JAMILA HASHEM
Scottsdale,AZ
Summary
Seasoned Investor Relations professional with a proven track record of enhancing shareholder value through strategic communications and engagement. Adept at fostering strong relationships with investors, analysts, and key stakeholders to effectively convey the company’s vision, performance, and growth prospects. Skilled in financial analysis and market research with a keen ability to interpret complex financial data and communicate insights clearly and concisely. Committed to driving transparency, credibility, and trust while delivering measurable results that align with corporate objectives.
Results-driven management professional with proven ability to lead teams to success. Strong focus on team collaboration, operational efficiency, and achieving measurable outcomes. Adept at strategic planning, process improvement, and fostering culture of accountability and excellence. Known for adaptability and consistently meeting changing organizational needs.
Overview
10
10
years of professional experience
Work History
Manager, Investor Relations
DELEK US HOLDINGS
01.2023 - 01.2024
- Company Overview: A diversified downstream energy company with ~$16.9M in annual revenues and market cap of $2B.
- Directed the investor relations division while driving performance optimization to capture cost savings and increase profitability.
- Teamed with FP&A and reporting, building working relationships with executive leaders, the board of directors, and key stakeholders.
- Realized $800K in annual cost savings within the investor relations department by eliminating need for consultant hours and transitioning outsourced functions in-house.
- Conducted financial analysis activities, evaluating sell-side models and peer intelligence to advise the board and senior leaders on strategic planning and corporate communications.
- Drafted executive communications and marketing materials for investor engagements, bolstering shareholder confidence.
- Increased investor engagement from ~6% of the shareholder base to 14% in 1 year by enhancing outreach via a strengthened investor relations calendar, bolstering investor material narratives, redesigning the investor relations website, annual report, investor decks, and the proxy season investor presentation with a focus on continuity and value generation.
Director, Financial Communications
FTI CONSULTING
01.2022 - 01.2023
- Company Overview: A market-leading global consulting firm dedicated to providing expert guidance in transactions, regulations, and strategic planning.
- Recruited to steer the development and execution of impactful financial communications strategies while overseeing the build of high performing infrastructures and teams to drive portfolio growth and client acquisition.
- Captured $1M+ in billable revenue by spearheading the design of an investor relations infrastructure, encompassing communications strategy, earning process, investor targeting, procedures, KPIs, and the equity narrative for a $8B market cap utility and energy company during significant organization transitions as the interim vice president of investor relations.
- Oversaw an 8-member consulting team in managing multi-million-dollar client transactions, specifically a corporate spin-off and sale; created an external communication plan and worked cross-functionally on messaging, transaction details, and disclosures.
- Contributed to securing business with a $45B market cap industrial company by conducting research on the prospective client and drafting the pitch presentation to illustrate value-add.
Senior Investor Relations & Financial Analyst, FP&A
PARALLEL
01.2021 - 01.2022
- Company Overview: A company that specialized in the innovation and distribution of natural health alternatives.
- Assisted with financial planning and budgeting processes, analyzed financial statements and reports, developed financial models, prepared projections, and conducted research and analysis to bolster profitability.
- Captured $600K+ in OPEX savings in 1 year by transitioning investor relations capabilities from an external to an internal function; established the communications framework, vendor strategy, peer and market intelligence review process, shareholder surveillance, and disclosure procedures while preparing the company for the upcoming IPO.
- Assisted in generating 30% enterprise cost savings by leading a company transformation and restructuring initiative to streamline capabilities across P&L statements, cash flow models, and financial statement and expense analysis.
- Contributed to securing a $75M business financial loan, leading financial model due diligence and delivering findings to the lending institution.
- Managed the operating plan and $168M in budgets for 50% of the total assets across multiple regions and cost centers while leading assessments to identify opportunities for cost savings and the production of rolling forecasts.
Senior Investor Relations Analyst
PINNACLE WEST
01.2020 - 01.2021
- Company Overview: A publicly traded, American utility holding company with consolidated total assets of nearly $25B.
- Served as primary liaison for the $8B market cap organization’s investor relations department. Charged with outlining the company mission and vision, strategy, and value proposition to the investment community and sell-side analysts.
- Reviewed sell-side financial models for internal and peer use, evaluation valuation methodologies and triggers to assess capital market feedback, delivering findings to the executive leadership team and board to enable informed strategic planning.
