Investor Relations Senior Analyst
Core
Support the VP of Investor Relations in internal/external communications, financial analysis, competitive research, and investor outreach to enable senior leadership to communicate with global investors and analysts.
Role type
Senior IC investor relations analyst
Builds
Investor data packages, SEC filings, annual reports, conference presentations, and strategic communications materials
Domain
Financial services / Investor Relations
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial analysis, financial modeling, competitive research, regulatory compliance (Reg FD), project management, stakeholder communication, data analysis, presentation design, investor relations strategy
Preferred skills
MBA, CPA, experience in finance or accounting, experience in investor relations
Technologies
MS Office (Excel, Word, PowerPoint)
Responsibilities
Develop strategic communications and key messages for shareholders and the financial community; analyze financial statements, economic indicators, and peer earnings to communicate results; manage investor roadshows, analyst conferences, and investor calendars; maintain and update the Investor Relations website and investor packages; research competitor strengths/weaknesses and market drivers; coordinate logistics for executive meetings and presentations.
Seniority
Mid-level, hands-on IC
