Senior Leader, Investor Day Practice
New
B
Breakwater InvestorInvestor Relations Advisory
Flexible location in the following states, with travel to business development opportunities and client sites as needed: CA, CT, DC, MD, NC, NJ, NY, PA, VA.Full-TimeSenior
Salary250,000 - 300,000 USD per year
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Job Details
- Experience
- 15+ years
- Required Skills
- Financial analysis
Requirements
- 15+ years of relevant experience in investor relations, equity advisory, investment banking, financial communications, management consulting, or related fields.
- Significant experience advising on Investor Days / Capital Markets Days or other high-profile investor-facing moments.
- Exceptional understanding of how strategy, execution, and communication shape investor perception, valuation, and long-term value creation.
- Strong financial acumen, including capital markets, valuation, financial performance, disclosure expectations, and investor priorities.
- Outstanding ability to synthesize complexity into clear, compelling strategic and financial messages.
- Excellent judgment in shaping executive-level communications and a strong instinct for what will resonate with investors and analysts.
- Executive presence and the credibility to advise and influence CEOs, CFOs, boards, and Investor Relations leaders.
- Superior client relationship-building and management skills.
- Proven ability to lead complex, cross-functional workstreams with rigor, pace, and attention to detail.
- Bachelor’s degree required; MBA, CFA, or equivalent advanced training preferred.
Responsibilities
- Build out and scale a leading Investor Day Practice, including proposition development, market positioning, thought leadership, business development, and go-to-market strategy.
- Serve as a senior advisor to CEOs, CFOs, Investor Relations leaders, and boards on the strategic objectives, narrative, and positioning of Investor Days.
- Lead end-to-end delivery of Investor Day engagements, from initial framing and storyline development through preparation, execution, and post-event assessment.
- Help clients translate strategy, portfolio choices, operating priorities, and financial ambition into clear, credible, investor-relevant messages.
- Develop recommendations grounded in financial analysis, investor insight, sector context, valuation considerations, and market expectations.
- Design Investor Day agendas and content strategies, ensuring coherence across themes, sequencing, speakers, materials, and anticipated investor questions.
- Draft and review core investor-facing materials, including presentations, executive scripts, Q&A documents, messaging frameworks, and briefing materials.
- Prepare senior management teams for investor and analyst engagement, including presentation coaching, message refinement, and pressure-testing of likely areas of challenge.
- Leverage investor intelligence and market feedback to refine positioning, strengthen credibility, and improve the effectiveness of the external narrative.
- Build a differentiated thought leadership platform around Investor Days that strengthens the practice’s profile and supports business development.
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