Financial Consulting Analyst

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Job description

Alpha IR Seeks Experienced Mid- and Entry-Level Financial Associates and Analysts

Alpha IR Group () is a strategic investor relations consulting firm providing investment community intelligence and positioning strategies to publicly traded companies. Our goal is to help CEOs, CFOs, and IR teams of publicly listed companies navigate the cycles of the public financial markets. We are looking for strategic thinkers that are dedicated to delivering exceptional client service. We have multiple Financial Consulting Analyst positions available if you have 1-5 years applicable work experience within financial services, portfolio management, corporate finance or related consulting. We also have AVP/Associate positions open if you have an excess of 6+ years of investor relations, portfolio management, sell-side banking/research, financial services, and/or related consulting experience. An advanced degree, particularly an MBA, is favored for the AVP/Associate position, and we also favor candidates who have completed the CFA program.

To apply for this position please:

• Live in Chicagoland/Boston/New York area or plan to move to one of those locations over time.
• Please include a cover letter with your attached resume and note which position you are applying for as the Subject line.

Analysts/Senior Analysts:

• Monitor daily news and stock movements of our clients, their industry, and peers.
• Perform periodic market research around key issues and topics that are impacting our publicly traded clients.
• Draft and edit client materials including investor facing news releases, financial presentations, memos, and factsheets.
• Create and drive quarterly deliverables and analyses for our clients using PowerPoint, Excel, and Word.
• Perform regular analysis of client's shareholder base and shareholder targeting strategies.
• Monitor sell-side research and develop targeting strategies for additional sell-side coverage.
• Help with administrative tasks including coordination of press release distribution, earnings calls, and website updates.
• Assist in responding to ad hoc client and investor inquiries.
• Spend 10-20% of your time on the phone communicating to portfolio managers and analysts on Wall Street as "the eyes and ears on the Street" for our clients.
• Compose client materials including memos and executive summaries for companies facing strategic decisions.

Associate Vice President/Associate:

• Act as primary day-to-day Alpha contact for all assigned clients.
• Drive all strategic positioning strategies, materials and messaging for a basket of 6-8 publicly traded clients, ensuring quality, presentation and message resonance to Wall Street.
• Develop the strategic plan for clients' overall investor relations programs under the direction of senior team members.
• Communicate with clients and internally manage a three-person team to service our client's needs.
• Create earnings and investor presentations for clients.
• Lead introductory calls with prospective investors before engaging Management.
• Liaise with portfolio managers and provide feedback to our clients on Wall Street perceptions.
• Compose white paper research and editing on various market topics for client education and business development.
• Participate and contribute to sales pitches and broader marketing efforts.
• Be consistently proactive on accounts with new ideas.
• Be a career manager, and ensure that your team is tracking client's appropriately, hitting deadlines, consistently learning and growing, etc.

Qualifications:

• Bachelor's Degree required
• MBA or equivalent preferred
• Solid foundation of corporate finance and accounting
• Outstanding critical thinking, oral and written communication skills
• Strong organizational and project management skills
• Desire to provide top-notch client service
• Proficiency in PowerPoint, Excel, and Word
• Experience using Capital IQ, Ipreo, Bloomberg and/or FactSet is considered a plus

This is an entrepreneurial opportunity and provides a chance for rapid career development. Candidates should be looking for a challenging, hands-on experience with a growing company. Strong financial writing skills are imperative and will be tested with a take-home exercise for those invited back for the second round of interviews.

Email responses to .

Please note which position you are applying for as the Subject line.