Career Definition of Investor Relations Associates
As an investor relations associate, your focus will be on organizational investors and other stakeholders. In this role, you may work directly with investors and stakeholders or serve in a more supportive, behind-the-scenes capacity. For those that work directly with investors, your primary job duty is to create streamlined communication between the organization and its investors. You will do so by responding to investor requests for information, helping create documents like annual reports, and overseeing any investor change requests. You must also ensure that investor information remains confidential and meets all applicable requirements. You may also be tasked with analyzing internal and external data and stay current with changing regulations in the industry your company is in.
If you work in a supportive role, your function will be to assist senior investment and sales personnel in managing those investor relationships. You will also respond to investor requests for information in this role but will also perform a variety of other administrative duties. A primary administrative duty is gathering information and putting it together for investors. This can include organizational newsletters, investor presentations, and the annual investment meeting. After serving in a supportive investor relations associate role, your organization may offer the opportunity for professional advancement.
|Educational Requirements||Bachelor's degree|
|Job Skills||Superior analytical abilities, excellent communication skills, and an ability to work independently and efficiently|
|Average Salary (2018)*||$54,864|
|Job Outlook (2016-2026)**||10% (Financial Specialists, All Other)|
Sources: *Glassdoor.com, **U.S. Bureau of Labor Statistics (BLS)
If you want to pursue a career as an investor relations associate, you will need a bachelor's degree. Suitable areas of study include finance and accounting. Some employers may require previous work experience in areas like accounting, business development, or investment banking. If interested, you could obtain membership in the National Investor Relations Institute (NIRI). The organization is the largest of its kind in the world and offers members training opportunities, as well as access to a resource library. It also offers the Investor Relations Charter certification to those who have worked in the industry for a certain amount of time.
As an investor relations associate, you will need to have superior analytical abilities. You must be able to evaluate investment opportunities and present information to investors. You should have excellent communication skills to work with senior investment personnel, as well as outside investors. You should also possess the ability to work independently and efficiently, as good time management is essential in this position.
Career Outlook and Salary
The U.S. Bureau of Labor Statistics (BLS) provides job outlook information for broad employment categories. The position of an investor relations associate falls under the category financial specialists, all other. The BLS lists an estimated job growth of 10% for this category, which is faster than average for all categories. Glassdoor reports a 2018 average base wage of $54,864 for an investor relations associate.
A career as an investor relations associate is not the only option if you are interested in a financial career. Three related positions are highlighted below, including a financial advisor.