Investor Relations Analyst

Lafayette Federal Credit Union•Rockville, MD
•$57,000 - $67,500•Hybrid

About The Position

Lafayette Federal Credit Union, recognized as a Top Workplace for three consecutive years (2024–2026), is seeking an Investor Relations Analyst to join their dynamic team. Lafayette Federal is a cutting-edge financial institution known for its excellent banking services and positive work environment, with national recognition from Newsweek, Bauer Financial, and S&P Global. The company culture emphasizes inclusion, diversity, high performance, teamwork, and community involvement. Professional development, training, and certification are priorities, with support for career advancement. The Investor Relations Analyst will play a vital role in nurturing relationships with investors, shareholders, and financial stakeholders, delivering timely and accurate information, conducting financial analysis, and assisting in crafting effective investor communication strategies.

Requirements

  • One year to three years of similar or related experience.
  • A bachelor's degree, or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).

Responsibilities

  • Collaborating with the Investor Relations team to develop and implement strategic communication plans tailored to lending industry investors.
  • Assisting in the preparation of investor presentations, financial reports, and communication materials related to lending operations.
  • Conducting comprehensive financial analysis and research to support investor relations activities, including benchmarking and peer comparisons.
  • Monitoring lending industry trends, market dynamics, and investor sentiment to identify opportunities and risks.
  • Coordinating investor meetings, conferences, and events focused on the lending sector.
  • Serving as a primary point of contact for investor inquiries, maintaining strong relationships and providing exceptional customer service.
  • Supporting regulatory compliance efforts, including the preparation of SEC filings and other required disclosures.
  • Providing administrative support to the lending department, including managing schedules, organizing meetings, and maintaining records.
  • Accurately entering and updating loan-related information in the company's systems and databases.
  • Maintaining organized filing systems for loan documents and other relevant paperwork.

Benefits

  • Employer paid (99.9%) health insurance premium for single and family coverage (HMO Plan)
  • Fully funded deductible (HMO Plan)
  • 401k employer matching contribution
  • Income protection with life insurance, short and long-term disability
  • Paid time off, birthday & holiday leave
  • Educational assistance
  • Commuter benefits program
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