Investor Relations Associate

This role sits at the intersection of finance, capital markets, communications, and corporate strategy. You will help execute a strategic investor relations program and strengthen relationships with investors and analysts. The position offers exposure to senior leadership, financial results, business strategy, and market dynamics.

Responsibilities

• Manage day-to-day investor relations activities, including investor events, Analyst Day, marketing materials, the IR website, and relationships with external vendors.
• Support the full quarterly earnings process, including preparation of earnings scripts, presentations, investor Q&A, and related communications.
• Help plan and execute conferences, non-deal roadshows, bus tours, and other investor marketing activities.
• Drive shareholder targeting initiatives to identify and engage potential long-term investors, while measuring the effectiveness of investor engagement.
• Analyze business fundamentals, company and peer valuations, financial performance, and relevant capital markets data.
• Monitor investor and analyst reactions to competitive developments, corporate actions, and other market events, translating insights into actionable recommendations for leadership.
• Build broad knowledge of the business and help develop clear, compelling messaging for both internal stakeholders and the investment community.
• Ensure investor communications and events are conducted in accordance with Regulation FD requirements.
• Monitor shareholder concerns and emerging market themes to identify potential issues and improve external communications.
• Identify and develop innovative ways to use AI and other technologies to improve the efficiency and effectiveness of investor relations activities.
• Partner with finance, legal, communications, and business leadership on strategic and high-priority initiatives.

Requirements

• Bachelor’s degree in finance, accounting, business, economics, or a related discipline.
• At least 5 years of experience in investor relations, corporate finance, sell-side research, capital markets, investment banking, or corporate strategy.
• Strong understanding of finance and accounting, with working knowledge of Regulation FD.
• Solid capital markets expertise, including the ability to interpret financial statements and develop or understand valuation models commonly used by investors.
• Strong analytical skills, with the ability to synthesize quantitative data and qualitative insights into clear and compelling narratives.
• Excellent written and verbal communication skills, with the ability to tailor messaging to both internal stakeholders and external investors.
• Strong collaboration and relationship-building skills, with the ability to work effectively across finance and business functions and establish trust with senior stakeholders.
• High curiosity and a demonstrated willingness to learn about capital markets, the software industry, competitors, and evolving investor expectations.
• Proficiency with Excel, PowerPoint, and Google Workspace.
• Experience in the SaaS or software industry is a plus.
• Comfort communicating directly with executives and members of the investment community in high-stakes situations is preferred.
• Familiarity with investor relations platforms such as FactSet or Irwin is advantageous.

Benefits

• Annual cash compensation range of $114,400–$156,000 USD, with individual packages determined by skills, experience, qualifications, and other job-related factors.
• Eligibility for annual bonus opportunities under applicable incentive plans.
• Eligibility for equity compensation through restricted stock units (RSUs), depending on the role and compensation package.
• Comprehensive benefits and perks designed to support employees’ professional and personal well-being.
• Flexible working arrangements designed to balance autonomy with meaningful connection and collaboration.
• Opportunities to participate in in-person team and company events while maintaining a flexible work environment.
• Support for reasonable accommodations when needed during the hiring process and employment.
• A collaborative environment with opportunities to work closely with senior leaders and cross-functional teams.