We are looking for an investor relations analyst to be integral part of our capital markets practice. The ideal candidate will have 1-3 years of experience and must have a proven background of analytical excellence and strong work ethic, as well as the ability to self-manage in a fast-paced environment and work within a team. Position may be in Buffalo, NY, Detroit, MI or New York City, NY.
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
2 openings. Telecommuting is allowed.
About Lambert & Co.
Lambert & Co. is a national, award-winning investor relations, public relations and integrated marketing firm with a top-10 financial and IR practice nationally. Lambert has earned Firm of the Year honors from PR Week and PRNews, been recognized as a top-5 private equity communications agency by The Deal and is the reigning winner of the Sabre Crisis Campaign of the Year. Lambert is also a founding partner in TiiCKER, a consumer shareholder marketing and perks platform; EQUALSIGN, a DEI consulting and diverse board development firm; and a global partner in PROI Worldwide, the largest partnership of independent PR firms in the world spanning 120 cities on five continents.