Head of Transaction and Financial Communications/Investor Relations Advisory

2 weeks ago

Washington, United States Breakwater Strategy Full time

About Breakwater Capital Markets

Ambitious clients partner with the Capital Markets team at Breakwater Strategy to elevate their valuation, transform their future, and establish leadership in global capital markets through highly innovative, future-focused, and impactful investor communication and engagement.


Description

We are seeking a highly entrepreneurial, innovative and future-focused leader to build out our Advisory business, focused on working with clients during their most consequential moments in Equity Advisory & Investor Relations, Mergers & Acquisitions, Capital Markets and Special Situations/Crisis and Issues Management.


Responsibilities

  • Develop business strategy including brand positioning, market development, differentiated solution design and marketing
  • Maintain and build business relationships with prospects and clients, including participation in relevant associations, e.g. NIRI and conference attendance
  • Lead and execute across all aspects of client-related work, being viewed as a trusted business advisor in all areas of investor relations at the board, management and Investor Relations Officer level during those most consequential moments
  • Leverage our market-leading investor intelligence capability to enable the development of distinctive client to enable longer-term valuation improvement
  • Develop client solutions that leverage the comprehensive set of cross-disciplinary capabilities to add incremental client value
  • Build a best-in-class thought leadership platform that advances business development and creates clear differentiation in client value delivery/expertise provided to clients through your strategic, unique and impactful perspective
  • Develop Breakwater’s client IR strategies that create distinctive and competitive advantage in the face of changing business, sector, valuation and market conditions and tailor strategies as appropriate to elevate valuation
  • Draft and review investor-related communication materials (i.e. press releases, earnings and other conference call scripts, corporate presentations, Q&A sheets, websites and messaging documents)
  • Develop complex client investor relations / financial communications programs including Investor Days and Non-Deal Roadshows
  • Develop and present recommendations based on expert financial analytics and modeling, research, strategic and creative thinking
  • Approach complex decisions impacting Breakwater and Clients in a highly collaborative, transparent and direct way
  • Foster an environment in which commitment to best-in-class solution quality and client satisfaction is a top priority; leads Breakwater to effectively respond to emerging client trends and shape those to result in the client becoming cutting edge
  • Work effectively with Breakwater colleagues to bring the best of the firm to support client needs in an integrated team effort


Qualifications

  • Buy-side, sell-side or investment banking experience is preferred; agency and corporate relevant
  • Exceptional and demonstrated understanding of how strategy and business execution impact financial performance, valuation and value creation
  • Strong ability to convey strategic and financial messages in written materials, financial models and data analysis
  • Ability to take complexity and translate effectively; a creative and strategic thinker in the area of reputation management, sees around corners, approaches communications from new angles
  • Superior client relationship building and management skills
  • Financial Acumen: capital markets, accounting and finance, financial modeling, extensive experience with reporting, financial disclosures, quarterly releases, shareholder activism and the regulatory landscape
  • Executive Presence: gravitas, confidence, ability to present to a CEO and Board and to influence them (C-Suite leadership team)
  • Effective Relationship Building: strong relationships with the investors and analysts, financial media a plus
  • Leadership Skills: strong management and organizational skills with the ability to develop and execute multiplatform strategies for clients while working with the client and account teams
  • Bachelor’s degree; CFA and/or MBA preferred
  • 15+ years of experience preferred
  • Work at Home potential with client site travel

  • Breakwater Strategy | Head of Transaction and Financial Communications/Investor Relations Advisory

    2 weeks ago

    washington, United States Breakwater Strategy Full time

    About Breakwater Capital MarketsAmbitious clients partner with the Capital Markets team at Breakwater Strategy to elevate their valuation, transform their future, and establish leadership in global capital markets through highly innovative, future-focused, and impactful investor communication and engagement.DescriptionWe are seeking a highly entrepreneurial,...

  • Head of Advisory

    1 month ago

    Washington, United States Breakwater Strategy Full time

    About Breakwater Capital MarketsAmbitious clients partner with the Capital Markets team at Breakwater Strategy to elevate their valuation, transform their future, and establish leadership in global capital markets through highly innovative, future-focused, and impactful investor communication and engagement.DescriptionWe are seeking a highly entrepreneurial,...

  • Associate, Investor Relations and ESG

    11 hours ago

    Washington, United States Quona Capital Full time

    Location: Washington, D.C. (preferred) or NY metropolitan area Reports to: Head of Investor Relations, with significant exposure to Chief Operating Officer Quona is seeking a dynamic Investor Relations (IR) Associate to support our investor engagement, fund formation, and ESG efforts. This role offers a chance to be part of a high-growth, mission-driven...

  • Investor Relations Associate

    2 weeks ago

    Washington, United States Selby Jennings Full time

    Investor Relations Associate Overview: A boutique Venture Capital firm focused on in investing in a unique sector is looking to add an Investor Relations Associate to support their investor relations efforts. The ideal candidate will assist in marketing, communicating the firms vision, strategy, and financial performance to investors, analysts, and other...

  • Breakwater Strategy | Head of Advisory | washington

    1 month ago

    washington, United States Breakwater Strategy Full time

    About Breakwater Capital MarketsAmbitious clients partner with the Capital Markets team at Breakwater Strategy to elevate their valuation, transform their future, and establish leadership in global capital markets through highly innovative, future-focused, and impactful investor communication and engagement.DescriptionWe are seeking a highly entrepreneurial,...

