As a senior financial investment relations professional, the key responsibilities include building relationships with companies, shareholders and investors, originating corporate access events, and collecting investor feedback. The role requires skills like strong communication abilities, project management competencies, marketing knowledge, and proficiency in tools like Excel. By leveraging internal networks and conducting events, senior investment relations staff facilitate interactions between corporations and institutional investors.
Developing and sustaining connections with firms across sectors
A vital duty is constructing and preserving contacts with public and private companies, regulators, think tanks, and experts across different industries in China and Hong Kong. This demands proactively networking with senior management and investor relations teams. The goal is having reliable channels for arranging corporate access activities catering to investor clients.
Executing customized corporate access events
Leveraging relationships cultivated with enterprises, senior investment relations employees are accountable for originating and conducting corporate access events like summits, conferences, field trips and non-deal roadshows. Significant responsibilities around these events include pre-event planning, on-site operation, participant coordination and post-event follow-ups.
Collecting investor feedback and marketing event services
Post-event it is important for senior corporate access staff to gather participant feedback through surveys or interviews. This allows assessing effectiveness, spotting areas for improvement and showcasing value delivered to stakeholders. Further monetization happens by packaging feedback for internal sales teams to highlight services to prospective investors and secure more business.
Maintaining databases and information on firms
Senior financial investment relations professionals have to preserve extensive records in firm databases tracking details like the latest earnings presentations, annual reports, corporate profiles and investor relations contacts. Keeping this system organized is imperative for efficiently planning customized corporate access events and quickly addressing investor inquiries.
In summary, as a senior investment relations specialist, relationship-building with corporations and investors, project management abilities and synthesizing market insights are vital. Fluent communications skills, collaborating across divisions and units, alongside employing tools to track data also prove critical.