Associate (Investor Relations)

Newport Beach

Established and growing Orange County-based strategic financial communications firm focused on small-cap

publicly-traded companies is seeking an investor relations analyst with strong communication, writing, analytical,

and interpersonal skills.



The ideal candidate should have a fundamental understanding of the capital markets and the ability to write timely

financial-oriented pieces, including press releases, scripts, research summaries, and a variety of marketing

material. This candidate should be a self-starter, capable of prioritizing and completing tasks under tight deadlines.

The candidate should also excel in interpersonal communications, including but not limited to, interacting with

clients, investors, and other high-level executives. Along with these desired characteristics, the ideal candidate

should be well organized, highly reliable, have a great attention to detail with an outgoing, positive attitude and an

entrepreneurial spirit.




Responsibilities of this role include:

·         Translate complex ideas into compelling, sophisticated, and informative materials

·         Draft, edit, and refine press releases, scripts, corporate profiles, storyboards and other communications


·         Participate in the preparation and coordination of quarterly and annual financial reporting, press releases

and earnings calls, as well as communication of other substantive company developments

·         Research and prepare reports on a particular client’s shareholder base, analyst consensus estimates, IR

quarterly activity, roadshow/conference meeting schedules, corporate presentation slides, etc.

·         Create PowerPoint presentations and pitch books by researching and collecting data relevant to client

companies and their respective industries

·         Monitor technology and financials news, and prepare daily or weekly morning briefings for internal and

external use

·         Review analyst research notes and provide summaries to clients

·         Develop and maintain an overall financial communications strategy and plan for clients

·         Work to develop new investor relationships and maintain existing ones for the company as well as clients,

primarily by day-to-day investor outreach and correspondence

·         Occasionally assisting with administrative tasks, including building templates, responding to emails,

answering phone calls, data entry, and other recurring tasks as needed



Ideal candidates for this position will have:

·         Bachelor’s degree in English, Communications, Marketing, Business, Finance, Accounting, Economics or

another related field

·         Minimum one-year of relevant experience in investor relations, investment analysis, capital markets,

investment banking, equity research, institutional sales, journalism, creative writing, marketing or another

related service

·         Creative writing/financial writing program completed (a plus)


Desired Skills

·         Ability to interpret, understand and analyze corporate financial statements

·         The ability to collaborate in a fast-paced team environment across multiple functional areas,

management/experience levels, operating styles, and physical locations

·         Strong communication, organizational, and interpersonal skills

·         Maintain confidentiality with highly sensitive information

·         Ability to perform diversified tasks and meet time sensitive deadlines that require pre-planning, scheduling,

and the ability to prioritize

·         Strong Windows PC-based skills, particularly MS Word, Excel, and PowerPoint, and working knowledge of ACT or other CRM software



• Competitive market salary, commensurate with related work experience, with opportunity for bonuses

• Company-sponsored cell phone plan

• Standard medical coverage available

• Simple IRA retirement plan with employer match available

• Paid vacation, holiday and sick leave

• On-site, complimentary corporate gym access

• On-site café, dry cleaners, convenience store and executive car wash

• In-office, stocked kitchen with fridge and snacks

• Centrally located office across from John Wayne Airport and near major freeway commutes

• Open, social environme