Analyst, Investor Relations Resume Samples

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LQ
L Quitzon
Lula
Quitzon
763 Taya Spring
Boston
MA
+1 (555) 240 2395
763 Taya Spring
Boston
MA
Phone
p +1 (555) 240 2395
Experience Experience
Boston, MA
Analyst, Investor Relations
Boston, MA
Barton, Skiles and Moore
Boston, MA
Analyst, Investor Relations
  • Supports the day-to-day operations of the IR department, including earnings, conferences, vendor management, event planning and logistics
  • Contribute to earnings press releases and conference calls by gathering data and performing analysis that will enhance and support the public disclosures
  • Provide research and analysis of the capital markets, economic outlook, and company peers as well as advising on company ownership and marketing targets
  • Assist with the preparation of marketing materials and the planning, coordination of roadshows, conferences, tours and investor days
  • Managing website redesign projects lasting at least 4-6 weeks
  • Conduct client trainings and product demos using online meeting application
  • Participate in the production of the Annual Report, including writing of the letter to Shareholders
Chicago, IL
Senior Analyst Investor Relations
Chicago, IL
Lemke, Schamberger and Harvey
Chicago, IL
Senior Analyst Investor Relations
  • Researches, analyzes and produces speeches and publications used in the Investor Relations program
  • Completes specials projects as assigned by the Manager and VP of Investor Relations (e.g. creating financial models of earnings per share, company growth, revenue, etc.)
  • Develops charts, graphs and spreadsheets for analysis purposes for IR and other HD departments
  • Updates and maintains information on Investor Relations website
  • Communicates with investors, students, and others who inquire about THD stock information. Facilitates fulfillment of requests from individual investors and others for copies of THD annual financial report, Direct Stock Purchase Plan information
  • Prepares reports and presentations delivered to Executive Team and investor community
  • Researches and develops potential IR cost control and streamlining process solutions and audits bank and departmental invoices so THD is charged properly by vendors and other departments
present
Houston, TX
Senior Analyst, Investor Relations
Houston, TX
Considine, Deckow and Mitchell
present
Houston, TX
Senior Analyst, Investor Relations
present
  • Actively participate in quarter end activities including quarterly briefing material, issues identification and internal/external messaging
  • Prepare for Investor Community conferences and meetings including presentations, briefing material and developing messaging
  • Monitor and communicate market and regulatory trends and various impacts on banking industry and specific impacts to BMO
  • Monitor shareholder base for trends and insights and develop analytics to inform targeting approach/strategy and activities; manage relationship with market intelligence service providers and other resources
  • Address ad hoc requests from key stakeholders in the investor community as well as internal requests
  • Actively monitor Investor Relations best practices and make recommendations for improving existing practices
  • 3 to 5 years in a Finance environment
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Cornell University
Bachelor’s Degree in Business
Skills Skills
  • Impeccable attention to detail
  • Strong team player with a desire to work on a highly collaborative team
  • Strong communications skills – written and verbal – ability to translate technical/financial information into effective strategic messaging
  • High attention to detail and strong organizational skills
  • Strong analytical, quantitative, problem-solving and research skills
  • Self starter displaying superior analytical, data interpretation, and problem solving skills combined with high attention to detail
  • Strategic thinking with the ability to translate complex ideas into simple presentations
  • Self-starter, ability to work independently and manage variety of different tasks
  • You hold others accountable, and expect others to do the same
  • Manage and prioritize multiple activities at once while maintaining a high quality of work
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15 Analyst, Investor Relations resume templates

