Head of Investor Relations (Fractional)
or drop it." So we could include a short paragraph after the heading for metadata like Reports To, Location, Engagement Type, Travel, FLSA Status. But we must not create a Pay section. We could include those details in About the role paragraph or a separate
under About the role. Probably better to keep About the role as a prose paragraph summarizing the role, and then maybe a
for metadata. However the instruction says "fold minor metadata into a short
or drop it." So we can create a
after the About the role heading containing Reports To, Location, Engagement Type, Travel, FLSA Status. That seems appropriate. Now Responsibilities (Key Responsibilities): List items: - Analyst & Institutional Relationship Management - Manage and grow relationships with sell-side and buy-side analysts covering or evaluating the company, including proactive outreach to expand coverage. - Lead direct shareholder engagement with institutional holders, including targeting, prioritization, and ongoing relationship cultivation. - Track ownership levels and changes across the shareholder base, and translate ownership shifts into actionable outreach and strategy. - IR Strategy & Narrative - Craft and execute a real investor relations and shareholder engagement strategy grounded in the company's actual business model, priorities, and financials. - Own and continuously refine the investor narrative and investor deck, ensuring the story is accurate, differentiated, and current. - Serve as a genuine extension of the company: understand the why, what, how, and when behind business decisions well enough to represent them credibly to the market. - Conferences, Calls & Outreach - Manage participation in investor conferences, including selection, logistics, and preparation. - Lead investor calls and proactive outreach efforts to current and prospective shareholders. - Own earnings call preparation and execution, including scripting, Q&A prep, and coordination with the CFO and leadership team. - Market Intelligence & Systems - Maintain and operate the IR CRM to track investor relationships, interactions, and follow-ups. - Own stock surveillance to monitor trading activity, volume, and shareholder base movements. - Track competitors and peer companies to inform positioning, messaging, and market context. We need to output as
- for any list of duties/requirements/benefits. So each bullet can be a
- . Could also nest? Probably just flat list. We'll output each bullet as
- . Might be long but okay.
Requirements (Required Qualifications):
List:
- Minimum of 10 years of direct, hands-on investor relations experience. This is a senior-level mandate, not a junior or early-career role.
- Significant, direct experience serving as a senior investor relations professional for a thinly traded, under-covered micro-cap public company — experience limited to large-cap/Fortune 500 IR or to private-company communications does not meet the bar for this role.
- Demonstrated track record managing sell-side and buy-side analyst relationships, including building coverage where none previously existed.
- Direct experience managing investor conferences end-to-end, from selection through execution.
- Proven experience leading investor calls, proactive outreach campaigns, and institutional shareholder engagement.
- Hands-on experience building and maintaining an investor deck and investor narrative.
- Working proficiency with an IR CRM, stock surveillance tools, and competitor/peer tracking.
- Direct experience preparing for and running public company earnings calls, and tracking ownership levels and changes.
- Very deep financial expertise, with the ability to work directly with the CFO, CEO, and leadership team on company priorities, business model, and financial performance.
- High agency: able to operate independently, drive initiatives without heavy oversight, and take ownership of outcomes.
- Ability to work on-site in Long Beach, CA a minimum of one day per week.
Qualifications (Preferred Qualifications):
List:
- Prior IR experience at a Russell 2000 company or microcap a must.
- Experience in automotive, distribution, e-commerce, turnaround, or special situation companies is a plus.
- Existing relationships with micro-cap-focused institutional investors and analysts.
- Experience operating in a fractional or part-time executive capacity.
- CPA or CFA designation recommended.
- Prior experience as a sell-side or buy-side analyst and/or at an investor relations advisory firm is a significant plus.
Schedule: we have "1 day per week on-site required". Could be placed under Schedule heading. We'll output a
maybe. We must not include Benefits, Pay sections. Now produce HTML fragment:
About the role
... prose ...
Reports To: Chief Financial Officer
But we need to avoid using
Location: Long Beach, CA - 1 day per week on-site required
Engagement Type: Fractional / Part-time Executive
Travel: As needed for investor conferences, roadshows, and institutional meetings
FLSA Status: Exempt, Executive (Independent Contractor/Fractional arrangement)
maybe just separate sentences. Could use commas. We'll just make a short paragraph. Then Responsibilities:Responsibilities
- Analyst & Institutional Relationship Management: Manage and grow relationships with sell-side and buy-side analysts covering or evaluating the company, including proactive outreach to expand coverage; lead direct shareholder engagement with institutional holders, including targeting, prioritization, and ongoing relationship cultivation; track ownership levels and changes across the shareholder base, and translate ownership shifts into actionable outreach and strategy. ... etc. But we need to preserve all detail; we could break into multiple
- each heading as part of li text. That's fine.
Similarly Requirements and Qualifications.
Schedule:
Schedule
One day per week on-site required in Long Beach, CA.
Now ensure we don't include any boilerplate like Equal Opportunity Employer. Check for any duplicated lines: we should not repeat. Now produce final HTML. Let's craft the About the role paragraph: "The Head of Investor Relations is a newly created, fractional executive mandate for a thinly traded, under-covered micro-cap public company. This is not a communications or PR role; it is a strategic extension of the company that understands the why, what, how, and when behind every decision, and translates that understanding into a credible, differentiated investment narrative for the market. The role requires deep, hands-on experience specifically in micro-cap IR—candidates whose background is exclusively large-cap/Fortune 500 IR or exclusively private-company communications are not a fit. This is a highly specialized, fast-paced role demanding sharp attention to detail and high agency. The Head of Investor Relations reports directly to the CFO and works closely with the CEO and leadership team, requiring a real command of company priorities, the business model, and the financials. The incumbent will craft and execute a genuine IR and shareholder engagement strategy: building relationships with institutional holders, managing the analyst and shareholder base, and ensuring the company's story is told accurately and consistently across every channel and touchpoint." Now metadata paragraph: "Reports To: Chief Financial Officer. Location: Long Beach, CA – 1 day per week on-site required. Engagement Type: Fractional / Part-time Executive. Travel: As needed for investor conferences, roadshows, and