Equity Research Analyst, Director Job at Brewin Dolphin (London)

Senior Investor Relations Manager

We’re seeking a Senior Manager, Investor Relations to lead, shape and communicat...

Location

United States , Mountain View

Salary:

190000.00 - 260000.00 USD / Year

Kodiak Robotics

Expiration Date

Until further notice

Requirements

8+ years of progressive experience in investor relations, equity research, investment banking, private equity, or buy-side investing, ideally with exposure to technology, automotive, transportation, or defense sectors
Strong understanding of financial statements, valuation methodologies, capital markets, and the drivers of long-term shareholder value
Demonstrated ability to build and maintain relationships with institutional investors and sell-side analysts
Exceptional written and verbal communication skills, including the ability to craft compelling narratives and presentations for executive-level and external audiences
Proven ability to synthesize complex technical and financial topics into clear, concise, and credible messages
High degree of comfort working cross-functionally in a fast-paced, high-growth environment with evolving priorities
Strong analytical and modeling skills in Excel or similar tools
ability to interpret and challenge consensus estimates and peer benchmarks
High integrity, sound judgment, and sensitivity to confidential information
Bachelor’s degree in Finance, Economics, Business, Engineering, or a related field

Job Responsibility

Help lead all aspects of Kodiak’s investor relations program and evolve into a trusted company spokesperson
Develop clear, compelling investor-facing messaging and communication materials around financial performance, strategy, partnerships, technology roadmaps, and other key company milestones
Translate complex technical and financial concepts into simple, impactful narratives for both technical and non-technical audiences
Ensure tight alignment of IR messaging with Kodiak’s brand, product strategy, and long-term vision in autonomy and defense
Drive preparation for quarterly earnings and key investor communications (as applicable), including earnings scripts, Q&A documents, investor presentations, and supporting materials
Help manage investor relations events: earnings calls, conferences, non-deal roadshows, virtual and in-person investor meetings, and the annual shareholder meeting
Support proactive investor targeting strategies, including outreach, conference participation, and ongoing relationship-building with current and prospective shareholders
Build and maintain strong relationships with institutional investors and sell-side analysts, serving as a responsive and credible point of contact
Build and maintain external consensus models, valuation analyses, trading/ownership dashboards, and benchmarking versus relevant peers across AI, autonomy, transportation, and defense tech
Monitor and synthesize market trends, investor sentiment, competitor developments, and macro factors

What we offer

Competitive compensation package including equity and annual bonuses
Excellent Medical, Dental, and Vision plans through Kaiser Permanente, Cigna, and MetLife (including a medical plan with infertility benefits)
MetLife Legal Services, Identity & Fraud Protection, Hospital Indemnity Insurance, Accident Insurance, & Critical Illness Insurance
Flexible PTO, 10 paid holidays, and generous parental leave policies
Office perks: dog-friendly, free catered lunch, a fully stocked kitchen, and free EV charging
Long Term Disability, Short Term Disability, Life Insurance
Wellbeing Benefits - Headspace through Cigna, Calm through Kaiser, One Medical, Gympass, Spring Health through Cigna, Rula (mental health navigation)
Fidelity 401(k)
Commuter, FSA, Dependent Care FSA, HSA
Various incentive programs (referral bonuses, patent bonuses, etc.)

Fulltime

Sector Lead - E&I, Directed Content

As a Sector Lead on our Directed Content team, you will play a pivotal role in e...

Location

United States , New York

Salary:

92000.00 - 127000.00 USD / Year

AlphaSense

Expiration Date

Until further notice

Requirements

5–7 years of experience in equity research, market intelligence, consulting, or a related analytical role within Energy & Industrials
Deep domain expertise in Energy & Industrials, with a strong grasp of the key players, business models, and industry trends shaping your space
Proven people management experience, successfully leading, mentoring, and developing teams of project managers or analysts
Skilled at translating strategic objectives into actionable research projects that yield high-impact insights
Exceptional organizational, analytical, and critical-thinking skills, able to balance multiple priorities with agility while maintaining high quality standards
Strong command of project economics, capable of managing budgets, optimizing expert costs, and tracking ROI to ensure resource efficiency
Adept at working cross-functionally with Directors of Research, Go-to-Market, Product, and Compliance to ensure alignment and continuous improvement
Intellectually curious, client-oriented, and comfortable operating in a fast-paced, dynamic environment
Strong understanding of compliance, MNPI, and confidentiality standards across all project types

