We welcome interest in future opportunities for our Financial Analyst and/or Senior Analyst positions if you have a desire to break into Wall Street and 1-5 years of applicable work experience within financial services, portfolio management, corporate finance or related consulting.
WHAT YOU’LL DO
Financial Analysts:
- Monitor daily news and stock movements of our clients, their industry, and peers.
- Perform periodic market research around key issues and topics that are impacting our publicly traded clients.
- Draft and edit client materials including investor-facing news releases, financial presentations, memos, and factsheets.
- Create and drive quarterly deliverables and analyses for our clients using PowerPoint, Excel, and Word.
- Perform regular analysis of client’s shareholder base and shareholder targeting strategies.
- Monitor sell-side research and develop targeting strategies for additional sell-side coverage.
- Help with administrative tasks including coordination of press release distribution, earnings calls, and website updates.
- Assist in responding to ad hoc client and investor inquiries.
- Spend 10-20% of your time on the phone communicating to portfolio managers and analysts on Wall Street as “the eyes and ears on the Street” for our clients.
- Compose client materials including memos and executive summaries for companies facing strategic decisions.
Senior Analysts/Associates:
- Act as primary day-to-day Alpha contact for all assigned clients.
- Drive all strategic positioning strategies, materials and messaging for a basket of 6-8 publicly traded clients, ensuring quality, presentation and message resonance to Wall Street.
- Develop the strategic plan for clients’ overall investor relations programs under the direction of senior team members.
- Communicate with clients and internally manage a three-person team to service our client’s needs.
- Create earnings and investor presentations for clients.
- Lead introductory calls with prospective investors before engaging Management.
- Liaise with portfolio managers and provide feedback to our clients on Wall Street perceptions.
- Compose white paper research and editing on various market topics for client education and business development.
- Participate and contribute to sales pitches and broader marketing efforts.
- Be consistently proactive on accounts with new ideas.
- Be a career manager, and ensure that your team is tracking clients appropriately, hitting deadlines, consistently learning and growing, etc.
QUALIFICATIONS
- Bachelor’s Degree required
- MBA or equivalent preferred for more experienced roles
- Solid foundation of corporate finance, accounting and Wall Street
- Outstanding critical thinking, oral and written communication skills
- Strong organizational and project management skills
- Desire to provide top-notch client service
- Proficiency in PowerPoint, Excel, and Word
- Experience using Capital IQ, Ipreo, Bloomberg, and/or FactSet is considered a plus