Role Objective: Support the Board of Management in investor relations, fundraising preparation, shareholder reporting, and market research. A unique aspect of this role is bridging deep financial analysis with AI-driven workflows to automate repetitive tasks, structure corporate data, and optimize communication efficiency with investors.
Key Responsibilities
Finance Collaboration & Financial Analysis
Shareholder Financial Reporting: Directly collaborate with and support the Head of Finance & Accounting in gathering, preparing, and compiling financial materials and reports for shareholder meetings, Board of Directors meetings, or periodic financial updates for investors.
Financial Research & Analysis: Conduct in-depth analysis and assessment of the company's internal financial health (revenue fluctuations, expenses, cash flow, and operational efficiency metrics); identify potential financial risks or opportunities to advise the Head of Finance and the Board of Management.
External Data Standardization: Act as a bridge to translate internal accounting and financial data into standardized international financial metrics and charts that are clear, intuitive, and tailored to institutional investors' language.
Investor Relations & Strategic Communication
Fundraising Materials Development: Lead the preparation of investor presentations (pitch decks), corporate profiles, periodic investor updates, and other fundraising-related materials.
Data Room Management: Build, maintain, and update a secure virtual Data Room for investor Due Diligence, ensuring all financial, corporate, and legal documents are accurate, well-structured, and audit-ready.
Relationship Management: Coordinate communication channels, track follow-ups, and respond to inquiries, commitments, or meeting outcomes with current and prospective investors.
AI-Enabled IR Workflow Optimization
Task Automation: Leverage advanced AI tools (ChatGPT, Claude, etc.) to accelerate repetitive tasks, such as drafting investor updates, summarizing business performance, generating financial Q&A documents, synthesizing meeting minutes, and monitoring market/competitor news.
Knowledge Management Systems: Build lightweight automation workflows combining AI with tools like Notion, Google Workspace, and Sheets to manage internal knowledge; ensure financial and business metrics are reused consistently across pitch decks, FAQs, and governance reports.
Standard Operating Procedures (SOPs): Create templates and standardized prompt libraries to automate data extraction or quick summaries from raw financial report files.
Strategic Materials & Research
Market Research: Conduct deep-dive research into the market, Fintech/financial sector trends, and competitor movements to support the Board of Management in strategic planning and fundraising pitches.
Executive Support: Prepare Board of Directors meeting materials, executive briefs for the CEO, and fundraising memoranda.