Senior Account Supervisor, Special Situations & Investor Relations Communications

Edelman•New York, NY

2d•$108,000 - $138,000

About The Position

Edelman Smithfield is seeking a Senior Account Supervisor, Special Situations & Investor Relations Communications, to develop and execute investor relations and financial communications programs for clients. The role supports publicly traded companies on matters including disclosure, earnings and guidance, governance, investor marketing and targeting, relationship building, M&A, capital raises, and crisis situations. The position combines ongoing retainer-based investor relations and financial media work with transaction-oriented projects such as M&A, IPOs, shareholder activism, and investor days. The Senior Account Supervisor serves as a day-to-day advisor and contact for client executives, including CFOs, CEOs, and investor relations officers. The role involves developing communications strategy and messaging, engaging directly with shareholders and sell-side analysts, monitoring valuation models, and helping clients set expectations around future performance. The position also supports new business development and the training and execution capabilities of junior staff.

Requirements

At least 6 years of relevant capital markets experience, including experience with a sell-side or buy-side firm, an investor relations agency, or in an investor relations role at a public company.
Bachelor’s degree in business, finance, accounting, or a related discipline, or equivalent work experience.

Nice To Haves

Direct experience counseling senior executives of publicly traded companies on investor relations and financial communications matters.
Strong writing skills, including experience writing financially oriented news releases and presentations.
Strong analytical skills, including the ability to analyze financial data sets and understand businesses across multiple industries.
Experience with Bloomberg, Nasdaq IR Insight, and proficiency in Microsoft Excel and PowerPoint.
MBA or CFA designation; this is a plus but not required.
Experience counseling companies through material transactions, including M&A and IPOs.
Organized and detail-oriented, with the ability to manage multiple responsibilities.
Proactive and self-motivated, with the ability to anticipate upcoming client projects and deliverables.
Critical thinking and sound judgment.
Excellent interpersonal and verbal skills, including professional phone and email communication.
Strong commitment to providing excellent client service.

Responsibilities

Advise clients on messaging and positioning across external investor and financial communications, including quarterly earnings releases and conference call scripts, material corporate news, investor presentations, and one-on-one and group communications with the investment community.
Participate hands-on in developing messaging and positioning for client business models and corporate developments.
Support retainer-based investor relations and financial media clients, as well as transaction-oriented project work, including M&A, IPOs, shareholder activism, and investor days.
Lead the creation of investor communications plans and goals, develop strategic and tactical elements, and manage execution against those plans.
Serve as a key day-to-day client contact, including for CFOs, CEOs, IROs, and other senior leaders.
Interact directly with client shareholders and covering sell-side analysts, discuss client business attributes, collect feedback, support bank-sponsored non-deal road shows, and respond to investment community information needs.
Monitor sell-side valuation models and advise clients on setting expectations for future performance.
Anticipate client needs and upcoming deliverables, ensure responsiveness, and take accountability for proper execution.
Train and support junior staff and ensure attention to detail.
Participate with senior partners in new-business preparation and activity, with the goal of ultimately serving those accounts.