Investor Relations Analyst, AVP
Core
Trusted internal adviser to senior management delivering insights on business performance, financial modeling, and market intelligence to support earnings and investor conferences.
Role type
Senior IC investor relations analyst
Builds
Earnings releases, executive Q&A, presentation materials, and market intelligence reports
Domain
Banking / Financial Services / Investor Relations
Deliverable
dashboards & analysis
Required skills
Financial modeling, consensus aggregation, sell-side analyst model analysis, competitive intelligence gathering, regulatory compliance (Regulation FD), financial statement analysis
Preferred skills
CFA designation, equity/credit buy-side or sell-side research experience, investment banking experience, advanced Excel and PowerPoint skills
Technologies
Excel, PowerPoint
Responsibilities
Attend internal meetings with executive management to understand financial and strategic impact; Assist in developing earnings releases and executive Q&A; Analyze sell-side analyst models and street expectations; Gather competitive intelligence and prepare summary reports for management
Seniority
Senior, hands-on IC
