Investor Relations Analyst

BriefYour role

Also known as Investor relations manager · Investment strategy manager · Investor relations director · Investor relations supervisor

and 1 more

Investors relation manager

L3 salary: Not published yetSalary figures open with the salaries section.
Upcoming dated changes: 1 change aheadNext: 5 Dec 2026
Where the changes come from
Each change in the Regulatory calendar comes from an official text, linked on its page.
A change affects this role directly when it names a process that is one of the role's main tasks.
Top critical skills: Financial statement analysis and ratios
Company valuation (DCF, multiples)
Financial markets knowledge

See all levels

What the role does

Investor Relations Analyst is a role in Finance, Accounting & Control. The family covers accounting, controlling, planning, treasury and finance roles inside companies. The core skill is financial statement analysis and ratios, and the main work is corporate finance and deals.

This is a brief profile written from the catalogue. A full profile with a day in the life, level descriptions and the effect of AI is being written.

Levels

L1 Starting out 0-2 years
L2 Independent 2-5 years
L3 Senior or specialist 5-9 years
L4 Leads a team or an area 8-14 years
L5 Leads the function 12+ years

Full level descriptions and job titles

The EFO level names are the common scale; job titles differ between employers.

Levels of Investor Relations Analyst
Level	What the work looks like	Typical years	Typical job titles
L1 Starting out	Learns the job; executes defined tasks with supervision	0-2	Banks: Analyst, Junior Analyst, Associate (asset servicing), Trainee, GraduateAsset servicers: Junior, Specialist (entry), Officer
L2 Independent	Owns a process end to end; trains L1; first contact for the team's clients	2-5	Banks: Analyst / Senior Analyst, AssociateAsset servicers: Specialist, Senior Specialist, Senior Officer
L3 Senior or specialist	Deep expertise; handles exceptions and change; represents the function in projects	5-9	Banks: Senior Associate, AVP, Assistant ManagerAsset servicers: Senior Specialist, Expert, Team Lead (small team)
L4 Leads a team or an area	Manages people or a large process; owns budgets or controls; escalation point	8-14	Banks: VP, Manager, Senior ManagerAsset servicers: Team Lead, Manager, Head of Section
L5 Leads the function	Accountable for the function in a legal entity or region; sets priorities and standards	12+	Banks: Director, Executive Director, Managing Director, Head of functionAsset servicers: Head of Department, Director

Specialisations

Specialisations share most of the role and differ in the skills listed here.

Investor Relations (Listed companies)

Critical skills: Financial statement analysis and ratios, Company valuation (DCF, multiples), Financial markets knowledge

Matches your search

Skills

The percentage is the skill's share of the role; the bars are drawn relative to the anchor skill, which is shown full.

Critical 3

The job cannot be done without these.

Financial statement analysis and ratiosWeight 15.4%Anchor skillExpected level: expertRelevant to you
Company valuation (DCF, multiples)Weight 10.3%Expected level: expertRelevant to you
Financial markets knowledgeWeight 10.3%Expected level: expertRelevant to you

Important and supporting skills 18

Important 9

Needed in most positions.

Professional written communicationWeight 5.1%Expected level: practitionerRelevant to you
Management reporting and commentaryWeight 5.1%Expected level: practitionerRelevant to you
Building a slide narrativeWeight 5.1%Expected level: practitionerRelevant to you
Microsoft PowerPointWeight 5.1%Expected level: practitionerRelevant to you
Advanced Microsoft ExcelWeight 5.1%Expected level: practitionerRelevant to you
Verbal communication and presentingWeight 5.1%Expected level: practitionerRelevant to you
Competitive analysis and benchmarkingWeight 5.1%Expected level: practitionerRelevant to you
Corporate governanceWeight 5.1%Expected level: practitionerRelevant to you
Commercial acumen and business senseWeight 5.1%Expected level: practitionerRelevant to you

Supporting 6

Help in many positions.

Financial planning and forecastingWeight 2.6%Expected level: practitionerRelevant to you
Three-statement financial modellingWeight 2.6%Expected level: practitionerRelevant to you
Stakeholder managementWeight 2.6%Expected level: practitionerRelevant to you
Persuasion and influenceWeight 2.6%Expected level: practitionerRelevant to you
Communications and media relationsWeight 2.6%Expected level: practitionerRelevant to you
Bloomberg Terminal / market dataWeight 2.6%Expected level: practitionerRelevant to you

Useful 3

Occasionally useful.

Sustainability reporting (CSRD/ESRS, ISSB, GRI)Weight 0.9%Expected level: working knowledgeRelevant to you
Descriptive statistics and distributionsWeight 0.9%Expected level: working knowledgeRelevant to you
Integrity and discretionWeight 0.9%Expected level: working knowledgeRelevant to you

Processes

The work the role takes part in.

Corporate finance and deals

What each process covers

Corporate finance and dealsMainM&A, capital markets, valuation and due diligence.
Planning, budgeting and controllingSupportingBudgets, forecasts, cost control and management reporting.

Dated changes for this role

5 Dec 2026Listing Act: multiple-vote share structures for SME growth marketsRelevant to you

See all 1 in the Regulatory calendar

Salary snapshot

Salary figures are not published yet

The L3 salary range for this role, with its sources, will appear here when the salaries section opens.

Certifications

ACCA Qualification ACCA
CIMA CGMA AICPA and CIMA
CFA Program Level I CFA Institute
ACA Chartered Accountant ICAEW

Concepts to know

Neighbouring roles

Roles that need many of the same skills, by weighted skill overlap, with the skills you would need to add.

Equity Capital Markets Analyst

66% skill overlap

To add: Conduct and investor protection rules (MiFID II, FINRA, SEBI), Working to tight deadlines, Reading client needs and dynamics

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Equity Research Associate

61% skill overlap

To add: Assessing the quality of sources, International accounting standards (IFRS), Working to tight deadlines

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Investment Banking Analyst (M&A)

59% skill overlap

To add: Financial due diligence, Working to tight deadlines, Attention to detail

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ESG Research Analyst

58% skill overlap

To add: ESG frameworks and rating criteria, Assessing the quality of sources, International accounting standards (IFRS)

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Credit Research Analyst

57% skill overlap

To add: Credit analysis and creditworthiness, Assessing the quality of sources, International accounting standards (IFRS)

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FIG Coverage Analyst

56% skill overlap

To add: Basel framework and capital, Financial due diligence, Working to tight deadlines

Your role

Do this job? Suggest a correction

Sources

The EFO role catalogue, with skills, levels and processes. How it is built
ESCO classification of the European Commission (external site) for job titles