Analyst

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 interdisciplinary experience and a collaborative approach to deliver results, and we tailor our work-scope for the unique objectives of our clients. Ways in which we partner with clients vary – we build custom investor relations programs for emerging growth companies; we act as an outside strategic consultant and capital markets advisor for scaled businesses; and we help innovative private companies build institutional partnerships and raise capital to fund growth and expansion. Our track record of success is fueled by our unparalleled experience and strong relationships across leading investment banks, institutional funds, strategic partners, 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. We provide competitive salaries, bonus potential, generous paid time off, a hybrid in-office/remote work environment, and a great, motivated team of colleagues!

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 Salary for this position is $75,000-$80,000

THE OPPORTUNITY

Gilmartin is looking for a highly motivated individual to fill an in-person Analyst position in Larkspur, CA. The successful candidate will work closely with Gilmartin senior leaders and associates to build and execute investor relations programs from tactical support through executive communications, support the formation of strategic advice through data and analysis, track and present sector and market trends, create internal best practice materials, and project-manage initial public offerings (IPOs) and other capital markets related activities. In this role, Analysts will be asked to take and pass 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 Role

• Support Gilmartin senior leaders and associates to build and execute investor relations programs from tactical support through executive communications
• Support capital markets advisory efforts and formation of strategic advice through market and sector data and analysis
• Track and present equity market and healthcare sector trends
• Create internal recaps, summaries, and best practice materials
• Project-manage initial public offerings (IPOs) and other capital markets related activities
• Lead tactical communications with internal teams and external partners / stakeholders, including client executives, sell-side equity research analysts, investment banking partners, large institutional shareholders, prospective investors, and board of directors members
• Prepare detailed reports and analyses for clients using sell-side research estimates from Microsoft Excel, Factset, and Bloomberg
• Track and report on client and competitor/peer business developments and financial results
• Support senior company executives in preparation for client quarterly earnings calls, including logistics management, drafting earnings releases, and preparing management for analyst and investor Q&A
• Manage client calendars, including investor conferences, non-deal roadshows, and other major investor-facing events
• Participate in client meetings and calls; take detailed notes and summarize key takeaways
• Substantial opportunity for internal promotion, increasing responsibility, and senior relationship development over time, pending tenure and demonstrated progress and ability to meet role objectives successfully

Experience and Requirements

• BA/BS degree; Business, Economics, Finance, or other analytical majors preferred.
• Additional exposure to biology / pre-med coursework or healthcare industry experience can be a plus but is not required.
• Strong analytical and writing skills
• Excellent interpersonal and verbal skills
• Keen interest in corporate finance and equity markets, specifically the healthcare sector
• Confident and professional phone and e-mail communication
• Strong working proficiency in Microsoft Office, Word, Excel, and PowerPoint. FactSet and Bloomberg experience a plus but not required.

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 an in-office, team environment
• Intellectually curious – seeks opportunities to learn and gain experiences with the intent to bring new knowledge and perspective to the Gilmartin team and our clients.
• A problem solver who is resourceful and creative
• Conducts themselves professionally: engaged and respectful communicator to senior leaders and C-suite executives

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