Analyst, Investor Coverage Job at Crow Holdings (Dallas)

Analyst, Investor Relations

We are seeking a highly analytical and experienced Investor Relations (IR) Analy...

Location

United States , San Francisco, CA; New York, NY

Salary:

100000.00 - 140000.00 USD / Year

Crusoe

Expiration Date

Until further notice

Requirements

1-3 years of experience in Investor Relations, Investment Banking, or Equity Research
Ideal experience in supporting a company through a significant liquidity event, such as an Initial Public Offering (IPO) or a major public capital raise
Prior experience working for a large, complex, publicly traded company known for its rigorous financial standards and advanced technology products (e.g., in the semiconductor, cloud, or advanced technology sectors)
Strong understanding of financial modeling, valuation techniques, and Generally Accepted Accounting Principles (GAAP)
High proficiency in Microsoft Office Suite (Excel and PowerPoint) and experience utilizing IR-specific platforms (e.g., Bloomberg, Refinitiv, CRM software)
Outstanding written and verbal communication skills, with a proven ability to synthesize complex data into clear, concise narratives for a financial audience
Detail-oriented, highly organized, and capable of managing multiple projects under tight deadlines and with a high degree of confidentiality
Strong interpersonal skills and the ability to build and maintain trust with internal executives and external investors
Bachelor’s degree in Finance, Economics, Accounting, or a related field

Job Responsibility

Assist in managing the ongoing requirements and documentation specific to a newly public company environment
Manage relationships across sell-side equity research analysts and coverage universe
Coordinate and manage logistics for investor roadshows and conferences, including scheduling, preparation of materials, and post-event follow-up
Manage data requests and materials for investor and analyst due diligence sessions
Play a role in the quarterly earnings process, including drafting press releases, preparing management's scripts, developing Q&A documents, and creating presentation materials
Work closely with the Finance, Legal, and Corporate Communications teams to ensure consistent, accurate, and compelling internal and external messaging regarding company strategy, financial performance, and market developments
Monitor, analyze, and summarize sell-side research, consensus estimates, and competitor financial performance
Provide data-driven insights to the executive team and Board of Directors
Maintain list of industry events important for the Crusoe team to attend
Track and analyze changes in our shareholder base, including institutional ownership and trading trends, to inform IR targeting and engagement strategies

What we offer

Restricted Stock Units in a fast growing, well-funded technology company
Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
Employer contributions to HSA accounts
Paid Parental Leave
Paid life insurance, short-term and long-term disability
Teladoc
401(k) with a 100% match up to 4% of salary
Generous paid time off and holiday schedule
Cell phone reimbursement
Tuition reimbursement

Fulltime

Analyst, Investor Relations

We are seeking a highly analytical and experienced Investor Relations (IR) Analy...

Location

United States , San Francisco, CA; New York, NY

Salary:

100000.00 - 140000.00 USD / Year

Crusoe

Expiration Date

Until further notice

Requirements

1-3 years of experience in Investor Relations, Investment Banking, or Equity Research
Ideal experience in supporting a company through a significant liquidity event, such as an Initial Public Offering (IPO) or a major public capital raise
Prior experience working for a large, complex, publicly traded company known for its rigorous financial standards and advanced technology products (e.g., in the semiconductor, cloud, or advanced technology sectors)
Strong understanding of financial modeling, valuation techniques, and Generally Accepted Accounting Principles (GAAP)
High proficiency in Microsoft Office Suite (Excel and PowerPoint) and experience utilizing IR-specific platforms (e.g., Bloomberg, Refinitiv, CRM software)
Outstanding written and verbal communication skills, with a proven ability to synthesize complex data into clear, concise narratives for a financial audience
Detail-oriented, highly organized, and capable of managing multiple projects under tight deadlines and with a high degree of confidentiality
Strong interpersonal skills and the ability to build and maintain trust with internal executives and external investors
Bachelor’s degree in Finance, Economics, Accounting, or a related field

