The Investor Relations Health Lead is an experienced communicator who thrives in an environment where passion, creativity and curiosity are valued. A passion for client service, staff development and networking with a keen interest to play a leadership role supporting the agency’s growing client roster of health science accounts. The IR Health Lead has excellent relationships with analysts, investors, and bankers and will lead investor relations initiatives on several key accounts. In addition, the IR Health Lead, has excellent grammar, understands financial markets, and knows how to motivate junior staff for results. Possesses strong skills in investor communications, financial media, social media, writing, client counseling, and sales.
Includes, but not limited to the following:
Client Management Responsibilities:
- Demonstrates success in nurturing, growing and sustaining client relationships.
- Executes IR program for clients and counsels clients on communications to “the street.”
- Lead client engagements, serving as day-to-day account director on designated account(s).
- Educates and updates investors and analysts.
- Develops appropriate strategies to communicate client brand based on the competitive landscape and the news item; can anticipate how message will be received across various audiences.
- Develops and executes client investor relations.
- Creates or assists in creating publications and electronic media used in IR program.
- Manages and tracks budgets ensuring programs are delivered on budget and within clients’ expectations.
- Actively leads team to learn more about IR and effective tools to gain client respect.
- Writes quarterly reports, press releases, Q&A’s, fact sheets, and other client documents. Works with team to provide error-free drafts to clients.
- Ensures documents are finalized through internal protocols to provide clients with error free documents.
- Leads quarterly board reports for clients and is a model for agency team for Board communications.
- Writes new business proposals for IR practice.
- Demonstrates strong skills in thought leadership writing assignments (e.g., bylined articles, op-eds, and white papers) for IR practice.
- Oversees and edits the writing of junior staff on IR materials.
Client Counseling and Relations:
- Establishes good rapport with clients and speaks with clients daily about routine activities.
- Attends client investor meetings (as needed).
- Injects creativity into client IR programs and collaborates with PR team.
- Contacts and corresponds with clients; communication increases as individual gains confidence and demonstrates sensitivity to client culture and expectations.
- Taps senior counselor(s) for advice on handling client IR situations and tricky communications.
- Recognizes an IR crisis as it is happening and creates possible solutions.
- Understands when senior client counselors need to be consulted.
- Participates in sales presentations (as appropriate) and takes on more responsibility in drafting segments of proposal for IR & financial communications.
- Joins industry organization(s), such as NIRI, and participates in business networking to increase visibility of the firm and help generate sales leads.