wanderingcfa
New member
- Jun 18, 2026
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I am considering applying for the below position (currently in a Trust department at a bank) and was intrigued with the number and quality of contacts that an IR firm must have. I can not see myself doing IR for the long term but I would imagine the skills would provide for good exit opportunities. Although this could just be a glorified “sales” position for the IR firm. Just running it by AF if anyone has a comment.
Also, any ideas on CFA qualifying experience?
Investor Relations firm seeking a junior associate to originate and maintain broker dealer/fund relations. As a junior associate you will have significant interactions with Broker Dealers, Fund/Money Managers as well as CEO’s and CFO’s of publicly traded companies. The role will require operation within a very fast paced environment with the majority of the day spent making calls to financial contacts. Key responsibilities will include:
• Researching, calling, and following up with Broker Dealers.
• Supporting all aspects of the client relationship
• Developing and maintaining strong relationships with corporate executives
• Attending industry conferences and seminars to solicit new business
• Supporting the operations of the Investment Banking team to gain direct experience including Reverse Mergers, Investor Relations and Capital Raises.
Qualifications:
The candidate will have completed an undergraduate degree in finance or a related discipline. They must possess an understanding of equity markets and financial statements. Excellent written and verbal communications skills are a must. The successful candidate will have strong interpersonal skills, high personal integrity, a strong work ethic, and have a relentless desire for success. Relevant work in Corporate Finance, Investment Banking, Institutional Sales, or similar experience desired, but not required.
Also, any ideas on CFA qualifying experience?
Investor Relations firm seeking a junior associate to originate and maintain broker dealer/fund relations. As a junior associate you will have significant interactions with Broker Dealers, Fund/Money Managers as well as CEO’s and CFO’s of publicly traded companies. The role will require operation within a very fast paced environment with the majority of the day spent making calls to financial contacts. Key responsibilities will include:
• Researching, calling, and following up with Broker Dealers.
• Supporting all aspects of the client relationship
• Developing and maintaining strong relationships with corporate executives
• Attending industry conferences and seminars to solicit new business
• Supporting the operations of the Investment Banking team to gain direct experience including Reverse Mergers, Investor Relations and Capital Raises.
Qualifications:
The candidate will have completed an undergraduate degree in finance or a related discipline. They must possess an understanding of equity markets and financial statements. Excellent written and verbal communications skills are a must. The successful candidate will have strong interpersonal skills, high personal integrity, a strong work ethic, and have a relentless desire for success. Relevant work in Corporate Finance, Investment Banking, Institutional Sales, or similar experience desired, but not required.