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Analyst

Gateway Investor Relations

Analyst

Newport Beach, CA
Full Time
Paid
  • Responsibilities

    In order to be considered for the position, interested candidates must submit a resume and cover letter to analystrecruit@gatewayir.com.  OverviewThe ideal candidate should have a fundamental understanding of the capital markets and the ability to write timely financial-oriented pieces, including press releases, scripts, research summaries, and a variety of marketing material. This candidate should be a self-starter, capable of prioritizing and completing tasks under tight deadlines. The candidate should also excel in interpersonal communications, including but not limited to interacting with clients, investors, and other high-level executives. Along with these desired characteristics, the ideal candidate should be well-organized, highly reliable, and have great attention to detail with an outgoing, positive attitude and an entrepreneurial spirit.This is an entry-level position (1+ years of work experience) with opportunities to progress within the firm, as well as gain critical exposure and access to certain industries in the capital markets, including both the buy-side and sell-side. While a background in finance is preferred, we are, most importantly, looking for someone who has a desire to learn and the aptitude to pick things up on the go.To see a list of clients, please reference our website. ResponsibilitiesResponsibilities of this role include:Translate complex ideas into compelling, sophisticated, and informative materialsDraft, edit, and refine press releases, scripts, corporate profiles, storyboards and other communications materialsParticipate in the preparation and coordination of quarterly and annual financial reporting, press releases and earnings calls, as well as communication of other substantive company developmentsResearch and prepare reports on a particular client’s shareholder base, analyst consensus estimates, IR quarterly activity, roadshow/conference meeting schedules, corporate presentation slides, etc.Create PowerPoint presentations and pitch books by researching and collecting data relevant to client companies and their respective industriesMonitor financial news and prepare daily or weekly morning briefings for internal and external useReview analyst research notes and provide summaries to clientsDevelop and maintain an overall financial communications strategy and plan for clientsWork to develop new investor relationships and maintain existing ones for the company as well as clients, primarily by day-to-day investor outreach and correspondenceAssisting with administrative tasks, including building templates, responding to emails, answering phone calls, data entry, and other recurring tasks as neededQualificationsIdeal candidates for this position will have:Bachelor’s degree in English, Communications, Marketing, Business, Finance, Accounting, Economics or another related fieldMinimum one-year of relevant experience in investor relations, investment analysis, capital markets, investment banking, equity research, institutional sales, journalism, creative writing, marketing or another related serviceFinancial writing or creative writing program completed (a plus)Interest or experience in working with clients across various industries, including but not limited to consumer, technology, business & internet services, cannabis, SPACs and moreDesired SkillsAbility to interpret, understand and analyze corporate financial statementsThe ability to collaborate in a fast-paced team environment across multiple functional areas, management/experience levels, operating styles, and physical locationsStrong communication, organizational, and interpersonal skillsMaintain confidentiality with highly sensitive informationAbility to perform diversified tasks and meet time-sensitive deadlines that require pre-planning, scheduling, and the ability to adapt and prioritizeStrong Windows PC-based skills, particularly MS Word, Excel, and PowerPoint, and working knowledge of ACT or other CRM softwareBenefitsCompetitive market salary, commensurate with related work experience, with opportunity for bonusesCompany-sponsored cell phone planStandard medical coverage availableSimple IRA retirement plan with employer match availablePaid vacation, holiday and sick leaveOn-site, complimentary corporate gym accessOn-site café, dry cleaners, convenience store and executive car washIn-office, stocked kitchen with fridge and snacksCentrally located office across from John Wayne Airport and near major freeway commutesOpen, social environment (ping pong skills a plus, but not required)In order to be considered for the position, interested candidates must submit a resume and cover letter to mailto:analystrecruit@gatewayir.com.