• Support existing investor relations and client servicing.
• Facilitate routine investor reporting in addition to ad-hoc investor requestions.
• Update marketing materials during and post-fundraise to existing and potential investors.
• Guide investors through the fund due diligence process, including completing diligence requests, handling relevant follow-up, and coordinating investment and operational due diligence meetings amongst the various groups within the firm.
• Work closely with all departments, including compliance and legal.
• Attend internal and external meetings.
• Work on research projects, which may include business development initiatives, investor research, and competitive research within the industry.
• Track activities, client dialogue, investor pipeline, and maintain contact information in the CRM system during and post-fundraise.
• Assist with the coordination and execution of annual meeting presentations.

Skills: Investor Relations, Client Servicing, Financial Reporting, Marketing Coordination, Due Diligence, Cross-Department Collaboration, CRM Management, Business Research

• Assists in, enhances, and executes the Company’s Investor Relations strategic programs.
• Supports the quarterly earnings cycle and processes, involves detailed quarterly analysis/briefing of financial results and cross-functional collaboration to ensure that earnings deliverables, such as the financial press release, Q&A reference, conference calls, and events, are met.
• Maintains comprehensive knowledge of Waters’ commercial products, product pipeline, business strategies, and industry fundamentals to assist in communications with the investment community and sell-side analysts.
• Works cross-functionally with corporate communications, corporate finance, and the commercial organization on materials such as press releases and earnings releases, for dissemination to the public.
• Works closely with corporate communication, operations, and other global functions on the company’s sustainability strategy and reporting, including topics covering environmental, social, and governance (ESG).
• Supports investor outreach programs through the planning and execution of key investor conferences, small group investor meetings, non-deal road shows, investor days, etc.
• Monitors and analyzes data relating to trading activity, relevant industry data, peer company performance, and shareholder information for presentations to Senior Management.
• Tracks, reviews, and compiles detailed financial models and maintains a dynamic, detailed internal consensus financial model, based on covering sell-side analyst models.
• Supports quarterly peer benchmarking analyses and provides key competitive insights, including competitor operating performance and activities for dissemination to executive management and for use in competitive positioning.
• Assists in the preparation of presentations and communications materials for corporate and investor presentations, webcasts and earnings materials, including high-impact presentations used by senior leaders in key investor conferences and other events, earnings releases, conference call scripts, Q&As, supplemental data, earnings presentations and ad-hoc financial analysis.
• Provides clear and timely analysis on all topics relevant to investor relations for internal stakeholders.
• Attends investor conferences on an as-needed basis.
• Manages the relationships with the company’s third-party investor relations/market intelligence vendors, including the investor relations website.

Skills: Investor Relations Strategy, Financial Analysis, Earnings Communication, Cross-Functional Collaboration, ESG Reporting, Investor Outreach, Market Intelligence, Financial Modeling

• Participate in meetings with existing and prospective investors.
• Be responsible for research on attendees, detailed note-taking taking and key follow-up action items
• Work with the business development team to support new deal processes that are sourced from the LP network
• Maintain a database of current and potential fund investors, logging all relevant interactions and providing summary updates to the team
• Respond to investor due diligence requests, including RFPs and DDQs
• Create and update marketing materials for the fund and co-investments
• Support the drafting and distribution of quarterly investor updates and firm communication
• Manage strategic projects related to new business development initiatives
• Collaborate with client service and investment teams to support investor needs

Skills: Investor Relations, Meeting Coordination, Business Development, Database Management, Due Diligence, Marketing Materials, Investor Communication, Strategic Projects

• Design, produce, and disseminate analyses for investors and other external constituents, e.g., business performance charts on key metrics on a project basis and a quarterly basis.
• Design, produce, and disseminate earnings decks and other time-sensitive materials communicating strategy and financial performance, condition, and objectives.
• Arrange, participate, and co-conduct calls with sell-side analysts, investment analysts, and portfolio managers
• Arrange the dissemination of earnings and financial releases and coordinate the logistics of earnings calls.
• Design, produce, and disseminate analyses for internal constituents, e.g., consensus to LE on a project basis and quarterly basis.
• Design, product, and disseminate decks reviewing strategy, performance, and investor topics for internal constituents, including leaders of other functional teams and new employees.
• Design, produce, and disseminate updates to ELT and other business leaders on key investor topics, including sector news and analyst reports on Molson Coors, competitors, and other consumer staples companies.
• Design, produce, and disseminate decks reviewing ownership, valuation, and investor sentiment for ELT and the Board of Directors.
• Routinely present some of the materials described above to other functional teams and new employees.
• Partner with corporate and BU analysts, BU leaders, and other company leaders, including providing investor commentary and analysis to these parties, collecting data and analysis from these parties for investors
• Design, produce, and co-host investor calls and events with the CEO, CFO, and other company leaders, including HQ visits, non-deal roadshows, field visits, conferences, and analyst days.
• Design, produce, and co-lead investor surveys.

