A fast-growing, pre-IPO technology company located in Santa Clara is looking to add a Vice President of Investor Relations (IR) to their team. The Blueshirt Group is conducting the search and evaluation of potential candidates for this role. The Vice President of IR will serve as the Company’s primary contact for the investment community and will be responsible for developing and executing the internal IR function. This role requires a selfstarter and proven leader with demonstrated experience managing investor relations for a public technology company. Reporting to the Chief Financial Officer, the Vice President of IR will be an integral part of the senior finance team, and will work closely with the Chief Executive Officer as well as all members of the Company’s leadership team.


  • Build and lead the Company's internal investor relations function—including strategy and narrative development as well as creating and executing the IR operating plan and budget
  • Act as primary spokesperson for all communication with the analyst and investor community regarding the Company's business model, operating results, business strategies and special developments
  • Independently host meetings with investors and analysts and represent
  • the company at investor meetings and conferences, as required
  • Advise on and support all aspects of IPO preparation
  • Transition the IR function post IPO to support the needs of a publicly traded company
  • Manage all aspects of quarterly earnings—including preparation of quarterly financial press releases, conference call scripts, Q&A documents, investor presentations and other associated materials; assist in drafting annual and quarterly SEC filings
  • Assist analysts and investors in modeling the company
  • Compare internal forecasts with analyst models—tracking analyst estimate changes and ensuring accuracy
  • Lead the review and summary of analyst reports, competitive financial analysis and aggregate information from various financial data sources
  • Direct the IR effort to identify, promote and encourage prospective institutional investors and coverage by sell side analysts
  • Manage the Company’s participation in investor and analyst events such as conferences, meetings, non-deal roadshows and lead the planning of Company hosted events such as the Analyst Day and Annual Shareholder Meeting
  • Compile disclosures and data for use by senior management in meetings and discussions with investors, analysts and shareholders
  • Provide senior management with feedback and recommendations related to discussions with the investment community, as well as commentary regarding events within the market and industry
  • Collaborate across departments to ensure a consistent corporate image is presented to analysts, institutional investors, individual shareholders, media and all external parties
  • Work with outside investor relations advisors
  • Cultivate and maintain relationships at all levels of the organization and with the investing community
  • Support internal and external financial planning, forecasting and reporting processes across the Company
  • Create sophisticated financial models for special projects as needed


  • Undergraduate degree in Business, Accounting, Finance or Economics
  • Advanced degree or certification preferred (MBA /CPA /CFA)
  • 10+ years of experience in investor relations, finance/FP&A, as a sell side analyst or other Wall Street position
  • 5+ years of direct experience managing investor relations for a public technology company or at a consulting agency providing direct counsel to public technology companies traded in the U.S.
  • Technology experience is required
  • IPO experience is a plus
  • Keen intellect, unquestioned ethics, a sense of urgency and the ability to simultaneously execute on both tactical and strategic projects with the ability to operate in a fast-paced, deadline driven environment
  • Demonstrated understanding of Reg FD, other SEC disclosure rules and regulations, and general best practices
  • Understanding of financial statements (P&L, Balance Sheet, Cash Flow), quarterly forecasts, annual budgets and GAAP accounting standards
  • Advanced understanding of valuation and modeling techniques used by investors and analysts
  • Advanced analytical skills with the ability to perform quantitative and qualitative analysis
  • Advanced communications skills (written and oral) and relationship skills
  • Ability to proactively learn the business and speak technically about its products and technologies
  • Demonstrated long term relationships with the investment community
  • Some travel required

For more information please contact Ellen Hayes-Roth at (415) 994-0124 or

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