Investor Relations Analyst Resume Samples
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Investor Relations Analyst Resume Samples
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RM
R McKenzie
Rocio
McKenzie
33676 Cindy Fields
San Francisco
CA
+1 (555) 969 0711
33676 Cindy Fields
San Francisco
CA
Phone
p
+1 (555) 969 0711
Experience
Experience
Chicago, IL
Investor Relations Analyst
Chicago, IL
Weissnat, Littel and Cremin
Chicago, IL
Investor Relations Analyst
- Efficiently manage work flow process for developing slides and presentations from concept to input and approvals, editing, and final production
- Assisting in providing data to rating agencies and with rating agency reviews
- Compiling competitive data and provide summaries for executive management informational purposes
- Create, update and maintain various Excel spreadsheets and reports tracking stock price performance, valuations and various financial metrics
- Report on market performance, economic developments, regulatory issues and other public market information
- Make content updates using an IR specific content management system and coordinate design changes with a internal design team
- Perform valuation and analytical exercises for BlackRock and its competitors in support of senior management and the corporate strategy team
Detroit, MI
Private Equity Partners Investor Relations Analyst
Detroit, MI
Barrows Group
Detroit, MI
Private Equity Partners Investor Relations Analyst
- Assisting in annual Limited Partner event planning
- Assist with special projects
- Support market research and provide updates in presentations and quarterly investment report
- Performance data analysis and benchmarking
- Work closely with senior Investor Relations professionals to ensure meeting follow-ups are complete
- Implement quarterly performance updates across marketing materials, including
- Participate in general client service activities including
present
Phoenix, AZ
Senior Investor Relations Analyst
Phoenix, AZ
O'Kon-Hilll
present
Phoenix, AZ
Senior Investor Relations Analyst
present
- 50% Assist and prepare materials to help plan, coordinate, and support IR events including investor conferences and conference calls, non-deal roadshows, quarterly reporting, and an R&D investor day
- 30% Create and maintain consensus estimates from sell-side analysts for internal and external purposes
- Assisting in data collection, analysis, writing, editing and production of disclosures according to established schedules
- Providing organizational, contract, logistical, and administrative support for earnings releases/calls including
- Analyze, interpret and summarize financial and other information for management reports, presentations and analyst requests
- Responsible for aspects of the design, writing, production and coordination of investor relations communications, including earnings documents (press release, slides, script and Q&A), conference and roadshow materials, investor relations web site and other investor materials
- Monitor, analyze and summarize investment community research on the company and its peers, and distribute to company management
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
University of Kentucky
Bachelor’s Degree in Finance
Skills
Skills
- Able to maintain strong attention to detail coupled with a sense of urgency
- Strong computing skills, including advanced Excel (i.e. pivot tables), PowerPoint and database proficiency
- Strong theoretical understanding of corporate financial concepts and ability to analyze financial statements
- Extreme attention to detail, strong organizational skills, and the desire to excel in a dynamic work environment are essential
- Strong attention to detail
- Strong attention to detail and accuracy of information
- An in-depth understanding of the financial and investment markets and the ability to adapt quickly to changes
- Strong working knowledge of financial modeling, cash flow analysis, and sensitivity analysis utilizing NPV and IRR
- Impeccable attention to detail
- Strong interpersonal skills, superior intellect, and an outstanding ability to communicate using these qualities and skills
15 Investor Relations Analyst resume templates
Read our complete resume writing guides
1
Private Equity Partners Investor Relations Analyst Resume Examples & Samples
- Participate in general client service activities including
- Answering Limited Partner inquiries
- Editing and reviewing RFPs
- Assisting in annual Limited Partner event planning
- Preparing and, over time, conducting client portfolio reviews
- Implement quarterly performance updates across marketing materials, including
- Client / product presentations
- Fact sheets
- Team-related materials
- Performance data analysis and benchmarking
- Review quarterly data packs for accuracy and formatting
- Support market research and provide updates in presentations and quarterly investment report
- Support fund raising activities
- Track and distribute offering materials
- Help organize road shows across client channels
- Help prepare customized presentations
- Work closely with senior Investor Relations professionals to ensure meeting follow-ups are complete
- Assist with special projects
- Bachelor’s degree or Equivalent; postgraduate degree/ MBA a plus
- Previous related experience within financial services
- Strong written and oral communication skills (written test part of interview process)
- Full proficiency in PowerPoint, strong Excel skills
- Proven team player
- Proficiency in English and at least one, preferably two other major European languages
- Strong interest in the private equity market
- An understanding of the private placement and fundraising process with institutions and individual investors
- The ideal candidate should be self-directed and feel comfortable asking questions and taking the initiative to get projects completed accurately and on time
- A strong client service focus is important as this position will communicate directly with sales teams, consultants and clients, in person, via phone and email on a regular basis
2
Investor Relations Analyst Resume Examples & Samples
