Investor Relations Associate
Narragansett Precision Holdings (NYSE) · Providence, RI
Jun, 2024 · Present
Coordinate quarterly earnings process for a $1.4B-revenue industrial company: script drafts, slide deck, press release tables, and 60+ question Q&A book for CEO/CFO.
Maintain FactSet-based targeting list of 400+ institutions; identified 35 new long-only prospects that led to 12 first-time meetings at two non-deal roadshows.
Build consensus tracker across 9 sell-side analysts and flag model gaps to FP&A before guidance calls.
Draft investor FAQ, ESG data-request responses, and website updates; cut average inbound-response time from 3 days to 1.
Support logistics for 2024 Investor Day (180 attendees, 14 presenters), including rehearsal schedule and webcast run-of-show.
Investor Relations Analyst Intern / Analyst
Ocean State Bancorp · Warwick, RI
Jan, 2023 · May, 2024
Prepared monthly shareholder ownership reports from 13F filings and surveillance data for the CFO.
Assembled peer benchmarking (NIM, efficiency ratio, CET1) for 12 regional banks used in board materials.
Helped draft proxy-season engagement letters and tracked ISS/Glass Lewis recommendations.
Organized annual shareholder meeting materials and RSVP tracking for 600+ retail holders.