UK

United Kingdom · Investor Relations · Entry Level (0-2 years)

IR Events Coordinator

Here is the whole job, in plain words. What it is, a real day, what you decide, how you're judged, how people get here and where they go next. Then the part no course gives you: twelve AI tutors who learn your work.

  • Experience bandEntry Level (0-2 years)
  • Direct reportsNo direct reports
  • Reports toIR Events Specialist
  • UK framework levelUsually someone starting out, or keeping a process running

Also advertised as Junior Investor Relations Assistant · Events Support Specialist · Corporate Events Administrator

Built on an analysis of 43,079 real UK job descriptions · grounded in qualifications employers recognise

Start with a free Future Fluency check, tuned to IR Events Coordinator

Ten quick questions, one per Future Fluency, asked against this role rather than a generic one. About five minutes, and no card.

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1What this role really is

This isn't just an admin job; it's your first step into the high-stakes world of investor relations. You'll be the backbone for our investor events, making sure all the little pieces fit together perfectly. Think of it as being the stage manager for a critically important show, where the audience is made up of big-money investors and the performers are our senior leadership. You'll learn the ropes from the ground up, supporting everything from earnings calls to investor roadshows. It's a busy gig, but you'll get to see how the City really works and play a part in how our company is perceived.

2What you'd actually use

The tools this job runs on, and how well you'd need to know each one.

Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)Advanced

Managing emails and calendars (Outlook), drafting documents (Word), tracking data and expenses (Excel), formatting presentations (PowerPoint).

Nasdaq IR Insight / Ipreo by IHS Markit (IR CRM)Intermediate

Updating contact lists, logging meeting notes, pulling standard reports on investor engagement.

ON24 / Notified (Webcasting & Virtual Events)Intermediate

Setting up standard earnings calls from a template, managing attendee registration, basic Q&A moderation under supervision.

Asana / Monday.com (Project Management)Intermediate

Updating tasks and timelines on existing project plans, managing personal workstreams and checklists for events.

MS Teams / Slack / SharePoint (Collaboration)Advanced

Communicating with the team, sharing files, accessing shared documents, participating in team discussions.

3What you get to decide, and how that grows

Power in a job isn't your title. It's what you're allowed to decide. Here's how it grows as you move up.

The choiceComing inWhere you are nowThe step above
Event Venue SelectionResearch options based on criteria, present to manager for approval.Shortlist venues, negotiate basic terms, recommend final choice to manager.Select venue, negotiate full contract, approve within budget.
Executive Travel Itinerary ChangesInform manager immediately, await instructions, execute changes as directed.Propose revised itinerary options, get manager approval, then implement.Approve and implement changes, inform relevant stakeholders, manage budget impact.
Vendor Selection (e.g., Catering)Gather quotes from pre-approved vendors, present to manager.Select vendor from pre-approved list, negotiate minor terms, inform manager.Source new vendors, negotiate contracts up to £5K, approve selection.

4How you'll be judged

The scoreboard, honestly: the hard targets, how often each one is actually looked at, and the quiet human signals that never make it onto a dashboard.

Logistical Accuracy for Earnings Calls
Ensuring all pre-call setup, dial-in details, and webcast links are correct and tested.
Target · 0 critical errors per earnings call

For the Q1 earnings call, all dial-in numbers worked, the webcast link was live on time, and the presentation was uploaded correctly. No last-minute tech panics.

RSVP & Attendee Tracking Accuracy
Keeping our attendee lists for events like roadshows and investor days perfectly up-to-date.
Target · 99% accuracy in CRM and tracking sheets

For the London NDR, all 50 confirmed attendees were correctly logged, their dietary requirements noted, and no one was missed from the final guest list.

Travel & Accommodation Booking Efficiency
Booking flights, hotels, and ground transport for executives and IR team members for roadshows.
Target · All bookings completed within 24 hours of request, 0 errors

The CFO's flights and hotel for the New York roadshow were booked and confirmed within 12 hours of the itinerary being finalised, with all preferences met and no changes needed.

Budget Adherence for Small Purchases
Managing costs for specific event items like catering, printing, or small venue deposits.
Target · Within +/- 5% of allocated budget for assigned tasks

The catering for the Q2 analyst lunch came in at £480 against a £500 budget, saving a bit of cash while still delivering great food.

