Description

Develop and implement a comprehensive investor relations strategy to effectively communicate the company's financial performance, business strategy, and key milestones. Act as the primary point of contact for the investment community, including analysts, institutional investors, and individual shareholders. Organize and lead meetings, conference calls, and presentations for investors and analysts.. Do Key Activities and responsibilities of the role Perspective Responsibility Strategic Corporate Strategy: - - Help in defining growth Strategy. - Building brand of the Organization - Working out new strategies for expanding business - Providing insights during MA with any other company - Providing feedback for execution of strategy - Analyzing and evaluation of various Growth and strategic opportunities - Helping the Company with business data and content - Managing Meetings and team co-ordination on behalf of CFO/ Commercial Director - Managing calendar and helping respective business heads from CFO desk for any critical issues Financial - Meeting investors and presenting them with the companys core strength and future growth opportunities. - Chalking out strategies to bring in more investors. - Identifying the potential areas for the Organization in the given market scenario. - Strategizing to increase share prices of the Organization. - Preparation of Investor Presentation and Management Script QA and earnings call - Engaging with sell side analysts for writing research reports for the company - Engaging with buy side firms for a potential shareholding in the company - Helping in Annual report BRSR preparation Customer - Act as conduit between the company and the investors - Negotiate, structure, and complete fund documentation for clients. - Interact with institutional investors, communicating investment research and responding to requests for models and ad-hoc analysis. - Build relationships with investor relation teams of the portfolio companies. - Responds to all internal queries on legal matters while ensuring adherence to defined policies. - Keep a record of who the investors are, what they like, and how they're feeling about the company. Internal Process/Internal Process/Operations - Draft and present internal proposals for approval by our organizations Investment Committee and Board - Support fund raising activities for the fund as needed. - Serve on Advisory Boards of portfolio entities, as required. - Attending annual investor meetings for underlying funds. - Create and maintain earnings, valuation, and industrial models for allocated number of stocks, or the name of the industry to be covered. - Analyze data to identify emerging opportunities and risks, justifying the reasoning. - Provide BUY/SELL/HOLD recommendations and present findings to the investment committee. - Maintain constant coverage of industry-related news, trends, and developments. Disseminate own insight when appropriate to internal and external stakeholders. - Liaise with internal sales and trading teams for responding to news, corporate action, and reporting events. To maintain a procedure protocol for escalating emerging news. - Maintain a public image for the Organization at conferences/events. Communicate the companys research, building its brand and referring potential new clients. Learning Development - Devise and perform own primary research methods, keeping abreast of trends and sentiment in the market. - Ensures training and development of the team members Section iV: DISPLAY KNOWLEDGE SKILLS In this section, please mention the qualifications, technical skills and capabilities which are essential to execute the role. It may be a reflection of your own qualification and skills Qualification and technical skills required to execute the role. Please mention any functional knowledge. eg PhD in xyz Qualifications MBA in Finance or CA Technical Skills - Proven work experience as a Private Equity Associate or similar role - Organizational skills to manage several accounts at once. - Ability to analyze lots of data to provide insights and directions to clients. - Relevant training and/or certifications as a Private Equity Associate - Profound understanding of equity markets on a global level. In addition, a deep understanding of fundamental analysis, financial modelling, asset allocation, and strategy research - Prior experience in financial services (5-10 years) as a managerial role such as MA, ECM, DCM, Sales Trading or Equity Research - Advanced Excel proficiency. 8+ years of practical experience of using Excel for building and maintaining financial models - Platform experience within Bloomberg and other research tools - Excellent written and verbal communication skills. Proficiency for presenting and debating a point under pressure Experience levels required to execute this role. eg 2-4 yrs of experience as a salesman in abc market Over all Experience 05 - 10 years minimum Behavioral skills / competencies required for the role. eg, Attention to detail Behavioral Skills - Excellent organizational and time management skills - Good interpersonal and communication skills - Networking skills - Detail orientation

