Investor Reporting Analyst Job at iCapital Network (Boca Raton)

Sr. Financial Reporting Analyst

We are seeking a Sr. Financial Reporting Analyst to join our team in Houston, Te...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Accounting
CPA preferred
3+ years of external reporting experience
big 4 public accounting experience preferred
Proficiency in Form 10-K
Strong knowledge of Form 10-Q
Experience in Financial Reporting
Familiarity with Internal Financial Reporting
Experience with SEC Financial Reporting
Technical Accounting skills

Job Responsibility

Compiling and maintaining monthly and quarterly internal financial reporting packages
Conducting regular analyses and maintaining reporting templates
Preparing the company’s periodic SEC filings, including Form 10-K and 10-Q
Coordinating with Investor Relations, Accounting, FP& A, and senior management
Processing monthly journal entries and analyses related to leases and share-based compensation
Assisting in other technical accounting areas
Researching and resolving inquiries for the accounting department and senior management
Communicating regularly with supervisors regarding SEC filings, financial close, issues and deliverables
Preparing the monthly Statement of Cash Flow

What we offer

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

Fulltime

Investor Relations Analyst

Reporting to the Associate Director of Investor Relations (IR) with a dotted lin...

Location

United States , San Rafael

Salary:

73600.00 - 106260.00 USD / Year

BioMarin Pharmaceutical

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, business, accounting, or a related field
2 years of experience in investor relations, FP&A, or accounting at a public company, with demonstrated understanding of capital markets and public company financial reporting
Strong knowledge of SEC filings, regulatory requirements, and disclosure processes
Exceptional written and verbal communication skills, with the ability to convey complex financial information clearly to investors and senior management
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
High attention to detail, with the ability to manage multiple projects, meet tight deadlines, and exercise sound judgment
Collaborative, team-oriented mindset with strong interpersonal skills and the ability to partner across corporate functions
Self-motivated and capable of working independently to deliver high-quality results

Job Responsibility

Support the team in the preparation and dissemination of quarterly earnings releases, investor presentations, and other financial communications, ensuring accuracy and alignment with corporate messaging
Aggregate, summarize and distribute analyst research, estimates and peer performance metrics to senior management
Assist in planning and executing earnings calls, investor conferences, roadshows, and other IR events to strengthen engagement with the investment community
Monitor and analyze market trends, peer company performance, and investor sentiment, providing insights that inform IR strategy and executive decision-making
Conduct peer benchmarking, valuation analysis, and, ultimately, be responsible for maintaining the internal financial model including all analyst estimates
Maintain and update IR materials, including fact sheets, FAQs, and website content, to ensure transparency and consistency for shareholders and analysts
Manage the IR in-box in a timely manner
Support investor targeting and engagement program
create investor profile reports and track detailed analyst and investor meeting information in the IR database
Other responsibilities as assigned

What we offer

Discretionary annual bonus
Discretionary stock-based long-term incentives
Paid time off
Company-sponsored medical, dental, vision, and life insurance plans

Fulltime

Investor Relations Analyst

Perion is a global advertising technology company delivering solutions to the bi...

Location

Israel , Tel Aviv

Salary:

Not provided

Perion

Expiration Date

Until further notice

Requirements

Bachelor's degree (minimum) in Economics, Business Administration, Accounting, or other relevant field
At least 1 year of experience in relevant roles (investor relations, financial analysis, investment banking)
Proven financial literacy, including understanding of accounting principles, profitability metrics, operational metrics, and basic familiarity with valuation methods and models used by analysts and investors
High proficiency in Excel and PowerPoint
Excellent writing and communication skills in Hebrew and English (written and verbal)
Ability to work independently and as part of a team, attention to detail, and ability to meet deadlines

Job Responsibility

Assist in preparing presentations and reports for investors, including quarterly reports, conference presentations, and Q&A documents
Analyze financial reports, monitor stock performance, and research market trends and competitors
Maintain and update financial models as well as forecast models based on analyst consensus
Track shareholder composition, changes in holdings, and shifts in investor profile
Support relationship management with investors and analysts, including coordinating meetings and maintaining databases
Update and maintain the investor relations section of the company website
Collaborate with internal departments such as finance, legal, and marketing to ensure message consistency

What we offer

Opportunity to integrate into a fast-growing global company with exposure to international capital markets
Dynamic and challenging work environment
Excellent terms and opportunities for advancement and professional development

Fulltime

Accounting Specialist

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s o...

