Senior Account Executive/Account Supervisor

Summary

Join FINN Partners, a top workplace, as an Account Supervisor on our Healthcare Investor Relations team. This role involves supporting the quarterly reporting process, drafting client communications, monitoring industry trends, and building relationships with investors and analysts. You'll need 3+ years of investor relations experience in healthcare, biotech, or med-tech, proficiency in various software, and strong communication skills. A finance degree or MBA is preferred, and remote work in the US is possible. The agency offers ample professional development opportunities and is part of a larger 1400-person community.

Requirements

• At least 3 years’ experience in Investor Relations either in corporate or agency capacity, focusing on healthcare, or biotech or MedTech industry
• Proficiency in Excel, Outlook, PowerPoint, Ipreo, and IR Insight
• Ability to present in front of management teams with confidence and persuasion
• Strong verbal & written communication skills
• Detail oriented teammate who is able to prioritize in a fast paced, constantly changing environment to ensure efficient execution
• Excellent organizational and computer skills
• Bachelor’s Degree
• Experience using all Microsoft Office products

Responsibilities

• Supporting quarterly reporting process including calendar management, financial results release development, script development for CEO and CFO, and Q&A/Key Messages preparation
• Drafting/editing client news releases, investor presentations, shareholder letters and other related documents
• Maintaining strong understanding of client business and strategy, economic models, financial results, industry trends, and operational developments
• Monitoring sell-side research, industry conferences, competitor developments, and trading activity
• Providing regular insights and analysis to senior executives on investor/analyst feedback, valuation, disclosure, guidance, and competitive developments
• Executing events and manage logistics for non-deal roadshows, virtual events and conferences
• Maintaining strong understanding of client business and strategy, economic models, financial results, industry trends, and operational developments
• Developing and managing relationships with current key analysts and institutional investors; building new relationships with potential analysts and institutional investors
• Interacting with investors and analysts to build awareness of clients, address questions, and arrange meetings/calls with client management teams
• Creating pitches to incorporate corporate messages and conducting proactive outreach to coordinate meetings for clients with key stakeholders
• Developing investor and analyst target lists
• Marketing clients to the financial community and scheduling meetings during the annual JP Morgan Healthcare Conference
• Managing client IR calendars
• Reviewing client websites and recommending enhancements and updates
• Building investor and analyst target lists
• Providing general administrative support to accounts including calendar management, investor database development, monthly report preparation and weekly meeting agendas

Preferred Qualifications

• Finance degree or MBA
• Experience managing teams and/or direct reports
• Experience in the health, biotech, healthcare services and med-tech fields
• Qualified candidates in the New York metro area

Benefits

• Ample opportunities for professional development
• Remote work in the US