About Breakwater Capital Markets
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
- Bachelor’s degree; CFA and/or MBA preferred
- 15+ years of experience preferred
- Work at Home potential with client site travel
