Team Member - Corporate Finance

Purpose/Objective

Basic Function The Investor Relations Associate will assist in managing investor interactions, maintaining databases, preparing presentations, and coordinating with BU Finance teams. The role involves finance-related responsibilities such as data analysis, reporting, and understanding business performance metrics.

Key Responsibilities of Role

Team Member Analyst Essential Responsibilities and Job Duties - Assist in organizing investor meetings, calls, and events across 7 listed entities. - Maintain and update investor databases using Miracle IR, Nasdaq IR Insight, and Bloomberg Terminal. - Coordinate with internal teams (Finance, Strategy, Legal, Business Units) to gather relevant information for investor queries. - Track investor interactions and prepare summaries for senior management. - Support the preparation of investor decks and presentations using Microsoft PowerPoint. - Perform data analysis and reporting using Microsoft Excel for investor metrics, shareholding patterns, and peer benchmarking. - Ensure timely and accurate dissemination of publicly available information to investors.

Technical Competencies

Banking Operations-CF-SVC,Business Know-how-CF-SVC,Capital Management-CF-SVC,Credit Rating Assessment-CF-SVC,Data Management and Analytics-CF-SVC,Financial Acumen-CF-SVC,Fundraising Strategy and Execution-CF-SVC,Regulatory Compliances-CF-SVC,Relationship Management-CF-SVC

Qualifications and Experience

Educational Qualification: Bachelor’s degree in Finance, Accounting, Economics, or a related field; CFA/FRM/MBA preferred. Functional Skills - Proficiency in Excel (pivot tables, lookups, basic modeling) and PowerPoint (designing clean, professional presentations). - Familiarity with Bloomberg Terminal, Miracle IR, and Nasdaq IR Insight tools. - Strong organizational skills with attention to detail and ability to manage multiple tasks. - Organize and manage large-scale investor events, requiring event planning and coordination skills. - Manage and maintain large Excel databases for investor tracking and analysis. - Possess basic understanding of IT software functionalities to support IR tools and platforms. - Maintain macro-level understanding of utilities, infrastructure, and cement sectors. - Stay updated on news and developments related to these sectors to provide timely insights.