  • Financial Transaction Coordinator

    2 weeks ago

    Washington, United States Office of the Chief Financial Officer Full time

    About the PositionThe Office of the Chief Financial Officer is seeking a skilled Financial Transaction Coordinator to support the Accounts Payable team.This role involves preparing and processing financial transactions, maintaining accurate records, and providing exceptional customer service to vendors.Duties and Responsibilities:Preparing and reviewing...

  • Strategic Business Leader for Capital Markets Advisory

    1 month ago

    Washington, United States Breakwater Strategy Full time

    About Breakwater StrategyWe are seeking an experienced professional to lead our Capital Markets Advisory team, helping clients navigate complex market dynamics and achieve their business goals.Job OverviewThis is a strategic leadership role that requires a strong understanding of the capital markets and the ability to develop and execute business strategies...

  • Associate – Energy Advisory

    3 weeks ago

    Washington, United States McDermott Will & Emery Rechtsanwälte Steuerberater LLP Full time

    Associate – Energy Advisory (Project Finance) – New York or Washington, D.C.Job Description:The New York and Washington, D.C. offices of McDermott, Will & Emery seek a 3rd – 5th year Associate with a Project Finance background to join its Energy Advisory group.McDermott advises industry-leading clients on some of the largest, highest-profile and most...

  • Financial Transaction Coordinator

    6 days ago

    Washington, Washington, D.C., United States Goodhouse Full time

    **Job Title:** Financial Transaction Coordinator**Company Overview:We are seeking a highly organized and detail-oriented Accounts Receivable Specialist to join our team at Goodhouse.Salary: $60,000 - $80,000 per year (based on location)Job Description:Invoicing and Billing: Generate and distribute accurate invoices to customers for landscaping and lawncare...

  • Rail Advisory Committee

    5 days ago

    Washington, Washington, D.C., United States Mayor's Office of Talent and Appointments Full time

    About the RoleThe Mayor's Office of Talent and Appointments is seeking a highly skilled individual to join our Rail Advisory Board. This esteemed board serves as an advisory body to the Mayor, the Council, and other key stakeholders on matters related to railroad safety and transportation in the District.We are looking for an experienced professional with...

  • Chief Financial Officer

    10 hours ago

    Washington, United States National Housing Trust Full time $198,640 - $252,250

    Apply HERE.ORGANIZATIONAL BACKGROUNDNational Housing Trust (NHT) has been dedicated to creating and preserving affordable housing for almost 40 years. Our mission is to create and preserve affordable homes to provide opportunity, advance racial equity, reduce economic disparities, and strengthen community resilience through our integrated...

  • Financial Transactions Specialist

    4 weeks ago

    Washington, Washington, D.C., United States 5 Legal Full time

    Job OverviewWe are seeking a skilled Financial Transactions Specialist to join our dynamic team at 5 Legal.Estimated Salary Range$120,000 - $180,000 per annum, depending on experience.Key ResponsibilitiesThe successful candidate will be responsible for:Assisting in the structuring and formation of investment funds, including hedge and private equity...

  • Transaction Management Expert

    2 weeks ago

    Washington, United States Selby Jennings Full time

    About the PositionWe are seeking a seasoned Transaction Management Expert to join our investment banking team at Selby Jennings. As a Transaction Management Expert, you will play a crucial role in driving the transaction execution process forward.You will lead the development and supervision of intricate financial analyses and model preparations across...

  • Financial Services Representative

    5 days ago

    Washington, Michigan, United States The Investors Edge Full time

    Job OverviewThe Investors Edge is a premier financial advisory firm dedicated to empowering individuals to achieve their financial goals. We provide personalized investment strategies, retirement planning, and wealth management solutions.We are currently seeking a Financial Services Representative to join our team. In this role, you will be responsible for...

  • Private Client Relationship Advisor

    14 hours ago

    Washington, United States Brown Advisory Full time

    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the...

  • Financial Transaction Manager

    7 days ago

    Washington, Washington, D.C., United States WeConnect International Inc Full time

    WeConnect International Inc is seeking a highly skilled Financial Transaction Manager to join our team in Washington, DC. The successful candidate will be responsible for managing financial transactions, including accounts payable and accounts receivable, and ensuring timely and accurate payment of vendor invoices.

  • Senior Associate

    1 month ago

    Washington, United States CrossBoundary Full time

    Senior Associate CrossBoundary Group About the Firm CrossBoundary Group is a mission-driven investment and advisory firm that unlocks the power of capital for sustainable growth and strong returns in underserved markets. CrossBoundary Advisory provides transaction and investment advisory services, having developed a specialized expertise in unleashing...

  • Agent Investor and Wealth Creator

    5 days ago

    Washington, Washington, D.C., United States The CAZA Group Full time

    Job DescriptionThis position requires actively engaging with the investment community daily to understand their needs and deliver exceptional service. You will assist investors in exploring opportunities related to House Hacking and help them connect with properties currently under agreement. Additionally, you will identify potential investment opportunities...

  • Vice President, Project Finance Advisory, Clean Energy

    1 month ago

    Washington, United States JLL Full time

    LocationThis position can be based in any major U.S. City with travel to clients as needed.Key ResponsibilitiesLead interdisciplinary teams advising government and commercial clients on project finance transactions, deal structuring and negotiations for clean energy and infrastructure transactions, financial and economic modelling, market research, and...

  • Senior Financial Analyst

    1 week ago

    Washington, Washington, D.C., United States CloudHQ LLC Full time

    Cloud Capital is a global investment management firm with a strong presence in the data center industry.We are currently seeking a Senior Financial Analyst to join our team and support the financial analysis and reporting of our global fund entities. This role will involve working closely with our Senior Vice President of Finance and Fund Controller US to...