Investor Relations Associate

Essential Responsibilities and Duties

• Track and report on our clients’ competitor/peer business developments and financial results
• Prepare reports and financial analysis in Excel on publicly traded banks, financial services companies and other clients and their peers
• Assist with the creation and preparation of key messages and PowerPoint presentation materials for Lambert senior team members and public company clients
• Develop and manage timeline for investor conferences, non-deal roadshows and other major events
• Assist in developing public company client marketing materials, including corporate press releases, letters to shareholders, and investor fact sheets
• Assist in leveraging social and digital media for clients’ investor relations programs
• Clerical and administrative responsibilities, including but not limited to travel arrangements and organizing and maintaining cloud-based file storage

Required Qualifications and Skills

• Highly proficient in the use of Microsoft Excel, particularly for financial analysis and/or reporting, as well as Microsoft PowerPoint
• Honed quantitative and qualitative research skills
• Strong critical thinking and financial acumen
• Good verbal/written communication
• Strong presentation and interpersonal skills
• Confident and professional phone and e-mail communication
• Ability to work independently and complete projects with limited supervision
• Demonstrated accuracy and attention to detail
• Ability to stay well organized, manage time effectively and meet deadlines
• Ability to manage priorities between multiple client assignments
• Understanding of, or interest in, equity and capital markets
• Some experience working with capital markets or investor relations platforms, such as Bloomberg, S&P Capital Markets Intelligence, SNL, FactSet and/or IHS Ipreo BD a plus