1

Tcf Equity Analyst Investor Relations Resume Examples & Samples

  • Collaborates with Equity team to provide the highest quality customer service to Investors
  • Prepares Investment Materials with regard to LIHTC fund offerings. Responds timely to queries from prospective investors regarding the proposed fund
  • Prepares Investment Materials for investors with regard to existing funds
  • Prepares Investment Materials for third party legal review. Responds to third party legal review conclusions, and proactively works to resolve any open items with supporting documentation
  • Prepares investor approval documents for project closings
  • Manages the delivery of requested fund due diligence to investors
  • Manages the delivery of Investor Reporting documents to existing investors
  • Company’s working structure, policies, mission, and strategies
  • Fundamental concepts, principles and practices of Low Income Housing Tax Credit (LIHTC)
  • Fundamental concepts, principles and practices of the real estate industry
  • Principles of banking and finance industry operations
  • Communicating effectively both orally and in writing
  • Reading and understanding standard real estate and LIHTC specific documentation
  • Real estate investment risk analysis
  • Real estate financial projections and reporting
  • Operating standard office equipment and using required software applications including Microsoft Office to produce correspondence, reports, electronic communication, and spreadsheets
  • With limited guidance/supervision, organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results
  • With some guidance/supervision, identify required tasks, develop timelines and execute
  • Analyze data, identify issues, draw logical conclusions and interpret results for use in decision making
  • Provide accurate and high quality work product in a timely manner
  • Convey information clearly and effectively through both formal and informal documents
  • Gather data from multiple sources, review, and accurately input data into various spreadsheets or database
  • Proactively demonstrate readiness and ability to initiate action
  • Project a positive, professional image both internal and with external business contacts
  • Assume full responsibility and accountability for own actions
  • Demonstrate uncompromising adherence to ethical principles
  • Bachelor’s Degree (B.A.) in business, finance, accounting or related field and some real estate experience
2

Senior Analyst, Investor Relations Resume Examples & Samples

  • Identify issues through sourcing and interpreting internal and external information, synthesizing investor community views into various deliverables and preparing internal and external communications
  • Actively participate in quarter end activities including quarterly briefing material, issues identification and internal/external messaging
  • Prepare for Investor Community conferences and meetings including presentations, briefing material and developing messaging
  • Monitor and communicate market and regulatory trends and various impacts on banking industry and specific impacts to BMO
  • Indepth review of sell-side analyst research to ensure accuracy and appropriate disclosure and identify areas of concern
  • Monitor shareholder base for trends and insights and develop analytics to inform targeting approach/strategy and activities; manage relationship with market intelligence service providers and other resources
  • Address ad hoc requests from key stakeholders in the investor community as well as internal requests
  • Actively monitor Investor Relations best practices and make recommendations for improving existing practices
  • CA, CMA, CFA or MBA preferable (or in progress)
  • 3 to 5 years in a Finance environment
  • Outgoing with strong interpersonal skills and desire to further develop communication skills
  • Strong analytical and problem solving skills supported by finance and / or accounting background
  • Self-starter with big appetite for knowledge and penchant to investigate from curiosity
  • Comprehensive understanding of financial reporting and disclosure for banking industry
  • Ability to build and manage productive working relationships
  • Strong organization skills, ability to adapt, multitask and meet tight deadlines with conflicting priorities
3

Analyst Investor Relations Resume Examples & Samples

  • Support the relationship management activities between external and internal stakeholders
  • Support the quarterly reporting process
  • Support and maintain CRM system and calender
  • Excellent organizational and communication (written, verbal, presentation) skills
  • Self-motivated; able to work as a team player and independently
  • Strong financial analysis skills with solid understanding of financial statements
  • Knowledge of the Canadian banking industry and general understanding of capital markets
  • Expert technical skills, including knowledge of Microsoft Office Suite - Excel, Powerpoint, Word, Access
4

Analyst, Investor Relations Resume Examples & Samples

  • Partner with Senior Executives and Finance leadership to develop Earnings public disclosures and internal supporting materials
  • Help manage relationships with investors and sell-side analysts
  • Analyze market, LPL and competitive performance to develop investor perspectives
  • Help develop updated investor presentations and supporting materials for investor conferences and non-deal roadshows
  • Lead competitive intelligence program – monitoring results and activities and informing LPL’s leadership team
  • Monitor LPL and competitor stock price performance and short interest and communicate to LPL’s leadership team
  • Collaborate on ad hoc projects
  • Strong analytical and research skills based on 2+ years of relevant work experience
  • Sell-side investment banking or buy-side investment experience a plus
  • Demonstrated ability to manage and prioritize across multiple projects and adapt in real-time
  • Careful listening and attention to detail
  • Proficiency in Word, Excel, and Powerpoint
5

