Jack Landry
Charlotte,NC
Summary
Dynamic Investor Relations Associate with a proven track record at MZ Group, adept in investor communications and financial modeling. Successfully enhance client retention through strategic insights and executive reporting. Skilled in data analysis and client onboarding, driving impactful decisions and fostering strong relationships with C-suite executives across diverse sectors.
Overview
9
9
years of professional experience
Work History
Investor Relations Associate
MZ Group
Remote
05.2025 - Current
- Partner directly with CEOs, CFOs, and executive leadership teams to align investor communications, corporate strategy, and market positioning.
- Draft and distribute executive-level communications including earnings materials, press releases, and investor updates to institutional and retail audiences.
- Plan and execute investor conferences and executive meetings, providing investor intelligence, briefing materials, and post-meeting analysis.
- Coordinate sell-side analyst coverage, consolidate financial models, and deliver consensus insights used in executive decision-making.
- Develop data-driven executive reports that inform rebranding initiatives, product pivots, and investor targeting strategies.
- Manage portfolio of public-company clients across SaaS, AI, biotech, consumer, finance, and emerging technology sectors, serving as primary post-sales partner.
- Cultivate client relationships in North America, ensuring effective communication and service delivery.
- Value Delivered: High-touch executive service and strategic insight supporting long-term client retention and renewal value across a multi-industry portfolio.
Senior AVP, Team Lead - Derivatives Client Onboarding
Wells Fargo Securities
05.2023 - 05.2025
- Led a team responsible for onboarding institutional clients trading complex FX and Interest Rate derivatives products.
- Designed process improvements reducing onboarding timelines by ~1.5 days, accelerating client time-to-market.
- Served as primary escalation point for high-value clients and senior internal stakeholders, ensuring timely resolution of critical issues.
- Collaborated cross-functionally with Sales, Compliance, IT, and Operations to achieve consistent client outcomes at scale.
- Developed executive dashboards to enhance AML policy and support ~$200K in quarterly revenue impact.
AVP, Senior Analyst - FI/EQ Client Onboarding
Wells Fargo Securities
02.2021 - 05.2023
- Led automation initiatives that saved 8 hours daily across operational teams, enhancing scalability and client experience.
- Managed relationships with Front Office stakeholders in execution of multi-million-dollar fixed income and equity transactions.
Financial Analyst
Maine Medical Center
01.2020 - 11.2020
- Facilitated Nursing department budgeting process by meeting with C-suite management members and key decision makers.
- Developed and shared Excel-based report that analyzed Covid-19 impacts on productivity and revenue for upper management.
- Contributed to FY21 Capital Budget planning for Patient Care Services and Oncology service lines.
Investment Performance Analyst
Prime Buchholz LLC
03.2017 - 09.2019
- Delivered performance reporting and portfolio insights aligned with client objectives, enhancing client understanding and decision-making.
- Analyzed client-specific portfolio rebalances monthly and quarterly, providing detailed asset allocation breakouts, fee schedules, and performance metrics.
- Managed relationships with ~20 institutional clients, overseeing ~$3B in AUM and ensuring alignment with client investment goals.
Education
Bachelor of Science - Economics, Business Administration
University of New Hampshire - Peter T. Paul College of Business & Economics
Durham, NH05-2014
Skills
- Investor Communications
- Financial Modeling
- Executive Reporting
- Process Improvement
- Data Analysis
- Relationship Management
Timeline
Investor Relations Associate
MZ Group
05.2025 - Current
Senior AVP, Team Lead - Derivatives Client Onboarding
Wells Fargo Securities
05.2023 - 05.2025
AVP, Senior Analyst - FI/EQ Client Onboarding
Wells Fargo Securities
02.2021 - 05.2023
Financial Analyst
Maine Medical Center
01.2020 - 11.2020
Investment Performance Analyst
Prime Buchholz LLC
03.2017 - 09.2019
Bachelor of Science - Economics, Business Administration
University of New Hampshire - Peter T. Paul College of Business & Economics