- Perform valuation and analytical exercises for BlackRock and its competitors in support of senior management and the corporate strategy team
- Develop materials for shareholder meetings, financial conferences, earnings releases and Investor Days
- Support the quarterly earnings process through maintaining a database of key business metrics, monitoring consensus estimates, producing prep documents for senior management, managing earnings call logistics and performing post-earnings analysis and summaries
- Drive competitive analysis on a monthly basis, including keeping track of financial results, strategy, and research for BlackRock and its peers
- Report on market performance, economic developments, regulatory issues and other public market information
- Monitor shareholder information, including changes in ownership at both the institutional and fund levels, and own and maintain relationship management database
- 1-2 years of financial services experience; asset management or FIG experience preferred, but not required
- Strong financial modeling and analytical skills
- Bachelor’s or equivalent degree with strong record of academic achievement
- Ability to deliver in a fast-paced environment with tight deadlines and multiple demands
- Ability to clearly articulate ideas, both written and oral, to senior internal and external audiences
- Good judgment and impeccable ethics; desire to succeed in a demanding, innovative, entrepreneurial environment
- Exceptional organizational skills and keen attention to detail
- Advanced skills in Excel and PowerPoint
3
Private Equity Investor Relations Analyst Resume Examples & Samples
- 3+ years of experience in the Financial Services industry
- Bachelor’s Degree in Accounting, Finance, or Economics
- Previous experience with AML Compliance and KYC Performance
- Exposure to Accounting and Performance reporting
- Hedge fund or mutual fund background
- Solid client relationship experience
4
Investor Relations Analyst Resume Examples & Samples
- 2-3 years' experience in investor relations
- Comfortable working in team environment
- Understanding of the financial markets
5
Investor Relations Analyst Resume Examples & Samples
- This role will be responsible for drafting and delivering quarterly investor reports and annual reports via collaboration with the deal teams
- You will also organize annual LP meetings and coordinate and manage capital calls
- Besides, one of the key responsibilities is managing and facilitating fund-raising document filings, regulatory filings such as AMAC filings for the Fund, as well as local AIC and tax filings for the Fund and the Management Company
6
Investor Relations Analyst Resume Examples & Samples
- Six to eighteen months of experience in private equity, alternative investment marketing or investor relations within a relevant industry sector
- Highly-motivated individual with ability to work both independently and in a large team setting
- Able to manage multiple projects simultaneously in a high pressure environment
- Able to maintain strong attention to detail coupled with a sense of urgency
- Possess strong writing skills and research ability
- Possess strong data management and presentation skills, including Excel and PowerPoint
- Dedication to providing exceptional client service
- Series 7 and 63 license preferred, or ability to obtain in a short time frame
7
Investor Relations Analyst Resume Examples & Samples
- Provide data and financial analysis
- Provide data which is then shared with the market
- Support the debt investor relations functions through accurate analysis and insight of data
- Update processes for quarterly results reporting
- Business partnering with teams across the business
- Prior experience within investor relations, fixed income or bonds is essential
- Strong working knowledge of SAP
- Experience in a similar role and have gained solid analytical experience
- Strong analytical, report writing and communication skills
- Ability to business partner with various key stakeholders and work well under pressure
8
Investor Relations Analyst Resume Examples & Samples
- 1+ year of Sales / Relationship Development experience within Private Equity, Asset Management, Sales/Trading, or a Hedge Fund
- Undergraduate Degree from a top institution
- Experience using a CRM system
- Familiarity in using MS Excel
- Familiarity with the Private Equity products
9
Investor Relations Analyst Resume Examples & Samples
- 1 to 3 years of investment management industry experience ( hedge funds, private equity) OR
- 1 to 3 years of public accounting with fin services asset management industry clients
- Travel to New York weekly for the first 2-3 months with little travel after that
- Excellent Organizational and Communication Skills
- Proficient with Excel
- Assist in managing reporting deliverables (i.e. capital calls, distributions, standard reporting deliverables) and any outbound communications for the company’s $2+ billion institutional client base
- Correspond daily with back office teams on any day to day and ad hoc activity
- Handle inbound investor requests on an ongoing basis
- Assist in preparing materials for weekly team meetings and quarterly investor meetings and calls
- Update and manage investor information in reporting/CRM databases
10
Private Equity Investor Relations Analyst Resume Examples & Samples
- Bachelor’s degree in Accounting, Finance, or Economics
- 3+ years’ experience in Financial Services - Private Equity Funds
- Exposure to accounting and performance reporting
- Demonstrated strong client relationship experience
11
Investor Relations Analyst Resume Examples & Samples
- Investor reporting
- Ad hoc investor requests
- Letters for capital calls and distributions
- Develop materials for annual meetings, board and investor presentations
- Work cross functionally with other departments
- Special projects
- One or more years of experience from public accounting, investor reporting or investor relations required
- Extremely strong verbal and written communication skills required
- Strong Excel knowledge
12
Senior Investor Relations Analyst Resume Examples & Samples
- Provide financial/analytical support to the VP, IR and support all "ad hoc" analyses in support of the IR function