Skills:  Investor Analysis, Earnings Communication, Analyst Relations, Event Coordination, Internal Reporting, Strategic Presentation, Market Intelligence, Executive Communication

• Support the Investor Relations department through analysis, development, and implementation of various investor relations initiatives while supporting the overall business strategy.
• Analyzing relevant financial, operational and other related data as well as competitive and market data to contribute to a unified investor relations narrative.
• Developing and maintaining detailed analysis of sell-side research and models, including monitoring, summarizing and distributing to senior management
• Work cooperatively with FP&A, Accounting and other internal business partners to create quarterly earnings materials used by senior management to support strategy and messaging when talking to the investor community
• Assist in the drafting of quarterly earnings call scripts, press releases and other ad hoc IR-related material by pulling key information and drafting relevant communication
• Assess the investor, environmental, social and governance (ESG) communication, community and governmental relations against competitors and current best practices to aid continuous improvement efforts
• Assist in coordinating the Annual Meeting and related materials
• Maintain investor relations website
• Monitor competitor and market sector information and compile relevant information to distribute to senior management and other key internal associates

Skills: Investor Relations Support, Financial Analysis, Competitive Research, Cross-Functional Collaboration, Earnings Communication, ESG Assessment, Event Coordination, Market Monitoring

• Work with internal teams to prepare fundraising materials, such as PPMs, DDQs, track records and any other necessary IR documentation
• Oversee investor meeting coordination, including preparing marketing materials for roadshows and on-site meetings and ensure all follow-up materials are delivered accordingly
• Contribute to new fundraising on marketing planning, pre-marketing and fund launches
• Participate in the organization of due diligence meetings with institutional investors
• Update and maintain the data room and CRM database
• Work on the content for AGMs and advisory board meetings
• Conduct bespoke competitor and industry intelligence research
• Interact with all areas of the business to ensure the successful delivery of service to investors

Skills: Fundraising Support, Investor Relations, Marketing Coordination, Due Diligence, CRM Management, Event Planning, Competitive Research, Cross-Functional Collaboration

• Assist the IR team in various cross-functional internal projects, including drafting earnings-related prep materials (eg, conference call script, frequently asked questions, slides) for management.
• Liaise with Finance and Reporting and FP&A to access financial reports and systems and to develop standard work for creating and compiling earnings binders and ad hoc special request analysis.
• Assist with monitoring sell-side analyst reports and estimates of financial performance and investor targeting.
• Help support investor events, including preparing briefings for the executives and running on-the-ground planning and operations.
• Track analyst research on peers and general industry topics.
• Maintain shareholder distribution lists and help publish news releases.
• Provide support to operating companies on all business and financial inquiries.
• Support the management of the investor website.

Skills: Earnings Preparation, Financial Analysis, Analyst Monitoring, Investor Events, Industry Research, Shareholder Communication, Business Support, Website Management

• Update quarterly earnings, investor and board presentations, create content, ensure accuracy, consistent formatting and contribute to design enhancements
• Support to develop new slides and multimedia content
• Conduct quarterly benchmarking for best practices and recommend ongoing improvements to enhance investor-focused materials
• Gather supporting data and craft responses for FAQs related to quarterly financial performance 
• Assist in maintaining the Q&A document throughout the quarter
• Review quarterly earnings materials to ensure alignment and accuracy of figures and narrative, and reconcile discrepancies
• Collaborate with the VP, Investor Relations, in developing and maintaining key messaging materials and earnings prep materials for the executive team
• Develop ad hoc analysis related to earnings (e.g., earnings trends, peer comparisons, macro headlines, consensus analysis)
• Ensure accuracy of earnings call transcript
• Collaborate with to develop and maintain the quarterly investor relations earnings calendar
• Partner with the FP&A team to analyze sell-side financial models and identify disconnects in analysts’ estimates with publicly stated guidance
• Synthesize analyst notes on and peers and provide analyses of sell-side sentiment and key themes
• Maintain a repository of sell-side research notes and models, partner with the CEO Assistant to forward sell-side research notes to the Board
• Analyze peers’ performance and disclosures to recommend enhancements to messaging and investor materials

Skills: Earnings Reporting, Content Creation, Benchmarking Analysis, Financial Communication, Data Validation, Messaging Development, Analyst Research, Peer Evaluation

