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Financials analyst

London
Finance analyst
Posted: 21h ago
Offer description

Key responsibilities 1. Client engagement You will speak to your clients regularly, broadening your relationship with the client to all members of the board. Your interactions with the clients will be shared with the Edison team by capturing the relevant data on the company CRM. Any changes to personnel of clients will be communicated to our Client Services and Client Account Manager in a timely manner. You will review and feed back any interesting data from InvestorTrack to the client and account team. 2. Exceed client expectations You will proactively plan your content with your client and deliver high quality content on a timely basis. As a minimum you will deliver the specified contractual output (1 outlook, 3 updates and the monthly Edison Insight), working with the client to ensure key notes are out within a 24-hour window of the news flow being released. Additionally, you will inform clients of key industry developments, interesting news flow and changes within the broking landscape. 3. Content generation You will have the judgement and skill to utilise the full Edison digital content suite (Research, Sparks, Edison Explains, Edison Themes, ETV Bitesize Briefings, ETV Executive Interviews, Podcasts, Infographics and Webinars) to create content that engages investors with our clients to support key client objectives identified within an annual client plan or similar document. This is key to maximise the impact of our client’s case and encourage our investor audience to engage with them. 4. Investor engagement On significant news flow and post the production of news flow you will engage with our institutional sales and IR teams to support content for their morning notes. You will develop your own institutional franchise, engaging with key institutions on client stocks and capturing feedback which will be shared to our IR team and the client. You will contribute to the daily institutional ideas meeting and road show with our institutional sales team and clients. Where the IR team is road showing one of your clients, you will support the team through a teach in on the investment case ahead of the meeting and you will attend the group meeting or the one-one meetings with management. 5. Franchise & team development Each director will be given an annual revenue target. To help Edison grow your franchise, you will document a franchise development plan setting out an allocation of relationship responsibilities between yourself, your team and the sales team and the planned content led marketing schedule. For stocks where you have the allocated responsibility you will maintain regular contact with the company, attend results meetings, contribute Sparks and Institutional comment, publish QuickViews and invite management to use the ETV facilities. When appropriate you should identify new business opportunities, upsell opportunities to the sales team and support the sales team in their pitch to the prospective client. You will also contribute to our internal marketing and external PR agencies to get profile in the media. 6. Sector development Directors are expected to develop their sectors though hiring and developing associate analysts. You should be active in the recruitment process, ensuring development plans are in place and regularly reviewed for your associate, and identify key training needs for your associate. You will be supported in this by the Director of Content & Strategy and HR. You will also be expected to communicate effectively across all the Edison teams to ensure we are well informed on client needs. You should look to support your research colleagues, supporting peer review of notes and attending Stock Panel reviews. We also encourage you to contribute new ideas on how we can evolve our content and engagement.

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