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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in equity research and financial modeling, with a strong focus on investor relations and communication with executive leadership. Proficient in utilizing AI tools and CRM software to enhance investor outreach and operational efficiency.
Highest-signal resume keywords
Equity ResearchFinancial ModelingInvestor RelationsProject ManagementData Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Three-Statement Financial ModelsRevenue AnalysisFree Cash Flow AnalysisPeer Trading ComparablesMacroeconomic Trends Analysis
Soft Skills
Attention to DetailConfidentialityWritten CommunicationVerbal CommunicationSenior-Leader Engagement
Tools & Technologies
FactSetAlphaSenseIR CRM SoftwarePythonSQL
Industry Keywords
Regulation FDSaaS Business ModelsInvestor CommunicationsCorporate EventsMarket Perception
Tech Stack
Tools & technologiesPythonSQL
About the role
Key responsibilities & impact- Track consensus and sell-side analyst models to identify estimate revisions and variances from guidance
- Deliver actionable Street insights to executive leadership
- Manage inbound buy-side investor communications
- Lead end-to-end coordination for conferences, non-deal roadshows, and corporate events
- Analyze IR CRM data and shareholder ownership profiles to prioritize investor outreach
- Prepare executive briefing materials and anticipated Q&A documentation for investor meetings, conferences, and quarterly earnings calls
- Monitor trading dynamics, macroeconomic trends, and peer valuation multiples
- Evaluate market perception and explain share price drivers to leadership
- Standardize IR operations and build automated monitoring, reporting, and data workflows using AI tools, FactSet, AlphaSense, and CRM software
- Ensure adherence to Regulation FD and internal corporate disclosure policies
- Partner with the VP of Investor Relations, executive leadership, FP&A, Legal, Corporate Communications, and Product teams
Requirements
What you’ll need- Bachelor’s degree in finance, accounting, economics, or equivalent practical experience
- 8+ years of experience in equity research, FP&A, accounting, audit, or investment banking
- Hands-on experience building and maintaining fully integrated three-statement financial models
- Technical mastery of revenue and free cash flow multiple analysis and peer trading comparables
- Deep curiosity for financial markets, accounting mindset, exceptional attention to detail, and discretion with confidential information
- Strong project management and data management skills
- Clear, concise, and confident written and verbal communication skills with senior-leader engagement experience
- Proficiency or familiarity with FactSet, AlphaSense, IR CRMs, Python, SQL, or AI assistants
- Familiarity with SaaS business models
Benefits
Comp & perks- Equity Compensation eligibility
- Bonus Incentive Compensation eligibility
- Remote work arrangement
