Job Title: Investor Relations & Ratings Associate
Location: Chicago, IL (Hybrid)
Employment Type: Full-Time
A leading financial services organization is seeking a high-performing Associate, Investor Relations & Ratings to join its Corporate Finance team. This position plays a critical role in supporting external communications with institutional investors and credit rating agencies, while also providing financial insight and analysis to senior leadership.
This is an excellent opportunity for a candidate with a background in investor relations, credit analysis, capital markets, or corporate finance to join a collaborative, high-exposure team operating at the center of financial strategy and external engagement.
Key Responsibilities:
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Support the development of investor-facing materials, including earnings presentations, rating agency communications, and other strategic disclosures
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Coordinate and contribute to the credit rating process, preparing data-driven analyses and presentations for rating agency reviews
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Conduct financial analysis, peer benchmarking, and capital markets research to support messaging and inform leadership
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Collaborate cross-functionally with Finance, Treasury, and Strategy to align on external positioning and financial narratives
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Manage and maintain data and reporting systems that support accurate and timely communications with external stakeholders
Required Qualifications:
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Bachelor’s degree in Finance, Accounting, Economics, or a related field
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3-5 years of relevant experience in investor relations, investment banking, credit/rating agencies, FP&A, or corporate finance
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Proficient in financial modeling and financial statement analysis
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Advanced skills in Microsoft Excel and PowerPoint; ability to build clean, executive-ready materials
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Excellent communication skills-both written and verbal-with an ability to distill complex financial topics into concise messages
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Strong attention to detail, organizational skills, and ability to manage multiple deliverables in a fast-paced environment
Preferred Qualifications:
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Experience working at or engaging with a credit rating agency (e.g., Moody’s, S&P, Fitch)
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Familiarity with the insurance or broader financial services sector
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Experience using Capital IQ (CapIQ) or similar financial data platforms
This is a unique opportunity to contribute to strategic financial communications and gain visibility with senior leadership in a collaborative, high-performance environment.