Proactive Support & Anticipation
Identifying potential logistical issues before they arise and offering solutions, rather than waiting to be told.
  • You'll be asking 'What if X happens?' or 'Have we thought about Y?' before anyone else. Your manager will often say, 'Good shout, I hadn't thought of that.' You'll have backup plans ready for common problems, like knowing alternative transport routes or having a spare projector cable.
Team Collaboration & Communication
Working well with the wider IR team and other departments, keeping everyone in the loop on your tasks.
  • You'll get positive feedback from executive assistants about how easy you are to work with. Your manager won't have to chase you for updates
  • you'll provide them regularly and clearly. You'll be seen as a helpful and approachable member of the team, always willing to lend a hand with an urgent task.
Learning & Development Engagement
Actively seeking to understand the 'why' behind tasks and showing initiative to learn new systems or processes.
  • You'll be asking thoughtful questions about IR regulations or why we use a particular event platform. You'll complete any assigned training modules without prompting and actively look for ways to improve your skills. You'll show a genuine interest in the broader IR landscape, not just your immediate tasks.
Attention to Detail & Organisation
Consistently producing work that is accurate, well-organised, and free from errors.
  • Your event checklists will be immaculate. Meeting notes you take will be clear and actionable. You'll catch typos in presentation drafts or notice a date inconsistency in a schedule. Colleagues will trust you to handle sensitive information because you're known for being careful.

5Would you like it

The honest version. What people enjoy, and what grinds them down.

What people enjoy
Making Things Happen

You'll get a real buzz from seeing an event you've helped organise go off without a hitch. The satisfaction of checking off every item on a complex list and knowing you've contributed to a successful outcome.

After an earnings call, you'll feel proud knowing you double-checked all the tech, and it worked perfectly, allowing the CFO to speak without interruption.

Learning the Ropes

You're genuinely curious about how a public company interacts with investors and the wider financial markets. You want to understand the 'why' behind the tasks you're doing, not just the 'how'.

You'll ask your manager about 'Reg FD' or 'quiet periods' after an earnings call, wanting to understand the regulatory context of what you're doing.

Being Part of a High-Performing Team

You enjoy working closely with a small, dedicated team towards a shared, high-stakes goal. You like the camaraderie and the feeling of collective achievement.

You'll actively offer to help a colleague who's swamped with a task, knowing that everyone pitching in makes the whole team stronger, especially during crunch time.

What frustrates people
  • The 'urgent' request that gets deprioritised the next day, meaning your rushed work was for nothing.
  • Spending ages getting an executive's travel perfect, only for them to change their mind at the last minute.
  • Dealing with vendors who don't quite grasp the high-stakes nature of an investor event.
  • The sheer volume of small, fiddly tasks that all feel equally critical.
  • Being the one who has to chase senior people for their input or approvals.
What this role does not give you
  • Immediate strategic decision-making or direct investor interaction (that comes later).
  • A predictable 9-to-5 schedule during peak event periods.
  • A quiet, solitary work environment – you'll be interacting with lots of people.
  • The chance to build complex financial models or conduct deep market analysis (that's for other roles in IR).

6Who you work with

Your work directly supports the Investor Relations team's ability to engage effectively with the investment community. Flawless logistical execution means our senior leaders can focus on delivering our message, rather than worrying about the small stuff. This, in turn, helps maintain investor confidence and supports our company's valuation. Basically, you're helping us put our best foot forward to the people who own a piece of our business.

Inside the business
  • IR Events Specialist (your direct manager)
  • Senior IR Events Specialist
  • Head of Investor Relations
  • Executive Assistants to the C-suite (especially CFO and CEO)
  • Finance team (for earnings prep)
  • Legal & Compliance (for regulatory checks)
Outside the business
  • Event venue contacts (hotels, conference centres)
  • Travel agencies
  • Catering suppliers
  • Webcasting platform support teams
  • IR CRM vendor support

7What you need before you start

Not a wish list. The things you would be expected to already have.

