Investor Relations Specialist
4 days ago
World Insurance Associates, LLC. is seeking a skilled Investor Relations Manager to join our team. As a key member of our organization, you will be responsible for maintaining open lines of communication with investors, providing timely and accurate information, and fostering trust and confidence in our company's performance and strategic direction.
Key Responsibilities:- Develop and distribute investor communications, including tax distributions, tax elections, and other relevant materials.
- Organize investor meetings, conference calls, and presentations to ensure timely and accurate information dissemination.
- Prepare and analyze financial and operational data to support investor reporting and decision-making.
- Maintain accurate and up-to-date investor records and documentation, including subscription agreements and confidentiality agreements.
- Bachelor's degree in accounting or a related field. MS in Tax or CPA designation is a plus.
- Proven experience in investor relations, financial analysis, or related roles, preferably in a private equity-backed company or financial services industry.
- Excellent communication and presentation skills, with the ability to convey complex information in a clear and concise manner.
- Relationship-building skills with the ability to interact effectively with investors, executives, and external stakeholders.
- Analytical mindset with proficiency in financial modeling, data analysis, and reporting tools.
At World Insurance Associates, LLC., we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.
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