Associate/Senior Associate Investor Relations

3 days ago

New York, United States Tandym Group Full time

A financial institution in New York City is looking to add a new Investor Relations Associate / Senior Associate to their growing team. In this role, the Investor Relations Associate / Senior Associate will be responsible for developing the overall investor relations strategy, including an IR operating plan, creation of the company's story, external and internal messaging, scheduling of events, and budget.

Responsibilities:

The Investor Relations Associate / Senior Associate will:

  • Develop materials for the quarterly earnings calls, 1x1 meetings, analyst days and road shows, ensuring all messaging is consistent.
  • Oversee logistics for investor relations events including meetings, conferences and investor road shows
  • Convey investor sentiment to management and make recommendations on communication that promotes a better understanding of the company's value proposition
  • Research, analyze, and report on stock ownership, institutional investor base, trading activity, company peers and competitors' financial statements and valuation.
  • Assist in developing, implementing, and managing databases and reports that directly support the Investor Relations strategy
  • Gather marketplace information to keep management apprised of industry trends, transactions, investor point-of-view, and advise on the potential impact of business initiatives
  • Review analyst models for accuracy. Track and manage analyst consensus estimates
  • Monitor and review data populated by external sources (FactSet, Bloomberg, Morningstar, etc.)
  • Perform other duties, as needed
Qualifications:
  • 4+ years of Investor Relations experience
  • Bachelor's Degree
  • Knowledge of SEC, 1940's Act, and NYSE regulations
  • Sound knowledge of Financial Reporting
  • Solid analytical skills
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Strong attention to detail
  • Highly organized
Desired Skills:
  • Bachelor's Degree in Accounting, Economics, and/or Finance
  • Experience in a Finance specialty

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