Posted by
Posted in
Banking & Finance
Job Code
1741019

A hands-on IR and strategy professional who owns the quarterly investor cycle, investor and shareholder data, and first-cut analysis on M&A and promoter shareholding matters.
Reports to:
Chief of Strategy & Investor Relations/Co-Founder
Works with:
Founders (MD and ED), CFO, Company Secretary, Finance
Experience:
4 - 8 years in investor relations, investment banking, or corporate development
Qualifications:
CA, MBA (Finance - Top Tier), CFA
Preferred:
Experience in Public Markets
Key responsibilities:
1. Quarterly earnings cycle:
- Build the quarterly earnings presentation: financial and operating KPIs, portfolio updates, guidance and narrative, in line with the house style.
- Draft the earnings call script for the founders and CFO, and prepare an anticipated Q&A pack with data-backed answers.
- Draft the quarterly shareholder letter in the founders' voice.
- Coordinate the timeline with Finance, the auditors, and the Company Secretary so results, deck, and filings go out on schedule.
2. Roadshows and investor conferences:
- Plan and run deal and non-deal roadshows (domestic and international): target lists, broker coordination, meeting schedules, logistics and briefing notes.
- Manage participation in broker-hosted investor conferences, including 1x1 and group meeting requests.
- Attend investor meetings, take notes, track the questions raised and close out follow-ups.
- Feed recurring investor questions back into the deck, script and Q&A pack.
3. Investor presentation and materials:
- Keep the corporate investor presentation current after every quarter and every material event.
- Prepare tailored versions for specific investors, conferences and strategic discussions.
4. Investor database and engagement tracking:
- Maintain a database of current and prospective investors: institution, fund, contacts, holdings, investment style and meeting history.
- Use it to target new investors, prioritise meetings and report engagement to management.
5. Weekly BENPOS analysis:
- Analyse the weekly beneficiary position (BENPOS) data from the RTA.
- Track changes in institutional, retail and promoter holdings; identify new entrants, exits and build-ups.
- Circulate a weekly shareholding movement note to management and link it to investor targeting.
6. M&A opportunity evaluation:
- Screen and evaluate acquisition, merger and partnership opportunities in flexible workspace and adjacent sectors.
- Build financial models and valuations (DCF, comparables, precedent transactions) and run synergy analysis.
- Support due diligence with external advisors and prepare board and Audit Committee material, including related-party transaction requirements where relevant.
7. Review of external communications:
- Review press releases, stock exchange intimations, media statements, website content and investor-facing material for accuracy, consistency and SEBI LODR compliance.
- Make sure numbers and messaging match published financials and earlier disclosures.
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Posted by
Posted in
Banking & Finance
Job Code
1741019