Investor Relations

🔒 Confidential Employer
Posted 21 March 2026
LOCATION
London
TYPE
Full-time
LEVEL
Associate
CATEGORY
Finance
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Diary management Microsoft Word Excel Powerpoint Outlook Communication Attention to detail Organisational skills

FULL DESCRIPTION

Investor Relations

By [Employer hidden — view at passion-project.co.uk]

London, City

Permanent

Job Overview

Working in a fast-paced environment in a team of five, the role involves providing excellent service to our 168 corporate clients whilst supporting the Corporate Broking team.

Main Tasks

  • Management of all roadshows and events, including providing management teams with all necessary documentation, booking travel, printing of presentation materials and overseeing all logistics
  • Booking investors into results roadshows and investor events
  • Updating internal systems and calendars for investor meetings
  • Dealing with share register related queries
  • Preparation, collation and management of feedback documents, including i) making sure the relevant sales/Corporate Broking person is collecting feedback quickly and efficiently and ii) the final document is sent to the client in a timely manner
  • Updating investor profiles documents and creating new documents where necessary
  • Booking travel and accommodation for the team and corporate clients
  • Management of CRM system
  • Providing corporate clients with weekly share price documentation on a Friday
  • Management of centralised diary
  • Assisting with booking sales briefings
  • Assisting on reverse roadshow
  • General daily/weekly administrative tasks

Values

To uphold [Employer hidden]’s values: *smart thinking, collegiate, dynamic*

Compliance

  • Maintain a high standard of conduct, ethical standards and values, including the strictest confidentiality
  • Work within the Regulatory and the Firm’s compliance framework
  • Work to identify risks and enhance control across the business
  • Report control weaknesses, illegal, suspicious or unusual activity
  • Maintain own professional competence through a programme of CPD

Qualifications, skills and competencies required:

  • Organised and self-motivated, with the ability to prioritise, manage workload and multitask
  • Excellent attention to detail
  • Ability to work well in a team
  • Previous experience of diary management
  • Positive, proactive and outgoing attitude
  • Comfortable speaking to management and investors on the phone
  • High standard of written and spoken English
  • Good knowledge of Microsoft Word, Excel, Powerpoint and Outlook

*This job description is not exclusive or exhaustive and the post holder will be required to undertake such tasks as may reasonably be expected within the scope of the role.*

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