The Financial Communications Vice President/Senior Vice President will be responsible for developing and executing financial communications programs on behalf of BCW's wide range of clients. The ideal candidates will have held either an agency or in-house Financial Communications/Investor Relations (IR) position. The candidate must be fluent in the capital markets and possess a strong comfort level in counseling senior executives of publicly traded companies on Financial Communications/IR related matters including quarterly and year-end earnings, M&A, IPO, financial/business media relations, analyst days, investor presentations and crisis situations.
Proper diligence to thoroughly understand clients' business, revenue model and investment narrative.
Serve as a key day-to-day contact point to CFO, CEO, IRO and other senior leaders.
Ensure team is proactive and highly responsive to client needs, anticipating upcoming deliverables and taking accountability for proper execution. Ensure junior staff is trained, supportive of team efforts and paying sufficient attention to detail.
Participate with senior partners in new business preparation and participate in new business activity to ultimately serve those accounts.
Provide counsel to clients on messaging and positioning across all external investor and financial communications, including: quarterly earnings news releases and conference call scripts, material corporate news, investor presentation and general 1 on 1 and group communications with the investment community.
Manage and participate hands on in team development of messaging and positioning of company business model and corporate developments.
Support traditional "retainer" based IR and financial media clients as well as transaction-oriented project work (including M&A, spin-off & IPOs, investor days, perception audits).
Research and monitor trading activity, institutional ownership trends, and sell-side valuation model.
Manage the timing, accuracy and hands-on execution of deliverables including: releases, scripts, targeting documents, forecasts, financial model comparisons, peer monitoring and research and other client needs.
Interact directly with client shareholders and covering sell-side analysts, discussing client business attributes, collecting feedback, supporting bank-sponsored non-deal road shows, and reacting to investment community informational needs.
10+ years of experience of direct financial communications/IR experience.
Strong comfort level in counseling senior executives of publicly traded companies on IR related and financial communications matters.
History of advising companies through complex business issues, including transactions, shareholder activism, executive transitions and crisis situations.
Bachelor's degree in Communications OR Business/Finance/Accounting or related discipline.
Advanced degree highly preferred
Strong writing skills, including experience writing financially-oriented news releases and presentations.
Strong analytical skills; ability to analyze financial data sets and understand businesses across multiple industries.
Experience with relevant data platforms, including Bloomberg, ThomsonOne, etc.
Organized and detail-oriented; multi-task various responsibilities.
Proactive and self-motivated; anticipate upcoming client projects and deliverables.
Ability to think critically and demonstrate good judgment.
Excellent interpersonal and verbal skills; professional phone and email communications.
Innate desire to provide excellent service to clients.