Investor Relations Interview Prep

Home Services Investor Relations
Artboard 1

Prepare for your next investor relations interview - 93% of our clients get a job in their field of choice!

Regardless if you are interviewing with a corporation or a private equity fund, the interviewer will be looking to test your communication and presentation abilities as well as your familiarity with the market, competitors, investor base, and investment parameters related to size, strategy / style, and sector. In addition, having a strong background in finance and being able to answer technical questions about accounting or valuation are also crucial. All of these skills are critical to succeeding in an investor relations role.

 

As an investor relations professional, you would be expected to actively build strategies which will allow you to interface with your investor base and deliver your firm’s messaging as effectively as possible. This includes attending roadshows, conferences, as well as meeting sell-side analysts and investors. In addition, there is quite a bit of independent work involved in preparing presentations, drafting reports, as well as creating and presenting simplified financial models to aid prospective and current investors.

 

The ability to be impactful with your communication is crucial as well, as you will be expected to influence both senior internal stakeholders and investors. The interviewer may ask questions like “how would you manage sharing negative feedback from the investors to the senior management team” or “tell me a time when you have had to communicate with or manage an active investor?”

 

At Finance Interview Coach, we will make sure you can tell a strong story that demonstrates your passion for investing, presenting, and building lasting relationships with the investors. We can make sure that you are able to ace your behavioral questions and show off your communication skills through structured stories about your experences. In addition, we will make sure you are able to answer specific questions about the company and their investor base, as well as important details about the industry, competitors, and investment style / parameters. Sign up for a free consultation to learn more about how we can help you succeed in your investor relations interview.

90% of our clients get a job in their field of choice!

  • Behavioral and fit: how to tell a story that demonstrates your passion for presentation, communication, and investing
  • Investment and industry research: market, competitors, investor base, and investment parameters such as size, strategy / style, and sector
  • How to answer tough interview questions and manage hypothetical scenarios related to investor relations
  • Critical accounting and financial modeling and valuation concepts required to communicate with investors effectively

One Hour Coaching Session

$199/ Hour

USD

  • Behavioral and fit: how to demonstrate your passion for communication and investing
  • Investment and industry research crucial to demonstrating your due diligence abilities
  • How to manage tough hypothetical scenarios related to IR
  • Critical accounting and financial modeling and valuation concepts

Bulk Package: 3 Hours (6% off)

$187/ Hour

USD

Bulk Package: 5 Hours (13% Off)

$174/ Hour

USD

Bulk Package: 8 Hours (19% Off)

$162/ Hour

USD

Bulk Package: 10 Hours (25% Off)

$149/ Hour

USD

Our Coaching Methodology

Industry, Market, Investor Base, and Investment Parameters Deep Dive

We will ask you tough questions related to key industry metrics, market, competitors, investor base, and investment parameters to ensure you understand the role and how to approach key stakeholders. We will also help you gather the research to augment your knowledge and familiarity as much as possible.

Behavioral Questions and Situational Questions Unique to Investor Relations

We will give you a fully customized mock interview for investor relations and help you build stories for every situation which will demonstrate your passion for presentation, communication, and investing.

Feedback

Feedback is provided after each question in order to promote learning and memory retention, and written feedback will be provided as well addressing your strengths and areas for improvement.

Our Coaches

Josh Jia

  • 8 years of experience
  • Founded Limestone Capital
  • Private Equity Analyst at Imperial Capital
  • Investment Banking Analyst at BMO, Diversified Group
  • Placed 100+ candidates into finance roles

Rolan Naiman

  • 4 years of experience
  • Corporate Banking Associate at BMO
  • Focused on P&U and infrastructure
  • Investment management and trading experience
  • Passionate about credit

Our Placements

What our clients are saying:

Schedule Your Call Now!

Call Structure

 

After understanding your goals and background, we will provide a tough, realistic mock interview simulating the type of investor relations scenarios that a public company, investment management firm, or private equity firm might encounter. We will also test your understanding of the industry, investor base, competitors, and investment parameters. Finally, strong emphasis shall be placed on how you tell your story and your situational answers to ensure you are demonstrating your passion for communication, presentation, investing to the most effective degree.

 

Feedback is provided after each question in order to promote learning and memory retention. Concise, written feedback will be provided at the end addressing your strengths and areas for improvement.