Analyst

Posted 10 Hours Ago
San Diego, CA
Entry level
Financial Services
The Role
The Analyst will work alongside senior executives to manage client engagements, develop investor relations programs, analyze financial data, track sector trends, manage IPO projects, and create best practice materials. They will also participate in a training program on capital markets and take FINRA Licensing Exams.
Summary Generated by Built In

GILMARTIN GROUP LLC

POSITION AVAILABLE

Analyst Program

VISION & VALUES

Our core values define our culture, operating principals, and practices. Gilmartin prides itself on being a best-in-class strategic advisory firm with a strong value system. We are:

  • Entrepreneurial & Innovative
  • Authentic
  • Motivated
  • Culture & Team Oriented
  • Adaptable
  • Accountable

We provide comprehensive service offerings throughout the lifespan of our client companies. We have decades of experience in Capital Markets, Investor Relations, Corporate Communications and Business Development/Strategic Advisory services. Our professionals have spent their careers on Wall Street with backgrounds in Equity Research, Investment Banking and Equity Capital Markets. We bring that experience and expertise to our clients to create durable shareholder value.

At Gilmartin, we leverage our cross-discipline experience and team approach to deliver results. We recognize that no two companies are alike, and we tailor our work-scope for the unique needs and objectives of our clients. Ways in which we partner with our clients vary – we build customized investor relations programs for emerging growth companies, large caps or micro-caps; we act as an outside strategic consultant; and we help private companies navigate Wall Street and create communications strategies. Our track record of success is fueled by our unparalleled experience and the strength of our relationships among actionable investors and industry veterans

INVESTMENT IN YOU

We are a forward-thinking, transparent, and inclusive culture committed to professional development. We have a collaborative environment within and across our company, headquartered north of San Francisco, with additional offices in San Diego and New York. We provide competitive salaries, bonus potential, generous paid time off, a hybrid and flexible in-office\remote work environment, and a great team of professionals to collaborate with!

BENEFITS & COMPENSATION

We offer the following benefits to all full-time employees:

  • Excellent medical, dental and vision benefits
  • Flexible Spending Account (FSA)\Dependent Care Account
  • Commuter Benefits
  • 401(k) with employer match
  • Employee Assistance Program (EAP)
  • Generous Paid Time Off (PTO)
  • A Robust Professional Development Program

THE OPPORTUNITY

Gilmartin is looking for highly motivated individuals to fill Investor Relations Analyst positions. Successful candidates will work closely with senior Gilmartin executives to manage client engagements, build, and execute investor relations programs focusing on strategic advice and tactical execution, track sector trends and data, project manage initial public offerings (IPOs) and other capital markets related activities, and create internal best practice materials.

Analysts will participate in a training program to gain knowledge of capital markets, financial analysis, investor relations fundamentals and the healthcare sector. Concurrent with the training period, Analysts will take their FINRA Licensing Exams: SIE, Series 82, and Series 63.

Gilmartin is committed to professional development and fostering a culture of collaboration and meritocracy.

JOB RESPONSIBILITIES

Analyst Program

  • Prepare reports for clients detailing analyst models and institutional shareholder base
  • Track and report on client and competitor/peer business developments and financial results
  • Collecting and analyzing sell side estimates and maintain consensus model
  • Support senior company executives in preparation for client quarterly earnings calls, including logistics, drafting earnings releases, and management Q&A preparation
  • Manage client IR calendars, including investor conferences, non-deal roadshows and other major events
  • Participate in client meetings and calls
  • Assist with the preparation of presentation materials
  • Review and recommend content and updates for IR website
  • Database maintenance and entry

Experience and Requirements

  • BA/BS degree; Finance, Economics, Biology, pre-med preferred
  • Internship within finance or investor relations preferred
  • Strong analytical and writing skills
  • Excellent interpersonal and verbal skills
  • Keen interest in equity markets and/or healthcare
  • Confident and professional phone and e-mail communication
  • Knowledge of Microsoft Office, Word, Excel, and PowerPoint

Soft Skills

  • High ethical and professional standards
  • Excellent cross-functional collaborator who inspires confidence and trust
  • Proactive, self-starter who takes initiative, can move adeptly in a fast-paced environment and works well with little supervision while making judgment calls under pressure
  • Detail oriented, highly organized and able to multi-task efficiently
  • Ability and desire to work in a team environment
  • A problem solver who is resourceful and creative
  • Comfortable with C-suite executives and a start-up (wear a lot of hats) environment

APPLICATION PROCEDURES

Submit a cover letter and resume for immediate consideration through our website: www.gilmartinir.com

Gilmartin Group is an Equal Employment Opportunity Employer

The Company
HQ: San Francisco Bay Area, CA
59 Employees
On-site Workplace
Year Founded: 2016

What We Do

The Gilmartin Group is a strategic consulting firm focused on investor relations, communications and business development for companies across the healthcare and life sciences space. Our goal is to help our clients create durable long term value by leveraging our team’s capital markets experience, communications expertise and deep industry knowledge.

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