• Develop and maintain a consensus model and competitive analysis
• Analyze shareholder base and highlight stock ownership changes to inform investor targeting initiatives
• Responsible for maintaining the investor database/CRM
• Assist the VP of Investor Relations in providing written responses to inquiries from the financial community about EnerSys’s financial performance and strategy, drive the process for gathering information from public comments and internal teams and write the first draft.
• Support investor-focused events (large group meetings hosted by EnerSys, road shows and conferences hosted by sell-side firms, and one-off meetings and phone calls), and collaborate with the VP Investor Relations to prepare presentations and Q&A for these events
• Prepare and review briefing materials for EnerSys senior executives before investor interactions
• Develop and maintain a quarterly executive speaker package
• Synthesize investor meeting themes to help drive enhancements to the Company’s narrative and disclosures
• Develop and provide first drafts of the quarterly Investor Relations activity and Board reports, manage review and drafting process to completion, (Environment, Social and Governance) program support and proxy outreach
• Support the development of presentation materials and FAQs specific to ESG investors and Proxy analysts
• Collaborate with the VP of Investor Relations, Corporate Sustainability, Marketing, SEC Reporting and Legal teams to prepare annual ESG report and other ESG disclosures
• Collaborate with Legal, Finance, VP of Investor Relations and Executive management to assist in valuation modeling, ad hoc research and the due diligence process
• Assist with reviewing final transaction documents and creating presentations to the board
• Project manage M&A deliverables for due diligence, oversee content in the data room, ensure deadlines are met and open items are flagged

Skills: Financial Modeling, Shareholder Analysis, CRM Management, Investor Communication, Event Preparation, Executive Support, ESG Reporting, M&A Coordination

• Supporting the new investor onboarding process by ensuring the necessary documents are executed and filed according to internal processes.
• Supporting investors with any legal changes relating to their investment, and liaising with external legal advisors.
• Support in the set-up, running and management of new Investment Vehicles (SPVs), focusing on the Investor experience throughout.
• Performing due diligence on new Clients, requesting KYC information, documentation, review and verification of received documentation.
• Liaise with external legal advisors when legal changes to the fund need to occur.
• Support in managing the bi-annual circular resolutions process with Investors.
• Evaluate existing Investors according to newly established policies and procedures periodically.
• Manage investor data and transactions in the CRM system.
• Communicate effectively and efficiently with relevant internal and external stakeholders.

Skills: Investor Onboarding, Legal Coordination, Fund Management, Client Due Diligence, Compliance Support, Policy Evaluation, CRM Administration, Stakeholder Communication

• Day-to-day management of communication with shareholders and analysts, serving as a primary point of contact and representative of NextEra to investors and financial institutions
• Maintains reporting requirement schedules for tracking information flow and deliverables to investors and prepares communications in coordination with the Investor Relations Director
• Collaborates closely with colleagues across the business to fully understand NextEra’s goals, strategy and evolution
• Understands the company’s narrative and effectively communicates the company’s investment proposition, strategy, and financial results
• Identifies, analyzes, and communicates potential impacts on the company's financial structure, profitability, financial integrity, and competitive position utilizing relevant analytical methods and/or forecasting models
• Develops materials for investment conferences, quarterly results, and company-hosted events
• Develops and manages complex financial and valuation models
• Conducts research into market and company developments
• Develops relationships with investors, analysts, and colleagues
• Speaks frequently with NextEra Energy’s sell-side analysts and institutional investors
• Assists in leading and mentoring the investor relations team

Skills: Investor Communication, Relationship Management, Strategic Collaboration, Financial Analysis, Presentation Development, Valuation Modeling, Market Research, Team Leadership

• Play an important role in fulfilling the mission to provide best-in-class storytelling, information, and insight to external and internal audiences, including investors, analysts, management, and directors.
• Take the lead in updating the investor relations section of the corporate website
• Take the lead on project managing, including planning, developing, and managing the delivery of Capital Markets Days
• Managing the meeting tracker database and providing internal meeting participants with profile information about external meeting participants
• Preparing drafts of quarterly results statements, video and conference call scripts, Q&As, presentations, news releases and other internal reporting, corporate disclosure, and marketing materials
• Managing the investor relations calendar and planning and executing on participation in investor and analyst activities, including site visits, seminars, conferences, and roadshows.
• Preparing, developing, and managing the production of the Annual and Sustainability report
• Take part in developing the investment case, equity story, and key messages

Skills: Storytelling, Website Management, Project Management, Database Administration, Content Development, Event Coordination, Report Production, Investment Messaging

• Help build global awareness of the OpenText story with the investment community to access additional investment capital in new markets
• Leverage existing Wall Street relationships to coordinate meetings/calls with sell-side, buy-side, and OpenText SVP and VP IR, as well as OpenText senior executives
• Support the department’s investor engagement strategy by conducting outbound calls and emailing meeting opportunities to target investors
• Expand the OpenText IR outreach opportunity with Asia and Europe-based institutional investors
• Collaborate with 3rd party targeting firms to help refine, qualify and rank global lists of prospective investors
• Work with broker/dealer corporate access teams to cross-leverage their client relationships
• Assist with maintaining and tracking investor/analyst interactions, mapping targeting strategies to global contact lists
• Flexible, remote-based hours to allow outreach to targets in different geographic time zones
• Support other initiatives and IR team projects, offer continued insight on ESG and broader competitive positioning for accessing investment capital in new markets

