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Head of Investor Relations

Posted on 6/18/2024



501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics


Berwyn, PA, USA

Corporate Finance
Financial Planning and Analysis (FP&A)
Risk Management
Finance & Banking
Required Skills
Financial analysis
  • Bachelor’s Degree in Finance/Business Management or related field required
  • MBA strongly preferred
  • 10+ years of experience in investor relations, finance, planning and development, or corporate communication positions for a public company or a consulting agency
  • Experience working as a buy-side or sell-side analyst a plus
  • Outstanding financial and investment analysis skills, oral and written communication skills, and presentation ability
  • Demonstrated understanding of financial modeling techniques used by security analysts
  • In-depth understanding of financial and investment markets
  • Basic knowledge of SEC disclosure requirements and filings, accounting, and financial analysis
  • Must be able to travel to investor meetings/conferences as needed
  • Develop and implement Envestnet's Investor Relations strategic plan
  • Manage stakeholders and ensure clear communication of Envestnet's value proposition
  • Craft and deliver key investment messages tailored for the investment community
  • Conduct data collection, analysis, and create periodic feedback reports
  • Maintain a deep understanding of ENV's shareholder base
  • Lead and develop reporting around Environmental, Social, and Governance (ESG)
  • Handle first-line communications between ENV and the investment community
  • Orchestrate all aspects of the earnings sequence
  • Develop presentations for investors and external constituents
  • Conduct industry research to inform the IR strategy
  • Ensure ENV adheres to all disclosure regulations

Envestnet | Yodlee is a global leader in data aggregation and analytics, offering solutions for consumers and financial institutions, including data aggregation, analytics, account verification, and APIs for personalized FinTech experiences with comprehensive and accurate data. Their technology products encompass data aggregation, analytics, account verification, and easy-to-implement APIs, catering to the needs of over 1,400 financial institutions and FinTech companies, including 15 of the top 20 U.S. Banks.

Company Stage


Total Funding



Redwood City, California



Growth & Insights

6 month growth


1 year growth


2 year growth



Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision

401(k) Match

On-site Flu Shots

On-site Biometrics Screening

Employee Assistance Program (EAP)

Life Insurance and AD&D

Short and Long Term Disability

On-site Gym

Fully Stocked Kitchen

Tuition Reimbursement

Employee Referral Bonus

Casual Dress Code

Mobile Reimbursement