EXL · 1 day ago
VP, Global Investor Relations
New York, New York, United States
Full-time
Onsite
Director/Executive
$250K/yr - $300K/yr
15+ years expEXL is a leading provider of data analytics and business process management services. They are seeking a VP of Global Investor Relations to lead all aspects of investor communications, manage investor-related materials, and strategize investor marketing efforts.
AnalyticsBankingOutsourcing
Responsibilities
Lead all aspects of Quarterly Earnings / Annual Meeting/ Investor Calls – including the CEO/CFO/executive script, press release drafting, financial modeling, conference call Q&A preparation, and transcript approval
Manage investor-related materials, working closely with the CFO, financial reporting, and accounting on public disclosure matters including the 10K and proxy
Maintain and develop presentations and related scripts for investors, investor conferences, road shows, corporate communications, and other investor-related activities
Understand the company’s shareholder mix and associated dynamics
Work with the equity capital markets team and legal counsel to prepare and coordinate the execution of NDAs, DDQ’s and other legal and transaction documentation
Provide timely investment and performance information and analysis to internal and external stakeholders
Strategize the investor marketing strategy, working alongside Marketing team members to plan for investor engagement events, communications, and elevate EXL’s investor / analyst audience
Work closely with marketing to create company collateral purposed for investor/analyst audiences as well as internal use
Regular investor meetings/phone calls, responding to investor inquiries, analyst estimates
Ad Hoc presentations for EXL’s CEO, CFO and VPs as needed, including analyst research summaries
Proactively monitoring First Call estimates and Price Targets for accuracy which includes working with Finance to resolve any errors of fact in ADP metrics and discrepancies in estimates posted on First Call (where published reports provide conflicting data)
Involvement in the preparation of CEO and CFO presentations for ADP to Board of Directors, Town Hall meetings, Financial Analyst Conference, Ex-com, and as requested throughout the year
Manage the Company share buyback program
Building strong relationships with external stakeholders including rating agencies, investors, and research analyst as well as providing a feedback loop to internal partners
Providing senior management with feedback related to discussions with the investment community, commentary regarding events within the market and industry
Serve as the company’s information conduit and point of contact to the investor community
Prepare content for and participate in client meetings where appropriate/necessary
Qualification
Required
Proven capability to quickly grasp and build 'the story', working alongside the CEO and CFO to bring this story to life for the investor and analyst community
Exceptional writing skills an absolute 'must'
Direct, extensive experience working with the CEO and CFO to frame the company financial story and corporate highlights to external and internal audiences (investors, EXL's Board, internal leaders, etc)
Heavy, end-to-end experience leading the quarterly earnings process which includes the consolidation of business unit material in preparation for the presentation materials for the Quarterly Earnings calls
Proven ability to develop and implement the strategy and execution of the investor targeting program
Prior responsibility for day-to-day management of analyst and investor inquiries, serving as the key point of contact for the investment community
Seasoned professional - experience should include success in a period of growth and/or transition
Professional / executive presence - an ability to bridge cultural boundaries and norms to overcome barriers and improve outcomes on a global and virtual stage, demonstrating courage, an approachable style, and inspiring confidence both verbally and in writing with the ability to translate and communicate complex topics in a variety of forums
Experience monitoring industry trends / competitor tracking
Strong bias towards challenging the standard thinking with new ideas, new approaches, and new solutions
Ability to execute multiple projects and priorities, deliver against established deadlines and to work under tight time constraints, working across departments in a global, matrixed organization
Demonstrated excellent interpersonal skills and ability to build and maintain positive work relationships with staff at all levels across the organization and relevant stakeholders (i.e. Analysts, Investors, Accounting/Finance, Marketing, Legal, etc)
Excellent communicator with business acumen and the ability to consistently meet or exceed project deadlines
Results-driven, Action-Oriented, and Innovative - Able to translate broad goals into achievable steps
Motivating; knows how to influence and enable others, both internally and externally
Strong problem solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses
Proven knowledge of industry trends and technologies
15 plus years of relevant experience in Investor Relations
Bachelor's degree from an accredited institution, graduate degree a plus; MBA preferred
Company
EXL
EXL is a provider of Transformation and Outsourcing services to Global 1000 companies in multiple industries
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$150MKey Investors
The Orogen GroupFTV Capital
2018-10-02Post Ipo Debt· $150M
2006-10-20IPO
2004-12-01Series Unknown
Leadership Team
Rohit Kapoor
Chairman & Chief Executive Officer
Brad Burdick
SVP, Insurance Domain Platforms
Recent News
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Company data provided by crunchbase