Associate, iProfile Operations

Grade Level (for internal use): 07 The Role: Associate, iProfile Operations .

Defines the scope of a financial report, including the types of investors to be targeted and the industry or sector in which the company operates. Conducts market research to gather information about the industry or sector, including market trends, competitive landscape, and potential risks and opportunities. Identifies potential investors who may be interested in the company's securities, based on factors such as demographic information, investment history, and risk tolerance. Develops messaging and positioning strategies that resonate with potential investors, based on the information gathered during the research and analysis phases. Presents the findings and recommendations to senior management, investment bankers, and other stakeholders to inform the marketing and pricing strategy for the roadshow book-building process. The Impact: The classified reports provided by the team help world largest banks and lead managers make more informed decisions. The team help streamline the roadshow process, allowing them to focus on the most promising leads and allocate their time and resources more effectively. Provide robust information about potential investors which enables the banks and lead to tailor their pitches more effectively. Help build strong relationships for our clients with all possible buyside investors around the globe. Identify potential risks and roadblocks early in the process for our clients, allowing them to take steps to mitigate these issues. What’s in it for you: Grow with the company by strengthening your client relationship, industry, and product knowledge while leveraging AI-driven solutions to deliver greater value and enhance the client experience. Advance your career within the Operations team by progressing into senior roles or transitioning into more customer-focused opportunities as you develop your expertise. Collaborate closely with some of the world's largest banks and work alongside a highly supportive, collaborative team in a dynamic global environment. Gain hands-on experience in the finance industry, with exposure to dealing execution, investor relations, and capital markets, while working with innovative AI-powered tools and technologies that improve operational efficiency and decision-making. Be part of a culture that encourages continuous learning, innovation, and professional development, enabling you to build valuable skills in both financial markets and emerging technologies.

Process all client inbound requests via our case management email system and telephony hotlines to address deals and support requests in demanding timeframes. (US/APAC/EMEA) Conducting research on potential investors, analyzing financial data and market trends to identify potential leads. Generating detailed and accurate reports on potential investors, providing insights and recommendations to our clients. The team members will be responsible for meeting strict deadlines for generating and delivering reports, ensuring that the information provided is timely and relevant. The team members will be maintaining trackers of missing data and need to work with internal teams to procure and update the database to generate revenue. Partner with Product/Support teams to prioritize, track and resolve production issues, to extinguish client interruptions. Keep abreast of market & regulatory changes that impact service activities and adapting new team policies/procedures as needed. The team members should continuously evaluate and improve the reporting process, seeking feedback from clients and team members, and implementing changes as needed to enhance the quality and efficiency of the reports generated. Staying up to date with industry trends, providing insights and recommendations to our clients on the latest market data and analysis Maintaining SLA’s and work Quality by delivering client ad hoc as of