Most Important Skills For an Investor Relations Job at Right Side Capital Management
Sabrina, an Investor Relations professional, emphasizes the critical need for "organization, attention to detail, and communication," highlighting the importance of proficiency in Microsoft Excel and other finance tools for efficient workflow. The interview reveals the high stakes of accuracy in finance, stating that "if your number is off by one decimal...it can totally affect the rest of your calculations," and the necessity of clear communication, particularly in a remote work environment, through consistent updates and shared task lists.
Communication, Organization, Attention to Detail, Microsoft Office Suite, Data Analysis
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Sabrina Waite
Investor Relations
Right Side Capital Management
Cal Lutheran University
NA
Business & Related, Finance
Finance (Banking, Fintech, Investing)
Operations and Project Management
Scholarship Recipient, Took Out Loans, Worked 20+ Hours in School, Greek Life Member, Transfer Student
Video Highlights
1. Excellent organizational skills are crucial for efficient time management.
2. Strong attention to detail is vital to avoid errors in financial calculations and client communication.
3. Proficient communication skills, especially in remote work environments, are essential for effective teamwork and updates.
Transcript
What skills are most important for a job like yours?
I would say organization, attention to detail, and communication, along with Microsoft tools. I use Excel and Outlook throughout my day. While different companies might use Google Sheets or Gmail, knowing Excel and finance is pretty important.
I'm definitely no expert, but I love working with people who can teach me new skills. There are so many keyboard shortcuts, tools, and equations you can use in Excel to make your day easier and more efficient. Being efficient with your time also goes hand in hand with your organization.
Attention to detail is so important in finance. If a number is off by one decimal or you miss a dollar, it can totally affect the rest of your calculations on a project. Or, if you miss a client's phone number or get one digit wrong, you won't be able to contact them. So many things tie into that attention to detail.
My communication style is also really important, especially working remotely now. It's crucial to always update your team members and bosses. Having that level of organization and being able to share your to-do lists, tasks, or updates in your CRM, portal, Notion, or any system you use is so important in your day-to-day work.