MD, Equity Research & Investor Relations Advisory

Confidential Careers; New York (NY); On-site; USD 150,000 - 240,000; Full time

Job summary

Confidential Careers in New York seeks a Managing Director-level Equity Research Analyst to transition into elite Investor Relations advisory. You will work with IR and financial communications teams to shape client narratives, prepare earnings materials, and guide capital markets strategy.

You will also lead major milestones, engage with institutional investors and analysts, and help CEOs present a compelling investment story while expanding business opportunities.

Qualifications

• 15+ years of progressive experience in Equity Research, Investor Relations, or Financial Communications, with a desire to pivot into client-facing advisory.
• Bachelor's degree in Finance, Economics, Business, Communications, or a related field (Advanced degree or CFA preferred).
• Deep command of global capital markets, valuation methodologies, and SEC/regulatory frameworks.
• Exceptional written and verbal communication skills, with a proven track record of authoring high-stakes corporate materials.
• Poise and credibility to counsel C-suite executives and boards.
• Advanced command of Microsoft Office and financial/market intelligence tools.

Responsibilities

• Strategic Communication: Craft and refine corporate disclosures, including earnings releases, earnings call scripts, Q&A prep books, shareholder letters, and executive presentations.
• Narrative Development: Help articulate a differentiated investment thesis for each client.
• C-Suite Advisory: Advise CEOs, CFOs, IROs, and boards on valuation, market perception, ESG positioning, and crisis communications.
• Market Engagement: Build relationships with institutional investors, sell-side analysts, and financial media.
• Project Execution: Lead major milestones and events such as quarterly earnings cycles, NDRs, and Investor Days.
• Business Development: Contribute to pitch development and new business initiatives.

Skills

Equity Research

Investor Relations

Financial Communications

C-suite advisory

Pitch development

Education

Bachelor's degree in Finance, Economics, Business, Communications

Tools

Microsoft Office

Market intelligence tools

Job description

Confidential Careers in New York seeks a Managing Director-level Equity Research Analyst to transition into elite Investor Relations advisory. You will work with IR and financial communications teams to shape client narratives, prepare earnings materials, and guide capital markets strategy.

You will also lead major milestones, engage with institutional investors and analysts, and help CEOs present a compelling investment story while expanding business opportunities.