Analyst Relations

• Jul 2020 - Present

- Coordinate analyst briefings, meetings, and events by scheduling appointments, preparing meeting materials, and managing logistics. - Conduct research and gather market intelligence by monitoring analyst reports, industry publications, and competitor analysis. - Summarize key findings, trends, and insights to support strategic decision-making and enhance the organization's industry understanding. - Assist in building and maintaining relationships with industry analysts through managing contact databases and tracking interactions. - Collaborate with internal teams to develop briefing materials, presentations, and collateral for analyst engagements. - Support the creation of regular reports and updates on analyst engagements, key insights, and industry news. - Prepare executive summaries, presentation decks, and internal communication materials to keep stakeholders informed. - Maintain a comprehensive record of analyst engagements, including meeting notes, feedback, and action items. Show less

Financial Planning Intern

• Jun 2019 - Aug 2019