Role and Responsibilities

• Develop and implement a comprehensive investor relations strategy to effectively communicate the company's financial performance, business strategy, and key milestones. Act as the primary point of contact for the investment community, including analysts, institutional investors, and individual shareholders. Organize and lead meetings, conference calls, and presentations for investors and analysts.. Do Key Activities and responsibilities of the role Perspective Responsibility Strategic Corporate Strategy: - - Help in defining growth Strategy. - Building brand of the Organization - Working out new strategies for expanding business - Providing insights during MA with any other company - Providing feedback for execution of strategy - Analyzing and evaluation of various Growth and strategic opportunities - Helping the Company with business data and content - Managing Meetings and team co-ordination on behalf of CFO/ Commercial Director - Managing calendar and helping respective business heads from CFO desk for any critical issues Financial - Meeting investors and presenting them with the companys core strength and future growth opportunities. - Chalking out strategies to bring in more investors. - Identifying the potential areas for the Organization in the given market scenario. - Strategizing to increase share prices of the Organization. - Preparation of Investor Presentation and Management Script QA and earnings call - Engaging with sell side analysts for writing research reports for the company - Engaging with buy side firms for a potential shareholding in the company - Helping in Annual report BRSR preparation Customer - Act as conduit between the company and the investors - Negotiate, structure, and complete fund documentation for clients. - Interact with institutional investors, communicating investment research and responding to requests for models and ad-hoc analysis. - Build relationships with investor relation teams of the portfolio companies. - Responds to all internal queries on legal matters while ensuring adherence to defined policies. - Keep a record of who the investors are, what they like, and how they're feeling about the company. Internal Process/Internal Process/Operations - Draft and present internal proposals for approval by our organizations Investment Committee and Board - Support fund raising activities for the fund as needed. - Serve on Advisory Boards of portfolio entities, as required. - Attending annual investor meetings for underlying funds. - Create and maintain earnings, valuation, and industrial models for allocated number of stocks, or the name of the industry to be covered. - Analyze data to identify emerging opportunities and risks, justifying the reasoning. - Provide BUY/SELL/HOLD recommendations and present findings to the investment committee. - Maintain constant coverage of industry-related news, trends, and developments. Disseminate own insight when appropriate to internal and external stakeholders. - Liaise with internal sales and trading teams for responding to news, corporate action, and reporting events. To maintain a procedure protocol for escalating emerging news. - Maintain a public image for the Organization at conferences/events. Communicate the companys research, building its brand and referring potential new clients. Learning Development - Devise and perform own primary research methods, keeping abreast of trends and sentiment in the market. - Ensures training and development of the team members Section iV: DISPLAY KNOWLEDGE SKILLS In this section, please mention the qualifications, technical skills and capabilities which are essential to execute the role. It may be a reflection of your own qualification and skills Qualification and technical skills required to execute the role. Please mention any functional knowledge. eg PhD in xyz Qualifications MBA in Finance or CA Technical Skills - Proven work experience as a Private Equity Associate or similar role - Organizational skills to manage several accounts at once. - Ability to analyze lots of data to provide insights and directions to clients. - Relevant training and/or certifications as a Private Equity Associate - Profound understanding of equity markets on a global level. In addition, a deep understanding of fundamental analysis, financial modelling, asset allocation, and strategy research - Prior experience in financial services (5-10 years) as a managerial role such as MA, ECM, DCM, Sales Trading or Equity Research - Advanced Excel proficiency. 8+ years of practical experience of using Excel for building and maintaining financial models - Platform experience within Bloomberg and other research tools - Excellent written and verbal communication skills. Proficiency for presenting and debating a point under pressure Experience levels required to execute this role. eg 2-4 yrs of experience as a salesman in abc market Over all Experience 05 - 10 years minimum Behavioral skills / competencies required for the role. eg, Attention to detail Behavioral Skills - Excellent organizational and time management skills - Good interpersonal and communication skills - Networking skills - Detail orientation