Senior Analyst, Investor Relations

The Core Responsibilities!

• Contribute to the quarter-end cycle by ensuring accuracy and timeliness across key deliverables, including (but not limited to) internal Board updates, earnings presentations and press releases, investor factsheets and marketing presentations
• Support in managing relationships with research analysts & associates by responding to inquiries, monitoring published reports and financial models (for tracking consensus); participate in analyst meetings to gather insights that could enhance investor disclosure
• Assist in preparing for investor meetings and industry conferences by coordinating logistics and schedules, developing investor profiles summaries and supporting Q&A preparation
• Monitor developments across the Canadian banking sector by reviewing peer earnings calls, industry publications, macroeconomic updates, and thought pieces from research analysts to inform internal perspectives and external messaging
• Oversee the maintenance and timely updating of EQB’s Investor Relations website to ensure accurate and current disclosure of corporate materials
• Contribute to the planning and execution of recurring events, including Investor Day, Annual General Meeting (AGM) and annual reviews with the credit rating agencies
• Maintain and update the client relation management (CRM) database to accurately track investor interactions, meeting notes and engagement history
• Attend industry conferences and leverage external resources to identify investor relations best practices and share relevant insights internally
• Collaborate with the Public Relations (PR) & Communications team on the development of non-quarter-end press releases
• Provide ad hoc support, research and analysis where required

Let's Talk About You!

• Undergraduate degree, preferably in Business, Finance or Accounting
• 3-5 years of relevant experience, preferably in a financial services
• Excellent analytical, modeling and problem-solving skills
• Excellent oral and written communication skills
• Proficient in using MS Office (Excel, Word, and PowerPoint)
• Experience with Bloomberg Terminal or Capital IQ
• Meticulous attention to detail
• Strong business acumen with proven ability to thrive in a high intensity environment
• Strong organizational skills with demonstrated ability to work under pressure and adhere to tight deadlines
• Excellent interpersonal skills with proven track record of developing relationships and maturity to interact with senior executives
• Ability to prioritize assignments, projects and multi-task within restricted time constraints
• Problem solver with sound judgment who takes initiative, accepts ownership and accountability
• Ability to work in ambiguously defined situations with minimal supervision
• Mature, confident, personable, professional presence
• Independent, self-motivated and enthusiastic