- Defined and delivered KPIs for the investor relations team, bolstering transparency into key departmental metrics of success.
Senior Financial Analyst
TRUE NORTH STUDIO
01.2019 - 01.2020
- Company Overview: A real estate development company which specialized in community, economic, and commercial projects.
- Led financial planning and reporting, supporting commercial project modeling and investment functions to maximize profitability. Prepared financial models, commercial project plans, and budgets to strengthen financial standing and enable metrics-backed decision-making.
- Delivered a pro forma model essential to furthering fundraising goals and support high-value commercial projects; presented valuation assumptions and sensitivities to both investors and creditors.
- Developed operating budgets ranging in valued from $400K to $5M and created IRR forecasting models for commercial projects valued from $2M to $400M; led sensitivity analysis and stress testing activities to ensure financial goals were met.
- Managed investor communications with prospective and existing investors, responding to inquiries, administering the website, developed presentations, and collaborating with key partners on clear and consistent messaging.
- Designed and implemented the investor CRM and marketing framework, establishing a web presence, designing marketing templates, and serving as point-of-contract for inquiries to cultivate long-term relationships and secure new investments.
Investment Analyst, Personal Advisor (2017 – 2019)
VANGUARD
01.2017 - 01.2019
- Company Overview: An American registered investment advisor with ~$7.7T in global assets under management.
- Conducted research supporting client requests and assessing topical economic and market indicators to provide information to advisors and the client-base to bolster platform credibility.
- Partnered with key internal stakeholders on product deployments and portfolio modelling strategies, assessing suitability, and conducting scenario analysis of client portfolio to ensure product placement achieved portfolio goals.
- Maximized portfolio returns and realized forecasted millions in client cost savings by serving as project leader the Lead with ETF’s initiatives; worked across departments to create and deploy ETF models within the client portfolio, integrating risks, return generation, and suitability for personal advice client.
Project Manager, Brokerage (2017)
VANGUARD
01.2017 - 01.2017
- Company Overview: An American registered investment advisor with ~$7.7T in global assets under management.
- Provided executive leadership support in brokerage through the effective management of departmental projects, communications, and measures of success.
- Increased NPS scores by assessing trade path issues and partnering with IT to implement solutions, impacting thousands of retail brokerage clients.
- Bolstered transparency into performance through the development of KPIs and an associated dashboard to monitor progress towards brokerage business plan goals.
- Partnered with senior leaders to establish consistent communication strategies to inform, engage, and motivate employees.
Investment Analyst, Institutional (2014 – 2017)
VANGUARD
01.2014 - 01.2017
- Company Overview: An American registered investment advisor with ~$7.7T in global assets under management.
- Performed investment analysis and fostered strong relationships with clients, working directly with consultants to deliver investment advisory guidance. Prepared presentations and educated clients on portfolio performance.
- Maximized client retention and portfolio return to maintain millions in client assets using a variety of analytics platforms to perform ad-hoc analysis based on client needs across fee evaluations, allocation, product history, performance, and sensitivity, including FactSet and Bloomberg.
- Transformed the trillion dollar institutional business by leading a project to design a long-term strategic plan, conducting detailed research and analysis, and delivering a recordkeeping divestiture recommendation to secure hundreds of millions in cost savings through improved efficiency.
Education
Bachelor of Science - Economics
Arizona State University
Skills
- Investor Relations
- Financial Communications & Marketing
- Financial Planning & Analysis (FP&A)
- Capital Markets
- Peer & Market Research/Analytics
- Strategic Planning & Transactions
- Process & Performance Improvement
- Investor Targeting & Outreach
Timeline
Manager, Investor Relations
DELEK US HOLDINGS
01.2023 - 01.2024
Director, Financial Communications
FTI CONSULTING
01.2022 - 01.2023
Senior Investor Relations & Financial Analyst, FP&A
PARALLEL
01.2021 - 01.2022
Senior Investor Relations Analyst
PINNACLE WEST
01.2020 - 01.2021
Senior Financial Analyst
TRUE NORTH STUDIO
01.2019 - 01.2020
Investment Analyst, Personal Advisor (2017 – 2019)
VANGUARD
01.2017 - 01.2019
Project Manager, Brokerage (2017)
VANGUARD
01.2017 - 01.2017
Investment Analyst, Institutional (2014 – 2017)
VANGUARD
01.2014 - 01.2017
Bachelor of Science - Economics
Arizona State University
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