Investor Relations Associate

Alpha IR Group; Chicago (IL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Dental options

STD, LTD, ADD and Life insurance

Paid time off (PTO)

401(k) retirement plan

Transit benefits

Job summary

Alpha IR Group in Chicago is seeking strategic thinkers with 5–10+ years in investor relations, portfolio management, sell-side banking/research, or related fields. We offer a competitive salary and comprehensive benefits, with an emphasis on delivering exceptional client service and leadership within client teams.

Associate/AVP roles are available; an MBA is favored for the AVP/Associate position and CFA completion is a plus.

Qualifications

• Bachelor’s Degree required.
• MBA or equivalent preferred for more experienced roles.
• Strong foundation of corporate finance, accounting and Wall Street.
• 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.

Responsibilities

• Act as primary day-to-day Alpha contact for all assigned clients.
• Drive 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.

Education

Bachelor’s Degree

MBA or equivalent

Tools

PowerPoint

Excel

Word

Capital IQ

Ipreo

Bloomberg

FactSet

Job description

• 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 salary (to be paid monthly): $60,000 - $80,000 annually (based on location and role).

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 5-10+ 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.

WHAT YOU’LL DO

• 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 for more experienced roles
• Solid foundation of corporate finance, accounting and Wall Street
• 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