  • A proven track record of excellent organisational skills, perhaps from a previous administrative role, events support, or even managing complex personal projects (like organising a big trip or charity event).
  • Strong proficiency with the Microsoft Office Suite, especially Excel for tracking and PowerPoint for basic formatting. You'll be using these daily.
  • A genuine interest in the financial markets and corporate communications. You don't need a finance degree, but you should be curious about this world.
  • The ability to work effectively in a team, supporting others and communicating clearly.
  • A proactive attitude – someone who sees something that needs doing and either does it or asks how they can help.

8What to practise next

Where the job is going, and what to do about it starting this week.

Advanced IR CRM Utilisation

As you progress, you won't just be entering data; you'll need to understand how to pull more complex reports, segment investor lists, and ensure data hygiene. The CRM becomes a strategic tool, not just a database.

Custom Report Building · Investor Segmentation · Data Integrity Best Practices · Integration Points

  • This week: Explore all the existing reports in Nasdaq IR Insight and understand what data they show.
  • This month: Ask your manager to show you how they build a custom investor list.
  • Month 2: Take an online tutorial or webinar on advanced features of our IR CRM.
  • Month 3: Propose one new report or data clean-up initiative to your manager.

Quick win: Spend 30 minutes exploring the 'help' section or online tutorials for our IR CRM. You'll be surprised what you find.

9Staying current once you are in

What people here do to keep up
  • Attending industry webinars or online courses on investor relations basics.
  • Reading financial news and publications (e.g., Financial Times, Wall Street Journal) to understand market dynamics.
  • Shadowing senior members of the IR team to learn about investor interactions.
  • Taking courses on advanced Excel or PowerPoint to boost your technical skills.

10How the AI economy is changing work like this

Before we ask anything of you, here's what we can already say about AI and work of this kind:

The new skill this role is being asked for: AI Prompt Engineering for Admin Tasks

AI tools are getting better at drafting emails, summarising documents, and even helping with research. If you can learn to 'talk' to these tools effectively, you'll be able to automate some of the more repetitive parts of your job, freeing you up for more valuable work. It's already happening, and those who get good at it will be significantly more efficient.

We'll only ever tell you what we can actually back up. No hype, no scare tactics.

Your PlanIllustration

Built for IR Events Coordinator

3 units that map to this job, from the qualifications that cover it.

  1. Preparing and presenting investment market information to stakeholdersiCan Qualifications Limited · covers 2 of 3 standardsLevel 3
  2. Organise and coordinate eventsCity and Guilds of London Institute · covers 1 of 3 standardsLevel 3
  3. Organise a business eventCambridge OCR · covers 1 of 3 standardsLevel 2
These are the real units behind this job, in the order they rank for it. Nothing here is marked done, because this plan has not been started by anyone yet. Yours would fill in as you go.

The rising capability

Zavmo analysis

What's rising in its place

This is where the work is heading, and the higher pay with it. Get fluent here and the shift stops being a threat and starts being your edge.

AI Prompt Engineering for Admin Tasks

AI tools are getting better at drafting emails, summarising documents, and even helping with research. If you can learn to 'talk' to these tools effectively, you'll be able to automate some of the more repetitive parts of your job, freeing you up for more valuable work. It's already happening, and those who get good at it will be significantly more efficient.

  • Clear Prompting
  • Context & Constraints
  • Iterative Refinement
  • Output Validation

What you’ll use

Skills this role draws on

Technical

  • Event Logistics Coordination
  • Data Entry & Management
  • Document Preparation
  • Basic Financial Tracking

The pathway

How you actually get there, here

How you become one varies far more by country than what one does. This is the UK route. Most people take one of these ways in; the right one depends on where you're starting from.

  1. 1

    Executive Assistant / Personal Assistant

    1-3 years

    Skills to master

    • Organisation, calendar management, travel booking, professional communication, supporting senior stakeholders.

    You're ready to move on when

    • You're already the go-to person for complex scheduling.
    • You can manage multiple priorities for a busy executive.
    • You're used to handling confidential information with discretion.
  2. 2

    Marketing or Communications Assistant

    1-2 years

    Skills to master

    • Event support, content coordination, vendor management, brand consistency, working with external agencies.