Job Responsibility

Assist in managing the ongoing requirements and documentation specific to a newly public company environment
Manage relationships across sell-side equity research analysts and coverage universe
Coordinate and manage logistics for investor roadshows and conferences, including scheduling, preparation of materials, and post-event follow-up
Manage data requests and materials for investor and analyst due diligence sessions
Play a role in the quarterly earnings process, including drafting press releases, preparing management's scripts, developing Q&A documents, and creating presentation materials
Work closely with the Finance, Legal, and Corporate Communications teams to ensure consistent, accurate, and compelling internal and external messaging regarding company strategy, financial performance, and market developments
Monitor, analyze, and summarize sell-side research, consensus estimates, and competitor financial performance
Provide data-driven insights to the executive team and Board of Directors
Maintain list of industry events important for the Crusoe team to attend
Track and analyze changes in our shareholder base, including institutional ownership and trading trends, to inform IR targeting and engagement strategies

What we offer

Restricted Stock Units in a fast growing, well-funded technology company
Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
Employer contributions to HSA accounts
Paid Parental Leave
Paid life insurance, short-term and long-term disability
Teladoc
401(k) with a 100% match up to 4% of salary
Generous paid time off and holiday schedule
Cell phone reimbursement
Tuition reimbursement

Fulltime

Investor Relations Analyst

Under general direction of the Vice President, Head of Investor Relations & Trea...

Location

United States , Conshohocken

Salary:

Not provided

Cencora

Expiration Date

Until further notice

Requirements

Requires broad training in fields such as communications, journalism, business administration, equity and debt investing, accountancy, sales, marketing, computer sciences or similar vocations generally obtained through completion of a four year Bachelor’s Degree Program or equivalent combination of experience and education
normally requires 2 - 4 years of experience in a public company, preferably in communications, finance, marketing, planning, or development positions.
Outstanding oral and written communication skills, and presentation ability and financial and investment analysis skills.
Must demonstrate good judgment, discretion and respect for confidentiality, exceptional writing, analytical, and project management skills.
An in-depth understanding of the financial and investment markets and the ability to adapt quickly to changes.
A good understanding of strategic communication, public relations, marketing, advertising, and the media.
Strong interpersonal skills, superior intellect, and an outstanding ability to communicate using these qualities and skills.
An energetic, efficient, and resourceful team player and individual contributor.
Exceptional computer skills, particularly with databases, and especially in PowerPoint and Excel.

Job Responsibility

Monitors security analysts’ research and earnings estimates, relative stock price movements, and periodic ownership analysis and supports the monitoring of trading data.
Assists in the creation of publications, presentations and electronic media used in the IR program. Performs the data collection, analysis, writing, editing, and production of those materials in collaboration with the Vice President, Investor Relations.
Collaborates with the Vice President, Investor Relations and other internal stakeholders in creating the company’s external messages and in ensuring that all company communications are integrated and consistent.
Participates in crisis communication preparedness initiatives, including data collection and analysis, drafting, editing, and support.
Collaborates with the Vice President, Investor Relations on the IR website section and content, including the archive of historical information.
Assists with news media inquiries, interview preparation, and tracking of news coverage of the Company and its competitors.
Collaborates with Vice President, Investor Relations in creating and updating IR presentations and other senior management presentations.
Supports Investor Day and Shareholder Meeting logistics and presentations.
Supports logistics and presentations for IR conferences and road shows, investor tours and meetings, and conference calls.
Supports external public relations firms of record, data providers, and other external vendors.

What we offer

medical
dental
vision care
comprehensive suite of benefits that focus on the physical, emotional, financial, and social aspects of wellness
support for working families
backup dependent care
adoption assistance
infertility coverage
family building support
behavioral health solutions

Fulltime

Business Analyst

We are looking for a detail-oriented Business Analyst to support loan servicing ...