- Assist VP, IR with communications between the Company and the investment community, particularly financial analysts and investors. Assist in the planning, preparation, drafting and distribution of IR-related documents, including earnings and other press releases, Q&A documents, talking points/scripts, quarterly and annual reports, and conference and Investor Day materials
- Manage press release process, including posting releases to wire services and other sites
- Manage investor relations calendar, including investor/analyst calls, earnings conference calls, investor conferences, non-deal roadshows and onsite meetings
- Create/update investor presentations
- Monitor, assess, and communicate competitor and market information obtained from analyst reports, media sources
- Manage IR subdomain of Foot Locker’s corporate website, including the creation and updating of content appropriate for the IR subdomain
- Research and respond to investor inquiries and requests for information, as appropriate and directed by VP, IR
- Prepare and monitor IR budget, including forecasting of IR-related expenditures
- Cultivate strong relationships with internal associates, including Corporate Communications, PR, Legal, Accounting, Corporate Development, Strategy and other key operating contacts, and external stakeholders, including investor relations vendors
- Develop a thorough understanding of the company by partnering with functional areas within finance (e.g., accounting, FP&A) and operating divisions to understand the drivers of the company’s financial results and the effectiveness of its strategies
- Required Bachelor's Degree in a related field
- Required 2-3 years of experience in investor relations, finance/accounting, with a demonstrated understanding of financial statements and metrics
- Intermediate ability to drive multiple projects
- Intermediate ability to analyze and interpret financial data in order to coordinate the preparation of financial statements
- Ability to work in a fast-paced environment with changing priorities
- Ability to work within tight timeframes and meet strict deadlines
- Intermediate knowledge of SEC, NYSE and other regulatory agency requirements
- Required Microsoft Excel
13
Investor Relations Analyst Resume Examples & Samples
- 2-4 years of work experience
- Background in financial markets
- Strong academic record
- Ability to communicate effectively with clients
- Comfortable working in a small, team-based environment
- Familiarity with derivatives
14
Investor Relations Analyst Resume Examples & Samples
- 2-4 years of relevant experience
- Familiarity with topics related to the hedge fund industry including product types, the competitive landscape, financial markets, portfolio statistics, and risk analysis
- Ability to communicate effectively with team members, investors, and consultants
- Proficient in Excel, Word, and PowerPoint
15
Senior Investor Relations Analyst Resume Examples & Samples
- 50% Assist and prepare materials to help plan, coordinate, and support IR events including investor conferences and conference calls, non-deal roadshows, quarterly reporting, and an R&D investor day
- 30% Create and maintain consensus estimates from sell-side analysts for internal and external purposes
- 20% Maintain finance intranet working closely with the finance team and human resources to update content as appropriate
16
Investor Relations Analyst Resume Examples & Samples
- Review sell-side analyst projections and models and report results, twice a quarter
- Compare key metrics of sell-side analyst projection models to internal forecasts, including monitoring of any changes and evaluation of variances
- Analyse and summarise Research reports to input into Management briefings
- Create, update and maintain various Excel spreadsheets and reports tracking stock price performance, valuations and various financial metrics
- Develop/update presentations for equity and fixed income investors
- Monitor company and industry events and trends to summarize and report internally
- Assist in monitoring and updating investor relations website to ensure information is accurate
- Assist in maintaining the team’s intranet site
- Manage the team's investor mailbox and respond to basic investor inquires
- Help maintain investor relations’ shareholder client database system
- Publish Press Releases using a bulk communications tool
- Assist with ad-hoc queries
17
Investor Relations Analyst Resume Examples & Samples
- 2-3 years of experience within financial services
- Comfortable working in a fast-paced environment
- Proficiency in Excel
- Experience with Investran / SunGard DX
18
EO, Investor Relations, Analyst Resume Examples & Samples
- Demonstrated interest or experience in finance, accounting, economics and markets
- Strong analytical, organizational and interpersonal skills
- Ability to analyze, evaluate and form independent judgments
- Ability to self-direct and manage projects
- Ability to interact and build relationships with people across the firm at different levels of seniority
- Highly detail-oriented
19
Senior Investor Relations Analyst Resume Examples & Samples
- Bachelor's Degree in Accounting, Business Administration, Engineering, and/or Finance
- Microsoft Office/Suite proficient (Access, Excel, PowerPoint, etc.)
- Working knowledge of Bloomberg
20
Investor Relations Analyst Resume Examples & Samples
- Bachelor's Degree in Finance or Accounting with a strong academic record
- 2 years of work experience in a related field such as accounting, private equity, investment banking, accounting, or asset management
- Strong computing skills, including advanced Excel (i.e. pivot tables), PowerPoint and database proficiency
- Willingness to work independently
- Proven reliable, consistent and positive approach to work
21
Global Investor Relations Analyst Resume Examples & Samples
- Be responsible for day-to-day management of analyst and investor inquiries as the key point of contact for the investment community
- Manage the quarterly earnings processes including compilation of key business trends and preparation of official company disclosures (e.g. press releases, earnings scripts, etc.)