    You're ready to move on when

    • You've helped organise smaller-scale corporate events.
    • You understand the importance of clear, consistent messaging.
    • You're comfortable coordinating with multiple internal and external parties.
  3. 3

    Graduate Scheme (non-IR specific)

    1-2 years

    Skills to master

    • General business acumen, project support, cross-functional collaboration, presentation skills.

    You're ready to move on when

    • You've had exposure to various departments within a company.
    • You've demonstrated a strong aptitude for learning and problem-solving.
    • You're actively looking for a specialist role with clear responsibilities.

11Where this role leads

The long view:Your journey here starts with getting the details right, every single time. From there, the opportunities to grow, lead, and shape how our company communicates with the world are genuinely exciting. We're looking for someone who sees this entry-level role as the first step on a much bigger adventure.

Pay & demand

Pay and demand for this role will appear here, each figure traced to a named authoritative source (e.g. the ONS Annual Survey of Hours and Earnings, under the Open Government Licence). We don’t show numbers we can’t attribute.

The ten Future Fluencies

Zavmo analysis

The credential is what you can do today. These are what keep you valuable.

A qualification proves you can do the job as it's defined today. These ten are what decide whether you're still the obvious person for it in five years. They're the capabilities employers are now writing into senior roles faster than people are learning them. Zavmo weaves them through whatever you study, so you come out with both: the credential and the fluency.

The highlighted ones are the Fluencies your role leans on hardest, from how IR Events Coordinator is actually changing. In about two minutes, the free confidence check asks where you stand on each of the ten. That's the whole check, and it's what makes the plan yours rather than generic.

Where it leads

Roles this leads to

The record names a next step, but the catalogue has no page for it yet:

  • IR Events Specialist

12The team that's yours

No two people are taught the same way. This is one-to-one, not one-to-many.

Zavmo is a hyper-personalised AI learning platform. Twelve virtual tutors, each with a different way of teaching, and one orchestration agent that picks the right one for the moment. So every single lesson is shaped around you, your role, and the way you learn. Not a course everyone sits through. A conversation built for you, and no one else.

…and nine more, matched to you after your first chat. Meet all twelve

Start free and meet yours

13What it feels like

A conversation, not a course

Because your tutor knows your role, your projects and your last session, learning sounds like this. And it's different for every single person:

Preparing and presenting investment market information to stakeholdersLevel 3

Applied to your work in IR Events Coordinator

This unit aims to enable learners to identify stakeholders' information needs regarding investment market data and obtain appropriate information from relevant sources. Learners will be able to prepare and present this information in a clear and accessible manner, address stakeholder queries, and maintain accurate records.

How the thinking builds
  1. Remember
  2. Understand
  3. Apply
  4. Analyse
  5. Evaluate
  6. Create
An illustration of a Zavmo lesson, built from this role’s own route. The unit, its objective and every criterion above are the awarding body’s own words, not an example.

One to one, not one to many

No two people run this the same way

A course is written once and handed to everyone. This is assembled around you, and keeps changing as it learns you. Five things it reads, and what each one changes.

  1. Your actual work Every lesson is taught against a live piece of your own work, not a worked example from a textbook.
  2. What you already know The first conversation finds your starting point, so you skip what you can already do and spend the time on what you cannot.
  3. The conditions you learn under Not a learning-styles quiz. The evidence does not support those. The dimensions the research does back, read once and used to shape the plan.
  4. How far you got last time It picks up mid-thought. The tutor knows what you said, what you struggled with, and what it asked you to try.
  5. Which tutor suits the moment Twelve of them, each for a different kind of thinking. The one who walks you through a first idea is not the one who stress-tests it.

See how you learn, free. Eight questions, no sign-up. A directional taster; the diagnostic inside Zavmo goes deeper and keeps adapting.

DemonstrateIllustration

Evidenced on your work in IR Events Coordinator

You do not finish by watching something. You finish by showing it on the work you already do, against the measures this job is judged on.

