Senior Associate
Core
Support the Investor Relations function by coordinating investor and analyst activities, managing stakeholder relationships, and assisting with valuation analysis and earnings processes.
Role type
Senior Associate, Investor Relations
Builds
Investor engagement programs, earnings materials, valuation trackers, and market intelligence reports
Domain
Financial Services / Capital Markets
Deliverable
dashboards & analysis
Required skills
Investor relations coordination, valuation analysis, market intelligence tracking, stakeholder management, financial statement analysis, data visualization, project management
Preferred skills
Equity research experience, investment banking background, CFA/CA certification, AI tool proficiency, automation skills
Technologies
Microsoft Excel, PowerPoint, Outlook, CRM tools, market data platforms, AI tools (Claude, ChatGPT, Copilot, Gemini, Perplexity)
Responsibilities
Coordinate investor meetings, calls, roadshows, and earnings events; handle inbound investor queries and capture feedback; prepare management briefing notes and investor sentiment summaries; support quarterly earnings processes and materials; conduct peer benchmarking and valuation analysis; maintain investor contact databases and interaction trackers.
Seniority
Senior, hands-on IC
