Investor Relations Analyst
Amalgamated Bank, New York, NY, United States
Job Title
Primary function is to support the bank's investor relations functions and process which includes preparing investor presentations and assisting with responding to questions/requests from external Bank analysts. Prepare ad hoc reports/analysis for senior management or for external reporting as needed.
Secondary function is to support the FP&A process which includes generating the company's budget and preparing the materials for reporting the Bank's quarterly financial results. Assist with reporting variances between actual and budget results at the business unit level.
Key Responsibilities:
Prepare investor presentations
Assist with external requests from Bank analysts
Assist with public regulatory filings
Closely follow the Bank's stock performance and identify/analyze market trends or anomalies and report to senior management
Assist with the quarterly financial reporting process
Assist with the generation of the company budget
Perform ad hoc requests (analysis and reporting) for functional leaders and senior management
Collaborate with various departments, including finance, legal, and marketing, to gather and analyze financial and non-financial data for investor reporting purposes
Collaborate with internal communications and marketing partners to ensure consistency in messaging and alignment of internal and external communications
Perform other duties as directed
Knowledge, Skills and Experience Requirements:
Bachelor's degree or equivalent experience; BS in Finance, Accounting, Economics or related field preferred
Strong quantitative skills and analytical rigor
High aptitude and enthusiasm for complex problem solving utilizing financial modeling and analysis
Advanced proficiency in Microsoft Excel, SQL, Axiom and/or other financial reporting platforms
Proficient with MS suite PowerPoint, Excel, Word and prior experience with financial management/budgeting applications
Ability to handle multiple projects simultaneously and work well under pressure
Excellent interpersonal, verbal, and written communication skills
Our job titles may span more than one career level. The starting base salary for this role is between $70,000 $80,000. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement . Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.
Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as "remote".
Primary function is to support the bank's investor relations functions and process which includes preparing investor presentations and assisting with responding to questions/requests from external Bank analysts. Prepare ad hoc reports/analysis for senior management or for external reporting as needed.
Secondary function is to support the FP&A process which includes generating the company's budget and preparing the materials for reporting the Bank's quarterly financial results. Assist with reporting variances between actual and budget results at the business unit level.
Key Responsibilities:
Prepare investor presentations
Assist with external requests from Bank analysts
Assist with public regulatory filings
Closely follow the Bank's stock performance and identify/analyze market trends or anomalies and report to senior management
Assist with the quarterly financial reporting process
Assist with the generation of the company budget
Perform ad hoc requests (analysis and reporting) for functional leaders and senior management
Collaborate with various departments, including finance, legal, and marketing, to gather and analyze financial and non-financial data for investor reporting purposes
Collaborate with internal communications and marketing partners to ensure consistency in messaging and alignment of internal and external communications
Perform other duties as directed
Knowledge, Skills and Experience Requirements:
Bachelor's degree or equivalent experience; BS in Finance, Accounting, Economics or related field preferred
Strong quantitative skills and analytical rigor
High aptitude and enthusiasm for complex problem solving utilizing financial modeling and analysis
Advanced proficiency in Microsoft Excel, SQL, Axiom and/or other financial reporting platforms
Proficient with MS suite PowerPoint, Excel, Word and prior experience with financial management/budgeting applications
Ability to handle multiple projects simultaneously and work well under pressure
Excellent interpersonal, verbal, and written communication skills
Our job titles may span more than one career level. The starting base salary for this role is between $70,000 $80,000. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement . Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.
Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as "remote".