Location

United Kingdom , London

Salary:

Not provided

Moody's

Expiration Date

Until further notice

Requirements

Minimum of 6 years of professional experience in accounting, auditing or credit analysis
Deep experience with International Financial Reporting Standards
University degree in accounting or finance

Job Responsibility

Provides expert accounting and financial reporting analysis to support credit ratings for nonfinancial issuers and inform fixed-income investors
Provide accounting and financial reporting analysis to support analysts and rating committees in the credit rating process
Assess the quality and suitability of financial information provided by issuers seeking to obtain or maintain credit ratings
Meet with Investors, Rating Advisors and Issuers to discuss accounting matters and explain Moody’s approach and views
Produce timely, credit-relevant research on accounting, regulatory, and financial reporting topics for investors
Analyze financial reporting practices of high-risk or high-profile companies and evaluate credit implications
Participate in the development and delivery of financial reporting training for credit analysts

Investor Relations Associate

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

Location

United States , San Francisco; New York

Salary:

140000.00 - 170000.00 USD / Year

Crusoe

Expiration Date

Until further notice

Requirements

3 - 5 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

Public Company Experience: Communications with equity and debt providers, organizing investor reporting and outreach
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
Non-Deal Roadshows (NDRs): Coordinate and manage logistics for investor roadshows and conferences, including scheduling, preparation of materials, and post-event follow-up
Due Diligence: Manage data requests and materials for investor and analyst due diligence sessions
Financial Reporting & Communications: Earnings Cycle Management: Play a lead role in the quarterly earnings process, including drafting press releases, preparing management's scripts, developing Q&A documents, and creating presentation materials
Analyst & Investor Interaction: Serve as a point of contact for routine inquiries from financial analysts, institutional investors, and retail shareholders
Synthesize these interactions for senior management
Messaging Development: 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
Market Intelligence & Strategy: Competitive Analysis: Monitor, analyze, and summarize sell-side research, consensus estimates, and competitor financial performance

What we offer

Industry competitive pay
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

Fulltime

Investor Relations

As an Investor Relations at Mentimeter, you will play a pivotal role in shaping ...

Location

Sweden , Stockholm

Salary:

Not provided

Mentimeter

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Business, or a related field
8+ years of experience in investor relations, equity research, financial communications, or a related role, preferably within the technology or SaaS sectors
Strong understanding of financial markets, investor expectations, and reporting requirements
Excellent communication skills with the ability to present complex information clearly and persuasively
Proven ability to build and maintain relationships with investors, analysts as well as strategics
An international diverse experience of all the above is highly desirable
Experience with Nasdaq Stockholm regulations and financial reporting is highly desirable
Strong organizational skills and attention to detail, with the ability to manage multiple projects simultaneously

Job Responsibility

Articulate Mentimeter’s value proposition, business model, and market opportunities to current and potential investors
Develop a compelling narrative that highlights our competitive advantages
Engage with existing shareholders to keep them informed about company developments and performance
Identify and establish relationships with potential future investors (financial and strategic), analysts, and other key stakeholders
Develop and maintain investor presentation decks, fact sheets, Q&A documents, and other materials used in investor communications
Work closely with the finance, legal, and communications teams to ensure consistency and accuracy of information
Lead the preparation of Quarterly and Annual Reports (including CSRD and Corporate Governance reporting)
Ensure compliance with all Nasdaq regulations, Market Abuse Regulation (MAR), insider logs and other relevant requirements
Plan and execute investor meetings, coordinating logistics and ensuring seamless communication
Together with CEO and CFO, represent Mentimeter in presentations to investors and analysts

What we offer

Competitive compensation and benefits package, including pension contributions
Access to a leadership program (including external personal coach)
Relevant education to ensure that we continue to be state-of-the-art
Very healthy view on work-life balance

Fulltime

Investor Accounting Analyst

We are seeking a detail-oriented Investor Accounting Analyst to join our dynamic...

