Analyst in Asset Transfers team at Netwealth ensuring smooth transitions of assets on the platform. Communicating with clients and external parties to validate documentation and manage asset valuations.
About the role
- Investor Relations Analyst supporting investor engagement and capital markets analysis at Sierra Space. Collaborating with leadership to communicate company vision and financial objectives.
Responsibilities
- Support the analysis and development of investor communication tactics that aligns with long term direction of the company
- Draft messaging and prepare key internal leaders for external communications
- Support roadshows, investor days, and analyst outreach across a wide array of investor classes
- Support market and competitive intelligence to track trends and advise on key external/macro indicators that may be pertinent to company performance
- Support and maintain validation financial models to use for consensus among investors and analysts
- Manage the Investor Relations CRM and ensure interactions and touchpoints are supported
- Support the development of financial models and ensure company can meet and achieve financial objectives
- Collaborate with cross-functional teams to gather and analyze data, and provide insights to support decision-making
- Prepare presentations and reports to communicate findings and recommendations to senior management
Requirements
- Requires Bachelor's degree in a related field (or equivalent work experience in lieu of degree or Masters +2 yrs experience)
- Typically 4+ years of related experience
- Background in government procurement, defense, aerospace, or hard tech industries
- Emerging knowledge of corporate finance, corporate development, strategic planning, and business development principles and practices
- Intermediate analytical and financial modeling experience
Benefits
- Medical, dental, and vision plans
- 401(k) with 150% match up to 8%
- Life insurance
- 3 weeks paid time off
- Annual incentive pay based upon performance
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