CFA Level II & III Cleared Investor Relations Associate in Mumbai

CFA Level II & III Cleared Investor Relations Associate in Mumbai

06 Aug
|
Valorem Advisors
|
Mumbai

06 Aug

Valorem Advisors

Mumbai

About Us

We are Valorem Advisors, a 65-member team based out of Nariman Point, Mumbai. We work closely with mid-cap and small-cap listed companies, helping them build visibility and credibility within the investor community.

We are currently hiring for the following positions:

1. Investor Relations Associate

Eligibility: CFA Level II / CFA Level III Candidates

Compensation:

- CFA Level II: 35,000 per month
- CFA Level III: 40,000 per month

2. Senior Investor Relations Associate

Eligibility: Experienced professionals with backgrounds in Investor Relations, Equity Research, Institutional Sales, Capital Markets, or Financial Communications.

Compensation: Salary + Performance Bonus (Based on experience and discussed during the interview process)

What This Role Involves

This is a market-facing role, not a backend or Excel-only job.

A key part of your responsibility will be pitching companies to investors over calls.

To be very clear:

- This is not sales.
- You are not selling anything. This role is focused on dissemination of information, where you will:
- Understand a company in depth (business model, financials, industry dynamics, growth story)
- Present and explain the company story to investors and analysts
- Handle questions, perspectives, and objections from market participants
- Generate investor interest and help close ~15 investor meetings per month

Your Responsibilities

Investor Communication & Outreach

- Interact with buy-side and sell-side analysts
- Pitch companies to investors over calls and meetings
- Build credibility with market participants
- Understand how different investors evaluate the same company

Research & Analysis

- Study company financials, quarterly results, management commentary, and sector developments
- Track market trends and investor sentiment




- Simplify complex financial information into understandable narratives

Presentation & Collateral Preparation

During result seasons and ongoing client engagements, you will also prepare:

- Investor presentations
- Earnings update decks
- Management presentation materials
- Investor communication collaterals
- Company profiles and briefing notes
- Meeting materials and discussion documents

Role Progression

- You will initially start with 1 company
- Gradually, you will manage 2-3 companies simultaneously
- Your companies may be shuffled or reassigned depending on business requirements and performance

How We Prepare You Before you start live investor interactions, you will:

- Research your assigned company thoroughly
- Build your own investment pitch
- Present internally to the team
- Go through intensive Q&A; and grilling sessions similar to real investor discussions

When You Go Live You will:

- Interact with real investors and analysts
- Receive investor contacts from us for outreach and pitching
- Answer questions and build professional credibility
- Participate in market-facing discussions around companies and sectors

You will also gain exposure to:

- Investor conferences
- Broker meets
- Roadshows
- CXO-level interactions
- Client discussions

Beyond Calls

In addition to investor interactions, you will:

- Work on investor presentations and communication material




- Support clients in shaping how their story is presented to the market
- Coordinate internally during result seasons and investor events
- Assist in preparing messaging for investors and analysts

Monthly Client Insights

At the end of each month, you will share insights with clients regarding:

- What investors are asking
- What investors liked / did not like
- Key concerns or discussion points
- Overall market perception and sentiment

Daily Learning Environment

- Daily market and news reading sessions
- Regular presentations and Q&A; rounds
- Continuous exposure to real-time market thinking
- Practical learning through live investor interactions

What You Gain

- Confidence to interact with senior stakeholders
- Strong communication and persuasion skills
- Deep understanding of stock markets across sectors
- A 360 perspective on how investors think
- Ability to simplify complex financial information
- Exposure to senior management and institutional investors at an early stage

Loyalty Bonus

- After 2 years 50% of first year CTC (only for IR Associate)
- After 3 years 50% of first year CTC (only for IR Associate)

Who This Role Is For

This role is ideal for someone who:

- Enjoys speaking, explaining, and influencing
- Is curious about markets and businesses
- Is comfortable being challenged and questioned
- Wants high exposure early in their career
- Enjoys energetic and client-facing work environments

If you are looking for a low-pressure or non-client-facing role, this may not be the right fit.

Next Step If this role aligns with your expectations, please share your interest on [email protected]. Once we receive your confirmation, we will guide you through the next steps of the interview process.

📌 CFA Level II & III Cleared Investor Relations Associate in Mumbai
🏢 Valorem Advisors
📍 Mumbai

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