Senior Associate, Solutions - The Consello Group : Job Details

In this position, the Senior Associate will partner with our technology group lead to drive strategic client initiatives across the various pillars of the Consello platform with a specific focus on key issues that impact the client's share price, including narrative development and investor engagement. The role will provide a unique opportunity to work directly with the CEOs of many of the most influential corporations in the world to help them develop, lay out and execute on their long-term business plans.

• Provide direct support for senior leaders across various strategy engagements
• Build strong industry knowledge across IT Hardware, Semiconductors, Software and other technology subsectors
• Create and prepare analysis packets for clients outlining financial results, stock price performance, investor feedback, changes to institutional shareholder base, etc.
• Assist 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
• Track, report and analyze client competitor business trends and financial results
• Monitor published sell-side research and other sources to identify important industry trends
• Develop and maintain detailed financial models
• Create and respond to various ad-hoc information and analyses requests from clients
• Research and identify potential institutional investors for clients
• Assist in the prospecting and due diligence of new client opportunities
• Develop research materials for senior partners to drive new business activation by creating a clear understanding of the key issues facing potential clients
• Look for opportunities to implement efficient and scalable processes and systems to help build a category leading platform on a global scale.
• Limited administrative duties

Qualifications:

• Bachelor's Degree required with a preference for Finance, Economics or Accounting
• Min 4 years of relevant work experience
• Technology experience is preferred but not required
• Strong financial and analytical experience required
• Capital markets and/or research/investing experience is preferred
• 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