  • Logistical Accuracy for Earnings CallsEnsuring all pre-call setup, dial-in details, and webcast links are correct and tested.For the Q1 earnings call, all dial-in numbers worked, the webcast link was live on time, and the presentation was uploaded correctly. No last-minute tech panics.0 critical errors per earnings call
  • RSVP & Attendee Tracking AccuracyKeeping our attendee lists for events like roadshows and investor days perfectly up-to-date.For the London NDR, all 50 confirmed attendees were correctly logged, their dietary requirements noted, and no one was missed from the final guest list.99% accuracy in CRM and tracking sheets
  • Travel & Accommodation Booking EfficiencyBooking flights, hotels, and ground transport for executives and IR team members for roadshows.The CFO's flights and hotel for the New York roadshow were booked and confirmed within 12 hours of the itinerary being finalised, with all preferences met and no changes needed.All bookings completed within 24 hours of request, 0 errors
  • Budget Adherence for Small PurchasesManaging costs for specific event items like catering, printing, or small venue deposits.The catering for the Q2 analyst lunch came in at £480 against a £500 budget, saving a bit of cash while still delivering great food.Within +/- 5% of allocated budget for assigned tasks
These are this job's own measures, with its own targets. Nothing is marked evidenced, because nobody has started this yet. Yours would fill in from the work you bring.

Your passport

This isn't a certificate you file away. It's a passport to the life you're designing.

Every credit you earn and every fluency you build adds up: evidence where it counts, carried with you. Zavmo keeps the map: where you are, where you're heading, and the next step, at your pace, around your life. From IR Events Coordinator to IR Events Specialist, and whatever you decide comes after.

Level 2 · in progressAI Fluency→ IR Events Specialist→ your design
Where this takes you

Your journey here starts with getting the details right, every single time. From there, the opportunities to grow, lead, and shape how our company communicates with the world are genuinely exciting. We're looking for someone who sees this entry-level role as the first step on a much bigger adventure.

See Your Progress GrowIllustration
IR Events Coordinator
  • Event Logistics Coordination
  • Data Entry & Management
  • Document Preparation
  • Basic Financial Tracking
This is your Mind Palace on learn.zavmo.ai. Every skill above comes from this role's own record, not an example borrowed from another job. A node lights up when you evidence it, and what you build stays yours between jobs. That is the part a course cannot do.

14The detail, folded away

Everything else the record holds

The career branches in full, how AI is already showing up in the day-to-day, and the questions people ask about this job. Here when you want them, out of the way while you decide.

Where it leads next, rung by rung

Where it leads

The career path, and where it branches

IR Events Coordinator is a start, not a ceiling. Each step below asks for new skills and hands back more autonomy.

  1. IR Events Specialist

    2-3 years in the Coordinator role

    Level 2 (Mid-Level)

    • Advanced Webcasting Platform Use: Troubleshooting live issues, customising features.
    • Basic Investor Targeting: Understanding how to pull basic investor lists from the CRM.
    • Budget Management: Taking ownership of event budgets up to £10K.
    • Reg FD Application: Applying regulatory knowledge to event planning and communications.
Working with AI on the job

Working with AI

Where AI is starting to help

Let's be real, a lot of the groundwork in event management can be time-consuming, but it's absolutely crucial. What if you could cut down on the repetitive bits, giving you more time to focus on learning and making sure everything is perfect? That's where AI comes in. We're building an 'AI Productivity Hub' to help you do just that.

As an IR Events Coordinator, you'll be doing a lot of the heavy lifting for our events. Our AI tools aren't here to replace you; they're here to be your smart assistant, taking care of the grunt work so you can elevate your contribution. Think of it as having an extra pair of hands that never gets tired of data entry or drafting routine emails.

AI Meeting Scheduler Assistant

Imagine you've got a list of 50 investor meeting requests for a roadshow, and you need to fit them around executive availability and travel. Instead of hours of Tetris-like manual scheduling, our AI assistant can suggest an optimised 1x1 schedule in minutes. You'll just need to review and tweak it, saving you heaps of time.

AI-Powered Briefing Drafts

Before an executive meets an investor, they need a quick briefing. Our AI research assistant can help you draft these. You'll feed it the investor's name, and it'll pull public info to summarise their investment style or recent news. It's a starting point, saving you time on initial research, so you can add the specific company context.

