Investor Relations Assistant

The Investor Relations (IR) Assistant will support the Investor Relations team in managing communications between the company and its investors, analysts, and other stakeholders. This role involves preparing reports, coordinating investor meetings, maintaining databases, and assisting in the creation of presentations and disclosures. The IR Assistant ensures that the company’s financial narrative is communicated clearly, consistently, and professionally.

Key Responsibilities

• Reporting & Documentation
• Assist in preparing quarterly earnings materials, investor presentations, and press releases.
• Maintain and update investor databases, contact lists, and meeting records.
• Communication Support
• Draft and proofread investor communications, FAQs, and briefing notes.
• Coordinate responses to investor inquiries in collaboration with finance and communications teams.
• Event Coordination
• Support logistics for investor calls, roadshows, conferences, and annual meetings.
• Track schedules and ensure timely distribution of materials.
• Research & Analysis
• Monitor industry trends, peer performance, and analyst reports.
• Provide summaries and insights to senior IR staff.
• Administrative Support
• Organize files, manage calendars, and assist with compliance documentation.
• Ensure adherence to regulatory requirements in all investor-facing materials.

Qualifications

• Education
• Bachelor’s degree in Finance, Business Administration, Economics, Communications, or related field.
• Experience
• 1–3 years of experience in finance, communications, corporate affairs, or investor relations, preferably in regional commercial banking.
• Exposure to public company reporting or capital markets is a plus.
• Skills
• Strong analytical and research abilities.
• Excellent written and verbal communication skills.
• Comfortable with the use of technology and adaptability to new tools
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); familiarity with IR software or CRM tools is advantageous.
• Attention to detail and ability to handle confidential information.
• Personal Attributes
• Professional demeanor and strong interpersonal skills.
• Highly organized, with the ability to manage multiple tasks under tight deadlines.
• Team-oriented, adaptable, and proactive in problem-solving.
• Interest in financial markets and corporate communications.