Job Purpose:
Preparation for Investor Relations interactions plan
Interaction with business analysts Institutional shareholders
Lead preparation of documents for analyst ppts roadshows peer comparison reports etc.
Key Accountability:
Preparing investor relations plan:
- Prepare investor relations plan (incl institutional shareholders) including
- Calendar for investor meetings roadshows conferences
- Calendar for analyst calls and presentations.Events and communication plan for institutional shareholders
- Develop and monitor performance metrics for investor relations.
- Keep track of investor base and top investors
Interaction with business analysts inst. shareholders:
- Schedule and organize investor meetings roadshows conferences etc.
- Schedule and organize analyst call and meetings.
- Prepare and align agenda for meetings.
- Prepare and circulate minutes of investor meetings/transcript for analyst calls.
- Summarize and circulate analyst reports
Lead preparation of documents for analyst ppts roadshows peer comparison reports:
- Prepare investor presentations press releases etc.
- Prepare global competitor evaluation and peer comparison reports!
- Ensure timely update of reports and documents on website
Internal Relations:
President finance Finance Planning & business partnering team BU/Sector Heads (as required) Corporate Strategy team (as required):
- Institutional investors
- Analysts
External Relations:
- Institutional investors
- Analysts
Key Dimensions:
Financial Dimensions:
- Satisfaction feedback for Top 10 institutional investors
- Adherence to schedule for sharing of investor reports.
- Timely communication of analyst reports to management.
- Adherence to investor & analyst relations plan.
People Dimensions:
Education Qualifications / Background:
- Undergraduate Degree in Business Mathematics Economics Finance or Accounting (with strong grade point average)
Relevant and Total Years of Experience:
- 18 years comparable work experience or as a business analyst.
Technical/Functional Expertise:
- Strong working knowledge of finance and accounting
- Strong Excel and presentation skills
- Excellent written and oral communication skills
Behavioural Competencies:
- Strong business acumen
- Communication skills (written and oral)
- Ability to build relationships with external stakeholders
- Ability to work in cross functional setting
- Ability to interact with senior leadership