Analyst facilitating asset transfers for Netwealth, an innovative fintech company in Australia. Ensuring smooth transitions of assets while ensuring compliance with regulatory requirements in the finance industry.
About the role
- Senior Investor Relations Analyst supporting financial analysis and investor communications for AI training cloud company Lambda. Collaborating with cross-functional teams and maintaining investor relations materials.
Responsibilities
- Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials
- Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications
- Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives
- Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception
- Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website
- Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences
- Monitor peers and competitors’ earnings disclosures and equity research publications to inform internal messaging and market positioning
- Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management
Requirements
- Have 2–5 years of experience in equity research, investment banking, buy-side investing, or strategic finance
- Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts
- Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences
- Proficient in Excel and Google Suite; experience with financial research tools is a plus
- Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture
- Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset
- Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions
- Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience
- Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry.
Benefits
- Health, dental, and vision coverage for you and your dependents
- Wellness and Commuter stipends for select roles
- 401k Plan with 2% company match (USA employees)
- Flexible Paid Time Off Plan that we all actually use
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