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Investor Relations Specialist
Posted on 9/9/2022
Everett, MA, USA
Experience Level
Desired Skills
  • (Responsibilities)
  • ? (Requirements)
  • Bachelor's degree preferred
  • 5+ years of business and Investor Relations experience, preferably in a large organization
  • Must be a self-starter with a high level of organizational skills and an attention to detail
  • Must have a high level of integrity and discretion in handling confidential information
  • Proven ability to work across all levels and functions across the company and externally with the investment community
  • Ability to perform assignments, under time constraints with poise and professionalism
  • Have experience creating and editing presentations and working with spreadsheets
  • Strong verbal and written communication skills
  • Ability to multitask
  • Experience working with Google Suite, Word, Excel and PowerPoint
  • Act as first point of contact for all inbound calls, triage inquiries appropriately
  • Manage investor database including running targeting queries and screening, prioritizing analysts' meeting requests, tracking contacts and maintaining data on investor interactions
  • Manage the IR meeting schedule and coordinate logistics related to investor events such as investor conference appearances by senior management, non-deal roadshows, investor and analyst meetings/call requests, and other investor-related events
  • Assist with reporting on IR activity including drafting a quarterly investor relations report
  • Run all logistics related to quarterly earnings process, including:
  • Ensure earnings deliverables from various teams are being sent on schedule, organize accordingly and follow-up as needed
  • Schedule and coordinate internal earnings prep meetings
  • Ensure the facilities and technical requirements (phone / conference call / webcast / computers, etc.) are set and available for each earnings call
  • Schedule post-earnings calls with sell-side analyst and top investors
  • Review earnings transcript for factual edits and transmit for posting
  • Convert key earnings deliverables to PDF and work with vendor to ensure timely posting to IR website
  • Assist in preparing materials / information provided to CEO and CFO to prepare them for investor meetings (historical prep docs, prior meeting notes, etc)
  • Manage the IR website to ensure accurate information is always posted, including updating FAQs and working with vendors to post press releases, webcasts and other meaningful information
  • Manage certain vendor relationships, including organizing and processing vendor invoices
  • Handle the fulfillment of informational requests from shareholders or other financial community constituents, and internal departments
  • Manage IR internal and external distribution lists
  • Work with Legal regarding posting and distributing of press releases and logistics of annual shareholders meeting
  • Manage schedule of other companies' earnings including competitors, travel supply companies (car, hotel, cruise etc). Prepare earnings recaps for certain companies as assigned

1,001-5,000 employees

Cloud-based restaurant software company
Company mission
Toast is on a mission to enrich the food experience for all. Toast connects employees, operations, and guests on a reliable, easy-to-use platform so restaurateurs can stay one step ahead of a rapidly evolving hospitality market.
  • Peer Nominated Toastie Awards
  • Professional Development Reimbursement Program
  • Sabbatical
  • Unlimited Vacation & Flexible Work Hours
  • Medical, Dental, & Vision Coverage + Wellness Stipend
  • Commitment to Employee Wellness
Company Values
  • Lead with Humility
  • Embrace A Hospitality Mindset
  • Always Be Hungry
  • One Team
  • Stay Toasty
  • Driven with Purpose