Director, Investor Relations

Responsibilities

• Support the preparation and execution of quarterly earnings cycles, including drafting materials, coordinating logistics, managing timelines, and tracking deliverables across Finance, Legal, and Communications.
• Develop and maintain an IR annual calendar that ensures timely company communication, coordinated investor outreach, and full regulatory reporting compliance.
• Maintain and continuously improve core IR materials including earnings presentations, investor fact sheets, the IR website, Q&A documents, and shareholder communications — ensuring accuracy and alignment with approved messaging.
• Carefully track and manage IR-related deadlines, filings, and regulatory obligations in partnership with Legal and Financial Reporting.
• Monitor analyst reports, investor sentiment, and competitor activity, synthesizing findings into clear, actionable summaries for the VP, Investor Relations.
• Identify and emerging issues in the financial markets and investment community and surface relevant insights and recommended resolution strategies to senior leadership.
• Conduct benchmarking and peer analysis to support the development of IR strategy and positioning in partnership with the VP, Investor Relations.
• Maintain shareholder targeting and ownership tracking data, providing regular reporting on investor base composition and changes.
• Prepare research briefings, talking points, and background materials ahead of investor meetings, conferences, and roadshows led by the VP, Investor Relations and CFO.
• Support Partner with Financial Reporting to support the preparation and review of SEC filings, earnings materials, and annual reports to shareholders — ensuring accuracy and consistency with approved company messaging.
• Ensure all investor-facing materials comply with applicable securities regulations, disclosure requirements, and Regulation FD obligations, escalating issues to Legal and the VP, Investor Relations as appropriate.
• Maintain a consistent, compliant disclosure tracking framework across all IR materials and communications channels.
• Support audit and compliance processes related to IR activities and investor communications.

Stakeholder & Cross-Functional Partnership

• Act as a day-to-day liaison between the IR function and internal teams including Finance, Legal, Communications, and FP&A — ensuring alignment on messaging, timing, and deliverables.
• Partner with the VP, Investor Relations on strategy development, providing analytical support, market intelligence, and operational input to inform IR planning and priorities.
• Manage IR vendor and agency relationships including investor targeting platforms, IR website providers, and financial data services.
• Ensure timely information dissemination and accurate measurement of IR program performance against key objectives.

Minimum Requirements

• 8–10 years of experience in investor relations, equity research, investment banking, or corporate finance.
• 5+ years’ experience working in investor relations for a public company or institutional investment organization required.
• Bachelor’s degree in finance, Accounting, Economics, Communications, or a related field; CFA or MBA a plus.

Preferred Requirements

• Experience in the enterprise software, SaaS, or technology sector strongly preferred — ability to understand and translate complex technical products into investment narratives.
• Demonstrated experience supporting earnings processes, SEC filings, investor roadshows, and sell-side analyst relationships.
• Strong working knowledge of SEC regulations, Regulation FD, and public company disclosure requirements.
• Exceptional written and verbal communication skills, with the ability to draft clear, accurate, and compelling financial content for multiple audiences.
• Strong financial acumen — comfortable with financial modeling, earnings analysis, valuation frameworks, and interpreting capital markets data.
• High attention to detail and commitment to accuracy in all investor-facing materials and regulatory disclosures.
• Strong project management and organizational skills — able to manage multiple high-stakes workstreams simultaneously, including earnings cycles, filing calendars, and investor events.
• Collaborative partner and cross-functional communicator — experienced working with Legal, Finance, Communications, and executive leadership in a fast-paced, high-growth environment.
• High level of professionalism and discretion in handling sensitive financial, regulatory, and shareholder information.
• Proficiency in relevant tools including IR platforms, financial data services, presentation software, and productivity suites.
• Proactive, self-directed, and solutions-oriented — able to anticipate needs, identify issues early, and drive resolution independently.