3 дня назад
Senior Analyst, Investor Relations (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Analyst, Investor Relations (Financial Services) (financial analysis, valuation, capital markets): Supporting investor engagement, quarterly earnings, competitive intelligence, rating agency coverage, and corporate governance communications with an accent on valuation analysis, financial modeling, and executive-ready messaging. Focus on synthesizing market and peer developments, preparing senior leadership for external engagements, and analyzing capital, liquidity, credit, and strategic positioning.
Location: New York, NY, United States
Company
is a global investment banking, securities, and investment management firm founded in 1869, headquartered in New York with offices worldwide.
What you will do
- Support quarterly earnings processes, including consensus tracking, financial model updates, peer analysis, presentation materials, Q&A preparation, and investor feedback.
- Prepare senior management for investor conferences, roadshows, meetings, rating agency discussions, and other external engagements.
- Develop investor briefing materials, ownership analyses, targeting lists, engagement trackers, and recurring management reports.
- Analyze valuation, performance, capital position, balance sheet metrics, credit profile, liquidity, funding strategy, and peer positioning.
- Monitor peer earnings, research, market data, regulatory developments, rating trends, governance topics, and sustainability developments.
- Collaborate with Finance, Treasury, Corporate Planning, Legal, Compliance, Risk, business teams, and Executive Office colleagues to ensure accurate external messaging.
Requirements
- Bachelor’s degree and 1–3 years of experience in banking, finance, Controllers, markets, treasury, research, or risk.
- Strong analytical judgment and comfort working with financial statements, valuation frameworks, market data, ownership data, and research commentary.
- Excellent written and verbal communication skills, with the ability to translate complex analysis into concise recommendations.
- Strong Excel and PowerPoint skills, with high attention to detail and the ability to manage multiple deadlines.
- Ability to collaborate across teams and build relationships with internal and external stakeholders.
- Intellectual curiosity, sound judgment, discretion, and commitment to accuracy and confidentiality.
Nice to have
- Investment Banking experience and experience in capital markets or financial institutions.
- Familiarity with Bloomberg, Visible Alpha, Nasdaq IR Insight, FactSet, S&P Capital IQ, or similar platforms.
- Experience using AI or automation tools for research, workflow management, data synthesis, or content drafting.
Culture & Benefits
- Training and development opportunities and firmwide professional networks.
- Benefits, wellness, personal finance offerings, and mindfulness programs.
- Commitment to diversity, inclusion, and reasonable accommodations during the recruiting process.
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