Three Part Advisors, LLC
Investor Relations Marketing Associate
Three Part Advisors, LLC, Southlake, Texas, United States, 76092
Three Part Advisors is expanding its team and has an excellent career opportunity for an investor relations (IR) professional. This position offers the opportunity to develop an IR career and significantly expand your network of investor relationships at a rapidly growing, highly entrepreneurial and ethical firm with a great culture that cares for and develops its people.
Candidate will manage IR services for multiple of the firm’s investor relations clients, including executing targeted investor outreach programs for the firm’s publicly traded clients, account administration, and more. In the process, candidate will be able to showcase potential to expand role and responsibilities.
Required Skills & Experience
Bachelor's degree in Business, Finance, or related field
3-4 years experience in investor relations, marketing small cap companies to investors
Working knowledge of investment markets
High level communication skills with ability to interact with senior executives and investment managers/analysts
Experience organizing and coordinating high level meetings
Familiarity with customer relationship management (CRM) applications
A strong sense of ethics and discretion, and a clean background
Just as important as experience and skills will be the following characteristics and competencies:
A strong entrepreneurial spirit and a goal orientation
An outgoing personality and the ability to establish and maintain relationships
A team player approach
Robust attention to detail
Excellent verbal and written communication skills
The ability to multitask and manage multiple activities and priorities
The ability to take responsibility and ownership of tasks
The ability to think outside the box
Candidate also will need to be willing and able to travel, although in the first year travel will likely be no more than five times and generally for no more than 2-3 days at a time.
Role
At Three Part Advisors we take a unique approach to IR that is based on building relationships with clients and investors, matching clients the right investors - investors that will support the client in achieving its strategic goals.
You will manage IR services for multiple accounts, spending most of your time in Investor Relations marketing activities. Your activities will include:
Coordinating non-deal road shows, or meetings between our clients (typically the CEO/CFO) and potential investors.
Qualifying potential investors as necessary
Outreach to investors in order to generate new interest in client company stocks and maintaining existing relationships
Scheduling meetings and setting up itineraries for clients as they visit different areas
Coordinating related travel for Three Part Advisors participants with our travel agency
Following up with potential investors to gain insight as to why they did or did not invest with the client
Setting up conference calls, such as quarterly earnings calls
Maintaining data points and other relevant information in the firm’s CRM
Reviewing and updating PowerPoint presentations and other IR messaging, including press releases, fact sheets, websites, etc. for the firm’s clients as needed
Strategic planning and counsel related to IR programs for the firm’s clients
Meeting with clients on occasion
Tracking and reporting on all client activity using established systems and processes
Why Three Part?
Expanding opportunities -- unlike most IR firms, at Three Part Advisors your career outlook will not be limited.
Professional development -- our goal is to bring on board a professional who has the bandwidth to grow beyond this role;
Emerging IR model -- our approach to IR is unique in several ways.
Work with industry experts -- because we are a small company, you will interact with and learn from our Principals, who have extensive industry experience in investor relations, capital markets, equity research and analysis, market valuation, executive guidance and more.
Great environment -- Three Part Advisors is an excellent lab for expanding your horizons in the IR world.
Keys to Success:
We are looking for someone with ambition and a drive to excel. At the same time, you also will need the professional maturity to understand that growth takes time.
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We are looking for someone with ambition and a drive to excel. At the same time, you also will need the professional maturity to understand that growth takes time.
#J-18808-Ljbffr