What are the responsibilities and job description for the Investor Relations Analyst position at Northwest Bank?
Description
The Investor Relations lead at Northwest Bank will work closely across finance, our business teams, and external parties to support the company's investor engagement and other finance programs. This high-profile role presents an opportunity to join a dynamic and highly productive team, with potential for advancement in the fields of investor relations and broader finance.
This role will analyze internal and external forecasts and results, peer data, and support the creation of quarterly earnings releases, conference calls and presentation content.
Essential Functions
- Monitor analyst and peer estimates, consensus estimates, sell-side research, and market-related trends impacting valuation and perception
- Support the creation of quarterly earnings releases, conference calls, and presentation content
- Prepare senior management for earnings calls and Q&A
- Lead industry trend analysis and competitive intelligence with strong and proactive deadline management without compromising quality
- Assist with setting up investor conference calls, analyst call-backs, and meetings
- Stay informed on relevant macro and sector news flow and trends; monitor and communicate internally about competitive information
- Other duties as assigned
Additional Essential Functions
Safety and Health for those without supervisory duties
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Degree in Finance, Business or Economics or equivalent experience
Work Experience
2 - 3 years Financial analytics experience, including investor relations, public equity analysis, private equity investing, investment banking, or transaction services
2 - 3 years Experience in a customer facing role
General Employee Knowledge, Skills, and Abilities
Additional Knowledge, Skills and Abilities
Knowledge of GAAP accounting principles, SEC and securities laws, economic principles, financial markets, and the analysis and reporting of financial data
Outstanding analytic and problem-solving skills with affinity for quantitative modeling
Excellent communication skills, nonverbal, verbal, and written, with peers, senior management, and business partners including in times of discussion with multiple opinions
Self-starter with can do demeanor, including a strong personal drive and an ability to work independently in multiple environments / cultures and get things done
Skills to work collaboratively on a team; be an advocate for improvement / change
An ability to quickly and accurately deliver in ambiguity
Excellent attention to details, robust organizational and time management skills
Exceptional Excel and PowerPoint skills
Ability to work with and maintain secure and confidential information
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
