5+ years of Capital Markets experience focused on Investor Relations
Experience in financial services or securities industry
Strong grasp of ownership intelligence and its market influences
Ability to communicate effectively at the C-Suite level
Familiarity with AI tools for data analysis and reporting
Experience with CRM systems for client management
Responsibilities
Provide clients with ownership intelligence on institutional investors
Deliver regular ownership intelligence reports to C-Suite executives
Assist clients in targeting institutional investors aligned with public companies
Build and maintain client relationships while identifying challenges and opportunities
Stay updated on market trends and best practices in investor relations
Analyze client feedback and market trends to develop new products
Support publicly traded companies' investor relations teams with various requests
Generate accurate client deliverables in a fast-paced environment
Identify key institutional buyers and sellers of client stocks
Benefits
Hybrid work model based in NYC
Opportunity to work with high-profile clients
Engagement in a fast-paced, dynamic environment
Access to cutting-edge AI tools for data analysis
Professional development opportunities in investor relations
Collaboration with experienced teams in capital markets
Full Job Description
Management Level F
***This role will be hybrid based out of our office located at 28 Liberty Street in NYC
Role Summary
We are seeking a skilled Business Intelligence Analyst whose role will be to collect and interpret raw data, transforming it into actionable material for the development of market reports and strategic recommendations for our clients.
Core Duties/Responsibilities
The successful candidate will be responsible for the following:
Provide clients with Ownership intelligence concerning their institutional investors and what is driving trading in equity markets
Deliver regular reports concerning ownership intelligence throughout the c-suite of publicly traded companies
Help clients with targeting institutional investors in line with public companies
Build and retain client relationships while identifying potential challenges and growth opportunities
Remain fluent on market trends as well as on trends regarding best practices in investor relations, shareholder targeting, corporate governance and shareholder engagement
Continuously analyze client feedback and market trends to assist in development of new products and services that can better suit our clients' needs
Serve as an extension of publicly traded companies' investor relations teams, assisting in a myriad of requests and providing support for critical deliverables
Provide accurate and timely generation of client deliverables in a fast-paced, high-pressure environment
Identify leading institutional buyers and sellers of clients' stocks and provide insight, color and context around the movements
Deliver regular reports and updates regarding stock performance, noteworthy institutional movements, and aberrational trading
Skills, Capabilities and Attributes
The successful candidate will demonstrate the following experience, skills and behaviors:
BA/BS degree is preferred
Financial services and/or securities industry experience
5+ years of Capital Markets experience centered on Investor Relations preferred
Strong understanding around ownership intelligence and associated influences
Executive presence and the ability to articulate at the C-Suite level
Experience using artificial intelligence (AI) tools to support data analysis, research, reporting and workflow efficiency, with attention to accuracy and data confidentiality.
Familiarity with customer relationship management (CRM) systems to maintain client records, track interactions, manage follow-ups and identify relationship growth opportunities.
