Business Associate, Financial Analyst

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gilmartin group llc position available
-associate important!! This postition is in-office in our larkspur, norhtern california location. Please only apply if you are able to be in person in our larkspur office!!
vision & values our core values define our culture, operating principals, and practices. Gilmartin prides itself on being a best-in-class strategic advisory firm with a strong value system. We are:
entrepreneurial & innovative
authentic
motivated
culture & team oriented
adaptable
accountable we provide comprehensive service offerings throughout the lifespan of our client companies. We have decades of experience in capital markets, investor relations, corporate communications and business development/strategic advisory services. Our professionals have spent their careers on wall street with backgrounds in equity research, investment banking and equity capital markets. We bring that experience and expertise to our clients to create durable shareholder value.

At gilmartin, we leverage our cross-discipline experience and team approach to deliver results. We recognize that no two companies are alike, and we tailor our work-scope for the unique needs and objectives of our clients. Ways in which we partner with our clients vary – we build customized investor relations programs for emerging growth companies, large caps or micro-caps; we act as an outside strategic consultant;

and we help private companies navigate wall street and create communications strategies. Our track record of success is fueled by our unparalleled experience and the strength of our relationships among actionable investors and industry veterans investment in you we are a forward-thinking, transparent, and inclusive culture committed to professional development. We have a collaborative environment within and across our company, headquartered north of san francisco, with additional offices in new york and san diego.

We provide competitive salaries, bonus potential, generous paid time off, a hybrid and flexible in-office remote work environment, and a great team of professionals to collaborate with!
benefits & compensation we offer the following benefits to all full-time employees: excellent medical, dental and vision benefits flexible spending account (fsa) dependent care account commuter benefits 401(k) with employer match employee assistance program (eap) generous paid time off (pto) a robust professional development program

key member of functional client teams managing several deliverables including:

• creating and maintaining ir calendar for year – including investor conferences, non-deal roadshows and other major events
• contributing to quarterly earnings process – conference call logistics, drafting press releases, speaker scripts, q&a materials, and presentation materials
• collecting and analyzing sell side estimates and maintain consensus model
• managing investor meetings and conference presentations, including logistics, background materials and the preparation of senior executives
• maintaining ir section of corporate website
• responding to investor inquiries; logging inquiries, maintain database of investor activities
• monitoring and compiling peer group research; following industry, competitor and customer developments and news flow including earnings calls and analyst days - communicating key takeaways to management teams
• preparing materials for board of directors and other internal audiences on investor relations activities, share ownership, and valuation as required
• participate in client meetings and calls
• assist with the preparation of presentation materials
• review and recommend content and updates for ir website
• travel, as needed, to investor conferences and meetings

the ideal candidate will possess the following qualifications:

• strong analytical and writing skills
• ability and desire to work in a team environment
• excellent interpersonal and verbal skills
• detail oriented and able to multi-task with efficiency
• keen interest in or understanding of the equity markets
• confident and professional phone and e-mail communication
• ability to work independently and complete projects with limited supervision
• strong knowledge of microsoft office, particularly word, excel, and power point
• 3+ years of work experience
• bachelor’s degree: finance classes or degree preferred

• mid-senior level

• full-time

• finance