Prepare investor presentations
Assist with external requests from Bank analysts
Assist with public regulatory filings
Closely follow the Bank’s stock performance and identify/analyze market trends or anomalies and report to senior management
Assist with the quarterly financial reporting process
Assist with the generation of the company budget
Perform ad hoc requests (analysis and reporting) for functional leaders and senior management
Collaborate with various departments, including finance, legal, and marketing, to gather and analyze financial and non-financial data for investor reporting purposes
Collaborate with internal communications and marketing partners to ensure consistency in messaging and alignment of internal and external communications
Perform other duties as directed

Bachelor’s degree or equivalent experience; BS in Finance, Accounting, Economics or related field preferred
Strong quantitative skills and analytical rigor
High aptitude and enthusiasm for complex problem solving utilizing financial modeling and analysis
Advanced proficiency in Microsoft Excel, SQL, Axiom and/or other financial reporting platforms
Proficient with MS suite PowerPoint, Excel, Word and prior experience with financial management/budgeting applications
Ability to handle multiple projects simultaneously and work well under pressure
Excellent interpersonal, verbal, and written communication skills

Investor Relations Analyst

Key skills