- Work cross functionally with marketing, sales, finance, and legal teams and develop a thorough understanding of investor sentiment, hot-button issues and "the question behind their question"
- Help analyze quarterly results and compile important information and reports used by our management interactions with shareholders and analysts. Communicate with investors to respond to inquiries and be an evangelist towards new investors and analysts
- Help develop draft investor messages and deliverables; this involves a significant amount of interaction with senior management during peak cycles such as earnings or investor day preparation
- Fluent in Japanese and high business level English and overall good communication skills to communicate with different stake-holders
- Have a minimum of 3 years of experience in financial planning or similar role
- Internationally minded
- Great communication skills and ability to communicate cross-departments and different shareholders
- Be in possession of USCPA or comparable
22
Investor Relations Analyst Resume Examples & Samples
- Work closely to support the Vice President and Director of the IR team
- Analyze financial and other relevant data points for the Company, its competitors, and customers
- Perform financial benchmarking
- Manage and maintain the investor relations website, working with outside vendors and internal teams
- Manage and maintain the IR database, track interactions with investors and analysts, and generate reports
- Monitor and communicate any relevant market information from financial analysts or media sources that could impact the company
- Review and summarize financial analysts’ models and compare to the Company’s internal forecasts
- Monitor and summarize analysts’ research reports on the Company, competitors, and customers for distribution to the executive management team and Board of Directors
- Provide support in quarterly earnings release preparation/process, and annual investor days
- Provide support in the investor base analysis and investor targeting
- Provide support in creating and maintaining various internal and external IR presentations
- Provide support in ad-hoc internal and external information requests
- Collaborate and develop strong relationships with other functions throughout the Company, including but not limited to finance, strategy, accounting, legal, corporate communications, and marketing teams
- Provide support to the team by maintaining the investor relations calendar and mailbox
- Strong interest in investor relations and the stock market
- An excellent work ethic and a resourceful team player and individual contributor
- Ability to multi-task, manage concurrent assignments and meet tight deadlines
- Strong attention to detail and accuracy of information
- A self-starter, energetic, and have the ability to operate with minimal guidance at times
- Must have a high degree of patience and ability to deliver quality work while working under pressure
- Ability to adapt and be nimble to situations and environment
- Genuinely curious, enjoys reading and tracking multiple things at once, and a problem solver
- Must uphold the highest level of professionalism, as well as confidentiality
- Bachelor’s degree required with a preference for finance or accounting
- 1+ years of experience in investor relations, sell-side or buy-side equity research, finance/accounting, or other related field
23
Investor Relations Analyst Resume Examples & Samples
- Serve as the primary point of contact for internal clients, helping facilitate all content-related requests as necessary
- Be a subject matter expert on the firm’s capital markets views and investment philosophy
- Handle the routing, approval, archival and distribution process for all content
- Coordinate production with outside vendors and/or internal resources
- Gather feedback on new and existing content
- Compile and analyse content usage data, sharing findings with management
- Assist in creating training material on new content or resources
- Ad hoc projects as directed by management
- The ability to speak multiple languages is required. We are looking for individuals who are fluent in
24
Investor Relations Analyst Resume Examples & Samples
- 5 years of experience in Client Service, Investor Relations, Inside Sales, Fundraising Operations or other relevant subject area
- Experience working within a CRM database
- Microsoft Dynamics experience
- Knowledge regarding KYC/AML, FATCA and other industry regulations
25
Investor Relations Analyst Resume Examples & Samples
- Collaborate with the accounting and planning/strategy teams to analyze financial results and compile statistics and other relevant information for use by management in meetings with analysts and investors throughout the quarter
- Provide support through fundamental analysis with an emphasis on research across the energy sector
- Monitor equity analyst and rating agency reports issued on the Company and its peers
- Benchmark performance and disclosures against peers on an on-going basis; prepare regular peer comparative analyses
- Analyze consensus estimates and communicate any changes to consensus estimates
- Evaluate changes in institutional and other major shareholder ownership in the Company
- Participate in the drafting of news releases, corporate IR presentations and annual report
- Assist management in the organization and preparation of Board and other meeting presentations as needed
- Two or more years of financial analysis, valuation and/or accounting experience, a familiarity with the equity and debt markets, and/or ability to comprehensively understand the Company’s business
- Demonstrated work experience and strong technical skills with Microsoft Office Applications, including PowerPoint and Excel
- Experience interacting with institutional investors
- Understanding of SEC regulations and disclosure rules
- Must be able to work in the United States indefinitely
- Direct work experience in the oil & gas industry
- Solid verbal and written communication skills
- Bloomberg/FactSet proficiency a plus
26
Investor Relations Analyst Resume Examples & Samples
- Monitors security analysts’ research and earnings estimates, relative stock price movements, and periodic ownership analysis and supports the monitoring of trading data
- Analyzes analyst models and publicly disclosed financial results of competitors
- Assists in the creation of publications, presentations and electronic media used in the IR program
- Helps maintain the IR website section and its content, including the archive of historical information
- Maintains the departmental IR activity calendar, and assists with scheduling requests for meetings and conference attendance
- Assists with tracking of financial news coverage of the Company and its competitors, and monitors news coverage of customers, suppliers and other companies and topics of interest, monitoring trends and current issues
- Supports Investor Day and Shareholder Meeting logistics and presentations
- Supports logistics and meeting material preparation for IR conferences and road shows, investor tours and meetings, and conference calls
- Remains current on economic, political, regulatory, industry, and stock market outlook and trends
- Performs other related duties as needed
- Must demonstrate good judgment, discretion and respect for confidentiality, exceptional writing, analytical, and project management skills
- An in-depth understanding of the financial and investment markets and the ability to adapt quickly to changes
