Associate, Financial Communications and Investor Relations

Company Overview

Consello Group is a boutique CEO advisory practice with several distinct but integrated business lines, all in one platform – CEO Advisory, Growth & Business Development, Marketing & Brand Advisory, Sports, Entertainment & Leadership, Consello Tech, Consello Capital, and M&A Advisory. Our differentiated offerings and capabilities are designed to cater to the needs of c-suite executives and help our clients achieve industry leadership, drive profitable growth and maximize value creation. The firm’s partner team includes some of the most successful CEOs, founders, investors and leaders across Corporate America. Consello leverages our decades of experience as operators and advisors to provide holistic insights tailored to the needs of the modern-day CEO. In addition, Consello’s extensive network of relationships across the public and private markets driven by our core partner team is a key differentiated advantage for our model. The current client base is primarily comprised of Fortune 500 and late-stage private companies. In our role as the closest advisor to the c-suite of our clients, Consello is uniquely positioned to help leaders define and execute their long-term vision and maximize the value uplift of these initiatives.

Opportunity:

We are seeking an Associate to join our fast-growing financial services firm. This position offers an opportunity to join a dynamic group and leverage past experiences in public markets to advise Fortune 500 companies across various areas of their business.

Role:

The Associate will play a key supporting role across a variety of client engagements, working closely with Vice Presidents, Directors and other senior team members to conduct research, prepare materials, analyze data, and help develop insights and recommendations. This is a hands-on role requiring intellectual curiosity, collaborative spirit, and strong execution skills.

Responsibilities:

• Providing direct support for senior leaders across various strategy engagements
• Creating and preparing analysis packets for clients outlining financial results, stock price performance, investor feedback, changes to institutional shareholder base, etc.
• Assisting in the drafting and development of client materials, including investor presentations, corporate press releases, letters to shareholders, investor fact sheets, Q&A documents and IR website content
• Tracking, reporting and analyzing client competitor business trends and financial results
• Monitoring published research and other sources to identify important industry trends
• Researching and identifying potential institutional investors for clients
• Developing and maintaining detailed financial models
• Creating and responding to various ad-hoc information requests from clients
• Assisting in the prospecting and due diligence of new client opportunities
• Developing research materials for senior partners to drive new business activation by creating a clear understanding of the key issues facing potential clients
• Limited administrative duties

Qualifications:

• Bachelor’s Degree required with a preference for Finance, Economics or Accounting
• Minimum 2 years of relevant work experience
• Strong financial and analytical experience required
• Capital markets and/or research/investing experience a plus
• Comfort interacting with senior level executives of public companies
• Excellent written and verbal communication skills
• Capable of executing projects independently with limited supervision
• Advanced knowledge of Microsoft Office, including Word, Excel, and PowerPoint
• Experience working with FactSet, Bloomberg or other market data providers

Compensation: $110,000 starting base salary, plus annual discretionary bonus.