Financial Analyst

* Please note this is a hybrid role in the office three days/week.

* To be considered for this position you must currently live in the Chicagoland area.

Alpha IR Group is looking for high performers that are interested in future opportunities as either Financial Consulting Analysts and/or Financial Associates
. These positions require between 1 to 8 years of applicable work experience within financial services, portfolio management, corporate finance or related consulting backgrounds. As an Alpha employee, you’ll advance your career by attaining a deep knowledge of both Wall Street, as well as Corporate Finance. Further, you’ll help support our C-suite level clients (CEO, CFO, Treasury, FP&A, IR, etc.) with the kind of high-touch, strategic support that Alpha is well known for.

This is a great opportunity for an early or middle-level career-minded professional looking to accelerate their financial careers.

• Monitor daily news and stock movements of our clients, their industry, and peers.
• Perform periodic market research around key issues and topics that are impacting our publicly traded clients.
• Edit client materials including investor-facing news releases, financial presentations, memos, and factsheets.
• Create and drive quarterly deliverables and analyses for our clients using PowerPoint, Excel, and Word.
• Perform regular analysis of client’s shareholder base and shareholder targeting strategies.
• Monitor sell-side research and develop targeting strategies for additional sell-side coverage.
• Help with administrative tasks including coordination of press release distribution, earnings calls, and website updates.
• Assist in responding to ad hoc client and investor inquiries.
• Spend 10-20% of your time on the phone communicating to portfolio managers and analysts on Wall Street as "the eyes and ears on the Street" for our clients.
• Compose client materials including memos and executive summaries for companies facing strategic decisions.

• Bachelor’s Degree required
• Solid foundation of corporate finance and accounting and/or Wall Street knowledge
• 1-3 years of financial experience preferred
• Outstanding critical thinking, oral and written communication skills
• Strong organizational and project management skills
• Desire to provide top-notch client service
• Proficiency in PowerPoint, Excel, and Word
• Experience using Capital IQ, Ipreo, Bloomberg, and/or Fact Set is considered a plus

• Act as primary day-to-day Alpha contact for all assigned clients.
• Drive all strategic positioning strategies, materials and messaging for a basket of 6-8 publicly traded clients, ensuring quality, presentation and message resonance to Wall Street.
• Develop the strategic plan for clients’ overall investor relations programs under the direction of senior team members.
• Communicate with clients and internally manage a three-person team to service our client’s needs.
• Develop/create all earnings materials and investor presentations for clients.
• Lead introductory calls with prospective investors before engaging Management.
• Liaise with portfolio managers and provide feedback to our clients on Wall Street perceptions.
• Compose white paper research and editing on various market topics for client education and business development.
• Participate and contribute to sales pitches and broader marketing efforts.
• Be consistently proactive on accounts with new ideas.
• Be a career manager, and ensure that your team is tracking client’s appropriately, hitting deadlines, consistently learning and growing, etc.

• Bachelor’s Degree required
• MBA, CFA, or equivalent advanced degree/designation preferred
• 4-8 years of experience in investor relations, equity research, investment banking, corporate finance, or a related field
• Strong understanding of capital markets, corporate finance, accounting, and valuation methodologies
• Exceptional written and verbal communication skills, with experience creating executive-level presentations, investor materials, and strategic messaging
• Ability to synthesize complex financial, industry, and market information into clear, actionable insights and recommendations
• Strong analytical and critical thinking skills with a proactive, solutions-oriented mindset
• Advanced proficiency in PowerPoint, Excel, and Word
• Experience using Capital IQ, Ipreo, Bloomberg, Fact Set, or similar platforms
• Comfortable engaging with institutional investors, portfolio managers, sell-side analysts, and c-suites
• Commitment to delivering exceptional client service and maintaining the highest professional standards

• Comprehensive health insurance plan with dental options.
• STD, LTD, ADD and Life insurance.
• Paid time off (PTO) including vacation and sick days.
• Employer safe harbor 401(k) retirement savings plan.
• Employee transit benefits program (IL only).
• Competitive annual salary (to be paid monthly).