Break Into Investor Relations: From Any Finance Role

Investor relations is one of the most underrated careers in finance. Strong pay, better hours than banking, direct access to C-suite, and you sit at the intersection of strategy, communications and capital markets. But most people in finance have no idea how to actually break in. I have worked in IR from two sides. I started my career at one of the most active boutique IR firms in the country during the record 2020 IPO boom, advising companies across the full lifecycle — IPOs, follow-on offerings, SPACs, de-SPACs, crisis communications, and ongoing investor relations strategy for small cap to large cap public companies. Then I moved to Goldman Sachs investment banking where I worked directly with IR teams on the other side during M&A transactions and capital markets processes. That dual perspective — inside IR and alongside IR from a bulge bracket bank — is rare and I have not met many people who have both. This package is for equity research analysts, bankers, corporate finance professionals, and anyone in adjacent finance roles who wants to transition into investor relations. We will cover how IR actually works day to day, how to position your current experience to break in, which companies hire from your background, how to network into IR roles, and what the job looks like across different company sizes and sectors.