Investor Relations

Investor Relations Finance Jobs

5 jobs found

2mo ago

Business Development Associate, Financial Services - Corporate Access

Arrowhead Business and Investment Decisions, LLC New York, NY

New York, NY

2mo ago Closed

$70k - $80k/yr Full time Account Management Account Onboarding B2B

This position is no longer accepting applications (closed Jul 1, 2026).

Job Description

Hybrid role in New York, NY focusing on identifying and onboarding publicly listed companies into the Corporate Access Program, with a salary range of USD 70,000 - 80,000 per year.

Responsibilities

Identify and assess publicly traded companies likely to benefit from Corporate Access Services
Develop and maintain targeted prospect lists across sectors, markets, geographies, exchanges, and investor-relations objectives
Engage with C-suite executives, investor relations teams, and corporate development professionals through outreach and meetings
Create tailored outreach emails, pitch notes, call materials, and follow-up communications
Coordinate introductory calls and assist senior team members throughout the business development process, supporting onboarding of new corporate clients
Maintain accurate CRM records, keep pipeline updates current, capture prospect notes, and track outreach activity

Requirements

Experience in financial services, investor relations, capital markets, business development, account management, or client relations is preferred
Excellent written and verbal communication skills
Professional presence and ease engaging with senior executives and investor relations professionals
Strong organizational abilities with the capacity to manage multiple workstreams concurrently
Attention to detail, consistency, follow-through, and quality control
Ability to work independently while collaborating effectively within a team
Interest in public markets, corporate finance, investor relations, and corporate access
Proficiency with Gmail, Microsoft Office (Excel and Word), HubSpot, AI tools, and other web-based research applications

Technologies

Gmail
Microsoft Office
Microsoft Excel
Microsoft Word
HubSpot
AI tools

Benefits

Dental insurance
Health insurance
Paid time off
Vision insurance

Application

Please send a resume and cover letter if you are interested and believe you fit the candidacy requirements. We look forward to meeting you.

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2mo ago

Director of Finance and Capital Markets

Gail Technology Bannockburn, IL

Bannockburn, IL

2mo ago Closed

$150k - $180k/yr Full time Finance Director Banking Capital Markets

This position is no longer accepting applications (closed Jun 17, 2026).

Job Description

Gail Technology seeks a Director of Finance and Capital Markets to oversee the finance function across the company and its project SPVs.

Responsibilities

Build and maintain project finance models for every active development, including solar, self-storage, office, sports complex, and datacenter, with DCF, IRR, leveraged returns, sensitivity analysis, and downside scenarios.
Own the capital stack for each project: construction debt, term debt, mezzanine, sponsor equity, LP equity, and tax credit monetization.
Manage relationships with banks and direct lenders; produce credit memos, capital request packages, and ongoing covenant reporting (borrowing base, DSCR, leverage tests, construction draws).
Oversee tax credit work: ITC eligibility, transferability sales under IRA §6418, prevailing wage and apprenticeship documentation, energy community and domestic content adders, and coordination with tax credit insurers.
Produce board and investor presentations (quarterly updates, capital raise decks, project-level investor memos).
Run diligence on debt and equity raises end-to-end, including data room management.
Lead annual budgeting and quarterly reforecasting for the holding company and project portfolio.
Coordinate with outside auditors, lenders, tax counsel, and tax credit buyers.

Requirements

MBA from an accredited program OR 4-7 years in real estate/infrastructure/project-finance investment banking, lending, or principal investing.
Demonstrated experience modeling project economics; Excel-fluent at the level of building a model from scratch, not just maintaining one.
Direct experience negotiating with project lenders or sitting across the table from sponsors.
Working knowledge of the IRA tax credit landscape: ITC, PTC, transferability, tax equity partnerships, energy community/domestic content, prevailing wage.
Strong PowerPoint and written communication; experience drafting credit memos, board decks, and investor updates.

Technologies

Excel
PowerPoint

Benefits

Dental insurance
Health insurance
Paid time off
Vision insurance

Pay

$150,000 - $180,000 per year

Location

Bannockburn, IL (onsite)

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2mo ago

Vice President | Portfolio Management, Finance

Red Stone Equity Partners LLC Charlotte, NC

Charlotte, NC

2mo ago Closed

$110k - $135k/yr Full time Accounting Capital Management Financial Analysis

This position is no longer accepting applications (closed Jun 17, 2026).