Analyst, Investor Relations Resume Examples & Samples

  • Supports the day-to-day operations of the IR department, including earnings, conferences, vendor management, event planning and logistics
  • Contribute to earnings press releases and conference calls by gathering data and performing analysis that will enhance and support the public disclosures
  • Track and analyze company performance versus investor expectations and peer performance. Create, prepare, and present information to Director of Investor Relations and senior management
  • Performs analyses as required with finance teams
  • Assist in the preparation of senior management for investor interactions
  • Maintain/update Investor Relations sections of company website. Manage investor relations inbox and assist with retail investor requests
  • Researches and compiles information for various internal reports (budget preparation, monthly reports, executive management and/or board level reports) and presentations, performing competitive, industry and other ad-hoc analysis as needed
  • Collaborates in executing the global investor relations program, including strategy (linked to the company’s strategy), operating plan, budget, and the detailed execution of the IR operating plan
  • Provides organization, logistical, and administrative support for key investor events such as NDR’s, one-on-one meetings, Investor Day, campus visits and analyst conferences
  • Communicate occasionally with Wall Street analysts and investors
  • Solid understanding of financial analysis / modeling and stock market fundamentals
  • Ability to work under pressure, adapt to last minute changes, and prioritize effectively
  • Strong communications skills – written and verbal – ability to translate technical/financial information into effective strategic messaging
  • High attention to detail and strong organizational skills
  • Must have knowledge of or be able to quickly ramp-up in investment community database products such as Bloomberg, WDesk, and Ipreo
  • Microsoft Excel
  • Keynote (preferred)
  • Other financial tools a plus (SAP, Hyperion, etc)
  • 1-3 years of experience in Capital Markets, finance or investor relations. Retail/Consumer Industry experience preferred but not required
  • Finance or Economic background preferred
6

Financial Analyst, Investor Relations Resume Examples & Samples

  • Analyzes shareholder base and researches potential investors for CNO
  • Assist with the coordination and preparation of quarterly earnings calls which includes activities such as: coordinating call rehearsals, compilation and distribution of presentation materials, Q&A documents, and key themes of research reports, etc., and schedules pre-release rating agency calls
  • Develops/replicates in-house sell-side analyst models to better understand perceived earning drivers and valuations methodologies
  • Coordinates and prepares for annual rating agency reviews
  • Assist in planning and coordinating annual Investor Day event
  • Maintain/update investors section of CNO web-site
  • Assist with common stock repurchase program
  • Prepares various press releases (earnings date, dividend declaration, etc)
  • Other ad hoc projects, presentation construction & analysis as needed
7

Analyst, Investor Relations Resume Examples & Samples

  • Develop a strong understanding of Lone Star’s culture, business and investments, and its place in the wider Private Equity sector
  • Conduct research and produce reports on the private equity industry, including
  • Undergraduate degree with a strong academic record from a top-tier school
  • Minimum of 1-2 years of work experience in a real estate firm, investment firm, investment bank or accounting/strategy consultancy
  • Self-starter, ability to work independently and manage variety of different tasks
  • Strong analytical, quantitative, problem-solving and research skills
  • Strong Excel modeling skills
  • Candidate will have impeccable integrity, ability to consistently meet deadlines, strong sense of urgency, good self-management discipline and be capable of working effectively under pressure
  • Candidate will be meticulously organized, efficient and good at prioritizing and completing projects
  • High level of intellectual curiosity
  • Strong team player with a desire to work on a highly collaborative team
  • High energy and a proactive approach to meeting client needs
  • Strong interpersonal skills are important
  • Ability to work independently and prioritize work flow
  • Manage and prioritize multiple activities at once while maintaining a high quality of work
  • Superb follow-through; desire to approach tasks and goals with an ownership mentality
8

