Wealth Management Investor Relations Specialists

According to the National Investor Relations Institute, entry-level IR relations specialists should have at least two years of experience in investor relations, marketing, planning and development, finance, or corporate communication at a public company or consulting firm. Mid-level professionals need more than five years of experience, and IR executives need more than 10 years of work experience in one or more of these aforementioned areas.

You’ll need excellent written and oral communication skills to be successful in this career because IR specialists frequently write copy for marketing materials, the firm’s Web site, and investor reports; present information about their firms, their investment portfolio managers, and their investment strategies to potential investors at road shows and at investor conferences; and regularly meet with colleagues to discuss the firm’s marketing strategies and a variety of other topics. Investor relations specialists must be knowledgeable about common investment strategies and financial concepts in order to effectively convey complex financial information to potential and current investors in an easy-to-understand manner. Other important traits include:

• excellent analytical and quantitative skills
• strong Microsoft Office skills, especially in PowerPoint
• confidence and a persuasive personality
• the ability to manage multiple tasks and projects
• a strong work ethic
• an organized and detail-oriented personality
• the ability to meet deadlines and work well under pressure