Financial Associate

Alpha IR Group / Alpha Advisory Group; Chicago (IL); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental options

Disability insurance

Life insurance

Paid time off

401(k) plan

Transit benefits

Job summary

Alpha IR Group in Chicago seeks an experienced Associate/AVP to lead investor relations programs for a portfolio of clients, coordinating with senior staff and presenting to Wall Street. The role requires 4–8 years in IR, equity research, investment banking or related fields, with MBA/CFA preferred.

Hybrid work in Chicagoland supports rapid career development and client service excellence. Strong writing, analytical skills and proficiency in PowerPoint/Excel are essential; Capital IQ, Ipreo,

Qualifications

• Bachelor’s Degree required.
• MBA, CFA, or equivalent advanced degree/designation preferred.
• Over 4 years of experience in investor relations, equity research, investment banking, corporate finance, or a related field.
• Strong understanding of capital markets, corporate finance, accounting, and valuation methodologies.
• Exceptional written and verbal communication skills, with experience creating executive-level presentations, investor materials, and strategic messaging.
• Ability to synthesize complex financial, industry, and market information into clear, actionable insights and recommendations.
• Strong analytical and critical thinking skills with a proactive, solutions-oriented mindset.
• Advanced proficiency in PowerPoint, Excel, and Word.
• Experience using Capital IQ, Ipreo, Bloomberg, FactSet, or similar platforms.
• Comfortable engaging with institutional investors, portfolio managers, sell-side analysts, and c-suites.
• Commitment to delivering exceptional client service and maintaining the highest professional standards.

Responsibilities

• 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.

Skills

Investor relations experience

Communication skills

Analytical thinking

Executive-level presentation creation

Strategic thinking

Education

Bachelor's Degree

MBA or CFA preferred

Tools

Capital IQ

Ipreo

Bloomberg

FactSet

Job description

*Please note this is a hybrid role in the office three days/week.

*To be considered for this position you must currently live in the Chicagoland area.

*Please do not apply unless you have 4-8 years of work experience in Investor Relations, Investment Banking, Sell-side research, Institutional Investment Management, and/or Management Consulting.

Alpha IR Group (www.alpha-ir.com) 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 IN CHICAGO that are dedicated to delivering exceptional client service. We have Associate/AVP positions open if you have 4-8+ 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, you need to live in the Chicagoland area.

Associate/AVP:

• 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, CFA, or equivalent advanced degree/designation preferred
• Over 4 years of experience in investor relations, equity research, investment banking, corporate finance, or a related field
• Strong understanding of capital markets, corporate finance, accounting, and valuation methodologies
• Exceptional written and verbal communication skills, with experience creating executive-level presentations, investor materials, and strategic messaging
• Ability to synthesize complex financial, industry, and market information into clear, actionable insights and recommendations
• Strong analytical and critical thinking skills with a proactive, solutions-oriented mindset
• Advanced proficiency in PowerPoint, Excel, and Word
• Experience using Capital IQ, Ipreo, Bloomberg, FactSet, or similar platforms
• Comfortable engaging with institutional investors, portfolio managers, sell-side analysts, and c-suites
• Commitment to delivering exceptional client service and maintaining the highest professional standards

What We Offer:

• 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).
• Competitive annual salary (to be paid monthly): $90,000 - $140,000

This is an entrepreneurial opportunity and provides a chance for rapid career development. Candidates should be looking for 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.