Project Analyst Investor Relations Resume Examples & Samples

  • 30% Performs economic and financial research and analyzes internal and external issues related to sales, gross margin, rate of return, working capital, investment, financial performance, and other financial metrics
  • 30%Conducts special financial and statistical studies as directed in coordination with other departments in the preparation of statistical studies
  • 20% Compiles or prepares reports, graphs and charts of developed data
  • 20% Gathers and correlates basic information using established and defined financial procedures
  • Recent undergraduate with major in Finance or Economics with related internship preferred
  • MS Office experience desired
  • Strong initiative and the ability to work well independently and in a team environment
  • Ability to distinguish the "big picture" objectives and specific details
  • Ability to prepare and deliver insights and recommendations based on analyses
  • Understanding of the P&L and other financial statements, as well as a strong proficiency in Excel (including formulas, pivot tables, and formatting for executive presentations), and PowerPoint
9

Senior Analyst Investor Relations Resume Examples & Samples

  • Researches, analyzes and produces speeches and publications used in the Investor Relations program
  • Completes specials projects as assigned by the Manager and VP of Investor Relations (e.g. creating financial models of earnings per share, company growth, revenue, etc.)
  • Develops charts, graphs and spreadsheets for analysis purposes for IR and other HD departments
  • Updates and maintains information on Investor Relations website
  • Communicates with investors, students, and others who inquire about THD stock information. Facilitates fulfillment of requests from individual investors and others for copies of THD annual financial report, Direct Stock Purchase Plan information
  • Prepares reports and presentations delivered to Executive Team and investor community
  • Researches and develops potential IR cost control and streamlining process solutions and audits bank and departmental invoices so THD is charged properly by vendors and other departments
  • Bachelor’s degree in Finance, Accounting or related area
  • 3-5 years of experience in Finance, Accounting, IR, or equivalent area
  • Results Driven
  • High Integrity
  • Customer Focus: responds quickly and accurately to requests from Senior Leadership Team, investors, potential investors, students and others inquiring about financial information; seeks customer feedback to improve customer service; provides resources need to achieve goals
  • Results Driven: sees tasks through to completion; creates a sense of urgency to make sure the work gets done
  • Self-Development: understands own strengths and weaknesses and takes action on developmental areas; seeks feedback from others; seeks out opportunities to learn new skills
  • Integrity: honors personal commitments; keeps confidences; drives hard on the right issues; sets the example of responsible and ethical behavior
  • Business Acumen: some finance, investing, and accounting knowledge, as well as knowledge of customer service, math and computer skills
  • Communication: demonstrates effective listening and clear verbal and written communications in order to effectively give and receive information to associates, other organizations and the media
10

Senior Analyst, Investor Relations Resume Examples & Samples

  • Track and monitor research reports, news flow, trading activity, company disclosure, earnings calls, presentations and other information sources for each of Bombardier, its aerospace and transportation peers, airlines and aerospace suppliers
  • Collect, consolidate and summarize financial and non-financial information to extract trends and anomalies
  • Build, manage and analyse financial models and databases to support Bombardier’s value creation thesis, to identify key valuation drivers and to craft the investment storyline
  • Assist in crafting summary reports for senior management and concise and effective investor presentation
  • Support communication of factual information directly to investors
  • Prepare other supporting analysis for the IR function
  • Collaborate with the finance, legal and strategy teams to ensure seamless information sharing
  • You completed a bachelor degree in Finance combined with a minimum of five to ten
11

Project Analyst, Investor Relations Resume Examples & Samples

  • Bachelor's degree in business, communications, finance or accounting or equivalent work experience
  • Five to eight years relevant experience
  • Financial services background
  • Excellent communication skills with a strong background in business writing
  • Excellent Excel skills; strong PowerPoint skills
12

