Financial Analyst at Alpha IR… · Greater…

Summary: Alpha IR Group is looking for a high performer that is interested in a future opportunity as a Financial Consulting Analyst. This position requires 1 to 3 years of applicable work experience within financial services and involves supporting C-suite level clients with strategic financial insights.

Responsibilities:
- 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
- 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

Required Qualifications:
- Bachelor's Degree required
- Solid foundation of corporate finance and accounting and/or Wall Street knowledge
- 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

Preferred Qualifications:
- 1-3 years of financial experience preferred
- Experience using Capital IQ, Ipreo, and/or FactSet is considered a plus

Required Skills: Corporate Finance, Accounting, PowerPoint, Excel, Word, Capital IQ, Ipreo, FactSet, Project Management

Benefits: Comprehensive health insurance plan with dental options., STD, LTD, ADD and Life insurance., Paid time off (PTO) including vacation and sick days., Employer safe harbor 401(k) retirement savings plan., Employee transit benefits program (IL only)., This is a hybrid role in the office three days/week.