- Exceptional computer skills, particularly with databases, and especially in PowerPoint and Excel
27
Investor Relations Analyst Resume Examples & Samples
- Answer client questions using email and phone communication
- Consistently make proactive suggestions in regards to design changes, product placement, and overall content layout of sites
- Perform regular audits to proactively catch errors on behalf of client
- Manage incoming client based inquiries while proactively reaching out to clients to address outstanding issues and promote new product features and enhancements
- Managing website redesign projects lasting at least 4-6 weeks
- Partner with senior analysts on projects that improve and develop subject matter expertise
28
Investor Relations Analyst Resume Examples & Samples
- Collecting, analyzing, and presenting feedback of investors’ perceptions and opinions, brokerage security analysts’ positions and summaries, relative stock price movements, and periodic ownership analysis, which helps prepare our leaders for various interactions and communications with the financial community
- Assisting in the creation of publications and electronic media used in the IR program, which may include, quarterly conference calls, annual report, conference presentations, investor data packages, SEC filings, IR website page
- Compiling competitive data and provide summaries for executive management informational purposes
- Assisting in providing data to rating agencies and with rating agency reviews
- Assist our Treasury Operations in maintaining long-term cash forecasts for insurance operations, and creating/maintaining financial reports and financial models for senior management to support capital management decisions
- Bachelor’s degree in related discipline and/or equivalent work experience,
- Experience in investor relations, finance or other applicable analytical function
- Superior analytical capabilities with a strong interest in investor relations
- Strong personal brand – professional presence
29
Investor Relations Analyst Resume Examples & Samples
- 2‐3 years of related financial services experience. Prior experience in an investor relations role at a hedge fund, as a junior mortgage sales person at a wall street firm or experience at a placement agent is a plus
- Undergraduate degree from a top institution with high GPA
- Outstanding interpersonal, writing, and presentation skills
- Extreme attention to detail, strong organizational skills, and the desire to excel in a dynamic work environment are essential
- Must be a team player; able to thrive in a fast‐paced environment and meet competing/changing deadlines
- Ability to provide consistently superior work in a timely fashion
- Must be comfortable working with complex financial data and content
- Advanced Microsoft PowerPoint and Excel skills, especially in creating/maintaining
- Presentations and templates; and in formatting and editing slides and notes pages
- Skills in Salesforce database management a plus
30
Investor Relations Analyst Resume Examples & Samples
- Prepare corporate presentations and other collateral materials, including annual reports and investor kits
- Communicate with investors, sell-side analysts, and other members of the financial community
- Assist in the drafting and distribution of quarterly earnings call scripts, press releases, shareholder communications, and other external announcements
- Coordinate investor relations events and activities, including earnings announcements, onsite investor and analyst meetings, road shows, and financial conference appearances
- Formulate, complete, and distribute analyses that demonstrate Parsley Energy achievements, projections, and relative positioning
- Target prospective investors as part of strategy to attract high-quality institutional ownership and analyst coverage
- Initiate and conduct research projects to enhance competitive intelligence
- Synthesize information from all major operating departments for incorporation in internal analyses and external communications
- Monitor, filter, and distribute market and industry news and data
- Superior written and verbal communication skills; ability to explain complex business issues and market dynamics
- Keen grasp of the E&P business, including value drivers and financial, operational, and technical processes and benchmarks
- Strong theoretical understanding of corporate financial concepts and ability to analyze financial statements
- Ability to anticipate and execute value-adding activities with minimal supervision
- Bachelor’s degree, preferably in finance, accounting, or related field. Other academic backgrounds might also be acceptable when combined with considerable finance related coursework and/or experience
- E&P or other oil and gas experience strongly preferred
31
Investor Relations Analyst Resume Examples & Samples
- Market Intelligence: Conducting regular market and competitive intelligence on Criteo’s public and private partners and peers within the broader industry ecosystem
- Financial Analysis:Maintaining sell-side analysts’ consensus and performing ad-hoc financial analysis assignments, including valuation and other benchmarking analysis, on Criteo and a defined peer group of public companies
- Business and Financial Performance Tracking: Producing and maintaining a comprehensive set of internal financial and operating KPIs, liaising with various internal teams (Financial Planning & Analysis, Analytics and Finance Corporate)
- Preparing reporting documents for internal stakeholders (Leadership Group, Board of Directors)
- Maintaining internal databases on institutional investors and help the team target relevant investors in key investment centers across North America, Europe and Asia
- Actively support additional IR-specific assignments (Investor Days, reverse roadshows, investor surveys) or Company-transverse projects (AGMs, financing/buy-back programs, acquisitions) as required on an ad-hoc basis
- Providing logistical support to the IR team as necessary
- Graduate from a leading global business school (U.S. Ivy League, LSE, HEC, ESSEC, ESCP, EM Lyon, Science-Po,) with a major in Finance or Strategy
- Successful professional experience of up to 2 years. Relevant fields include management consulting, equity research, strategic marketing for an ecommerce company, investment banking or equity capital markets
- Passion for and relevant exposure to the Technology, Internet and ecommerce global ecosystem
- Hands-on approach in conducting assignments and projects while demonstrating strategic thinking, autonomy, proactivity, and strong service-orientation
- Superior interpersonal skills, including excellent written and oral communication
- Strong engagement and commitment, while always demonstrating high integrity and work ethics
- Ability to work in a multi-cultural and fast-paced environment
- Excel and PowerPoint proficiency
- Personal interest in U.S. equity capital markets; Familiarity with U.S. GAAP financial reporting; Awareness of French and US corporate governance frameworks is a plus
- Basic proficiency in financial databases (Bloomberg, Factset, Thomson Financial) is a plus
32
Investor Relations Analyst Resume Examples & Samples
- Bachelor’s degree in Accounting or Finance
- Minimum of four years experience in investor relations, accounting or finance
- Thorough financial and investment analysis skills, oral and written communication and presentation skills
33
Investor Relations Analyst Resume Examples & Samples
- 2-3 years’ experience
- Advanced Microsoft Outlook, Excel and PowerPoint skills