Financial Analyst, Investor Relations Resume Examples & Samples

  • Bachelor's degree in finance or accounting, and
  • Eight or more years of experience in financial analysis activities
  • Experience with both standard and ad hoc reporting, supporting business lines
  • Excellent mathematical and analytical skills
  • Considerable knowledge of financial analysis, forecasting, and planning
  • Expert ability to identify and resolve exceptions and to interpret data
  • Excellent Excel skills; strong PowerPoint skills - Master's degree preferred
  • Ability to work over time and non standard hours as needed
13

Senior Financial Analyst, Investor Relations Resume Examples & Samples

  • BA/BS Bachelor’s Degree
  • Exceptional critical thinking and both quantitative and qualitative analytical skills with the ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
  • Proficient with Microsoft Excel and PowerPoint
  • Strong analytical and conceptual abilities, including the ability to analyze financial statements, review analyst models, identify trends, issues, opportunities, etc
  • Experience in an Investor Relations function
  • Experience in a sell side or buy side role
14

Analyst, Investor Relations Resume Examples & Samples

  • Play a contributing role to the quarter-end process
  • University degree in a relevant field; CPA or CFA an asset
  • Five years of progressive work experience in the financial services industry
  • Working understanding of the insurance business and/or Manulife’s products and distribution strategies an asset
  • Solid analytical capability; financial modeling experience an asset
  • Ability to learn quickly and adapt well to changing requirements
  • Strong computer and analytical skills (particularly PowerPoint and Excel)
  • Excellent time management and organizational skills. Ability to work within tight and changing time constraints and to handle multiple tasks at one time
  • Strong writing, communication and “story telling” skills. Ability to use tact and diplomacy in dealing with others
  • Ability to use judgment and initiative in anticipating and solving issues
15

Senior Analyst, Investor Relations Resume Examples & Samples

  • Review publicly available information and work across internal teams to promptly address analyst and investor questions
  • Contribute to the development of strategic communication with the financial community
  • Assist in the organization and preparation internal and external meeting presentations
  • Participate in the drafting of quarterly earnings news releases and earnings calls presentations, including drafting of SEC disclosure documents
  • Support efforts to expand NRG’s investor base via research, targeting and marketing support
  • Follow relevant NRG-related news and review analyst notes for updating estimates, models and analyses
  • Track peer earnings and news updates and provide summaries for executive management informational purposes
  • Complete ad-hoc projects and reports as needed
  • Provide support for the weekly Investor Relations update
  • Extended hours may be required
  • Bachelor’s degree in finance, accounting, economics, mathematics, or equivalent relevant experience
  • 0 to 2 or 2 to 4 years of financial analysis and/or accounting experience, or regulatory and/or economics experience
  • Knowledge of the industry preferred
  • Strong technical skills with Microsoft Office Applications including PowerPoint and Excel
  • Demonstrated ability to build and maintain relationships
  • Ability to work independently and with minimal supervision / self-starter
16

