Analyst

Gilmartin Group LLC; Larkspur (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Flexible Spending Account (FSA) Dep. C

401(k) with employer match

Employee Assistance Program (EAP)

Generous Paid Time Off

Professional Development Program

Job summary

Gilmartin Group seeks a highly motivated Analyst for its San Francisco Bay Area office. You will support investor relations, strategic communications, and capital markets activities for client engagements and internal projects.

You will analyze financial results, help prepare presentations, and coordinate investor events while onboarding with senior executives and potentially pursuing FINRA licensing exams (SIE, Series 82, Series 63).

Qualifications

• BA/BS degree; Finance or business degree preferred; but candidates have had degrees from biology to international relations.
• Finance or business internship experience preferred.
• Strong analytical and writing skills.
• Excellent interpersonal and verbal skills.
• Knowledge of Microsoft Office, Word, Excel, and PowerPoint.
• Fast typing and ability to edit materials quickly in Microsoft Office suite.

Responsibilities

• Support Gilmartin team in investor relations, strategic communications, financial analysis, and capital markets reporting.
• Track and report client and competitor developments and financial results.
• Collect and analyze sell-side model estimates and maintain consensus model.
• Assist with quarterly and annual financial reporting, including earnings calls logistics, releases, and Q&A prep.
• Manage calendar of investor outreach and investor-facing activities (conferences, roadshows, events).
• Participate in client meetings and calls; assist with presentation materials.
• Review and update IR website content; perform database maintenance.
• Contribute to firm-wide AI initiatives.

Skills

Analytical skills

Writing skills

Interpersonal skills

MS Office

Cross-functional collaboration

Fast typing

Education

BA/BS degree in Finance or Business

Tools

Microsoft Office

Job description

IMPORTANT-THIS ROLE IS IN-PERSON IN OUR LARKSPUR, CA OFFICE IN THE SAN FRANCISCO BAY AREA

VISION & VALUES

Our core values define our culture, operating principals, and practices. Gilmartin prides itself on being a best-in-class strategic advisory firm with a strong value system. We are:

• Motivated
• Culture & Team Oriented
• Adaptable
• Accountable

We provide comprehensive service offerings throughout the lifespan of our client companies. We have decades of experience in Capital Markets, Investor Relations, Corporate Communications and Business Development/Strategic Advisory services. Our professionals have spent their careers on Wall Street with backgrounds in Equity Research, Investment Banking and Equity Capital Markets. We bring that experience and expertise to our clients to create durable shareholder value.

At Gilmartin, we leverage our cross-discipline experience and team approach to deliver results. We recognize that no two companies are alike, and we tailor our work-scope for the unique needs and objectives of our clients. Ways in which we partner with our clients vary – we build customized investor relations programs for emerging growth companies, large caps or micro-caps; we act as an outside strategic consultant; and we help private companies navigate Wall Street and create communications strategies. Our track record of success is fueled by our unparalleled experience and the strength of our relationships among actionable investors and industry veterans

INVESTMENT IN YOU

We are a forward-thinking, transparent, and inclusive culture committed to professional development. We have a collaborative environment within and across our company, headquartered north of San Francisco, with additional offices in New York and San Diego. We provide competitive salaries, bonus potential, generous paid time off, a hybrid and flexible in-office remote work environment, and a great team of professionals to collaborate with!

BENEFITS & COMPENSATION

We offer the following benefits to all full-time employees:

• Flexible Spending Account (FSA) Dependent Care Account
• 401(k) with employer match
• Employee Assistance Program (EAP)
• Generous Paid Time Off (PTO)
• A Robust Professional Development Program

THE OPPORTUNITY

Gilmartin is looking for a highly motivated individual to fill the position as an Analyst. This role is based in-person in the San Francisco Bay Areaand may involve occasional, paid travel to client and conference locations across the United States.

Successful candidates will work closely with senior Gilmartin executives to manage client engagements, strategize and develop investor-facing materials on behalf of clients, build capital markets advisory materials to present to clients, and gain experience as part of a strategic advisory team. The role will also include tracking sector trends and data, project managing initial public offerings (IPOs) and other capital raise activities, and creating and sharing internal best practice materials. In this role, Analysts will be asked to take their FINRA Licensing Exams: SIE, Series 82, and Series 63, and potentially Series 79.

Gilmartin is committed to professional development and fostering a culture of collaboration and meritocracy.

JOB RESPONSIBILITIES

Analyst Role

• Support Gilmartin team and client companies in a broad and dynamic range of responsibilities spanning investor relations, strategic communications, financial analysis, and capital markets reporting
• Track and report on client and competitor/peer business developments and financial results
• Collect and analyzing sell side model estimates and maintain consensus model
• Support senior company executives in preparation for quarterly and annual financial reporting (i.e., earnings calls) , including logistics, drafting earnings releases, and management Q&A preparation
• Manage calendar of investor outreach and investor-facing activities on behalf of clients, including conferences, non-deal roadshows and other major events
• Participate in client meetings and calls
• Assist with the preparation of presentation materials
• Review and recommend content and updates for IR website
• Database maintenance and entry
• Contribute to our work to build out and standardize firm-wide A.I. capabilities

Experience and Requirements

• BA/BS degree; Finance or business degree preferred; but successful candidates have had degrees from biology to international relations
• Business or finance internship experience preferred
• Strong analytical and writing skills
• Excellent interpersonal and verbal skills
• Keen interest in equity markets and corporate finance
• Confident and professional phone and e-mail communication
• Knowledge of Microsoft Office, Word, Excel, and PowerPoint
• Fast typing and ability to edit materials quickly in Microsoft Office suite

Soft Skills

• High ethical and professional standards
• Excellent cross-functional collaborator who inspires confidence and trust
• Proactive, self-starter who takes initiative, can move adeptly in a fast-paced environment and works well with little supervision while making judgment calls under pressure
• Detail oriented, highly organized and able to multi-task efficiently
• Ability and desire to work in a team environment
• A problem solver who is resourceful and creative
• Comfortable with C-suite executives and a start-up (wear a lot of hats) environment

Gilmartin Group is an Equal Employment Opportunity Employer