CareerPlan

Analyst, Investor Relations

New York, NY, USFull-time$71k–$125k2026-11-08 → 2026-11-10

Core

Support high-visibility communications with investors and analysts, providing senior leaders with timely financial and market insights for quarterly earnings and investor engagement.

Role type

Analyst, Investor Relations

Builds

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

Domain

Financial services / Capital markets

Deliverable

dashboards & analysis

Required skills

Financial statement analysis, valuation, capital markets fundamentals, Microsoft Excel, PowerPoint, Microsoft Copilot, data synthesis, content development

Preferred skills

Peer performance analysis, consensus estimates, process automation, investor relations platforms (S&P Capital IQ Pro, BD Corporate, Capital Access)

Responsibilities

Prepare financial analyses and presentations for quarterly earnings; develop ownership analyses and investor profiles; analyze peer disclosures and market developments; create briefing materials for investor meetings; collaborate with Finance, Strategy, and Legal teams; improve IR processes through automation and AI tools.

Seniority

Individual Contributor, 1-5 years experience