Job Description

The Vice President of Portfolio Management, Finance at Red Stone Equity Partners oversees tax credit funds, financial reporting, modeling, audits, and investor communications.

Responsibilities

Manage each fund's books and records, including monthly cash activity reviews, approval of monthly journal entries, and review of quarterly financial statement reporting.
Monitor upcoming and pending capital contributions for low income housing tax credit funds (LTs) in the portfolio.
Coordinate internal review and assembly of investor capital call requests, ensuring benchmarks are met.
Track capital call requests to ensure timely receipt and delivery to the LT.
Ensure timely LT and UT modeling updates to provide up-to-date tax credit projections and IRR calculations for Quarterly Investor Reports.
Support staff with modeling updates for tax credit projections as needed.
Review modeling updates completed by support staff and resolve issues independently or with Director assistance.
Oversee the annual audit and tax return process.
Complete interim requests promptly and efficiently.
Manage receipt, review, and approval of LT audits and tax returns to ensure UT audits and tax returns are delivered on time to Investors.
Identify complex issues in LT audits and tax returns, communicating with CPAs and GPs, and resolving independently or with Director help.
Thoroughly review UT audits and tax returns, provide comments to UT CPAs, and ensure final documents are processed timely upon draft approval.
Review tax and finance related LT documents and communicate issues with CPAs, General Partners, and PMRs as needed.
Update LT modeling for each scenario to assess the impact of requests.
Identify negative impacts from proposed changes and seek resolutions beneficial to LT and Investors with Director assistance as needed.
Communicate questions arising from reviews with LT GPs and PMRs to obtain timely resolutions.
Stay actively informed on accounting and tax updates relevant to the LIHTC industry.
Respond to Investor requests promptly and thoughtfully on an ongoing basis.
Participate on calls with LT GPs to discuss Portfolio Management matters, providing financial expertise.
Provide daily guidance and support to analysts and interns.
Monitor daily tasks to ensure timely, thorough completion and adherence to internal and external deadlines.
Review select documents and provide feedback and assistance as needed.
Deliver on the job training to develop technical knowledge and skills.
Maintain professional communication with third parties delivering audits and tax returns.

Requirements

Bachelor's degree in Accounting; CPA certification preferred.
Minimum 5 years of experience in Public Accounting.
Experience with Affordable Housing clients.
Excellent Excel and financial modeling skills.
Ability to balance competing priorities and meet tight deadlines.
Excellent written and verbal communication skills.
Commitment to company core values: Solve Creatively, Take Initiative, People First, Grow Together, Be Authentic.

Technologies

Microsoft Excel

Benefits

Medical, dental, and vision insurance
Premiums paid for medical and dental
Life insurance
Short-term disability
Long-term disability
Paid time off
Company-paid holidays
Healthy Lifestyle Benefit
Parking
Transit benefits
Dependent care FSA
Hybrid remote work arrangement
Learning and development opportunities
401(k) plan
401(k) matching
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health savings account
Parental leave
Bereavement leave
4.5-day workweek with half-day Fridays

Details

Salary: USD 110,000 - 135,000 per year, plus 20-25% bonus range
Location: Hybrid remote in Charlotte, NC 28209

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2mo ago

Corporate Finance Analytics, Senior Associate

JPMorgan Chase & Co. New York, NY

New York, NY

2mo ago Closed

Full time Senior Business Analytics Capital IQ

This position is no longer accepting applications (closed Jun 10, 2026).

Job Description

JPMorgan Chase & Co.'s Corporate Finance Analytics team in New York, NY (onsite) is seeking a Senior Associate to lead firmwide financial analysis, shape reporting materials for senior leadership, and mentor junior colleagues. This role blends rigorous data review with cross‑functional collaboration to support strategic decision‑making at the highest levels of the firm.