- Good problem-solving skills
34
Investor Relations Analyst Resume Examples & Samples
- Lead production process for external investor communications, maintaining energy and enthusiasm throughout. Products include quarterly results materials, strategy presentations and AGM materials, requiring advanced software skills, creative judgement and excellent attention to detail
- Take a lead role in developing presentation style, content and format of BP’s external investor presentations, working closely with the IR Manager and Group Head of Investor Relations
- Compile and produce supporting documentation for BP results and strategy presentations
- Liaise with a wide range of internal stakeholders through presentation preparation process, including business segments, Group Finance, internal communication and production teams
- Build strong working relationships with key interfacing teams such as Competitor Intelligence, Strategy & Planning, Group Economics and Press Office
- Provide insightful analysis of data from a number of sources such as Wood Mac, brokers and business segment planning teams
- Initiates and undertakes analysis of the external perception of BP’s strategy, portfolio and performance, identifying opportunities to enhance BP’s communication with the investment community
- Manage process for provision of share price and other market data for incoming requests (for example from Group CFO’s office). Also provide proactive interrogation of data to provide insightful analysis
- Provide software support to IR colleagues
- Manage relationship with Executive IT support to minimise IT risks to delivery of results presentation process
- Excellent Microsoft Office skills – in particular
- PowerPoint, Excel and Word
- Strong presentation, communication, influencing and relationship building skills
- Excellent process management and co-ordination skills with absolute attention to detail
- Ability to work as part of a team, requiring task flexibility and pragmatic approach
- Ability to work to tight deadlines and manage conflicting priorities
35
Investor Relations Analyst Resume Examples & Samples
- Experience within BP, preferably with knowledge of BP financial / reporting structure
- DataStream & Thomson Reuters Eikon proficiency
- Awareness of finance and accounting concepts
- Training will be provided for IR specific systems and software
36
Investor Relations Analyst Resume Examples & Samples
- Bachelors degree, or higher, in Finance, Accounting, Marketing, Economics or related field; MBA or CPA preferred, but not required
- Minimum of 5 years’ experience in business analysis with a strong background in finance, capital markets
- Minimum of 2 years’ experience working with senior executives in a corporate environment
- Strong understanding of finance, capital markets coupled with the ability to articulate concepts to others
- Strong interpersonal skills and ability to interact with all levels within the organization
- Ability to work and thrive in a fast-paced, changing environment with a multitude of variant tasks and changing priorities
- Must be able to deliver high quality work under pressure and be extremely detail oriented
- Excellent communication/presentation skills, both written and verbal
- Strong technical skills with programs such as Word/Excel, PowerPoint, Bloomberg, Capital IQ and other related programs
37
Investor Relations Analyst Resume Examples & Samples
- Bachelor's Degree in Accounting, Finance and/or a related field
- Microsoft Office/Suite proficient (Excel, PowerPoint, Word, etc.)
- Solid financial accounting and quantitative analysis skills
- Investment Banking and/or Research Analyst experience
38
Investor Relations Analyst Resume Examples & Samples
- Bachelor’s degree or equivalent education
- Relevant experience in similar business (private equity/leveraged finance/hedge fund)
- Client-focused
39
Senior Investor Relations Analyst Resume Examples & Samples
- Analyze, interpret and summarize financial and other information for management reports, presentations and analyst requests
- Responsible for aspects of the design, writing, production and coordination of investor relations communications, including earnings documents (press release, slides, script and Q&A), conference and roadshow materials, investor relations web site and other investor materials
- Monitor, analyze and summarize investment community research on the company and its peers, and distribute to company management
- Build and maintain internal model of analysts' estimates across P&L, cash flow and customer metrics
- Perform research and analysis of industry, peers' and competitors' financial statements, operational statistics and valuation
- Research, analyze and report on stock ownership, investor base, and trading activity of Comcast, its peers and competitors
- Gather, analyze and present internal marketing, operations and financial data in support of investor communications
- Research investor questions and develop answers using cross-functional resources
- Assist in coordination of shareholder, analyst/investor meetings, conferences, and materials distribution
- Assist in the management of the annual shareholders' meeting and proxy preparation process, including coordination with the Corporate Communications, Legal and Shareholder Services departments
- Exercise sound judgment and discretion
- 2-5 years of relevant experience will be considered
- Generally requires 5-7 years of related experience
- Bachelors Degree or equivalent in Finance or related field
- Demonstrated financial modeling and analytical skills with a thorough understanding of valuation techniques used by security analysts
- Demonstrated ability to translate information about operational and financial performance into simple messaging
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Investor Relations Analyst Resume Examples & Samples
- Provide financial/analytical and other IR-related communications support to VP, IR and contribute to "ad hoc" analyses in support of the IR function as necessary
- Assist VP, IR with communications between the Company and the investment community, particularly financial analysts and investors. Assist in the planning, preparation, drafting and distribution of IR-related documents, including earnings and other material press releases, Q&A documents, talking points/scripts, key messages documents, quarterly and annual reports, and conference and Investor Day materials
- Conduct investor targeting for investor conferences, nondeal roadshows, and other investor meetings
- Partner with the corporate communications (internal and public relations) and government affairs teams to ensure consistency in messaging; review press releases, presentations and talking points under direction of VP, IR
- Maintain and update IR calendar, including scheduling investor/analyst calls, earnings conference calls, investor conferences, nondeal roadshows and onsite meetings
- Coordination of investor/analyst meetings, Investor Day and investor conference participation
- Create, update and/or maintain IR contact lists and CRM database. and financial binders and other IR-related “fact sheets”
- Create and update IR financial binders, fact sheets; assist with financial modeling
- Contribute to creation of investor presentations and update as appropriate
- Monitor competitor and market information obtained from analyst reports and media sources; compile relevant information into summaries for distribution to key internal associates
- Set up earnings (and other material) conference calls and web casts
