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Job Description
Job Profile: Investor Relations Associate / Senior Associate
Location: Mumbai, India
Role Overview
We are looking for an Investor Relations Associate / Senior Associate to support the Investor Relations function at Fractal.
The role will involve investor and analyst-facing coordination, meeting scheduling and logistics, maintaining detailed records of external interactions, supporting valuation and peer benchmarking analysis, and assisting with quarterly earnings and other IR processes.
The ideal candidate should have prior experience in Investor Relations, equity research, capital markets, corporate finance, consulting, or listed-company stakeholder management. The candidate should be organized, detail-oriented, financially literate, and comfortable working with senior internal and external stakeholders. The ability to use AI tools for research, summarization, content preparation, workflow management, and productivity improvement will be an added advantage.
Key Responsibilities
External-Facing Activities
- Investor, Analyst and Market Participant Engagement: Support investor and analyst-facing activities, including meetings, calls, conferences, roadshows, and earnings-related interactions; act as a coordination point for investors, analysts, brokers, conference organizers, and other market participants.
- Investor Queries: Handle inbound investor and analyst queries and coordinate internally for timely and appropriate responses.
- Investor Feedback: Capture key questions, concerns, feedback, discussion themes, and follow-up items from investor and analyst interactions.
- Relationship Tracking: Maintain structured records of investor meetings, analyst interactions, conference participation, action items, and pending responses.
Internal-Facing Activities
- Management Briefing: Support preparation of management briefing notes ahead of investor and analyst meetings.
- Investor Sentiment Updates: Prepare periodic summaries of investor sentiment, analyst feedback, recurring market questions, and key discussion themes for senior management.
- Cross-Functional Coordination: Coordinate with finance, legal, secretarial, corporate communications, business, and leadership teams for information required by the IR function.
- Quarterly Earnings Support: Support quarterly earnings processes, including timelines, content collation, version control, approval workflows, earnings presentations, Q&A documents, and post-results summaries.
- IR Materials: Assist in preparing investor presentations, earnings materials, corporate fact sheets, FAQs, analyst call notes, and other IR communication materials.
Research, Valuation and Market Intelligence
- Valuation Analysis: Support regular valuation analysis, including peer comparison, trading multiples, historical valuation trends, market benchmarking, and valuation gaps versus peers.
- Market and Consensus Tracking: Track company and peer valuation metrics, analyst estimates, consensus expectations, target prices, rating changes, share price performance, and sector valuation trends.
- Market Intelligence: Monitor analyst reports, investor commentary, peer updates, sector news, regulatory developments, capital market activity, shareholding patterns, and institutional ownership.
- Peer Benchmarking: Prepare competitor benchmarking across financial performance, growth metrics, margins, business mix, AI positioning, and valuation.
Administration, Process and Documentation
- Scheduling and Logistics: Manage calendars, meeting schedules, invites, meeting links, participant lists, briefing materials, travel coordination, and post-meeting follow-ups.
- Interaction Documentation: Maintain detailed notes of all investor, analyst, and market participant interactions, including key questions, feedback, concerns, follow-up items, and management responses.
- Trackers and Databases: Maintain structured trackers / CRM for investor contacts, analyst coverage, meetings, conferences, action items, and pending responses.
- Process Management: Support IR workflows, timelines, documentation, approvals, record-keeping, and periodic reporting.
- Confidentiality and Compliance: Ensure confidentiality and sound judgment while handling company-sensitive, unpublished, or price-sensitive information.
AI and Productivity Enablement
- AI Tools: Use AI tools to improve efficiency in research, meeting summaries, report preparation, content drafting, market tracking, and workflow automation.
- Automation: Identify opportunities to automate repetitive IR tasks such as meeting trackers, follow-up reminders, valuation dashboards, contact databases, and periodic reports.
- Responsible AI Usage: Use AI responsibly while maintaining strict confidentiality of unpublished, price-sensitive, and company-sensitive information.
Desired Candidate Profile
Experience
- 3–5 years of relevant experience preferred.
- Prior Investor Relations experience is preferred.
- Candidates from equity research, investment banking, corporate finance, corporate communications, financial PR, consulting, strategy, or listed-company finance teams may also be considered.
- Experience interacting with investors, analysts, brokers, or capital market stakeholders will be an advantage.
Skills and Competencies
- Good understanding of investor relations, capital markets, listed-company communication, financial statements, business metrics, and valuation multiples.
- Strong analytical skills with the ability to support valuation analysis, peer benchmarking, and market intelligence.
- Excellent organizational, scheduling, coordination, documentation, and follow-up skills.
- Strong written and verbal communication skills.
- Ability to interact professionally with investors, analysts, brokers, senior management, and cross-functional teams.
- High attention to detail, confidentiality, judgment, and professionalism.
- Ability to manage multiple workstreams, especially during quarterly results cycles.
Technical Skills
- Strong proficiency in Microsoft Excel, PowerPoint, Word, and Outlook.
- Ability to build and maintain trackers, dashboards, valuation templates, and investor databases.
- Familiarity with market data platforms, investor databases, CRM tools, or financial databases would be an advantage.
- Ability to use AI tools such as Claude, ChatGPT, Microsoft Copilot, Gemini, Perplexity, or similar platforms for productivity, research, and summarization.
- Basic knowledge of automation, dashboards, workflow tools, or data visualization would be useful.
Educational Qualification
- Bachelor’s degree in Commerce, Economics, Finance, Business, Management, Engineering, or a related field.
- MBA, CFA, CA, or relevant capital markets / finance certification would be an advantage but is not mandatory.
Ideal Candidate
The ideal candidate has worked in or around Investor Relations and is comfortable with investor and analyst-facing coordination. They should be proactive, organized, financially literate, detail-oriented, and able to manage schedules, logistics, meeting preparation, interaction notes, valuation analysis, market tracking, and follow-ups with accuracy and professionalism.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
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