Analyst, Investor Relations Resume Examples & Samples

  • Assist in development of financial, product and strategic messaging, including the development of presentations used by CEO, CFO and other Executive leaders, and used at Investment and industry conferences
  • Facilitate coordination of Investor Relations outreach activities including preparation of investor materials, investor profiles, and shareholder information to ensure executives are fully prepared for investor meetings
  • Perform qualitative and quantitative analysis of stock performance relative to peers, indices and investor perceptions. Help convey findings through presentations and reports to Senior Leaders and the Board of Directors
  • Assist in the quarterly earnings reporting process through data collection, analysis, writing and editing, and production of publications and electronic media used leading up to and into the quarterly calls
  • Collaborate with the Corporate FP&A team on the development of the operating plan, strategic plan and other forecasts
  • Become subject matter expert for the capital markets database and intelligence system that supports the investor relations program. Be responsible for maintaining investor contact information, tracking investor interaction, investor targeting and producing ad-hoc reports for management information reporting
  • Provide organizational, logistical, and administrative support for conference calls, webcasts, investor conferences, trade shows and special events
  • Provide assistance for the creation and updating of materials used in the Annual Report and Proxy Statement. Support includes collaborating with Legal, Human Resources, Accounting and Corporate Communications. Attend Annual Meeting of Stockholders
  • Play a prominent role in the planning and execution of Investor Day meetings. Work with senior management to develop key messaging around products, franchises, corporate strategy and financial targeting. Assist in organization and planning around presentation materials, product displays, and venue logistics
  • Maintain current and archived information on Investor Relations Corporate Website, with assistance from vendor
  • Remain current on economic, accounting, political, regulatory, industry, and stock market outlook
  • Ability to multi-task; quickly and accurately prioritize and shift attention among multiple tasks. Demonstrates an ability to execute with a sense of urgency as needed
  • Communication skills – Reads, writes and speaks fluent English, using appropriate grammar, style and vocabulary with a strong ability to communicate clearly and effectively with all levels of staff in the organizational structure
  • Organizational ability – Demonstrates a systematic approach in carrying out assignments. Is very orderly and excels at creating simple, efficient processes. Motivated to work in a fast-paced, action oriented environment
  • Problem solving skills – Demonstrates a strong ability to identify, analyze and solve problems. Decisive in handling difficult business problems. Translates problems into practical solutions
  • Client service skills – Consistently ensures the team provides the customer with attentive, courteous and informative service. Gains and shows personal satisfaction from delivering great service
  • 4 -8 years of experience in investor relations, sell-side research, buy-side research, finance, marketing, or corporate communication positions for a public company or a consulting agency
  • College degree required, preferably in communications, finance, or economics
  • Ability to analyze and interpret financial and product related data, summarize key take-away’s and communicate to a wide audience
  • An understanding of financial statements and modeling techniques used by security analysts to project a company's operating and financial performance and the resulting value for its stock
  • A good understanding of strategic communication, public relations, marketing, advertising, and the media
  • Strong MS Office skills and experience
17

Senior Analyst, Investor Relations Resume Examples & Samples

  • Required to start at 6:30am PT daily to provide team coverage when market opens
  • Keep abreast of industry related news and distribute daily and as events occur
  • Pull, review and summarize analyst research notes daily
  • Prepare and distribute weekly consensus and shareholder update
  • Prepare and distribute Executive Weekly Report
  • Participate in the quarterly earnings process by coordinating logistics across key internal partners and IR vendors, drafting supplemental slides, submission of press release, of materials to IR website and sending release to appropriate groups
  • Draft and issue selected press releases
  • Provide analytical support for projects and initiatives
  • Manage and ensure accuracy of IR website
  • Respond in timely manner to general investor email inquiries
  • Assist in the preparation of materials to support investor meetings, conferences and other events
  • Serve as administrative backup support to Investor Relations Coordinator, including answering phones, managing calendars, maintain IR database, including timely entry and tracking of all IR meetings and phone calls, etc
  • Perform other duties and ad-hoc projects, as assigned
  • Strong research, analytical, and problem solving skills
  • Excellent interpersonal and relationship management skills
  • Attention to detail and accuracy is critical
  • Advanced skills in Excel and PowerPoint, with willingness/ability to learn other databases and systems, Bloomberg experience a plus
  • Highly motivated self-starter and is able to manage competing priorities in a dynamic business environment, while maintaining corporate standards
  • Effectively participates and contributes as a member of a work team
18

