Financial Specialist

The Investor Relations team serves as a strategic bridge between Tradeweb and the investment community, working closely with the CEO, CFO, and broader leadership team across product, sales, finance, legal, and technology. The group is responsible for shaping and delivering the company’s financial narrative through earnings, investor engagement, and capital markets activities, while also contributing to high-impact initiatives that support Tradeweb’s long-term growth and evolution.

We are seeking a highly analytical and detail-oriented professional to support Tradeweb’s global Investor Relations function through financial analysis, earnings support, peer benchmarking, executive reporting, and strategic communication initiatives tied to the company’s public market positioning. The ideal candidate will possess strong financial acumen, experience handling large datasets, and the ability to synthesize information into clear insights and high-quality materials for senior stakeholders.

• →Earnings & Reporting Support
  Support the preparation of quarterly earnings materials, including drafting updates, compiling financial and operating data, and ensuring accuracy and consistency across disclosures. 
• →Data Management & Integrity
  Maintain and update core investor relations datasets, including KPIs, market data, and peer benchmarking metrics. Ensure timely and accurate data entry across internal systems and reporting frameworks. 
• →Analysis & Insights
  Perform recurring and ad hoc analysis of financial performance, investor trends, and market positioning. Translate data into actionable insights to support senior management and investor messaging. 
• →Presentation Development
  Develop and maintain high-quality PowerPoint presentations, including earnings decks, investor presentations, and internal briefing materials. Ensure materials are visually compelling, consistent, and aligned with firm messaging.
• →Process Automation & AI Integration
  Identify opportunities to streamline workflows through automation. Leverage AI tools to enhance data processing, reporting efficiency, and content generation while maintaining rigorous quality control. 
• →Cross-Functional Collaboration
  Partner closely with onshore Investor Relations, Finance, Strategy, and other stakeholders to ensure alignment on messaging, data accuracy, and deliverables.

• Bachelor’s degree in Finance, Economics, Business, or a related field 
• Strong proficiency in Excel and PowerPoint; familiarity with financial data platforms is a plus 
• Prior experience supporting research, financial reporting, or capital markets-related functions is a plus
• Strong ability to organize, validate, and manage large financial and operational datasets with a high degree of accuracy
• Experience using Excel automation, macros, or AI-enabled tools to improve reporting workflows and efficiency
• Familiarity with SQL, Power BI, Tableau, or data visualization tools is a plus
• Exposure to public company reporting, earnings processes, or capital markets environments is preferred
• Excellent written and verbal communication skills 
• Highly organized, detail-oriented, and able to manage multiple projects in a fast-paced environment

This role provides broad exposure to executive leadership, public company reporting, financial analysis, investor communications, and strategic initiatives. The successful candidate will play an important role in supporting earnings processes, maintaining critical datasets, and improving operational efficiency across the Investor Relations function.