Senior Account Supervisor, Special Situations & Investor Relations Communications

Daniel J. Edelman•New York, NY

About The Position

Edelman Smithfield advises companies at critical moments where capital markets, reputation and strategy intersect. Its team includes experienced advisors and former in-house investor relations officers, sell-side analysts and investment bankers who work with boards and C-suite leaders on IPOs, transformational M&A, activist campaigns, restructurings, earnings inflection points and other market-moving events. The Senior Account Supervisor, Special Situations & Investor Relations Communications, develops and executes investor relations and financial communications programs for clients. The role supports both ongoing retainer-based investor relations and financial media work and transaction-oriented projects. The successful candidate is fluent in capital markets and comfortable advising senior executives and investor relations teams at publicly traded companies on disclosure, earnings and guidance, governance, investor marketing and targeting, relationship building, M&A, capital raises and crisis situations. Financial communications experience is preferred. The position also involves serving as a day-to-day client contact, helping develop client messaging and plans, supporting junior staff, and contributing to new business activity. The listed salary range is $108,000–$138,000 per year. Pay within the range may depend on factors including education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements and organizational needs. Other compensation may include annual bonuses. The company also offers paid time off and region-specific benefits.

Requirements

At least 6 years of relevant capital-markets experience, including experience at 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.
Fluency in capital markets and comfort advising senior executives and investor relations teams at publicly traded companies on financial communications and investor relations 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.
Proficiency in Microsoft Excel and PowerPoint.
Organized and detail-oriented, with the ability to manage multiple responsibilities.
Proactive and self-motivated, with the ability to anticipate client projects and deliverables.
Ability to think critically and demonstrate good judgment.
Excellent interpersonal and verbal skills, with professional phone and email communication.
Strong commitment to providing excellent client service.

Nice To Haves

Direct investor relations experience at an agency or in-house.
Financial communications experience.
Experience with Bloomberg and Nasdaq IR Insight.
MBA or CFA designation; preferred but not required.
Experience counseling companies through material transactions, including M&A and IPOs.

Responsibilities

Advise clients on messaging and positioning for external investor and financial communications, including quarterly earnings releases and call scripts, material corporate news, investor presentations, and one-to-one and group communications with the investment community.
Participate hands-on in developing messaging and positioning for clients’ business models and corporate developments.
Support ongoing retainer-based investor relations and financial media clients, as well as transaction-oriented projects such as M&A, IPOs, shareholder activism and investor days.
Lead the creation of investor communications plans and goals, including tactical and strategic elements, and manage work against those plans.
Serve as a key day-to-day contact for clients, including CFOs, CEOs, investor relations officers and other senior leaders.
Interact with client shareholders and covering sell-side analysts to discuss client business attributes, collect feedback, support bank-sponsored non-deal roadshows and respond to investment-community information needs.
Monitor sell-side valuation models and advise clients on setting expectations for future performance.
Ensure the team anticipates client needs and deliverables, responds promptly and executes work appropriately.
Train and support junior staff and ensure sufficient attention to detail.
Work with senior partners on new business preparation and participate in new business activity, with the aim of serving resulting accounts.