- Update to CFO Monthly Board memo and other executive- and board-related materials as appropriate
- Manage IR sub domain of WellCare's corporate website, including the creation and updating of content appropriate for the IR sub domain
- Research investor inquiries and requests for information, as directed by VP, Investor Relations
- Cultivate strong relationships with internal associates, including Corporate Communications/PR, Government Affairs, Legal, Accounting, Corporate Development, Strategy and other key operating contacts, and external stakeholders, including investor relations vendors
- Develop a thorough understanding of the company by partnering with finance functional areas (accounting, FP&A) to understand drivers of financial results and the financial planning process and with other lines of business (market business units) to understand the company’s strategy, businesses, regulatory and competitive landscape
- Required 3+ years of experience in investor relations, finance/accounting, with a demonstrated understanding of managed care and a firm understanding of financial statements and metrics
- Intermediate Ability to work within tight timeframes and meet strict deadlines
- Advanced Demonstrated written communication skills
- Intermediate Other Knowledge of SEC, NYSE and other regulatory agency requirements
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Investor Relations Analyst Resume Examples & Samples
- Undergraduate degree in finance or accounting. MBA and/or CPA strongly preferred
- Strong executive presence; ability to work at all levels of the organization up to CEO and Chairman
- Excellent interpersonal skills – able to develop relationships across business and functional lines
- Superior analytical capabilities with a strong interest in investor relations and practical problem solving experience
- Self-motivated with the ability to stay on task. Able to manage multiple projects and timelines simultaneously with exceptional attention to detail
- Sound judgement with the ability to make timely, and sometimes difficult, decisions. Ability to handle confidential data and information with utmost discretion
- Strong work ethic, integrity and dedication to results
- Strong technical skills with experience in MS Office applications including Excel, Word and PowerPoint
- Experience in Investor Relations or Financial Analysis preferred, but not required
42
Director, Investor Relations Analyst Resume Examples & Samples
- Aide in the communication of the company’s financial strategy to the investment community
- Develop presentations for internal and external audiences and prepare investment summaries
- Analyze and monitor competitor regulatory filings and review market analysis
- Facilitate the preparation and planning of roadshows for investors and analysts
- Collaborate with a variety of internal teams including Finance, Legal, and Marketing
- Develop and maintain relationships with industry analysts and potential investors
- Financial/quantitative analytical skills and knowledge of key financial reporting metrics
- Experience or familiarity with investor relations, securities law compliance, and company regulatory filings
- Uncompromising integrity and ability to maintain strict confidentiality
- Comfort operating in a high performance, fast paced, and sometimes ambiguous environment
- Excellent written and verbal communications skills, with ability to formulate clear and concise executive messages
- Exceptional PowerPoint and Excel a must (demonstrating advanced use of charts, graphs)
- Bachelor’s Degree in Finance or Economics
- 5+ years of work experience in Finance and/or Accounting; Industry experience preferred
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Senior Investor Relations Analyst Resume Examples & Samples
- Provide support on the implementation of an effective strategy to attract and inform investors and analysts in a manner that communicates the Company’s operational and financial performance and objectives while establishing realistic expectations for the Company’s future performance
- Work with VP of IR and internal teams to coordinate press releases and supporting material for corporate announcements such as earnings, dividends, special events and other financial news items
- Support the development and maintenance of IR presentations for delivery to current and potential investors at industry conferences, investor events, the Company annual meeting, and individual meetings with institutional investors, retail brokerage houses, retail shareholder fairs, and other related events
- Support the development and maintenance of presentation materials regarding Company visibility projects, relating to topics such as regulatory issues, acquisition efforts, and industry trends
- Plan and coordinate Company investor events with VP of IR, whereby the CEO, CAO, CFO and senior management deliver presentations
- Maintain an in-depth understanding of and monitor complex analyst valuation models; identifying the issues that require management’s attention
- Along with VP of IR, support the management of the Company’s compliance activities as they relate to investor relations, including SEC Regulation D and G. Administer SEC section 16 filings such as Forms 3, 4, and 5 in conjunction with the General Counsel
- Support the preparation of presentations and materials for the Company’s Board of Directors Meetings
- BA / BS in Finance, Accounting, Economics or Business required
- 5-7 years of related experience, preferable in Investor Relations, Business or Public Affairs
- Strong computer skills required
- Must demonstrate intermediate knowledge of Access, Excel, Word and Outlook
- Possess working knowledge of MAS 500, Microsoft Adobe Acrobat
- Must be able to multi-task and perform leadership skills
- Required to work weekends and evenings as required
- Must be available for international business travel
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Investor Relations Analyst Resume Examples & Samples
- Maintain a summary of sell-side financial models and communicate key findings with internal stakeholders
- Competitive/industry analysis and intelligence (i.e peer quarterly earnings summaries: distribution and analysis of relevant sell-side research notes, weekly trading charts, market trading summaries)
- Oversight of external IR communications platforms (i.e help manage the IR website, find and publish content to the FB IR page, quarterly earnings presentation)
- Own various logistical aspects of quarterly earnings process
- Buy and sell-side analytics (e.g. manage investor contact databases and perform related analyses)
- Support corporate access and investor marketing activities, including investor targeting, 13F analysis, and conference & NDR related support
- Serve as IR team expert on a variety of internal business initiatives and liaise with relevant product teams
- Support special projects for CFO, VP IR and other executives as necessary
- Knowledge of financial statement concepts required
- Understanding of how wall street works
- 3+ years in equity research, investment management, investment banking or similar function
- Knowledge of Excel and PowerPoint
- Demonstrated ability to stay organized and multi-task while handling time-sensitive projects
45
Treasury & Investor Relations Analyst Resume Examples & Samples
- Bachelor's degree in Accounting, Finance, Business Administration, Economics or related field of study. Advanced degree a plus
- CPA, CTP certifications a plus