Skills: Investor Outreach, Global Networking, Relationship Management, Market Expansion, Targeting Strategy, Data Tracking, ESG Insight, Cross-Functional Collaboration

• Supporting transaction processes from beginning to end, including origination, appraisal, valuation, negotiations, due diligence, documentation and post-closing actions
• Identification of potential M&A targets by leveraging multiple streams, including independent desktop review, collaboration with divisional management, and liaising with Banks and Advisers
• Perform initial screening/due diligence on target companies to assess projects for investment
• Be responsible for building financial models and analyzing the viability of propositions
• Project manage the due diligence streams across the transaction (Commercial, Legal, Tax, Finance, IT, Compliance, HR, Insurance)
• Conduct detailed commercial and financial reviews of the target’s trading and financial performance
• Assist in the preparation and presentation of diligence findings
• Prepare and review detailed financial analysis to illustrate key business drivers and performance indicators
• Lead question and answer sessions with target businesses and their advisors
• Liaising and communicating with advisors in relation to drafting of legal documents and deal execution
• Assisting and supporting the integration of the acquired entity, liaising with divisional teams, and conducting periodic investment reviews to report on integration

Skills: Transaction Management, M&A Analysis, Financial Modeling, Due Diligence, Valuation Assessment, Deal Negotiation, Integration Support, Advisor Coordination

• Ongoing monitoring of acquired companies and assisting in implementing recommendations
• Actively partake in other projects related to the development and implementation of strategic initiatives throughout the group
• Preparation and production of all investor relations materials for the company’s interim and full year results, annual report, capital market days, website development, fact sheets, etc
• Financial modeling, analysis and maintenance of consensus forecast/sell-side analyst financial models
• Managing proactive relationships with sell-side analysts covering the company
• Investor targeting and broadening sell-side analyst coverage
• Establishing new and building on relationships with existing investors
• Competitive intelligence, including monitoring financial performance and news flow of industry peers, in addition to key industry trends
• Preparation of strategy and other presentations for executive and senior management
• Engaging with the internal research function to maintain and expand on macroeconomic and industry-specific research
• Working with senior investment individuals, external advisors and internal sales teams to build on the fundraising strategy and operationally implement the capital raising strategy for future funds
• Working directly with Senior Leaders within the business

Skills: Investor Relations, Financial Modeling, Analyst Relations, Investor Targeting, Competitive Intelligence, Strategic Communication, Fundraising Strategy, Leadership Collaboration

• Producing pitchbooks, presentations and marketing materials
• Maintaining complex databases tracking key business information, including transactions and performance track records
• Quarterly data management, including HR numbers, AUM, etc.
• Assisting the in-house research team with reports and presentations throughout the year
• Advisory Board meetings, including helping in organizing and managing logistics for the bi-annual advisory board meetings
• Helping to manage the investor Requests for Proposals database
• Creating, editing and updating marketing materials, including advertisements, invitations and the corporate overview
• Creating and managing the European content on the company website and LinkedIn page
• Maintaining investor databases and distribution lists in the Client Relationship Management tool
• Support the Investor Relations and Marketing and Communications teams with directory entries, editing and supplying artwork to key real estate publications

Skills: Marketing Materials, Data Management, Research Support, Event Coordination, RFP Management, Content Creation, CRM Administration, Investor Communication

• Work directly with the Head of IR and wider global team, managing all project management aspects of the IR function as well as participating in strategic initiatives
• Coordinate with various internal teams (legal/investment/finance) for the purpose of collating and distributing investor materials and relevant responses to inbound queries.
• Draft and support the preparation and coordination of documentation for investor meetings, AGMs and other ad-hoc events
• Engage with investors at multiple touchpoints, answering queries and liaising with appropriate investment team members to ensure high-quality responses are provided promptly
• Schedule, coordinate and maintain internal and external IR activities
• Assist with the preparation of investor-related press releases, investor and management presentations and scripts, fact sheets, and investor kits
• Update and maintain IR databases, documenting communication activities
• Arrange logistics and provide support for analyst days, shareholder meetings, conferences, investor meetings, and marketing trips
• Evaluate and maintain relationships with outside IR vendors
• Coordination and organization of fundraising processes for individual investments and commingled funds.
• Assist in creating investor presentations and reports.
• Gather research on prospective investors and participate in business development efforts.
• Produce and manage reports on fundraising efforts.

