- Serve as a leader within our Capital Markets Business focused on research, financial communications, and advisory.
- Analyze complex situations, define clear approaches to resolving issues aligned with clients' strategic objectives, and present comprehensive solutions.
- Articulate sell and buy side perspectives on positives and negatives of a client's investment case.
- Assess share price drivers, benchmarking guidance, disclosure and KPIs, substantiating pillars of an equity story.
- Develop research instruments to support client needs on a case-by-case basis.
- Lead investor interviews to uncover key insights for our clients.
- Craft client reports, leveraging qualitative and quanitative data, and present with strategic implications and recommendations.
- Design and implement comprehensive investor communications materials for clients.
- Provide strategic counsel for financial communications including investor days, Non-Deal Roadshows (NDRs), and corporate transactions (such as an IPO, management change, or portfolio restructure).
- Engage in new business processes, identifying and communicating opportunities that build upon current client work with the proven ability to source and sell net-new business.
- Manage client relationships and sell products and services into an existing customer relationship.
- Serve as a broader resource, across the firm, to enable the success of the broader business.
- Manage and/or mentor junior staff.
- A BA/BS degree in finance.
- 12 to 15 years of relevant work experience in equity research or as an investment professional, IR and with a strong preference for significant advisory & client relationship management experience.
- Experience scaling a new team or function.
- Familiarity with the macro investor landscape and strategic financial/valuation frameworks.
- Exceptional written, presentation, and interpersonal communication skills for a Board, CEO, or CFO audience.
- Proven experience working with, influencing, and engaging senior leaders and board members.
- Ability to effectively manage both internal teams and client relationships on accounts of all sizes.
- Ability to balance mindset of strategic orientation with execution.
- Quick learner with a client-focus, interested in working across all industries and business types.
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Vice President/Managing Director, Capital Markets - Washington, United States - Breakwater Strategy
Description
Breakwater Strategy, a strategic communications and capital markets advisory firm, is seeking an innovative investor communications leader to join our growing team. Breakwater advises public companies, private corporations, brands, coalitions, and non-profits on how to navigate change, crises, and complexities.
This is an exciting opportunity for an experienced capital markets professional (sell side, buy-side, or IR) looking to join a dynamic, values-driven organization with a culture of support, integrity, and respect. The ideal candidate will have strong research, analytical, and writing skills and is motivated by building solutions that seek to elevate the Investor Relations Officer (IRO) value and stay ahead of developing market trends across the capital markets to transform the future of public companies.
If you are a builder with a highly entrepreneurial mindset and passion for exceeding client expectations, please reach out. We are looking forward to speaking with you.
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