April 18, 2025

Which Credentials Matter For Investor Relations Careers

Key Credentials and Qualifications in Investor Relations

This episode discusses the types of credentials that are important in investor relations (IR) and what CFOs and hiring managers look for in resumes and pedigrees. 

It covers advanced certifications and degrees such as CFA, IRC, MBA, and CPA, explaining how each demonstrates strong financial, commercial, and business acumen. 

The script highlights that while these degrees are important, hiring is also significantly influenced by the overall fit and career experience of the individual. A survey is referenced, showing that 49% of Investor Relations Officers (IROs) hold MBAs, making it the most common degree, followed by IRC and CFA at around 11-12%. It also notes the presence of professionals with legal backgrounds in IR roles.

Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.

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Peter W. McDermott Profile Photo

Peter W. McDermott

Senior Client Partner, Global Corporate Affairs and IR, Head of Corporate Affairs Practice NA

Based in New York City, Peter McDermott is Senior Client Partner, Global Corporate Affairs and IR, and Head of the Corporate Affairs Practice for North America, for Korn Ferry.

A seasoned corporate affairs search consultant, with both US and European experience, Mr. McDermott has an impressive international track record placing senior-level corporate communications, IR, financial communications, corporate and public affairs, and brand PR talent, across a wide spectrum of clients.

Mr. McDermott joined Korn Ferry from a global boutique firm specialized in the communications and IR functions, where he held leadership positions in both their London and New York offices. Mr. McDermott also spent time in the APAC region doing both candidate and business development. Previously, Mr. McDermott was with a global executive search firm, where he supported diverse financial services practices through research, candidate identification and outreach.

He began his career as an intern with Bloomberg LP.

Mr. McDermott is active in several of the professional organizations that are connected with the top functional leaders; He serves on the board of the National Investor Relations Institute, New York; and is part of the team that sponsors the Korn Ferry/NIRI Study of the function. He is also Vice Chair, on the Operating Committee and co-Chair of the Membership Committee of Page Up, part of the Arthur W. Page Society, and on the Board of The LAGRANT Foundation, which promotes diversity in the field of advertising, marketing, and public relations. He is als… Read More