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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investor relations, financial modeling, and strategic communication, with a strong focus on building relationships with the investment community and enhancing investor insights through advanced analytics. Proven ability to lead high-performing finance teams and contribute strategic insights to executive leadership.
Highest-signal resume keywords
Investor Relations ManagementFinancial ModelingAI Tools UtilizationLeadership and Team DevelopmentStrategic Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingForecastingBudgetingPerformance MeasurementGAAP/Non-GAAP DisclosuresReg FD ComplianceAnalytical ThinkingMarket IntelligenceCapital Allocation CommunicationInvestor Engagement Preparation
Soft Skills
Excellent CommunicationCollaborationPresentation AbilitiesSharp Analytical ThinkingStrong Business Acumen
Tools & Technologies
AI ToolsAdvanced Analytics
Industry Keywords
FP&AInvestment BankingSaaSPrivate EquityHigh-TechInvestor Relations Exposure
About the role
Key responsibilities & impact- Lead DISCO's engagement with the investment community and own the investor relations function end-to-end
- Own the quarterly earnings cycle, including script development, Q&A preparation, press releases, investor decks, and post-print analyst debriefs
- Ensure consistency across GAAP/non-GAAP disclosures, guidance methodology, and management commentary
- Partner with FP&A, Accounting, and Legal on financial reconciliation, Reg FD compliance, filings, and investor-facing content
- Manage analyst and shareholder relationships, conferences, roadshows, fireside chats, 1x1s, and NDRs
- Track sell-side estimates, rating actions, thesis shifts, 13F ownership data, and trading liquidity metrics
- Translate product and competitive strategy into a disciplined investor narrative
- Build and maintain IR collateral, including investor presentations, fact sheets, FAQs, and IR website content
- Prepare executives for investor engagements and brief the Board on shareholder sentiment, analyst perception, and market positioning
- Support capital markets strategy and capital allocation communication
- Monitor peer performance and small-cap software sentiment and report IR KPIs
- Leverage AI and advanced analytics to enhance investor insights, market intelligence, communications, and decision-making while ensuring accuracy, confidentiality, and regulatory compliance
Requirements
What you’ll need- 10+ years of FP&A or investment related experience
- Expert in financial modeling, forecasting, budgeting, and performance measurement
- Sharp analytical thinking and strong business acumen
- Experience using AI tools to automate workflows
- Excellent communication, collaboration, and presentation abilities
- Strong leadership, coaching, and team development competencies
- Track record of contributing strategic insights to executive leaders
- Experience developing and leading high-performing finance teams
- Strong business partnership and influencing skills
- Experience in high-tech, SaaS, private equity, or investment banking is advantageous
- Investor relations exposure is advantageous
- Must be legally authorized to work in the United States without sponsorship now or in the future
- DISCO is not currently sponsoring visas, including H-1B, TN, or EAD, and is not accepting visa transfers
Benefits
Comp & perks- Medical, dental and vision insurance
- 401(k)
- Competitive salary plus RSUs
- Flexible PTO
- Growth opportunities throughout the company
- Open, inclusive, and fun environment
- Opportunity to be a part of a company that is revolutionizing the legal industry