Investor relations officer job description

An investor relations officer (IRO) is responsible for creating and presenting a consistently applied investment message to the investment community. The IRO is also responsible for monitoring and presenting to management the opinions of the investment community regarding the company's performance. To fulfill these responsibilities, an IRO is involved with the formulation and release of information to outsiders, as well as with the handling of inquiries from members of the investment community.

Related AccountingTools Course

Investor Relations Guidebook

Principal Accountabilities

  • Develops the investor relations plan. The IRO works with senior management to devise an investor relations plan. This plan includes outreach programs and the types of information that will be provided to investors.

  • Performs a competitive analysis. The IRO performs an ongoing analysis of the investor relations programs and metrics of the company’s chief competitors, noting points of differentiation and valuation.

  • Develops performance metrics. The IRO develops and oversees performance metrics for the investor relations function. This includes the identification of areas of improvement, with remediation plans that are communicated to senior management.

  • Establishes the optimum type and mix of shareholders, and creates that mix through a variety of targeting initiatives

  • Monitors operational changes through ongoing contacts with company management, and develops investor relations messages based on these changes

  • Provides Regulation Fair Disclosure training to all company spokespersons

  • Creates presentations, press releases, and other communication materials for earnings releases, industry events, and presentations to analysts, brokers, and investors

  • Oversees the production of all annual reports, SEC filings, and proxy statements

  • Manages the investor relations portion of the company web site

  • Monitors analyst reports and summarizes them for senior management

  • Serves as the key point of contact for the investment community

  • Establishes and maintains relationships with stock exchange representatives

  • Organizes conferences, road shows, earnings conference calls, and investor meetings

  • Provides feedback to management regarding the investment community's perception of how the company is being managed, and their view of its financial results

  • Represents the views of the investor community to the management team in the development of corporate strategy

  • Provides feedback to the management team regarding the impact of stock repurchase programs or dividend changes on the investment community

Desired Qualifications

10+ years of accounting/finance experience, or 5+ years experience in managing an investor relations department. Also, a BA/BS degree, as well as excellent written and verbal skills, relationship-building skills in the investment community, and the ability to collaborate with the executive team.  Must be willing to travel 50% of the time.

Supervises

Investor relations staff

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