Skills: Project Management, Investor Relations, Cross-Functional Coordination, Event Planning, Investor Communication, Database Management, Fundraising Support, Business Development

• Enter and maintain investor information in CRM and investor portal (ensure accuracy of records, create distribution lists, upload documents, monitor dashboards, etc.)
• Quality control of tasks related to investor onboarding and custodial reporting
• Offer ideas for efficiencies in workflows and maintenance of records
• Support the operations team with special projects
• Act with integrity, humility, and always “Do what is right”
• Develop knowledge of Alphabet’s business and products to assist in the education of sellside research analysts and institutional investors about the company.
• Assist in the preparation of earnings-related materials for management.
• Assist with investor engagement, help run investor events, including preparing briefings for the executives and running on-the-ground planning and operations.
• Assist the team in various cross-functional internal projects.
• Conduct financial analyses and studies to prepare Quarterly Financial Disclosure
• Prepare Line-To-Take on emerging stories and trends, to ensure continuity in the external financial messages
• Support the financial market and shareholders' analyses

Skills: CRM Management, Data Accuracy, Process Improvement, Operational Support, Investor Engagement, Financial Analysis, Event Coordination, Cross-Functional Collaboration

• Supporting the Head of Sales and Marketing with client relationships, portfolio administration, distribution, legal, and compliance
• Helping the team with fund launches and preparing marketing publications
• Producing monthly newsletters and other marketing materials
• Managing investor data records and the in-house CRM system
• Assisting the firm in business development projects
• Working on an array of different projects within the hedge fund
• Monitoring sell-side reports and collecting consensus estimates
• Providing monthly analyses on share price and sector performance
• Acting as a key point of contact for financial institutions and investors, with a special focus on handling requests on sustainable and responsible investing
• Running the IR homepage and preparing quarterly IR reports
• Establishing relationships with shareholders that reflect positively on the company’s stock price
• Helping to develop new strategies for short-term and long-term relations to extend investment channels
• Assisting the Senior VP of Investor Relations with communications
• Updating new property information, removing sold properties, and updating any other information requested by management
• Reviewing investment memos and working with the leasing analyst for property write-ups
• Regular review of peer materials and maintain a database of peer metrics.

Skills: Client Relations, Fund Launch Support, Marketing Materials, CRM Management, Business Development, Financial Analysis, Investor Communication, Sustainability Focus

• Work seamlessly with other team members to answer client inquiries about new and existing investment opportunities
• Liaise with respective Bridge teams to efficiently answer investor inquiries
• Assist with the design and organization of promotional events, including annual meetings and other investor conferences and events
• Liaise with senior management to prepare and produce presentations
• Create and coordinate the publication of marketing materials
• Liaising with the PR firm to maintain an active profile of Bridge in the media
• Collaborate with cross-functional teams, including sales, finance, execution, and diligence
• Create materials for correspondence, presentations, reports, and marketing collateral
• Actively engage with investors and executives
• Support current team members in various responsibilities
• Assist in the production of investor updates and other investor-related reporting and communications
• Research key industry, market, and economic statistics and trends impacting the real estate market
• Produce materials, including investor presentations, corporate fact sheets, and other ad hoc reports by executive management

Skills: Client Communication, Event Management, Presentation Development, Marketing Coordination, Public Relations, Cross-Functional Collaboration, Investor Engagement, Market Research

• Experience working in a financial or technical role at an energy company, or in a consulting, accounting, or investing role covering the energy industry
• Outstanding interpersonal skills, ability to effectively deal with a range of personalities and hierarchy within the company, must be professional, diplomatic, and tactful
• Proficiency with Word, Excel, PowerPoint, Outlook, PowerBI
• Ability to analyze well-type curves and production history
• Strong background in the oil and gas industry
• Excellent attention to detail
• Excellent written and verbal communication skills
• Excellent time management skills, ability to reprioritize, and be flexible
• Excellent analytical skills and the ability to interpret and analyze all types of data
• Strong financial or technical background 
• Ability to make and act upon sound, independent judgment with prescribed parameters
• Ability to work independently with minimal supervision, while supporting a team environment
• Must use discretion and confidentiality with sensitive and/or private information or matters
• Ability to identify problems and provide solutions
• Ability to work on projects of increased complexity under limited direction
• Must be able to work in a fast-paced, ever-changing environment
• Must be able to meet the physical requirements of the position
• Must be able to work in the United States without the assistance of sponsorship

Qualifications: BS in Finance with 8 years of Experience

• Experience of working in a key role within IR or a corporate finance-related team of a TSX-listed or advisory company, or in a related capital markets role
• CFA, CPA, other financial designation, or graduate degree
• Capital markets experience
• Familiarity with or experience in the telecommunications or technology sectors
• Familiarity with Nasdaq IR Insight and Bloomberg platforms
• Familiarity with SASB standards and/or interest in ESG and sustainability reporting
• Demonstrated strong communication skills, a level of comfort with executive communications, and a strong ability to collaborate, build, and maintain relationships with a myriad of internal and external partners and stakeholders
• Demonstrated strong financial aptitude, with refined research and analytical skills, and solid writing skills backed by a strong capacity to listen, discern and synthesize observations from multiple sources
• Highly proactive and self-motivated individual, with the ability to operate well under minimal supervision, including effectively working from home, and in situations characterized by ambiguity, uncertainty, or lack of clarity
• Ability to self-manage, prioritize, and focus on what is mission-critical, plan, organize, and project manage, while operating in a high-profile, highly dynamic, ever-changing environment with constantly evolving priorities that frequently require a flexible mindset
• Highly developed sense of judgment, with the ability to operate in a high-pressure environment with unalterable deadlines
• Proficiency with Google Suite, MS Word, Excel, and PowerPoint
• Willing to independently assess situations, take initiative and assume ownership of what needs to be done

