Investor Relations Analyst

4 weeks ago

Rockville, United States Lafayette Federal Credit Union Full time
NOTICE: JOB APPLICANTS LIMITED TO DC, MD, OR VA RESIDENTS. POSITION IS HYBRID. Please note that we are exclusively considering applicants residing in the District of Columbia, Maryland, or Virginia for all open positions.

Lafayette Federal Credit Union has earned the 2024 Top Workplaces award from USA Today

Welcome to Lafayette Federal Credit Union Careers

Our organization is growing, and we are seeking top-notch individuals to provide support to our members. Our employees are a critical component in our endeavor to be the premier financial partner for every one of our members.
  • Do you have experience developing and implementing strategic communication plans tailored to lending industry investors?
  • Do you have experience in the preparation of investor presentations, financial reports, and communication materials related to lending operations?
If so, then Lafayette Federal may have the perfect opportunity for you We are currently seeking a Investor Relations Analyst to join our dynamic team

About us:

Our Difference: What makes Lafayette Federal cutting-edge ? Lafayette Federal Credit Union is not only a great place to bank, but also a great place to work We have been recognized nationally by (1) Newsweek's America's Best Bank's list, (2) we've received a 5-star rating from Bauer financial, and (3) we've also ranked #12 in S&P Global' s Top Performing Credit Union's in 2022 for the second year in a row

Our Culture: Lafayette Federal is about inclusion, diversity, high performance, and new opportunities. Teamwork and our sense of community also make Lafayette Federal a great place to work. Each person is valued for his or her unique set of skills. We share a common devotion to the people we serve, participating in charity events throughout each year and giving back to the community.

Our Opportunities: Professional development, training, and certification are a priority for our employees. We want you to reach your career goals and provide support that leads to opportunities of advancement within the industry.

About the role:

We are currently seeking an Investor Relations Analyst to join our team. As an Investor Relations Analyst, you will play a vital role in nurturing relationships with investors, shareholders, and financial stakeholders. Your responsibilities will include delivering timely and accurate information, conducting thorough financial analysis, and assisting in crafting effective investor communication strategies.

Requirements

A day in the life of an Investor Relations Analyst will include:
  • Collaborating with the Investor Relations team to develop and implement strategic communication plans tailored to lending industry investors.
  • Assisting in the preparation of investor presentations, financial reports, and communication materials related to lending operations.
  • Conducting comprehensive financial analysis and research to support investor relations activities, including benchmarking and peer comparisons.
  • Monitoring lending industry trends, market dynamics, and investor sentiment to identify opportunities and risks.
  • Coordinating investor meetings, conferences, and events focused on the lending sector.
  • Serving as a primary point of contact for investor inquiries, maintaining strong relationships and providing exceptional customer service.
  • Supporting regulatory compliance efforts, including the preparation of SEC filings and other required disclosures.
  • Providing administrative support to the lending department, including managing schedules, organizing meetings, and maintaining records.
  • Accurately entering and updating loan-related information in the company's systems and databases.
  • Maintaining organized filing systems for loan documents and other relevant paperwork.
Experience:
  • One year to three years of similar or related experience.
Education:
  • (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).
Top benefits or perks:

Joining Lafayette Federal comes with perks to support you in your personal and professional journey. We provide employees with a generous benefits package including:
  • Employer paid (99.9%) health insurance premium for single and family coverage (HMO Plan)
  • Fully funded deductible (HMO Plan)
  • 401k employer matching contribution
  • Income protection with life insurance, short and long-term disability
  • Paid time off, birthday & holiday leave
  • Educational assistance
  • Commuter benefits program and more

The job posting highlights the most critical responsibilities and requirements of the job. It is not all-inclusive. There may be additional duties, responsibilities, and qualifications for this job.

*Lafayette Federal Credit Union is an Equal Opportunity and E-Verify Employer

*EOE/AA/DISABILITY/VETERAN

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