Personalised Follow-Up Email Generator

After a big conference, you'll need to send out follow-up emails to dozens of investors. Our generative AI tool can draft personalised messages that reference specific topics discussed in their meeting. It makes mass communication feel high-touch and saves you hours of writing individual emails.

Automated Data Entry & Reporting

You'll be logging meeting notes and updating contact details in our IR CRM. AI can help automate some of this. For example, it could extract key data points from meeting summaries and automatically populate relevant fields, reducing manual input errors and freeing you up for more interesting tasks.

Common questions

Common questions

How do you become an IR Events Coordinator?

Common routes in include Executive Assistant / Personal Assistant (1-3 years), Marketing or Communications Assistant (1-2 years) and Graduate Scheme (non-IR specific) (1-2 years). Times vary with prior experience.

Where can an IR Events Coordinator progress to?

This role can lead on to IR Events Specialist (2-3 years in the Coordinator role), depending on the skills you build.

What level is an IR Events Coordinator in the UK?

This role aligns to RQF Level 2 on the UK framework, a guide to the depth of qualification it maps to, not a hard entry bar.

What new skills matter most for an IR Events Coordinator?

Increasingly, AI Prompt Engineering for Admin Tasks. These are the areas where the higher-paid, future-proof work is heading.

The honest bit

You’ve started things before

Most of them were built for a room full of people who aren’t you. A cohort moves on whether or not your week allowed it, and by the third week the thing you’re behind on becomes the reason you stop opening it.

There’s no cohort here, and no timetable to fall behind. Before anything starts, Zavmo asks when you’re sharpest and how long you can realistically sit down for, then builds the sessions around those answers. A bad fortnight changes your pace. It doesn’t put you behind.

And you only pay once you start learning. Searching and planning are free, and you can cancel any time — so the cost of finding out is an afternoon, not a year.

What it costs

Less than one coaching session. Every month.

A single career-coaching hour costs more than a month of this, and it ends when the hour does. Zavmo doesn't. It's £70 a month, about £2.30 a day, for a companion that knows an IR Events Coordinator, works on the job you actually do, and keeps going at your pace rather than a timetable's.

  • Searching and planning stay free. You only pay when you start learning.
  • Your credits are yours. Regulated, and they don't vanish when a subscription ends.
  • Cancel any time and billing stops. No notice period, no minimum term.

Your path, personalised

You have the map. Walking it is the part we do together.

This route runs to 3 national skill standards. That is a real journey.

Zavmo shapes a learning experience as unique as you are. It fits how you learn, your pace and the work you already do. Every step stays benchmarked to recognised national standards. That’s the plan for becoming an IR Events Coordinator: personal to you, and it still counts. The first steps are free.

Independent research finds well-designed intelligent tutoring performs nearly as well as one-to-one human tutoring: VanLehn (2011), Educational Psychologist.

A private tutor in the UK averages £35–40 an hour . Zavmo is £70/month.

A real plan on learn.zavmo.ai: Ofqual-regulated units, credits, and a three-month run at your own pace.
Start free No commitment. See your first steps free.

15Where to go from here

Other roles at Level 2

Same depth of qualification, different job. Useful if the work appeals but this particular role does not.

Other roles in Investor Relations

Stay in the field you know and move sideways rather than up.

If you leave this industry

The skills you'll gain in this role—meticulous organisation, calm under pressure, stakeholder management, and understanding of corporate communications—are highly valued across many sectors. You could move into corporate communications, marketing events, executive support in other industries (like financial services, technology, or even non-profits), or even broader project management roles. The world's your oyster, honestly.

Not sure this is the right direction?

Work out what you actually want from work first, then come back and see which roles fit it. Takes about ten minutes.

This role profile is © 2026Growth Engineering Technologies Ltd. Built from UK occupational standards and regulated qualification data, and written for Zavmo.

You're not behind. You're right on time. The shift is only just beginning. Your role won't look the same in two years. Be the one who leads the change, not the one it happens to. Build my plan, free Here's the first ten minutes: a 2-minute confidence check → your personalised roadmap → meet the tutors matched to you. No card, cancel any time. No card. Build your plan, see your roadmap and meet the twelve tutors matched to you. All free. When you're ready to start learning, it's £70 a month, billed monthly. Cancel any time and billing stops.