Job Responsibility

Partner with the Director of Research to develop and maintain a strategic sector roadmap, which you will then translate into a structured execution plan, ensuring coverage aligns with key market and client priorities
Manage and mentor a team of Project Managers that oversee the execution of Directed Content projects, setting clear goals, tracking KPIs, and ensuring accountability across all deliverables
Collaborate with Operations Managers who oversee Analyst execution of expert recruiting, onboarding, and interaction facilitation to align operational KPIs to coverage strategy and optimize execution
Own expert budget management for your sector, allocating resources effectively to maximize content ROI while maintaining high quality and throughput
Oversee a structured QA process for ensuring transcripts within your sector of coverage meet the highest standards for data accuracy, relevance, structure, and analytical depth
Collaborate closely with the Director of Research and our Content Strategy Analyst to monitor engagement data, identify coverage gaps, and recalibrate project pipelines accordingly
Collaborate closely with the Director of Research to identify and shape content to support revenue-generating efforts such as white papers, webinars, internal and external presentations
Establish and maintain feedback loops with call takers and project teams to enhance the quality and insight of future content
Partner with Operations and Product teams to pilot and optimize AI-enabled tools that improve project throughput, QA precision, and overall efficiency
Maintain deep familiarity with ongoing developments within the Energy & Industrials sector, proactively surfacing new themes and companies to guide future research focus

What we offer

Performance-based bonus
Equity
Generous benefits program

Sector Lead - Healthcare, Directed Content

As a Sector Lead on our Directed Content team, you will play a pivotal role in e...

Location

United States , New York

Salary:

92000.00 - 127000.00 USD / Year

AlphaSense

Expiration Date

Until further notice

Requirements

5–7 years of experience in equity research, market intelligence, consulting, or a related analytical role within Healthcare
Deep domain expertise in Healthcare, with a strong grasp of the key players, business models, and industry trends
Proven people management experience, successfully leading, mentoring, and developing teams of project managers or analysts
Skilled at translating strategic objectives into actionable research projects
Exceptional organizational, analytical, and critical-thinking skills
Strong command of project economics, capable of managing budgets, optimizing expert costs, and tracking ROI
Adept at working cross-functionally with Directors of Research, Go-to-Market, Product, and Compliance
Intellectually curious, client-oriented, and comfortable operating in a fast-paced, dynamic environment
Strong understanding of compliance, MNPI, and confidentiality standards

Job Responsibility

Partner with the Director of Research to develop and maintain a strategic sector roadmap
Manage and mentor a team of Project Managers that oversee the execution of Directed Content projects
Collaborate with Operations Managers who oversee Analyst execution
Own expert budget management for your sector
Oversee a structured QA process for ensuring transcripts within your sector of coverage meet the highest standards
Collaborate closely with the Director of Research and our Content Strategy Analyst to monitor engagement data
Collaborate closely with the Director of Research to identify and shape content to support revenue-generating efforts
Establish and maintain feedback loops with call takers and project teams
Partner with Operations and Product teams to pilot and optimize AI-enabled tools
Maintain deep familiarity with ongoing developments within the Healthcare sector

What we offer

Performance-based bonus
Equity
Generous benefits program

Sector Lead - TMT, Directed Content

As a Sector Lead on our Directed Content team, you will play a pivotal role in e...

Location

United States , New York

Salary:

92000.00 - 127000.00 USD / Year

AlphaSense

Expiration Date

Until further notice

Requirements

5–7 years of experience in equity research, market intelligence, consulting, or a related analytical role within TMT
Deep domain expertise in TMT, with a strong grasp of the key players, business models, and industry trends
Proven people management experience, successfully leading, mentoring, and developing teams of project managers or analysts
Skilled at translating strategic objectives into actionable research projects
Exceptional organizational, analytical, and critical-thinking skills
Strong command of project economics, capable of managing budgets, optimizing expert costs, and tracking ROI
Adept at working cross-functionally with Directors of Research, Go-to-Market, Product, and Compliance
Intellectually curious, client-oriented, and comfortable operating in a fast-paced, dynamic environment
Strong understanding of compliance, MNPI, and confidentiality standards across all project types

Job Responsibility

Partner with the Director of Research to develop and maintain a strategic sector roadmap
Manage and mentor a team of Project Managers that oversee the execution of Directed Content projects
Collaborate with Operations Managers who oversee Analyst execution of expert recruiting, onboarding, and interaction facilitation
Own expert budget management for your sector
Oversee a structured QA process for ensuring transcripts within your sector of coverage meet the highest standards
Collaborate closely with the Director of Research and our Content Strategy Analyst to monitor engagement data
Collaborate closely with the Director of Research to identify and shape content to support revenue-generating efforts
Establish and maintain feedback loops with call takers and project teams
Partner with Operations and Product teams to pilot and optimize AI-enabled tools
Maintain deep familiarity with ongoing developments within the TMT sector

What we offer

Performance-based bonus
Equity
Generous benefits program

Senior Research Lead, Healthcare

As a Sector Lead on our Directed Content team, you will play a pivotal role in e...