Qualifications: BA in Economics with 10 years of Experience

• Experience in accounting, consulting, banking, or the financial sector
• Knowledge in R and experience with BI tools 
• Outstanding attention to detail and strong analytical skills
• Strong English language skills, both verbal and written
• Good communication skills and the ability to work both in a team and individually
• Proficient in Microsoft Excel and PowerPoint.
• Quick learning ability to thrive in a fast-paced, growing business
• Extremely accurate as well as highly numerate
• Output-focused and able to work to tight deadlines

Qualifications: BS in Accounting with 4 years of Experience

• Experience with Bloomberg.
• Experience in reading and analyzing financial statements.
• Working knowledge of equity markets, securities regulations/disclosure requirements, and IR practice.
• Outstanding analytical/financial and data management skills.
• Advanced knowledge of Excel, Word, and PowerPoint.
• Exceptional verbal and written communication skills.
• High energy, self-motivated, creative, and organized.
• Attention to detail and a strong focus on teamwork.
• Ability to be proactive and work independently.
• Ability to effectively manage multiple priorities and meet aggressive deadlines.

Qualifications: BA in Business Administration with 6 years of Experience

• Experience in investor relations, investment banking, private equity, equity research, corporate development, FP&A, or other positions involving financial analysis
• Experience working in Google Workspace and Microsoft Office, including Excel, PowerPoint, and Word, experience with Keynote
• Knowledge of travel and leisure, hospitality, or consumer goods industries
• Self-motivated and proactive individual with the ability to work independently
• Strong attention to detail
• Strong analytical and quantitative skills, including financial modeling experience
• Strong written, verbal, and presentation skills
• Ability to multitask, prioritize, and manage multiple, parallel responsibilities and work in a fast-paced environment
• Results-oriented, with the ability to work effectively under pressure
• Strong work ethic and a genuine passion for excellence
• Team player with a positive attitude and a proactive approach to work
• Strong interpersonal skills and the ability to build relationships and work with professionals around the organization

Qualifications: BS in Statistics with 8 years of Experience

• Work experience in a fast-paced work environment, such as a law or audit firm, in venture capital, or an investment fund.
• Experience working across multiple levels (including executive level), functions and regions and able to clearly communicate complex financial information in an easy-to-understand manner to deliver the message effectively verbally and in writing
• Proficient knowledge of Microsoft Word and Excel with an interest to learn new tools (e.g., Notion).
• Proficiency in simplifying complex problems and building solutions
• Strong organizational and prioritization skills, with a flexibility to adjust to last-minute updates or changes.
• Strong analytical skills, able to clearly link financial results to operational performance drivers, and generate recommendations
• Desire to work in a dynamic, fast-paced, and entrepreneurial organization.
• Natural at establishing relationships with different stakeholders and working with cross-functional and distributed teams.
• Dedicated work ethic, proactive attitude, and commitment to a goal-oriented environment.
• Fluency in German and English

Qualifications: BA in International Relations with 7 years of Experience

• Experience in customer service, client support, or wealth management
• Experience engaging with new and current clients via phone
• Experience with, or understanding of, commercial real estate investments
• Experience with Salesforce or a similar CRM
• Broad-based knowledge and understanding of commercial real estate and/or finance
• Excellent written and oral communication skills
• Ability to address and alleviate client concerns
• Strong listening skills and ability to empathize
• Obsessive attention to detail, with a reliable, consistent approach to work
• Ability to take a process-oriented, data-driven approach to customer service and customer experience
• Self-starter who can thrive in a fast-paced, collaborative environment
• Ability to multitask and manage competing priorities
• Team player, humble attitude with a strong willingness and desire to learn
• Acumen with Excel and other Office products

Qualifications: BS in Data Analytics with 3 years of Experience

• Experience in analysis, forecasting, and problem solving, including a background in applying mathematical and analytics approaches and methodologies, particularly statistical analysis
• Experience in a relevant position, such as company or thematic research, corporate and leveraged finance, equity capital markets, and investments.
• Knowledge of South32 or similar Operations, including a natural curiosity towards the markets
• Knowledge of equity capital markets, including transaction execution,
• Ability to remain flexible and apply intuition when faced with ambiguity in communicating with key stakeholders
• Ability to articulate complex ideas and concepts and “tell the story” to stakeholders who are often not equipped with a technical understanding
• Ability to interact with a diverse range of external stakeholders in formal and informal settings, with a strategy to achieve long-term goals for South32
• Critical thinking, analysis, strong problem-solving, reasoning, and critiquing
• High attention to detail and the ability to manage multiple tasks and projects simultaneously
• Motivated, commits personal and discretionary effort to deliver future value to the role
• Ability to multitask and prioritize among many time-sensitive demands

