Consello · 5 days ago
Associate, Financial Communications and Investor Relations
New York, NY
Full-time
Onsite
Entry Level
$110K/yr - $110K/yr
2+ years expConsello Group is a boutique CEO advisory practice that provides integrated business lines to cater to the needs of c-suite executives. The Associate will support senior leaders in various strategy engagements by conducting research, preparing materials, and analyzing data to develop insights and recommendations for Fortune 500 companies.
Financial ServicesFinTech
Hiring Manager
Stephanie Perez, MBA, PHR (she/her)
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
Qualification
Required
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
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
Preferred
Capital markets and/or research/investing experience a plus
Benefits
Annual discretionary bonus
Company
Consello
Consello is a financial services platform, focusing on strategic investing to grow companies and advise clients across industries.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Declan Kelly
Founder, Chairman and CEO of Consello
Katie Doran
CEO Consello in Ireland
Recent News
2026-01-06
2025-12-08
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