Location

United States , New York

Salary:

92000.00 - 127000.00 USD / Year

AlphaSense

Expiration Date

Until further notice

Requirements

5–7 years of experience in equity research, market intelligence, consulting, or a related analytical role within Healthcare
Deep domain expertise in Healthcare, with a strong grasp of the key players, business models, and industry trends
Proven people management experience, successfully leading, mentoring, and developing teams of project managers or analysts
Skilled at translating strategic objectives into actionable research projects
Exceptional organizational, analytical, and critical-thinking skills
Strong command of project economics, capable of managing budgets, optimizing expert costs, and tracking ROI
Adept at working cross-functionally with Directors of Research, Go-to-Market, Product, and Compliance
Intellectually curious, client-oriented, and comfortable operating in a fast-paced, dynamic environment
Strong understanding of compliance, MNPI, and confidentiality standards

Job Responsibility

Partner with the Director of Research to develop and maintain a strategic sector roadmap
Manage and mentor a team of Project Managers that oversee the execution of Directed Content projects
Collaborate with Operations Managers who oversee Analyst execution of expert recruiting, onboarding, and interaction facilitation
Own expert budget management for your sector
Oversee a structured QA process for ensuring transcripts within your sector of coverage meet the highest standards
Collaborate closely with the Director of Research and our Content Strategy Analyst to monitor engagement data
Collaborate closely with the Director of Research to identify and shape content to support revenue-generating efforts
Establish and maintain feedback loops with call takers and project teams
Partner with Operations and Product teams to pilot and optimize AI-enabled tools
Maintain deep familiarity with ongoing developments within the Healthcare sector

What we offer

Performance-based bonus
Equity
Generous benefits program

Senior Research Lead, Energy & Industrials

As a Sector Lead on our Directed Content team, you will play a pivotal role in e...

Location

United States , New York

Salary:

92000.00 - 127000.00 USD / Year

AlphaSense

Expiration Date

Until further notice

Requirements

5–7 years of experience in equity research, market intelligence, consulting, or a related analytical role within Energy & Industrials
Deep domain expertise in Energy & Industrials, with a strong grasp of the key players, business models, and industry trends
Proven people management experience, successfully leading, mentoring, and developing teams of project managers or analysts
Skilled at translating strategic objectives into actionable research projects that yield high-impact insights
Exceptional organizational, analytical, and critical-thinking skills, able to balance multiple priorities with agility while maintaining high quality standards
Strong command of project economics, capable of managing budgets, optimizing expert costs, and tracking ROI to ensure resource efficiency
Adept at working cross-functionally with Directors of Research, Go-to-Market, Product, and Compliance to ensure alignment and continuous improvement
Intellectually curious, client-oriented, and comfortable operating in a fast-paced, dynamic environment
Strong understanding of compliance, MNPI, and confidentiality standards across all project types

Job Responsibility

Partner with the Director of Research to develop and maintain a strategic sector roadmap, which you will then translate into a structured execution plan
Manage and mentor a team of Project Managers that oversee the execution of Directed Content projects, setting clear goals, tracking KPIs, and ensuring accountability across all deliverables
Collaborate with Operations Managers who oversee Analyst execution of expert recruiting, onboarding, and interaction facilitation to align operational KPIs to coverage strategy and optimize execution
Own expert budget management for your sector, allocating resources effectively to maximize content ROI while maintaining high quality and throughput
Oversee a structured QA process for ensuring transcripts within your sector of coverage meet the highest standards for data accuracy, relevance, structure, and analytical depth
Collaborate closely with the Director of Research and our Content Strategy Analyst to monitor engagement data, identify coverage gaps, and recalibrate project pipelines accordingly
Collaborate closely with the Director of Research to identify and shape content to support revenue-generating efforts such as white papers, webinars, internal and external presentations
Establish and maintain feedback loops with call takers and project teams to enhance the quality and insight of future content
Partner with Operations and Product teams to pilot and optimize AI-enabled tools that improve project throughput, QA precision, and overall efficiency
Maintain deep familiarity with ongoing developments within the Energy & Industrials sector, proactively surfacing new themes and companies to guide future research focus

What we offer

Performance-based bonus
Equity
Generous benefits program

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

Equity Research Analyst, Director

Brewin Dolphin

Location:
United Kingdom , London

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 03, 2026

Expiration:
March 05, 2026

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