Responsibilities

Drive analysis, data visuals, and fact validation for the Chairman & CEO Letter to Shareholders, coordinating with multiple teams and business partners across the firm, while guiding and reviewing the work of junior team members for accuracy and completeness
Serve as a lead reviewer on quarterly and ad hoc competitor analysis, earnings coverage and research, owning the deliverables end-to-end and ensuring methodologies meet high standards through critical evaluation and constructive feedback
Complete ad hoc projects and analyses for high-priority and topical issues for senior management
Conduct ad hoc and monthly valuation analyses with a clear understanding of techniques such as Dividend Discount Modeling
Aid in data preparation for external and internal events and conferences, including Investor Day
Own and manage weekly and monthly firmwide financial reporting, along with ad hoc reporting requests from senior management
Become proficient in systems such as FactSet and Capital IQ for competitor research, financial analysis, the Letter to shareholders, and other ad hoc requests
Create PowerPoint presentations for senior management, including ad hoc analysis, town halls, and routine BAU reporting
Integrate internal AI/ML tools into competitor coverage and other financial reporting to improve efficiency and quality
Continuously evaluate processes and recommend enhancements
Aid in mentoring, teaching, and developing talent across the team

Requirements

Bachelor's degree required
5 years of professional experience in a similar role, such as Planning and Analysis, Investor Relations, or Corporate Finance
Advanced PowerPoint and Excel skills
Strong analytical, creative thinking, and problem‑solving abilities
Ability to manage projects end-to-end with a high degree of autonomy
Strong verbal and written communication skills, with the ability to articulate complex issues clearly
Team player who is respected as a trusted partner for the Business, Finance, and FP&A Teams
Ability to generate ideas for improving internal processes

Technologies

FactSet
Capital IQ
PowerPoint
Excel

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity

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5mo ago

Director, Financial Reporting

Pursuit Collection Denver, CO

Denver, CO

5mo ago Closed

$160k - $190k/yr Full time 10-K 10-Q Accounting

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Pursuit Collection is redefining guest experiences by connecting travelers with iconic destinations through world‑class attractions, distinctive lodges, and thoughtfully crafted dining, retail, and transportation offerings. We are seeking a highly skilled Director of Financial Reporting to lead external SEC filings and internal financial reporting. This role ensures compliance with U.S. GAAP, SEC, and SOX requirements while enabling strategic decision‑making through timely and accurate financial reporting and analysis. The ideal candidate will bring deep accounting expertise, strong leadership capabilities, and experience in public accounting and multi‑entity public company environments, preferably within the hospitality sector. This Denver‑based position offers a salary range of $160,000 to $190,000 per year, is eligible for a 20% STI bonus, and includes an annual RSU grant.

Responsibilities & Accountabilities

Oversee the preparation and filing of all SEC reports (Forms 10‑K, 10‑Q, 8‑K, 11‑K), including XBRL tagging and supporting documentation, and contribute to the proxy statement.
Assist in preparing external financial statements in full compliance with U.S. GAAP and SEC regulations.
Monitor and assess new accounting standards and SEC rule changes; draft technical accounting memos and required disclosures.
Prepare footnotes and supporting documentation for complex transactions, including leases, acquisitions, dispositions, revenue recognition, debt, and long‑lived assets, among other areas.
Prepare annual goodwill and intangible asset impairment testing documentation.
Provide detailed tie‑outs and documentation for earnings releases and financial presentations used in investor and lender communications.
Support investor relations with key data and reports used in earnings calls and shareholder communications.

Internal Reporting & Financial Analysis

Produce monthly internal financial reports, including executive‑level variance analyses and dashboards.
Assist as needed with the preparation of internal financial reports and ad hoc information requests and analyses.

Accounting Oversight & Equity

Coordinate with internal and external auditors by delivering complete, well‑supported documentation for various accounting matters.
Assist as needed with the preparation of stand‑alone financial statements for subsidiaries.
Support other technical accounting research and documentation as needed, including evaluating new and proposed accounting standards.

Internal Controls & Compliance

Ensure compliance with SOX 404 related to external reporting and technical accounting; collaborate with internal audit and other stakeholders to maintain and improve internal control frameworks (COSO).
Partner with accounting leadership to design and optimize internal controls over financial reporting, including automation and system improvements.

Leadership & Team Development

Actively participate in quarterly disclosure committee meetings, providing updates on accounting policy, risk areas, and reporting developments.
Lead and develop high‑performing teams; candidates should have at least 7 years of experience managing and growing accounting or financial reporting teams.
Foster a culture of continuous improvement, collaboration, and high performance.

Required Skills, Qualifications & Experience

Education: CPA required.
Minimum of 7+ years of progressive accounting experience, including:
At least 3+ years as a manager in public accounting.
Experience in public companies with SEC and SOX reporting.
Background.

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Investor Relations Finance Jobs

Business Development Associate, Financial Services - Corporate Access

Director of Finance and Capital Markets

Vice President | Portfolio Management, Finance

Corporate Finance Analytics, Senior Associate

Director, Financial Reporting

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