Qualifications: BA in Communications with 9 years of Experience

• Experience interacting with clients in a professional manner
• Full-time work experience in financial services (public/private investing, investment banking, prime brokerage, research sales, etc.).
• Proficient at Excel, PowerPoint, and Word.
• Professional studies likely to be underway or intention to do so (CFA/ACCA/ACA/CIMA).
• Highly organized with the ability to multitask, can use own initiative, and work on projects on their own.
• Excellent interpersonal and communication skills (written and verbal)
• Be able to build relationships with colleagues at all levels of the organization.
• Financially literate, analytical, with meticulous attention to detail, and able to problem-solve.
• Enthusiastic, conscientious, proactive with a ‘value-add’ approach and a strong desire to learn about the commercial and financial drivers of a business.
• Confident, with a highly professional manner, with the ability to cope within a high-volume/high-pressure environment.
• Comfortable in being able to network internally and liaise with external contacts in the investment community confidently.
• Willingness to work in a fast-paced environment.

Qualifications: BS in Financial Engineering with 4 years of Experience

• Experience in investor relations and/or equity research
• IR and the investment community experience
• Experience in a fast-paced, multitask-oriented environment, flexible to changing priorities and multiple tasks within compressed deadlines.
• Excellent communication and analytical skills, highly motivated team player with the ability to work on multiple projects simultaneously.
• Ability to develop relationships and collaborate with business leaders across the company, as well as the executive team.
• Strong written and verbal communicator with quantitative and qualitative research skills
• Attention to detail, demonstrated accuracy, and ability to prioritize and manage multiple projects
• Proficient in the use of Microsoft Excel, particularly for financial analysis and/or reporting, as well as Microsoft Word and Microsoft PowerPoint
• Must be committed to a culture of ethics and compliance, in behavior, documentation, decision-making, etc.

Qualifications: BA in Political Science with 6 years of Experience

• Experienced with a strong academic background
• Experience in dealing with investors
• Exposure to the private equity industry
• Sound understanding of the private markets, ideally with prior exposure to either real estate, private debt or private equity
• Commercially and financially literate, demonstrating strong numerical and oral communication skills 
• Excellent written and presentation skills
• Demonstration of an exceptional level of attention to detail
• Be able to interact with senior management and clients
• Team player with the ability to prioritize and meet deadlines
• Pro-active, confident, and self-motivated, ability to problem solve
• Proficient in Microsoft Excel, Word, and PowerPoint

Qualifications: BS in Economics and Mathematics with 8 years of Experience

• Experience in the field of finance, economics, capital markets, or any related fields
• Knowledge of financial modeling, company valuation, and project management.
• Excellent understanding of financial market dynamics and drivers of the stock market
• Proficiency in MS Office tools
• Strong time-management skills with the ability to work efficiently to meet strict deadlines
• Confidence to prioritize tasks in a fast-paced work environment
• Resourcefulness to independently problem-solve and know when to escalate issues
• Ability to work effectively both autonomously and as part of a team
• Ability to understand financial reporting in a communications context
• Ability to manage projects simultaneously and collaborate across functions
• Ability to work in an international setting

Qualifications: BA in Public Relations with 5 years of Experience

• Experience in investor relations, finance, or consulting
• Strong interpersonal relationship skills
• Ability to problem-solve and drive efficiency
• Clear and concise written and verbal communication skills
• Demonstrated proficiency in advanced Microsoft Excel and Hyperion/HFM, knowledge of Workiva.
• Proven track record of outstanding financial and investment analysis skills, oral and written communication skills, and presentation ability.
• Must be organized and possess strong time and project management skills to work independently yet manage multiple projects simultaneously.
• Ability to assess complicated issues and boil them down to the key points, develop action plans, and implement
• Fast thinker with good judgment and decisiveness.
• Passion for results and attention to detail.
• Ability to work under pressure and meet tight deadlines.
• Ability to thrive in a fast-paced startup environment

Qualifications: BS in Information Systems with 9 years of Experience

• Experience in an analytical role within banking/capital markets, investor relations, consultancy, or a high-growth technology company
• Excellent financial and analytical skills and experience in modeling and analysis (strong Excel skills, SQL)
• Exposure to investors and analysts is expected to grow over time
• Understanding of financial reporting and analysis, and modeling skills
• Ability to build strong personal relationships across the entire firm, across multiple locations, with senior stakeholders
• Detailed competitive analysis of peers and industry, producing regular management reports
• Writing skills, ability to craft a message succinctly
• Ability to build a global network across a multinational firm
• Ability to work independently and manage multiple tasks in a high-paced environment
• Strong ability to collaborate across a global team with multiple stakeholders

