FIGURE 1 Parameter


Anecdotal Salary Ranges


Purpose Focus Corporate Issuer IR $100,000 - $600,000 per year


Equity component often includes long term incentive plans with restricted stock units or options


• To communicate the company’s financial performance, strategy, and outlook to current and potential investors, analysts, and other stakeholders


• Maintaining and improving investor confidence, ensuring compliance with regulatory requirements, and managing the company’s public image within the investment community


Background


• Degrees: Finance, Business, Communications • Certifications: CFA, CPA, IRC (Investor Relations Charter) • Experience: Corporate Finance, Sell Side, Communications


Responsibilities • Communicate financial performance and strategic roadmap


• Prepare and distribute quarterly and annual earnings materials including scripts, slides, press releases, and more


• Ensure compliance with regulations • Monitor market trends and benchmark against peers • Manage investor inquiries • Develop and maintain relationships with analysts and ratings agencies


• Provide feedback to management on investor perceptions and market sentiment


• Attend non-deal roadshows and investor conferences • Target, organize and manage investor calls and meetings • Monitor stock performance • Maintain and update corporate website • Prepare press releases related to financial and corporate performance • Maintain the CRM with investor information and interactions • Produce environmental, sustainability and governance reports


• Contribute to company’s financial statements such as MD&A (Management Discussion & Analysis) in the 10-Q/10-K or support the proxy preparation


• Maintain internal models and projections


• Often IR is paired with other functions such as strategy, communications, or finance


Key Metric Examples


• Shareholder satisfaction • Analyst coverage and ratings • Number of investor meetings and calls held • Sentiment analysis


• Amount of capital raised • Number of new investors acquired • Investor retention rate • Success rate of fundraising campaigns • Average size of investments


• Number of investor meetings and calls held


Fund IR $120,000 - $700,000 per year


Equity component often includes carried interest in the fund


• To raise capital from potential investors and maintain relationships with existing investors


• Securing investment commitments, managing investor relations, and communicating fund performance and strategy.


• Degrees: Finance, Business, Marketing


• Certifications: CFA, CAIA (Chartered Alternative Investment Analyst)


• Experience: Investment Banking, Private Equity, Sales, Marketing


• Identify potential investors


• Develop and deliver fundraising presentations


• Organize and attend fundraising events and roadshows


• Maintain and enhance relationships


• Maintain and enhance relationships with existing investors


• Negotiate investment terms and conditions


• Provide regular updates to investors on fund performance


• Coordinate with investment teams to understand fund strategy


• Manage the due diligence process for new investors


• Maintain the CRM with investor information and interactions


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S UMMER 2 0 24 ■ IR UPDAT E


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