Senior Associate, Investor Relations
At a glance
Senior Investment & Corporate Development role at teneo. New York · $100,000–$130,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Help shape and deliver ongoing investor relations programs for clients, coordinating daily support with account leads
- Write and review investor communications, including earnings scripts, company presentations, Q&A materials and press releases
- Research industries and track peers, potential investors, news flow and earnings dates
- Organize investor conferences, Analyst and Investor Days, and other sector events
- Flag issues affecting clients, prioritize their work and contribute to marketing and business development materials
What you bring
- A bachelor’s degree in finance, economics or a related discipline
- At least four years in investment banking, equity research or investor relations
- Strong financial knowledge, including markets, SEC filings and investing
- Clear writing and in-person communication, plus confidence using Microsoft Office
Who this fits
This senior associate role suits someone with financial analysis and client-support experience who can manage deadlines and changing priorities. If assigned to the New York office, you’re expected to work there at least three days a week.
From the employer
About Teneo
Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future.
Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions and organizations.
Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance and ESG.
The firm has more than 1,800 employees located in 50+ offices around the world.
Description:
Teneo’s Investor Relations team advises clients on their ongoing engagement with the investment community, as well as on special situations. Our Investor Relations team makes sure clients have the support of their financial stakeholders both on an ongoing basis, and through major transformations.
Responsibilities:
- Assist in the development, management, and execution of long-term IR programs for clients
- Collaborate closely with client account leaders to provide daily logistical and strategic IR support to clients
- Draft and review investor-related corporate communications materials (i.e., press releases, earnings and other conference call scripts, corporate presentations, Q&A sheets, websites, and messaging documents)
- Conduct industry research and analysis, including peer monitoring and targeting analyses
- Manage the planning of investor conferences, Analyst/Investor Days, and other industry events
- Develop client solutions while planning and prioritizing client activities to manage relationships effectively
- Support company-wide marketing materials and new business development initiatives
- Proactively identify issues that will impact clients; maintain news flow and earnings calendars as needed
Basic Qualifications:
- Bachelor’s degree in Finance, Economics, or a relevant discipline
- 4+ years of experience in one or more of the following areas: investment banking, equity research, or investor relations
- Deep financial acumen and understanding of financial markets, SEC filings, and investing
- Strong quantitative and analytical skills
- Proven written and face-to-face communication skills
- Proficiency in Microsoft Office (Word, PowerPoint, Excel, and Outlook)
- Project management skills with the ability to grasp goal and scope of individual projects and a strong attention to detail
- Resourcefulness, team orientation, enthusiasm, and an entrepreneurial spirit
- Comfortability working under pressure in a dynamic environment; able to adhere to strict deadlines and manage shifting priorities
Preferred Qualifications:
- Hands-on experience in financial modeling, reporting, and financial disclosures
- Familiarity with quarterly earnings processes, shareholder communications, and the basics of the regulatory environment
- Ability to support projects related to shareholder activism or proxy season under guidance
- Experience presenting information clearly to senior leaders and participate in meetings with C-suite executives
- Demonstrated skill in building positive working relationships with investors and analysts; experience supporting interactions with financial media
What We Offer:
As a Teneo employee, your compensation is performance based and you will enjoy unique benefits including flexible time off policy; medical, dental, and vision coverage; long-term disability, and life insurance; a 401K plan; commuter benefits; team events; snacks; and other perks.
Our Commitment to Inclusion
Teneo is an equal opportunity employer and promotes an inclusive workplace. Teneo considers all applicants without regard to race, color, religion, creed, national origin, age, sex, marital status, ancestry, disability, veteran status, gender identity, genetic information, or sexual orientation or any other status protected by applicable law.
Base Salary Range
$100,000 – $130,000 (compensation for this role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience that may fall outside of the range listed).
Bonus Eligible
Yes
Total Compensation Package
Includes annualized bonus, 401k match, healthcare coverage and a broad range of additional benefits and rewards.
Flexible Work Policy
Teneo believes in in-person collaboration when possible and if you are assigned to the New York office, the company expectation is for employees to work from the office location a minimum of three times a week.