Location

Salary:

Not provided

Valon Mortgage

Expiration Date

Until further notice

Requirements

3+ years of experience in investor accounting and/or MSR billing within the mortgage servicing industry
Hands-on experience with Freddie Mac, Fannie Mae, and Ginnie Mae loan portfolios
Proficiency in using investor reporting platforms and mortgage servicing systems
Strong analytical and problem-solving skills with attention to detail
Advanced proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP, formulas)
Excellent verbal and written communication skills
Ability to prioritize tasks, meet deadlines, and work collaboratively across teams
Excellent critical thinking and problem-solving skills
Excellent collaboration and communication skills
Finance or accounting degree or 2-3 years of experience in an accounting or finance role

Job Responsibility

Prepare and submit accurate monthly and daily reporting to investors, including Freddie Mac, Fannie Mae, and Ginnie Mae
Demonstrate a basic understanding of mortgage servicing and servicer level responsibilities on behalf of Mortgage Service Rights (MSR) Owners
Complete Root Cause Identification, Resolution, and Remediation of custodial account variances
Perform reconciliations of investor accounts, identifying and resolving discrepancies promptly
Prepare monthly post-reconciliation analyses to identify trends
Review and prepare client billing-related items
Ensure compliance with investor guidelines and regulatory requirements
Assist in cash management processes, including remittance and reconciliation.
Collaborate with internal teams to streamline processes and improve operational efficiency
Provide user feedback to product and engineering teams

What we offer

Competitive salary & 401k plan
comprehensive medical, dental, & vision benefits
Company-wide orientation
learning & development opportunities
regular review cycles that feature 360-degree feedback
quarterly budgets for team and company outings
17 days of paid time off, 5 personal/sick days, and 11 company holidays
12 weeks off for both birthing and non-birthing parents - fully paid

Fulltime

Director, Investor Relations

The Director, Investor Relations is a senior-level contributor responsible for a...

Location

United States , Atlanta

Salary:

Not provided

Heartland Payment Systems LLC

Expiration Date

Until further notice

Requirements

Minimum of 8 years in investor relations, equity research, investment management or strategic finance, with 3+ years in a leadership role
Experience in payments, fintech, or financial services preferred
Experience engaging with institutional investors and analysts across the buy and sell side
Proven ability to lead investor targeting and executive engagement strategies
Deep understanding of capital markets, investor targeting strategies, and buy/sell-side dynamics
Strong analytical skills with experience in valuation, benchmarking, and financial modeling
Executive-level communication and presentation capabilities
High emotional intelligence and stakeholder management skills
Experience coordinating C-suite engagement and investor-facing communications
Proficiency in IR platforms, CRM tools, and financial databases (e.g., FactSet, Bloomberg, Nasdaq IR Insight)

Job Responsibility

Lead investor targeting strategy to identify and prioritize high-value institutional investors
Coordinate outreach and engagement plans, including meetings with the CEO, CFO, and other senior executives
Maintain investor profiles and tracking systems to support proactive relationship management
Serve as a primary point of contact for buy-side and sell-side analysts and investors
Deliver consistent, transparent messaging aligned with earnings materials and strategic priorities
Monitor investor sentiment and feedback to inform messaging and engagement strategy
Support preparation of earnings scripts, investor FAQs, and board updates
Coordinate executive participation in investor meetings, conferences, and roadshows
Provide strategic input on investor messaging and positioning
Conduct peer benchmarking, valuation analysis, and investor perception studies

Fulltime

Investor Reporting Analyst

iCapital Network

Location:
United States , Boca Raton

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 18, 2026

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