- Coordinate earnings process, including timeline management, stakeholder alignment, and deliverable tracking.
- Develop earnings call materials such as the script, Q&A prep, presentation decks, and key messaging.
- Consolidate financial and operational inputs from portfolio companies to ensure accuracy and consistency.
- Prepare executives for the call with briefing documents, talking points, and anticipated investor questions.
- Manage disclosure compliance, ensuring all information aligns with regulatory and reporting requirements.
- Monitor investor sentiment and analyst feedback before and after the call.
- Draft and distribute earnings press releases and supporting materials.
- Track market reaction and prepare post-call summaries for leadership.
- Serve as point of contact for analysts and investors, responding to inquiries related to earnings results and outlook.
Candidate Qualifications:
- 58+ years of Investor Relations, corporate finance, or equity research experience, ideally in a holding company or multi-business environment.
- Strong financial modeling and analytical skills, with the ability to interpret complex financial statements.
- Exceptional communication and writing abilities, particularly in crafting earnings call scripts and messaging.
- Experience managing earnings cycles, disclosures, and analyst interactions.
- High attention to detail with proven ability to manage timelines and deliver error-free materials under pressure.
