Ambitious clients partner with the Capital Markets team at Breakwater Strategy to elevate their valuation, transform their future, and establish leadership in global capital markets through highly innovative, future-focused, and impactful investor communication and engagement.
Description
We are seeking a highly entrepreneurial, innovative and future-focused leader to build out our Advisory business, focused on working with clients during their most consequential moments in Equity Advisory & Investor Relations, Mergers & Acquisitions, Capital Markets and Special Situations/Crisis and Issues Management.
Responsibilities
Develop business strategy including brand positioning, market development, differentiated solution design and marketing
Maintain and build business relationships with prospects and clients, including participation in relevant associations, e.g. NIRI and conference attendance
Lead and execute across all aspects of client-related work, being viewed as a trusted business advisor in all areas of investor relations at the board, management and Investor Relations Officer level during those most consequential moments
Leverage our market-leading investor intelligence capability to enable the development of distinctive client to enable longer-term valuation improvement
Develop client solutions that leverage the comprehensive set of cross-disciplinary capabilities to add incremental client value
Build a best-in-class thought leadership platform that advances business development and creates clear differentiation in client value delivery/expertise provided to clients through your strategic, unique and impactful perspective
Develop Breakwater's client IR strategies that create distinctive and competitive advantage in the face of changing business, sector, valuation and market conditions and tailor strategies as appropriate to elevate valuation
Draft and review investor-related communication materials (i.e. press releases, earnings and other conference call scripts, corporate presentations, Q&A sheets, websites and messaging documents)
Develop complex client investor relations / financial communications programs including Investor Days and Non-Deal Roadshows
Develop and present recommendations based on expert financial analytics and modeling, research, strategic and creative thinking
Approach complex decisions impacting Breakwater and Clients in a highly collaborative, transparent and direct way
Foster an environment in which commitment to best-in-class solution quality and client satisfaction is a top priority; leads Breakwater to effectively respond to emerging client trends and shape those to result in the client becoming cutting edge
Work effectively with Breakwater colleagues to bring the best of the firm to support client needs in an integrated team effort
Qualifications
Buy-side, sell-side or investment banking experience is preferred; agency and corporate relevant
Exceptional and demonstrated understanding of how strategy and business execution impact financial performance, valuation and value creation
Strong ability to convey strategic and financial messages in written materials, financial models and data analysis
Ability to take complexity and translate effectively; a creative and strategic thinker in the area of reputation management, sees around corners, approaches communications from new angles
Superior client relationship building and management skills
Financial Acumen: capital markets, accounting and finance, financial modeling, extensive experience with reporting, financial disclosures, quarterly releases, shareholder activism and the regulatory landscape
Executive Presence: gravitas, confidence, ability to present to a CEO and Board and to influence them (C-Suite leadership team)
Effective Relationship Building: strong relationships with the investors and analysts, financial media a plus
Leadership Skills: strong management and organizational skills with the ability to develop and execute multiplatform strategies for clients while working with the client and account teams