SALES- INVESTOR RELATIONS

City Financial Partners is a private investment company specializing in bespoke financial solutions for individuals,small and medium sized businesses, real estate ventures and private equity investment. Our vision is to be a trusted and innovative leader in the investement industry, delivering expert guidance and empowering our clients to achieve their financial goals. 

Job Description 

-Develops and maintains the company’s’ investor relations plan

-Achieve sales and busines targets, including client acquisition and AUM building by promoting the firm investment products to local and international high net worth clients 

? Performs a comprehensive competitive analysis, including financial metrics and differentiation

? Develops and monitors performance metrics for the investor relations function

? Establishes the optimum type and mix of shareholders, and creates that mix through a variety of targeting initiatives

? Monitors operational changes through ongoing contacts with company management, and develops investor relations messages based on these changes

? Provides regular fair disclosure training to all company spokespersons

? Creates presentations, press releases, and other communication materials for earnings releases, industry events, and presentations to analysts, brokers, and investors

? Oversees the production of all annual reports, SEC filings, and proxy statements

? Manages the investor relations portion of the company web site

? Monitors analyst reports and summarizes them for senior management

? Serves as the key point of contact for the investment community

? Establishes and maintains relationships with stock exchange representatives

? Provides feedback to management regarding the investment community's perception of the company

Requirement 

BA/Bsc in Finance or Accounting.

? Masters’ degree in finance will be added advantage

? 2-3 years of accounting/finance experience,

-2+ years’ experience in managing an investor relations department.

? Relevant professional certification

Competencies 

-Excellent communication and relationship management skills;

? Strong analytical skills;

? Strong in planning, organization and project management

? Ability to persuasively present information

? Knows and understands confidentiality, price-sensitive and disclosure regulatory requirements