Investor Relations Analyst

Job Description

Job Description

Salary: $140k – $165k base

Overview

KNM is engaged on a newly created Investor Relations Analyst role in Central New Jersey. The ideal candidate will have 3–8 years of experience in investor relations, investment banking, finance, investment reporting, or Big 4 technology assurance along with Power BI or Tableau and advanced Excel skills. For more opportunities from KNM Resources, please visit -openings.

Responsibilities

• Divide time between ad hoc analyses, fielding data requests, performing analytics, presenting to the Board, developing reports, and improving processes.
• Lead transition of investment analytics and reporting responsibilities to a newly created vertical within the team with a focus on assets, performance, and risk
• Analyze investment data, including portfolio holdings, transactions, and performance metrics.
• Prepare Board meeting materials.
• Develop internal reports and dashboards. Partner cross-functionally to ensure accuracy.
• Assist with the design and implementation of reporting systems and workflow automation.
• Pull data from financial statements and other sources and to organize, present, maintain.
• Ensure consistency, streamline processes and improve data quality
• Fulfill ad hoc data and reporting requests from leadership and stakeholders.

Qualifications

• Bachelor’s degree in Finance
• 3–8 years of experience. Investor Relations, Banking, Finance or Investment Management experience preferred.
• Experience analyzing and interpreting financial data in an investment reporting, finance, investor relations, or other analytical role.
• Knowledge of financial statements, investment performance, portfolio analytics, portfolio management platforms and investment data platforms.
• Experience presenting to Senior Management
• Experience with data visualization and reporting tools (Power BI, Tableau).
• Highly proficient in Excel and PowerPoint.
• Experience optimizing processes and deploying new technologies and systems.
• Experience with automation tools to enhance reporting workflows a plus.
• High level of attention to detail.
• Excellent written and verbal communication skills.