Investor Relations Associate

Accountabilities:

• • Manage day-to-day investor relations activities, including investor events, Analyst Day, marketing materials, the IR website, and relationships with external vendors.
  • Support the full quarterly earnings process, including preparation of earnings scripts, presentations, investor Q&A, and related communications.
  • Help plan and execute conferences, non-deal roadshows, bus tours, and other investor marketing activities.
  • Drive shareholder targeting initiatives to identify and engage potential long-term investors, while measuring the effectiveness of investor engagement.
  • Analyze business fundamentals, company and peer valuations, financial performance, and relevant capital markets data.
  • Monitor investor and analyst reactions to competitive developments, corporate actions, and other market events, translating insights into actionable recommendations for leadership.
  • Build broad knowledge of the business and help develop clear, compelling messaging for both internal stakeholders and the investment community.
  • Ensure investor communications and events are conducted in accordance with Regulation FD requirements.
  • Monitor shareholder concerns and emerging market themes to identify potential issues and improve external communications.
  • Identify and develop innovative ways to use AI and other technologies to improve the efficiency and effectiveness of investor relations activities.
  • Partner with finance, legal, communications, and business leadership on strategic and high-priority initiatives.

  Requirements:

  • Bachelor’s degree in finance, accounting, business, economics, or a related discipline.
  • At least 5 years of experience in investor relations, corporate finance, sell-side research, capital markets, investment banking, or corporate strategy.
  • Strong understanding of finance and accounting, with working knowledge of Regulation FD.
  • Solid capital markets expertise, including the ability to interpret financial statements and develop or understand valuation models commonly used by investors.
  • Strong analytical skills, with the ability to synthesize quantitative data and qualitative insights into clear and compelling narratives.
  • Excellent written and verbal communication skills, with the ability to tailor messaging to both internal stakeholders and external investors.
  • Strong collaboration and relationship-building skills, with the ability to work effectively across finance and business functions and establish trust with senior stakeholders.
  • High curiosity and a demonstrated willingness to learn about capital markets, the software industry, competitors, and evolving investor expectations.
  • Proficiency with Excel, PowerPoint, and Google Workspace.
  • Experience in the SaaS or software industry is a plus.
  • Comfort communicating directly with executives and members of the investment community in high-stakes situations is preferred.
  • Familiarity with investor relations platforms such as FactSet or Irwin is advantageous.

  Benefits:

  • Annual cash compensation range of $114,400–$156,000 USD, with individual packages determined by skills, experience, qualifications, and other job-related factors.
  • Eligibility for annual bonus opportunities under applicable incentive plans.
  • Eligibility for equity compensation through restricted stock units (RSUs), depending on the role and compensation package.
  • Comprehensive benefits and perks designed to support employees’ professional and personal well-being.
  • Flexible working arrangements designed to balance autonomy with meaningful connection and collaboration.
  • Opportunities to participate in in-person team and company events while maintaining a flexible work environment.
  • Support for reasonable accommodations when needed during the hiring process and employment.
  • A collaborative environment with opportunities to work closely with senior leaders and cross-functional teams.