An Investor Relations Assistant plays a vital role in establishing and nurturing positive relationships between a company and its investors. By effectively managing investor communications and engagement, they contribute to enhancing investor confidence and supporting the company’s growth objectives.

Crafting an impressive CV for an investor relations assistant position is crucial to stand out in a competitive job market. By following the recommended format and highlighting relevant experience and skills, candidates can increase their chances of securing an interview and landing their desired role.

In this article, we’ll delve into the responsibilities and functions of an Investor Relations Assistant and offer valuable insights on formatting and structuring a CV for this position. We’ll also provide a practical example that can guide candidates in creating a standout investor relations assistant CV.

What is an Investor Relations Assistant?

An Investor Relations Assistant is a highly valuable professional who collaborates closely with the investor team to facilitate effective communication between a company and its investors. They’re instrumental in building and nurturing strong relationships with investors, shareholders and analysts, which are pivotal for the company’s success.

The role of an Investor Relations Assistant encompasses various responsibilities and functions within the investor relations department. One of their primary roles is to execute investor relations strategies devised by the team. This involves implementing plans and initiatives aimed at engaging and informing investors, as well as fostering trust and confidence in the company.

Coordinating investor communications is another essential aspect of the Investor Relations Assistant’s role. They work diligently to ensure seamless and timely communication between the company and its investors. This includes organising and facilitating investor meetings, conference calls and roadshows, allowing for effective and transparent dialogue. 

Investor Relations Assistants play a vital role in ensuring compliance with regulatory requirements. They possess a strong understanding of the legal and regulatory landscape governing investor relations and work diligently to adhere to relevant guidelines and frameworks. This includes managing financial disclosure regulations and corporate governance guidelines, which are essential for maintaining transparency and integrity in investor communications.

What Does an Investor Relations Assistant Do? 

An Investor Relations Assistant’s role encompasses a wide range of responsibilities that contribute to effective communication and relationship building with investors, as well as supporting investor reporting, analysis and events. 

Here is a more detailed elaboration of the key responsibilities an Investor Relations Assistant may have:

Communication and Relationship Building


    • Assisting in the development and execution of investor communications plans.

    • Coordinating investor meetings, conference calls and roadshows.

    • Responding to investor inquiries and providing accurate and timely information.

    • Building and maintaining relationships with investors, shareholders and analysts.

Investor Reporting and Analysis


    • Preparing and distributing financial reports, presentations and other investor materials.

    • Assisting in the preparation of annual reports, quarterly earnings releases and regulatory filings.

    • Conducting market research and analysis to monitor industry trends and the competitive landscape.

    • Analysing financial data and providing insights to support investor communications.

    • Ensuring compliance with relevant regulatory requirements, such as financial disclosure regulations and corporate governance guidelines

Investor Events and Shareholder Relations


    • Assisting in the planning and execution of investor events, including annual general meetings and investor conferences.

    • Coordinating logistics for shareholder meetings, including proxy voting processes.

    • Managing investor databases and updating investor contact information.

    • Collaborating with cross-functional teams to ensure alignment on shareholder-related initiatives.

What’s the Best Format for an Investor Relations Assistant CV

When creating a CV for an investor relations assistant position, it’s important to choose a format that highlights your skills, experience and qualifications effectively. Recruiters and hiring managers typically expect a professional and well-structured CV that showcases your abilities in a clear and concise manner.

A chronological format is often recommended for an investor relations assistant CV. This format presents your work experience in reverse chronological order, starting with your most recent role. It allows recruiters to easily track your career progression and assess your suitability for the position.

A skills-based or functional CV format can be used if you have limited work experience in investor relations but possess relevant skills and qualifications. This format focuses more on your abilities and achievements rather than the specific jobs you’ve held.

Investor Relations Assistant CV Structure & Format

Having a well-structured and properly formatted CV is crucial for an Investor Relations Assistant. It not only enhances the visual appeal of the document but also improves readability and makes it easier for recruiters to identify and assess the candidate’s qualifications and suitability for the role. 

Here are some of the most important points to include in your CV to ensure its well-organised and easy to read:

Investor Relations CV Profile

A CV profile, also known as a personal statement or career summary, is a brief paragraph at the beginning of your CV that highlights your key skills, experience and career goals. It serves as an introduction to your CV and should grab the attention of recruiters.

In your CV profile, emphasise your relevant experience, skills and achievements. Tailor it to the specific requirements of an investor relations assistant role. 

CV Contact Details

Include your full name, phone number, email address and LinkedIn profile. Make sure the contact details are accurate and up-to-date.


Provide details of your educational background, starting with the most recent qualification. Include the name of the institution, the degree or qualification obtained and the dates of study. If you have any relevant certifications or short courses, mention them in your CV as well.

Work Experience

This section is crucial for demonstrating your relevant experience in investor relations or similar roles. Start with your most recent position and work backwards chronologically. 

Include the company name, job title, dates of employment and a brief description of your responsibilities and achievements. Use action verbs and quantitative results to convey your accomplishments effectively.

Core Skills 

List examples of the core skills that are essential for an investor relations assistant role. These may include:


    • Strong written and verbal communication skills

    • Proficiency in financial analysis and reporting

    • Knowledge of investor relations best practices and regulations

    • Ability to develop and maintain relationships with stakeholders

    • Experience in managing and organising investor meetings and events

    • Attention to detail and excellent problem-solving abilities

Joss Search Formatting Tips

When applying for an investor relations assistant position, it’s important to pay attention to the specific requirements and preferences of the hiring company. Here are a few Joss Search CV formatting tips to consider:


    • Keep the CV length to a maximum of two pages. Be concise and prioritise relevant information.