Qualifications: BA in Marketing with 7 years of Experience

• Experience working in Investor Relations, Capital Markets, Asset Management, or a related field
• Good knowledge of private markets and understanding of primaries, secondaries, and co-investment
• Knowledge of the asset management and Private Market industry
• Strong analytical skills and a high level of initiative
• Strong relationship-building and influencing skills
• Proficiency with computers and software packages, in particular Excel and PowerPoint.
• Excellent written and verbal skills
• Ability to work under tight deadlines/under pressure with minimum supervision
• High level of professionalism, confidentiality, discretion, and judgment
• Ability to work autonomously, to be proactive, and take responsibility for work

Qualifications: BS in Applied Mathematics with 9 years of Experience

• Experience from within a placement agent
• Experience with financial databases and analytics tools (e.g., Factset, CapIQ, Bloomberg, Nasdaq IR Insight, Activist Insight, etc.)
• Knowledge and interest in current events
• Basic financial literacy and understanding of capital markets and trends
• Critical thinkers who are eager to learn, detail-oriented, and possess strong research, writing, and analytical skills
• Team players with the ability to juggle multiple assignments and work in a fast-paced, collaborative environment
• Be able and willing to work early mornings and late evenings
• Strong work ethic, collaborative team player, and high level of integrity
• Strong numerical and analytical skills with a demonstrated ability to communicate effectively verbally and in writing
• Highly organized with strong project management skills
• Proficiency in Excel, Word, and PowerPoint

Qualifications: BA in Corporate Communication with 5 years of Experience

• Salesforce (or other CRM) experience 
• Experience in a comparable support role in sales and marketing at an asset manager with private placement products
• Working knowledge of the financial markets and asset management, with some knowledge of private equity, growth equity, and/or venture capital
• Working knowledge of Microsoft Office and Outlook, and Google Suite (Docs, Sheets, Slides)
• Strong oral and written communication skills
• Organized with strong attention to detail
• Strong interpersonal and communication skills, both written and verbal
• Be able to meet deadlines and work effectively under pressure
• Be able to multitask and work both independently and as a team player
• Self-starter who responds promptly to internal and external requests

Qualifications: BS in Management Information Systems with 6 years of Experience

• Experience with the Microsoft Office Suite.
• Work experience in financial services or commercial real estate services
• Work experience within an investment bank or alternative asset management firm in a marketing, investment, or financial analyst position
• Proficiency with Salesforce or a similar CRM database
• Solid understanding of credit markets (both private and public)
• Ability to manage multiple priorities at one time and keep track of deadlines.
• Strong verbal and written communication skills.
• An energetic, efficient, self-motivating, and resourceful team player and individual contributor.
• Creative and entrepreneurial spirit with a positive attitude
• Proficient in MS Office (Excel, Outlook, and PowerPoint)
• Self-starter, ambitious, team-oriented

Qualifications: BA in English with 7 years of Experience

• Experience in investor relations, equity research, investment banking, treasury, or FP&A
• Familiarity with GAAP and non-GAAP accounting practices
• Familiarity with IR-focused software/tools
• Experience in financial analysis with the ability to assess financial statements and forecasts.
• Strong knowledge of competitive analysis methods
• Proficient in Excel, Word, and PowerPoint, in particular, pivot tables and data formulas.
• Demonstrated ability to develop and maintain a network of relationships at all levels that inspire trust and respect.
• Ability to learn and develop investor relations expertise ed strong planning and organizational skills
• Ability to work comfortably with data and perform analysis and/or create reports with various software packages, including Google G Suite and Microsoft Office
• Ability to take initiative and work independently on critical corporate and team projects, internal reports, and investor-related events
• Demonstrated strong ability to understand financial models.
• High level of attention to detail

Qualifications: BS in Finance and Accounting with 8 years of Experience

• Experience in financial services in a client service or investor relations role in alternative investments
• Experience in a Business Analyst or Research Analyst role (previous experience in an Investor Relations Analyst function)
• Understanding of alternative investments, specifically structured credit strategies
• Excellent ability and interest in Excel modeling and financial analysis
• Highly effective project management, prioritization, multi-tasking, and time management skills to meet deadlines
• Excellent organizational skills and attention to detail
• Proficient computer skills, specifically Microsoft Office applications (Outlook, Word, PowerPoint, Excel)
• Exceedingly organized and detail-oriented
• Problem-solving mentality and ability to work independently and build processes
• Team player with an ability to thrive in a fast-paced work environment with a “no task is too small or too big” mentality
• Ability to stay current on a variety of industry news and research, and interest in expanding network and learning outside of work
• Comfortable taking the lead in managing a project from start to end

Qualifications: BA in Journalism with 5 years of Experience