Investor Relations Specialist

4 weeks ago


New York, New York, United States World Insurance Associates, LLC. Full time
Job Summary

World Insurance Associates, LLC. is seeking a highly skilled Investor Relations Manager to join our team. This role will be responsible for maintaining open lines of communication with investors, providing timely updates, and ensuring accurate information dissemination.

The ideal candidate will have a strong background in investor relations, financial analysis, and communication. They will be able to convey complex information in a clear and concise manner, build strong relationships with investors, and work effectively in a fast-paced environment.

The Investor Relations Manager will be responsible for preparing and analyzing financial and operational data to support investor reporting and decision-making. They will also collaborate with internal teams to gather information and ensure accuracy and completeness of investor communication and reporting.

This is an excellent opportunity for a motivated and detail-oriented individual to join a dynamic team and contribute to the success of World Insurance Associates, LLC.

Key Responsibilities
  1. Investor Communication: Act as the primary contact for investors, addressing inquiries, providing updates, and maintaining open lines of communication.
  2. Relationship Management: Cultivate and maintain strong relationships with existing and prospective investors, fostering trust and confidence in the company's performance and strategic direction.
  3. Reporting and Analysis: Prepare and analyze financial and operational data to support investor reporting and decision-making.
  4. Compliance and Governance: Maintain accurate and up-to-date investor records and documentation, including subscription agreements, confidentiality agreements, and investor communications.
Requirements
  1. Bachelor's degree in accounting or a related field. MS in Tax or CPA designation is a plus.
  2. Proven experience in investor relations, financial analysis, or related roles, preferably in a private equity-backed company or financial services industry.
  3. Excellent communication and presentation skills, with the ability to convey complex information in a clear and concise manner.
  4. Relationship-building skills with the ability to interact effectively with investors, executives, and external stakeholders.
  5. Analytical mindset with proficiency in financial modeling, data analysis, and reporting tools.
  6. Detail-oriented with strong organizational and project management skills.
  7. Ability to work independently and collaboratively in a fast-paced environment.


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