Investor Relations

Our expertise is your opportunity.

O | Investor Relations Recruiting Verticals:

Investor Relations – Serves as the bridge between a company and its investors, creating and maintaining relationships built on transparency and timely communication. IR professionals are responsible for circulating financial information, facilitating discussions during earnings calls, and addressing questions from shareholders and analysts. They also work to enhance the company’s image and attractiveness to investors, influencing its market valuation.


  • Completing Request For Proposal (RFPs) Request For Information (RFIs) and updating Due Diligence Questionnaires (DDQs)
  • Servicing investor information requests, during fundraising and on an ongoing basis
  • Performing fund, investor, and market-level analysis
  • Providing research/analytical support for special projects across finance, strategy, and operations teams
  • Assists with recurring reporting preparation, updating marketing collateral, and investor letter writing
  • Maintaining various consultant and performance databases

Key Functions

  • Shareholder Communication: Effective communication with shareholders is crucial for maintaining investor confidence. These professionals engage with shareholders through various meetings, conferences, and digital platforms; providing updates on company performance, developments, and strategies.
  • Investor Engagement: Cultivating relationships with existing and potential investors is a core aspect of IR. This involves understanding investors’ concerns, addressing their inquiries, and proactively seeking feedback to refine the company’s messaging and strategic direction.
  • Financial Reporting: IR teams are tasked with compiling and presenting financial data accurately and comprehensively. This includes a strong understanding of annual reports, quarterly earnings releases, and regulatory filings such as Form 10K and Form 10-Q for public companies, ensuring compliance with relevant regulations.



Investor Relations in Private Equity 

  • Limited Partner Relations: In PE firms, the primary investors are typically institutional investors known as limited partners (LPs). IR teams focus on relationships with these LPs, providing them with performance updates, fund information, and insights into investment strategies.
  • Fundraising and Deal Flow: Within the alternative investment space, IR professionals are actively involved in fundraising efforts, communicating with potential investors to secure commitments for new funds. Additionally, they play a key role in sourcing investment opportunities and facilitating due diligence processes for potential acquisitions or investments.

Investor Relations in Public Companies

  • Regulatory Compliance: Public companies operate within a framework governed by securities laws and stock exchange regulations. IR teams must ensure compliance with reporting requirements set by governmental bodies such as the Securities and Exchange Commission (SEC) in the United States.
  • Market Influence & Community Perception: Public companies face constant scrutiny from investors, analysts, and the media. Investor Relations plays a crucial role in shaping the company’s narrative, managing investor expectations, and mitigating potential market reactions to news and event


Helpful Investor Relations Designations & Career Resources:

  1. CFA (Chartered Financial Analyst) – 3 Exams
  2. Investor Relations; Why it’s important



O | Representative Direct Hire Investor Relations Searches:

Investor Relations Associate, Investor Relations Manager, Sales Associate (IR), Investor Services Associate, RFP/RFI Associate, Investor Marketing Coordinator, IR Specialist, IR Director, DDQ Specialist, RFP Director


Every search is kept extremely confidential. Period.


There is no such thing as too much information in our book. We’ll keep you “in the know” at all times.

“Know your craft”

… is our #1 company motto for all recruiters. IE, you’ll be in very capable hands throughout any process.


Whether timing is ASAP or there is a timeline of 6-12 months; we’ll customize the appropriate search strategy.

Passive Searches

“Open to something great, but not actively looking” – lets discuss the definition of great & we’ll help you find it.


Our word is our bond, simple as that.

7-Step Origin Staffing Candidate Process

Results are achieved by understanding the “why”. Details matter. Let’s partner up & get it done.
  • Introductory Call / Meeting
  • Resume Strategy
  • Determining search parameters
  • Origin Staffing will only show you opportunities within set parameters. We always present the whole story behind the openings – including describing the company’s business infrastructure / future growth plans, reason for opening, team structure, general compensation & benefits info, job description and most importantly any specific color on the opportunity directly from the hiring manager.
  • We NEVER send your resume to any companies until we receive your permission – “Green light with interest to pursue”
  • Every company has a different interview process – some just want to get to know you, some will grill you on a technical level, some expect you to know specifics about them, some have deal breaker parameters not shown on the job description. This is only on a company level. Then each interviewer has their own style.
  • We’ll prep you to help navigate this minefield, and make sure you make a great 1st, 2nd and sometimes 3rd impression.
  • On the other side – most interviews are very informational in nature – hence we’ll help you fine-tune the appropriate questions to ask (and sometimes most importantly to avoid) to get the information necessary to make the right decision @ the end of an interview process.
  • This happens early in the process, in the middle of interviewing, and at the “decision step”. Origin Staffing is incentivized to make sure you are excited about an offer package.
  • References, Giving Notice, Background Checks, taking time off in between positions, making the right 1st impression with the new company. All of these steps can be tricky to navigate – we’ll be there by your side offering support & guidance.
  • Over 80% of our business is from referrals – we’d love to stay in touch long term & be your “Go To” recruiting agency in Boston for the remainder of your career. Your professional interests will evolve over the years and we’ll be there to support you.
  • Additionally, as you progress your career and have direct reports to hire, we’ll be there to fill out your team with top talent.