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financial modeling powerpoint company_valuation shareholder_engagement📋 Description
- Project-manage quarterly Board meeting materials and outreach.
- Develop client-facing materials for shareholder meetings.
- Research topics and create talking points for meetings.
- Prepare public reporting materials (proxy, annual letter).
🎯 Requirements
- 1–3 years of experience in financial services
- Bachelor’s degree in finance, business, or related field
- Strong analytical foundation and financial modeling
- Excellent PowerPoint and communication skills
- Ability to engage with senior stakeholders and teams
- Organized, detail-oriented, proactive project management
🎁 Benefits
- Equal opportunity employer
- Discretionary bonus may be offered
- Reasonable accommodations available upon request
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