Posted by
Posted in
Banking & Finance
Job Code
1678730

Description:
Investor Relations & M&A Analyst
Role Summary
Support the Investor Relations function with high quality analysis, materials, and insights that strengthen market understanding of the business. Combine sharp financial acumen with strategic thinking to assess initiatives (including M&A) and communicate clearly with internal stakeholders.
Experience & Education:
- Experience: 3 to 4 years in investor relations, equity research, corporate finance, consulting, or related analytical roles.
- Education: Chartered Accountant (CA) or MBA (Finance/Strategy) from a recognized institution.
Core Responsibilities:
- Investor materials: Build and refine earnings decks, fact sheets, FAQs, and IR narratives aligned to strategy and performance.
- Analytical rigor: Maintain models, dashboards, and KPIs; perform variance, trends, and sensitivity analyses with meticulous accuracy.
- Competitive intelligence: Track peers and sector dynamics; synthesize implications for positioning and messaging.
- Strategic evaluation: Assess initiatives (incl. M&A) for strategic fit and value creation; articulate risks, trade offs, and recommendations.
- Compliance & process: Uphold disclosure discipline, data integrity, and IR calendars; coordinate inputs across finance, strategy, and business teams.
Skills & Tools:
- Financial analysis: Valuation (DCF, comps), benchmarking, unit economics, scenario/sensitivity modeling.
- Communication: Crisp writing, strong structuring, and clear visualization for executive and external audiences.
- Detail orientation: Zero defect data handling, reconciliation, and source of truth maintenance.
- Problem solving: Translate ambiguous business questions into analyzable frameworks and practical solutions.
- Tools: Advanced Excel (pivot, lookup/index, nested formulas, charts), PowerPoint (storyboarding, executive-ready slides). Bonus: Power BI/Tableau, SQL.
Knowledge Areas:
- Investor relations essentials: Capital markets mechanics, disclosures, earnings processes, and stakeholder expectations.
- M&A basics: Deal lifecycle (sourcing diligence valuation integration), synergy logic, value drivers, and key risks.
- Sector & macro: Industry trends, regulatory landscape, and macro indicators affecting guidance and sentiment.
Behavioral Competencies:
- Integrity & ethics: Uncompromising honesty, confidentiality, and adherence to governance standards.
- Ownership & urgency: Bias for action, reliable delivery under tight timelines, proactive issue spotting.
- Judgment & acumen: Balanced, evidence based recommendations; ability to think good or bad for the organization.
- Collaboration: Constructive cross functional partnering; respectful challenge and solution orientation.
Candidate Indicators (for reference, if available):
- High quality, error free IR materials consistently delivered on schedule.
- Clear competitive insights informing positioning and Q&A prep.
- Robust models and dashboards adopted as reference by finance/leadership.
- Thoughtful strategic assessments on key initiatives, including M&A.
- Recognitions, if any, from current / previous employers demonstrating key capabilities.
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Posted by
Posted in
Banking & Finance
Job Code
1678730