Location

United States , Dallas

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree, insurance license, or comparable combination of education and relevant experience preferred
At least five years of commercial insurance experience, ideally within loan servicing, loan administration, or a related financial operations environment
Working knowledge of loan terms, complex credit documents, capital structures, servicing processes, and investor-related requirements
Strong analytical and problem-solving ability with careful attention to detail when reviewing policies, renewals, and deficiencies
Excellent written and verbal communication skills, including the ability to present information clearly to staff and management
Proven ability to balance multiple assignments independently in a time-sensitive, customer-focused setting
Collaborative mindset with a detail-focused approach to teamwork, issue resolution, and cross-functional coordination
Familiarity with agency or investor guidelines such as Fannie Mae and Freddie Mac is a plus

Job Responsibility

Examine insurance provisions within newly boarded loan files to confirm alignment with governing loan agreements and servicing expectations
Contact borrowers and related parties when coverage is nearing expiration or when submitted documentation does not satisfy required standards
Evaluate renewal records by comparing incoming insurance materials with internal tracking data and loan documentation for accuracy and completeness
Work with insurance brokers, prior servicers, and borrowers to secure updated certificates, endorsements, and policy evidence as needed
Process insurance-related disbursements promptly while maintaining accurate supporting records
Respond to questions involving coverage disputes, insurance obligations, premium activity, and cancellation notifications from borrowers and agents
Flag accounts with lapsed coverage and initiate next steps for force-placed insurance when required under servicing guidelines
Partner with servicing and asset management teams to address exceptions, resolve issues, and support ongoing portfolio administration
Keep leadership informed of workflow status, operational concerns, and items that may affect turnaround times or service quality

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Equity Analyst, Public Real Estate Securities

Our Hong Kong office is seeking an Equity Analyst to join our Public Real Estate...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Heitman

Expiration Date

Until further notice

Requirements

2–5 years of relevant experience in buy-side or sell-side equity research roles
Experience with listed real estate securities is highly preferred
Bachelor’s degree in Real Estate, Finance, Economics, or a related quantitative field
Proven expertise in financial modeling at both the corporate (company) and individual asset levels
Exceptional numerical and analytical skills with a meticulous attention to detail
Demonstrated ability to think critically and independently, with a track record of forming data-driven, differentiated investment views
Strong written and verbal communication skills in English, with the ability to articulate complex financial concepts clearly and logically
Fluency in an additional Asian language (Mandarin, Cantonese, or Japanese) is a strong advantage
Highly organized and detail-oriented, with a proven ability to deliver high-quality work under tight deadlines and pressure
Self-motivated and comfortable working independently, while equally open-minded and adept at collaborating effectively with cross-functional teams and colleagues at all levels

Job Responsibility

Perform and maintain rigorous due diligence on companies under coverage
conduct comprehensive financial analysis, incorporating macroeconomic data and transactional trends
Develop, enhance, and maintain internal corporate financial models, proprietary stock screening tools, and valuation frameworks
Participate in corporate management meetings, earnings calls, and industry conferences to gather primary research and sector insights
Formulate compelling investment theses and generate actionable stock recommendations backed by robust, evidence-based research and a disciplined investment process
Assist with internal portfolio management tasks, investor reporting, and external client requests as required

What we offer

Bonus eligible and participate in a generous annual bonus plan
Competitive compensation and a leading-edge, human-centric benefits package

Fulltime

Director, Investor Relations & External Communications

The Director, Investor Relations & External Communications will play a critical ...

Location

United States , Philadelphia

Salary:

Not provided

Cabaletta Bio Inc

Expiration Date

Until further notice

Requirements

Bachelor's degree required
10+ years of experience in investor relations, equity research, investment banking, or corporate communications within biotech or life sciences
Direct experience in autologous cell therapy required
Strong understanding of biotech capital markets, investor expectations, and value drivers
Demonstrated ability to synthesize complex scientific and clinical information into clear, compelling messaging
Experience engaging with institutional investors, analysts, and executive leadership
Ability to operate effectively in a fast-paced, collaborative, and evolving environment

