CareerPlan

Analyst, Investor Relations

New York, NY, USFull-time$71k–$125k2026-11-08 → 2026-11-09

Core

Support high-visibility communications with investors and analysts by preparing financial analyses, presentations, and market intelligence for quarterly earnings and executive briefings.

Role type

Analyst, Investor Relations

Builds

Quarterly earnings materials, investor engagement trackers, consensus estimates, and executive briefing packages.

Domain

Financial services / Capital markets

Required skills

Financial statement analysis, Valuation modeling, Capital markets fundamentals, Microsoft Excel, PowerPoint, Generative AI tools (e.g., Copilot), Data synthesis, Regulatory trend analysis

Preferred skills

Ownership analysis, Consensus estimate tracking, Process automation, Investor relations platforms (S&P Capital IQ Pro, BD Corporate)

Technologies

Microsoft Excel, PowerPoint, Microsoft Copilot, S&P Capital IQ Pro, BD Corporate

Responsibilities

Prepare financial analyses and peer comparisons for quarterly earnings; Develop investor profiles and engagement trackers; Analyze analyst commentary and market developments; Create briefing materials for investor meetings and roadshows; Collaborate with Finance, Strategy, and Legal to validate external messaging; Improve IR processes through automation and AI tools.

Seniority

Individual Contributor, 1-5 years experience