Operations Lead, Investor Relations
Core
Own the administrative and operational backbone for Investor Relations, managing logistics, vendor relationships, and processes to support investor meetings and events.
Role type
Operations Lead, Investor Relations
Builds
Investor meetings, events, and operational processes for shareholder engagement
Domain
Financial Services / Investor Relations
Deliverable
client delivery
Required skills
Calendar and meeting coordination, Vendor management, Process building, Stakeholder communication, Data organization, Project tracking
Preferred skills
Investor relations support experience, CRM tools familiarity, AI tool usage, Financial markets knowledge
Technologies
CRM tools, AI tools
Responsibilities
Schedule and coordinate investor calls and meetings, Manage vendor relationships for IR services, Prepare teams for investor conversations, Build and document recurring operational processes, Maintain investor contact databases and records, Partner with Legal and Communications on material reviews
Seniority
Mid-Senior, hands-on IC