Job Responsibility

Develop and execute an integrated investor relations and external communications strategy aligned with Cabaletta Bio’s corporate milestones, including BLA submission and commercialization readiness
Partner with executive leadership to shape, refine, and consistently communicate Cabaletta Bio’s investment thesis and corporate narrative
Serve as a trusted advisor to the CFO, CBO, and CEO on messaging, positioning, and engagement with the investment community
Build scalable processes and infrastructure to support Cabaletta Bio’s evolution into a commercial-stage organization
Serve as a primary point of contact for investors and analysts, fostering strong, long-term relationships across the investment community
Lead preparation of earnings materials, investor presentations, and key external communications
Support capital markets activities, including financings, investor targeting, and roadshows
Monitor market dynamics, peer landscape, analyst coverage, and investor sentiment to inform strategy and leadership decision-making
Provide ongoing insights to executive leadership regarding valuation drivers and investor expectations
Track and schedule investor interactions and provide insights into future interactions

What we offer

Competitive benefits including health and retirement, PTO, and stock option plans

Fulltime

Administrative assistant

Our client is seeking one or two high‑caliber Administrative Assistants to join ...

Location

United States , New York

Salary:

90000.00 - 105000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

3-6+ years of administrative or Executive Assistant experience
Financial services, Investor Relations, or CPS experience strongly preferred but not required
Demonstrated experience coordinating heavy travel and managing high-volume calendars
Strong organizational skills with exceptional attention to detail
Team-oriented mindset with a willingness to cross-cover and support others
Proficiency in Microsoft Office
Salesforce and Workday experience a plus
Bachelor's degree preferred

Job Responsibility

Provide administrative support to 6-8 professionals across analyst through Managing Director levels
Manage heavy internal and external meeting scheduling across time zones
Coordinate complex domestic and international travel, preparing detailed itineraries
Prepare and reconcile expense reports accurately and in a timely manner
Track investor calls, meetings, prospect inboxes, and departmental processes
Prepare meeting materials including presentations, books, and bios
Support planning and execution of roadshows, conferences, and client events
Partner closely with other CPS administrators to ensure seamless coverage and collaboration
Assist with ad hoc projects including firmwide events, philanthropy initiatives, and brand-related work

What we offer

Discretionary bonus
Paid overtime
Medical, dental, and vision coverage
401(k) plan
Gym reimbursement program
Cell phone stipend
PTO package

Fulltime

Analyst - Sales, Secondary Loan Trading (SLT) & Credit Risk Insurance (CRI) Distribution - Americas

As part of its software suite provided to its clients, Cegid and its partners us...

Location

United States , NEW YORK

Salary:

110000.00 USD / Year

Crédit Agricole

Expiration Date

Until further notice

Requirements

Bachelor Degree / BSc Degree or equivalent
Education Essential: BA/BS (Finance)
Education Desirable: Masters degree in finance or business administration
0-2 years experience
Experience Desirable: 1+ years of relevant experience in banking, preferably in Project Finance and Digital Infrastructure
Good Financial & Accounting Knowledge
Strong computer skills including use of Microsoft Word, Excel, and PowerPoint
Good interpersonal skills
Team player, team oriented with strong work ethos
Ability to react quickly and use own initiative

Job Responsibility

Support the DAR Sales and SLT activity in the Americas (covering all CLF and ERA sectors, with a strong focus on Project Finance and Digital Infrastructure - North America and Latin America)
Support the DAR CRI activity in the Americas, developing relationships with key internal and external stakeholders, coordinating deal flow with business lines, coordinating certain aspects of the sourcing and placing of CRI activity, both onshore and offshore in coordination with the CRI teams in Paris and London
Coordinate with DAR Syndicate teams and support global SLT team to maintain and develop relationships with banks and institutional investors to drive loan sales in both primary and secondary markets, in addition to frequent investor coverage followed by detailed Call Reports posted on Debt Domain
Conduct sales calls and attend meetings with prospective investors as part of the distribution process
Coordinate and work with DAR Syndicate teams with primary sell down to reach approved loan final take target
Actively participate in primary syndications covering accounts and reporting feedback back to DAR Syndicate teams
Participate in regular pipeline calls with DAR Syndicate teams to anticipate upcoming new transactions to come to market
Review legal documentation with respect to transferability and confidentiality provisions
Deepen and broaden knowledge of underlying deals and investors
Coordinate new CRI activity (with CRI Paris and London) offshore activity for CLF and ERA

Fulltime

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Analyst, Investor Coverage

Job Description

Job Responsibility

Requirements

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