Associate/Senior Associate Investor Relations

3 weeks ago


New York, United States The Execu|Search 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


  • 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...


  • New York, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Description: We are seeking a dynamic and driven Investor Relations Associate to join our team. As an Investor Relations Associate, you will play a key role in fostering relationships with investors, analysts, and other stakeholders. Your primary responsibilities will include preparing and disseminating financial...


  • New York, United States General Atlantic Service Company, L.P Full time

    **About General Atlantic** **Position Summary** We are hiring an Associate to join the Investor Relations team in our New York Office. This is a highly visible role - the Associate will often work on projects for senior management and will report to the Managing Director, Head of Investor Relations. **Responsibilities** - Create investor presentations and...


  • New York, United States Brookfield Asset Management Full time

    Location Brookfield Place New York - 250 Vesey Street, 15th Floor Business - Real Estate Brookfield Real Estate Group is one of Brookfield’s primary operating groups. The Real Estate Group is one of the world's largest investors in real estate, with a global portfolio that includes office, retail, multifamily, logistics, hospitality and alternative real...


  • New York, United States B Capital Group Full time

    ***: B Capital Group is looking for an Investor Relations Associate to support the firm’s fundraising efforts. The role represents the opportunity to work with B Capital’s Head of Strategic Relationships to drive top-of-funnel outreach to investors through meetings, conferences and events. The IR Associate will be primarily responsible for supporting...


  • New York, United States ELCO Consulting Full time

    COMPANY DESCRIPTION:Our client is a multi-billion dollar private credit investment management firm.JOB DESCRIPTION:Our client seeks a product specialist/senior associate to join the team and focus on the firm's direct lending products.Responsibilities include:Supporting the sales team in fundraising effortsAttending existing and prospective LP meetings and...


  • New York, United States ELCO Consulting Full time

    COMPANY DESCRIPTION:Our client is a multi-billion dollar private credit investment management firm.JOB DESCRIPTION:Our client seeks a product specialist/senior associate to join the team and focus on the firm's direct lending products.Responsibilities include:Supporting the sales team in fundraising effortsAttending existing and prospective LP meetings and...


  • New York, United States ELCO Consulting Full time

    COMPANY DESCRIPTION:Our client is a multi-billion dollar private credit investment management firm.JOB DESCRIPTION:Our client seeks a product specialist/senior associate to join the team and focus on the firm's direct lending products.Responsibilities include:Supporting the sales team in fundraising effortsAttending existing and prospective LP meetings and...


  • New York, United States ELCO Consulting Full time

    COMPANY DESCRIPTION:Our client is a multi-billion dollar private credit investment management firm.JOB DESCRIPTION:Our client seeks a product specialist/senior associate to join the team and focus on the firm's direct lending products.Responsibilities include:Supporting the sales team in fundraising effortsAttending existing and prospective LP meetings and...


  • New York, United States ELCO Consulting Full time

    COMPANY DESCRIPTION:Our client is a multi-billion dollar private credit investment management firm.JOB DESCRIPTION:Our client seeks a product specialist/senior associate to join the team and focus on the firm's direct lending products.Responsibilities include:Supporting the sales team in fundraising effortsAttending existing and prospective LP meetings and...


  • New York, United States ELCO Consulting Full time

    COMPANY DESCRIPTION:Our client is a multi-billion dollar private credit investment management firm.JOB DESCRIPTION:Our client seeks a product specialist/senior associate to join the team and focus on the firm's direct lending products.Responsibilities include:Supporting the sales team in fundraising effortsAttending existing and prospective LP meetings and...


  • New York, United States Rockwood Search Associates Full time

    Job DescriptionJob DescriptionOur client, a leading investment firm in NYC, is looking to hire an Investor Relations Associate. This person will work with senior salespeople and relationship managers to support fundraising and client retention initiatives. Responsibilities include:Work across all client types (both institutional and private wealth)Conduct...


  • New York, United States Rockwood Search Associates Full time

    Job DescriptionJob DescriptionOur client, a leading investment firm in NYC, is looking to hire an Investor Relations Associate. This person will work with senior salespeople and relationship managers to support fundraising and client retention initiatives. Responsibilities include:Work across all client types (both institutional and private wealth)Conduct...


  • New York, United States D. E. Shaw & Co., L.P. Full time

    Join our Various team in New York- The D. E. Shaw group seeks talented and organized individuals to join its Investor Relations team as Investor Relations associates focused on strategy and business development related to our private investment funds. These funds currently consist of closed-end funds managed by the firm’s Private Credit and Fundamental...


  • New York, United States Selby Jennings Full time

    We have a current opportunity for an associate or AVP to join a leading Investor Relations team and support the RFP process. The position can be based in New York City or San Francisco. This is an urgent search so for further information please apply today! Responsibilities:Managing the RFP process from start to finish, ensuring timely and accurate responses...


  • New York, United States Selby Jennings Full time

    We have a current opportunity for an associate or AVP to join a leading Investor Relations team and support the RFP process. The position can be based in New York City or San Francisco. This is an urgent search so for further information please apply today! Responsibilities:Managing the RFP process from start to finish, ensuring timely and accurate responses...


  • New York, United States Finn Partners Full time

    Job DescriptionJob DescriptionJoin the agency voted “Best Place to Work” year after year because of our values-based culture and commitment to employees. This role enables you to help the most innovative healthcare companies build value for shareholder and patients. FINN Partners seeks curious and ambitious candidates for an Associate Vice President...


  • New York, United States Finn Partners Full time

    Job DescriptionJob DescriptionJoin the agency voted “Best Place to Work” year after year because of our values-based culture and commitment to employees. This role enables you to help the most innovative healthcare companies build value for shareholder and patients. FINN Partners seeks curious and ambitious candidates for an Associate Vice President...


  • New York, United States Finn Partners Full time

    Job DescriptionJob DescriptionJoin the agency voted “Best Place to Work” year after year because of our values-based culture and commitment to employees. This role enables you to help the most innovative healthcare companies build value for shareholder and patients. FINN Partners seeks curious and ambitious candidates for an Associate Vice President...


  • New York, United States Finn Partners Full time

    Job DescriptionJob DescriptionJoin the agency voted “Best Place to Work” year after year because of our values-based culture and commitment to employees. This role enables you to help the most innovative healthcare companies build value for shareholder and patients. FINN Partners seeks curious and ambitious candidates for an Associate Vice President...