    • Use a professional and easy-to-read font such as Calibri.

    • Maintain consistent formatting throughout the document, including headings, bullet points and spacing.

    • Use bullet points to highlight key achievements and responsibilities, making it easier for recruiters to skim through the document.

    • It’s important to tailor your CV to each application to maximise your chances of success. By customising your CV for specific roles and companies, you demonstrate your genuine interest and alignment with their requirements.

    • Proofread your CV thoroughly to eliminate any spelling or grammatical errors.

Investor Relations CV Example

Below is an example of a well-crafted Investor Relations Assistant CV that you can use as a reference when creating your own. 

Investor Relations CV Profile

As an ambitious and dedicated investor relations assistant, I have a proven track record in facilitating effective communication between companies and investors. With a strong background in finance and investment, I’ve successfully delivered exceptional results in dynamic and fast-paced environments. In my previous role as an Investor Relations Assistant, I was responsible for managing investor communications during a high-profile IPO process

The IPO required working under tight deadlines and navigating a rapidly changing market environment. Despite the challenges, I successfully executed a comprehensive investor relations strategy, resulting in a successful IPO launch and oversubscribed offering. 

Through my proactive communication efforts, I effectively engaged with potential investors, addressing their inquiries and providing timely and accurate information. As a result, we achieved significant investor interest and received positive feedback on our transparency and communication practices.

My expertise lies in financial analysis, investor communications and relationship building, which have consistently yielded positive outcomes. By leveraging my meticulous attention to detail, excellent problem-solving abilities and proficiency in investor relations software, I’m well-equipped to contribute to the success of your investor relations team.

Contact Details

Name: Jane Goodie

Phone: 0123456789




Qualification: Bachelor of Commerce in Finance and Investment

Institution: University of London, London, UK

Year: 2018-2020

Short Courses

Certification: Financial Analysis and Valuation

Institution: London School of Economics, London, UK

Year: 2019

Certification: Investor Relations Fundamentals

Institution: Chartered Institute of Public Relations, London, UK

Date: 2020

Work Experience

Position: Investor Relations Assistant

Company: Invest In Your Future Inc, London, UK

Date: September 2021 – Present


    • Assisted in the development and execution of investor relations strategies, resulting in a 15% increase in investor engagement and participation.

    • Prepared and distributed monthly financial reports, presentations and investor materials, reaching an audience of 500+ investors.

    • Coordinated and facilitated 30+ investor meetings and conference calls, ensuring seamless communication and on-time scheduling.

    • Conducted market research and analysis, identifying key trends and providing actionable insights that contributed to a 10% improvement in investor decision-making.

    • Successfully maintained and updated a comprehensive investor database of 1000+ contacts, ensuring accurate and up-to-date investor information.

    • Collaborated with cross-functional teams, fostering alignment between investor relations and other departments, leading to a 20% improvement in internal coordination and efficiency.

    • Responded to investor inquiries within 24 hours, maintaining a 95% satisfaction rate and enhancing investor confidence in the company.

    • Supported the planning and execution of investor events and roadshows, resulting in a 25% increase in attendance and positive feedback from participants.

Position: Junior Financial Analyst

Company: The Venture Capital Support Co., London, UK

Date: May 2020 – August 2021


    • Assisted in financial analysis and modelling for investment projects, resulting in a 10% increase in projected ROI for the company.

    • Conducted extensive research on market trends and competitors, providing insights that contributed to a 15% increase in market share.

    • Prepared financial reports and presentations for internal and external stakeholders, leading to a 20% improvement in stakeholder understanding and support.

    • Collaborated with senior analysts to develop investment recommendations that resulted in a 12% increase in investment portfolio performance.

    • Contributed to the development of financial models and forecasting tools, resulting in a 25% reduction in forecasting errors and increased accuracy.

    • Assisted in the preparation of investment memos and due diligence materials, leading to the successful completion of 5 investment deals worth a total of £10 million.

Core Skills


    • Strong written and verbal communication skills, with the ability to convey complex financial information clearly and effectively.

    • Proficiency in financial analysis, including financial modelling and valuation techniques.

    • Knowledge of investor relations best practices, regulations and compliance.

    • Excellent research and analytical skills to identify trends and provide valuable insights.

    • Ability to build and maintain relationships with investors and stakeholders.

    • Detail-oriented with exceptional organisational and time management abilities.

    • Experience with investor relations software and databases.


Investor Relations Assistants are indispensable in supporting the investor relations team and contributing to the company’s success. Through their efforts in executing investor relations strategies, coordinating investor communications and ensuring regulatory compliance, they help enhance investor confidence, foster strong relationships and ultimately support the company’s growth objectives.

Crafting an impressive CV is crucial for aspiring Investor Relations Assistants to stand out in a competitive job market. By following the recommended format and incorporating relevant experience, skills and achievements, candidates can increase their chances of securing interviews and landing their desired roles. 

By tailoring your CV to highlight your unique skills and expertise, you can showcase your suitability for the role and increase your prospects of success in this field. At Joss Search, we understand the importance of a well-crafted CV tailored to the investor relations field. As a specialised recruitment agency, we can provide valuable guidance and support to both hiring managers and candidates throughout the recruitment process.

Find out more: CV Help Tips and Guides