, and shareholder engagement strategies to support a high-quality, long-term investor base.
• Monitor investor sentiment, analyst research, peer company performance, valuation trends, shareholder composition, trading activity, market developments, and competitive dynamics; provide actionable insights and recommendations to the executive team and Board of Directors.
• Develop a strong understanding of investor and analyst models, key valuation drivers, consensus expectations, and the assumptions shaping market perception of the Company.
• Prepare executive leadership and Board members for investor meetings, earnings calls, conferences, media interactions, and other external financial communications.
• Support preparation of annual reports, proxy materials, SEC filings, ESG-related investor disclosures, and other public-company communications in close partnership with Legal, Finance, and Communications.
• Establish scalable investor relations processes, tools, metrics, and governance practices appropriate for a growing public company and newly formalized IR function.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Communications, or a related field required; MBA, CFA, CPA, or other relevant advanced credential preferred.
• 10+ years of progressive experience in investor relations, equity research, investment banking, corporate finance, capital markets, or a related public-company finance or communications role.
• Prior experience leading or materially contributing to an investor relations function for a publicly traded company, preferably within technology, semiconductors, AI infrastructure, advanced computing, hardware, software, or related markets.
• Strong understanding of public-company disclosure requirements, SEC regulations, Nasdaq-listed company expectations, earnings processes, Reg FD, and investor communications best practices.
• Demonstrated ability to interpret financial statements, operating metrics, valuation frameworks, analyst models, consensus expectations, and peer benchmarking data.
• Exceptional written and verbal communication skills, with the ability to translate complex business, financial, technical, and market information into clear, credible, and compelling messages.
• Executive presence and judgment necessary to advise and prepare senior leaders, represent the Company externally, and build trust with investors, analysts, and internal stakeholders.
• Proven ability to build relationships across the investment community and develop targeted engagement strategies that support shareholder understanding and long-term value creation.
• High level of integrity, discretion, and discipline when handling confidential, material, and market-sensitive information.
• Strong project management skills with the ability to lead cross-functional processes, manage multiple deadlines, and deliver high-quality materials in a fast-paced public-company environment.
• Comfort operating in a newly created role, building processes from the ground up, and balancing strategic leadership with hands‑on execution.
• Experience using AI tools to gather and analyze sentiment from analyst coverage, and to help improve the quality and effectiveness of investor relations content.

Location

Fremont, CA

Travel

As needed

Compensation & Benefits

The base pay range that the Company reasonably expects to pay for this position in California is $260,000 - $320,000; the pay ultimately offered may vary based on business considerations, including job-related knowledge, skills, experience, and education. The position is bonus-eligible, and there are medical, dental, and vision benefits available. There is a 401k saving plan and other benefits, such as Paid Time Off, Life Insurance, and an Employee Assistance Plan.

Inclusion & Belonging Statement

We are committed to creating an inclusive environment that embraces differences and fosters belonging for all.

Equal Opportunity Statement

We are an Affiantive Action/Equal Opportunity Employer and strongly committed to all policies which will afford equal opportunity employment to all qualified persons without regard to age, national origin, race, ethnicity, creed, gender, disability, veteran status, or any other characteristic protected by law.