- Previous corporate finance (treasury, IR, FP&A), bank operations, or professional services (public accounting, consulting) experience
- Strong understanding of accounting principles and financial statements
- Detail oriented. Self-starter able to perform effectively in independent and team settings. Able to manage multiple priorities in dynamic environment
- Proficiency in MS Excel, Word and PowerPoint. Strong written, presentation development and verbal communication skills
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Investor Relations Analyst Resume Examples & Samples
- Minimum 5 years of experience in accounting, finance, treasury or financial analysis preferably within a publicly traded company
- Strong analytical skills required in addition to experience with extracting, manipulating, organizing and summarizing information from databases and information systems
- Proficiency in use of Microsoft Office suite, particularly PowerPoint and advanced features of Excel
- Solid written, oral and interpersonal communications skills and ability to create presentations to external audiences as well as Spire’s LC and Board of Directors
- Experience in investor relations and in the natural gas, energy or utility industries preferred but not required
- Basic understanding of capital markets and investments
- Bachelor’s degree in business-related discipline; accounting or finance strongly preferred
- Advanced degrees or certifications (MBA, CPA, CFA) beneficial but not required
47
Investor Relations Analyst Resume Examples & Samples
- Assists with communications between the Company and the investment community, particularly financial analysts and investors
- Assists in the planning, preparation, drafting and distribution of Investor Relations related documents, including earnings and other material press releases, Q&A documents, talking points/scripts, key messages, documents, quarterly and annual reports, and conference and Investor Day materials
- Conducts investor targeting for investor conferences, nondual roadshows, and other investor meetings
- Maintains and updates Investor Relations calendar, including scheduling investor/analyst calls, earnings conference calls, investor conferences, nondual roadshows and onsite meetings
- Coordinates investor/analyst meetings, Investor Day and investor conference participation
- Creates, updates and/or maintains Investor Relations contact lists, CRM database
- Creates and updates Investor Relations binders and fact sheets; assists with financial modeling
- Contributes to creation of investor presentations and updates as needed
- Monitors competitor and market information obtained from analyst reports and media sources; complies relevant information into summaries for distribution to key internal associates
- Sets up earnings conference calls and web casts
- Manages Investor Relations portion of the Company’s website, including the creating and updating of content
- Researches investor inquiries and requests for information, as directed by senior management, Acquisitions, Finance, Marketing, Operations and Legal teams
- Develops a thorough understanding of the Company by partnering with finance to understand drivers of financial results and the financial planning process
- Develops understanding of other lines of business to understand the Company’s strategic, business, regulatory and competitive landscape
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Investor Relations Analyst Resume Examples & Samples
- Monitor multifamily market trends, with special attention to affordable housing, to gain an understanding of pricing trends and investment structures as they affect the overall Low Income Housing Tax Credit (LIHTC) market
- Prepare investment memoranda and solicitation packages for both debt and equity opportunities for institutional investors
- Create and assess complex financial models
- Maintain sales activities and new business pipeline in CRM system
- Interact with asset management, accounting, and acquisitions departments throughout the firm to ensure superior level of client service
- Organize and track due diligence items and maintain closing checklists via deal data rooms and interact with internal and external legal counsel to maintain closing schedule
- Strong analytical skills and ability to identify issues, draw logical conclusions, and interpret results for use in decision making with limited oversight
- Must be detailed oriented, able to prioritize, meet tight deadlines, multi-task, have excellent organizational, verbal and written skills, and be able to work independently and collaboratively in a team environment
- Understanding of general accepted accounting principles with respect to real estate and partnership structures is preferred
- Communicate effectively both orally and in writing to convey information clearly and effectively through both formal and informal documents and project a positive, professional image both internally and with external business contacts
- Flexibility to travel and or work extra hours as needed
- Experience in real estate private equity or investment banking favored
- Strong working knowledge of financial modeling, cash flow analysis, and sensitivity analysis utilizing NPV and IRR
- Bachelor's degree in finance and/or accounting preferred
49
Investor Relations Analyst Resume Examples & Samples
- Provide financial/analytical support to VP of Investor Relations and contribute to "ad hoc" analyses in support of the Investor Relations function as necessary
- Assist with communications between the Company and the investment community. Provide support preparing, drafting and distributing investor relations communications/documents
- Assist with financial modeling of the Company, peer group and insurance carriers
- Update investor targeting on a quarterly/as needed basis
- Work alongside corporate communications to ensure message consistency; review press releases
- Maintain and own investor relations calendar – containing scheduled investor/analyst calls, earnings conference calls, investor conferences and investor meetings
- Coordination of quarterly investor/analyst meetings
- Update and/or maintain investor relations contact lists and CRM database
- Aide in the creation/updating of investor presentations
- Set up earnings conference calls/webcasts
- Monitor and manage Gallagher’s investor relations corporate website
- Monitor insurance market and peer group through financial analyst reports and media sources
- Assist in researching incoming investor inquiries and requests for information
- 2 or more years related work experience
- Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) preferred
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Investor Relations Analyst Resume Examples & Samples
- Outstanding interpersonal, writing, and presentation skills. Ability to interact appropriately with senior team members and manage complex requests from sophisticated institutional investors
- Extreme attention to detail, strong organizational skills, and the desire to excel in a dynamic work environment
- Ability to thrive in a fast‐paced environment while meeting multiple, changing deadlines, providing consistently superior work in a timely fashion
- Precision in taking direction from senior team members
- Comfort working with complex financial data and content in Excel and PowerPoint
- 2‐3 years of related financial services experience. Prior experience in an investor relations role at a hedge fund, as a junior mortgage salesperson at a Wall Street firm, or at a placement agent is a plus
- Exceptional Microsoft PowerPoint and Excel skills
