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Senior Director, Investor Relations
Hello Heart. Shape Hello Heart's investment story by refining positioning, connecting operating performance to long-term value, and developing consistent financial and operating metrics .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial analysis and valuation skills, with the ability to create persuasive presentations and materials for investors. Experienced in buy-side investing and capital markets, with a collaborative approach to relationship development and executive preparation.
Highest-signal resume keywords
Financial AnalysisValuation SkillsInvestor RelationsCapital Markets ExperiencePresentation Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Buy-Side InvestingPortfolio ManagementEquity ResearchFinancial Metrics AnalysisGrowth AssessmentRecurring Revenue AnalysisUnit Economics EvaluationDiligence SupportExecutive PreparationConfidential Information Management
Soft Skills
Collaborative ApproachSound JudgmentPersuasive CommunicationRelationship DevelopmentHands-On Analysis
Tools & Technologies
AI Tools for AnalysisPresentation Software
Certifications & Qualifications
MBACFA
Industry Keywords
Healthcare InvestmentTechnology InvestmentInvestor TargetingPerformance UpdatesIPO Preparation
About the role
Key responsibilities & impact- Shape Hello Heart's investment story by refining positioning, connecting operating performance to long-term value, and developing consistent financial and operating metrics
- Build relationships with private investors, institutional investors, sell-side analysts, and investment banks
- Represent Hello Heart at investor and industry conferences and investor meetings
- Support fundraising with the CEO and CFO through investor targeting, presentations, diligence, follow-up, and executive preparation
- Prepare Board materials, investor decks, and regular performance updates
- Analyze peers, valuations, industry trends, and investor feedback and share insights with leadership and employees
- Establish processes, disclosure practices, and executive preparation for future IPO and public-company investor relations
Requirements
What you’ll need- Significant experience in buy-side investing, portfolio management, equity research, investor relations, or a related capital markets role
- Strong financial analysis and valuation skills, including assessing growth, recurring revenue, unit economics, and long-term value drivers
- Ability to turn complex financial and business information into clear, persuasive presentations and conversations
- Experience supporting complex fundraising or capital markets transactions, including investor materials, diligence, and senior executive preparation
- Credibility with senior executives and investors
- Sound judgment with confidential information
- Collaborative approach to working across the business
- Willingness to be hands-on with analysis, presentations, and relationship development
- Willingness to travel for meetings and conferences
- Technology or healthcare investment experience is valuable
- Bachelor's degree in finance, accounting, economics, or a related field
- Comfort using approved AI tools to improve analysis and drafting, with careful accuracy review and protection of confidential information
- MBA or CFA preferred
Benefits
Comp & perks- Positive, diverse, and supportive culture
- Collaborative, creative, and courageous work environment
- Travel for meetings and conferences