Investor Relations Associate, Financial Services & Fintech

ICR; New York (NY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

ICR is seeking a detail-oriented Investor Relations Associate to join its NYC or Norwalk CT offices. This foundational role involves supporting senior team members, developing strong client relationships, and creating financial models. Candidates should have a Bachelor’s Degree in Business or related fields, at least one year of relevant experience or internships, and skills in Microsoft Office. This is a hybrid position with a strong focus on financial services and fintech, offering opportunities for professional growth.

Qualifications

• At least one year of relevant work experience or substantial internships.
• Ability to work in a team environment and be responsive.
• Keen interest in the financial services and fintech sectors.
• Highly organized with attention to detail.
• Strong desire to learn about equity and capital markets.

Responsibilities

• Provide direct support for senior members of the REFLS team.
• Develop and manage relationships with clients' senior management.
• Create and maintain detailed financial models.
• Track and report on peer developments and industry research.
• Prepare reports for client executives on investor feedback.

Skills

Teamwork

Analytical skills

Interpersonal skills

Attention to detail

Verbal communication

Written communication

Education

Bachelor’s Degree in Business, Finance, Accounting, Communications

Tools

Microsoft Office

Thomson

FactSet

CapitalIQ

Bloomberg

Job description

Investor Relations Associate, Financial Services & Fintech

Location: NYC or Norwalk CT offices Hybrid

ICR, one of the most highly-regarded strategic communications and capital markets advisory firms, is seeking a driven and detail-oriented Investor Relations Associate to join its Real Estate, Entertainment, Financials, Lodging, Services (REFLS) group. this is a foundational role where the Investor Relations Associate would primarily be working with Financials and Fintech companies.

Responsibilities of an Investor Relations Associate include:

• Provide direct support for senior members of the REFLS team.
• Develop and manage strong relationships with clients’ senior management teams.
• Create and maintain detailed financial models for our clients and peers.
• Track and report on client industry / peer developments, industry research and financial results.
• Prepare reports and analysis for client executives on various topics including but not limited to conveying investor feedback, outlining peer financial results, stock price performance, industry benchmarking projects, short interest and changes to institutional shareholder base.
• Develop and manage IR calendars and timelines for projects, investor conferences, non-deal roadshows, analyst days and other major events.
• Develop client investor marketing materials, including corporate press releases, letters to shareholders, investor presentations, prepared remarks and IR website content.
• Regular interaction with client executives on all Investor Relations matters.
• Assisting senior members of the team with business development initiatives.
• Various organizational responsibilities including preparing client meeting agendas, providing post call summaries noting follow up items, scheduling investor relations calls and assistance in organizing meetings and events.

Job Requirements:

• Bachelor’s Degree in Business, Finance, Accounting, Communications, or a related field.
• At least one year of relevant work experience or substantial internships during college.
• Ability to work in a team environment and be extremely responsive to superiors and peers.
• Keen interest in the financial services and fintech sectors.
• Highly organized with meticulous attention to detail and resourcefulness.
• Excellent interpersonal and verbal skills, sense of urgency.
• Strong analytical and writing abilities.
• Strong desire to learn and develop an understanding of the equity & related capital markets.
• Confident and professional phone and e-mail communication.
• Ability to learn quickly, work independently while meeting tight deadlines without sacrificing quality of work product.
• High levels of ethics, integrity and judgment.
• Expert knowledge of Microsoft Office, particularly Word, Excel, and PowerPoint
• Familiarity with Thomson, FactSet, CapitalIQ, Bloomberg and other capital markets databases.