What are the responsibilities and job description for the Investor Relations Analyst position at Northwest Opportunities?
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
• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
Safety and Health for those without supervisory duties
• Abide by the rules of the safety and loss prevention program
• Perform work tasks in a safe manner
• Report any and all injuries to supervisor
• Know what to do in case of an emergency
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
• Ability to establish effective working relationships among team members and participate in solving problems and making decisions
• Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
• Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
• Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
• Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
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