Analyst, Investor Relations Resume Examples & Samples

  • Use background and skills to help support the IR strategy, identifying key issues and opportunities for the Company’s investor communications
  • Understand the Company’s strategic and operational performance
  • Prepare material for investor events, including Annual Meetings, Analyst and Investor Days, roadshows and one-on-one meetings
  • Participate in the production of the Annual Report, including writing of the letter to Shareholders
  • Maintain the Company's investor presentation with updated strategies, messaging and current quarterly financial data
  • Maintain investor fact sheets and investor website content
  • Conduct research and stay current with changes in the market and industry trends, as well as Company stock performance in relation to various comparator companies, indices and exchanges
  • BS/BA degree in Communications, Finance, or related field
  • 2-6 years of investor relations experience with a thorough understanding of the regulatory framework and reporting obligations for public companies
19

Analyst, Investor Relations Resume Examples & Samples

  • Analyze company performance to develop investor perspectives and potential messaging
  • Lead competitive analysis, intelligence, and reporting
  • Manage key internal reports and executive communications
  • Help develop investor presentations and supporting materials for quarterly earnings, conferences, and other events
  • Help senior leadership prepare for quarterly earnings and external events
  • Collaborate with internal teams across the company on ad hoc projects
  • Strong proficiency in Word, Excel, and Powerpoint
  • Analytical and research experience a plus
20

Analyst, Investor Relations Resume Examples & Samples

  • Analysis and preparation of data, including performance information, for fundraising initiatives and internal requests where required
  • Coordinating the investor communication program including, for example, review and publication of quarterly reports, fund data collection templates, factsheets and newsflashes
  • Completion of industry surveys and consultant questionnaires
  • Assisting with investor/consultant due diligence for fundraising initiatives as required
  • Project Management of various CSS related projects as they arise
  • Developing relationship with the fund finance and investment management teams to ensure an understanding the underlying issues influencing fund performance
  • Maintaining various in-house Real Estate systems and being able to manipulate and report data as required
  • A strong understanding of financial data gained through either work experience or qualifications. A preference for a technical background (financial analysis, performance measurement etc)
  • Advanced excel competency
  • Good project management & organizational skills
  • Meticulous attention to detail essential
  • Strong commercial acumen and strong client service focus
  • Organized with a hands-on approach and a ‘can-do’ attitude
  • An understanding of real estate fundamentals would be an advantage but not a necessity
21

Analyst, Investor Relations Resume Examples & Samples

  • Make content updates using an IR specific content management system and coordinate design changes with a internal design team
  • Conduct client trainings and product demos using online meeting application
  • Work with third-party vendors (Conference Call/Webcast & Interactive Annual Report providers) with the goal of providing increasingly seamless services and support to clients, including identification of process and product enhancements to improve the product offering
  • Partner with product teams on the timely and thorough testing of new Investor Relations product enhancements with an eye toward the client experience
  • Provide independent on-call and weekend support to clients on rotational basis
22

Analyst, Investor Relations Resume Examples & Samples

  • Liaise with business units to gather and regularly update the investor relations (IR) model with operating and financial information to be used for external disclosure
  • Assist with the preparation of marketing materials and the planning, coordination of roadshows, conferences, tours and investor days
  • Provide research and analysis of the capital markets, economic outlook, and company peers as well as advising on company ownership and marketing targets
  • Manage retail and institutional investors information requests through email and phone dialogues
  • Assist with the development and on-going management of the investor centre (IC) on suncor.com
  • 3+ years of practical business experience in areas such as investment banking, finance/accounting, or third party marketing / fundraising firms
  • Previous oil and gas experience with a focus on oil sands is a strong asset
  • Undergraduate degree in business /commerce/finance
  • Possesses or is currently pursuing an accounting or finance designation (CA, CMA, CGA or CFA) is an asset
  • Strategic thinking with the ability to translate complex ideas into simple presentations
  • Self starter displaying superior analytical, data interpretation, and problem solving skills combined with high attention to detail
  • Intermediate to advanced Excel skills
  • You constantly ask what could go wrong and check for out-of-the-ordinary conditions and learn to anticipate potential problems
  • You hold others accountable, and expect others to do the same
  • Rewarding pension and savings plans