Jamie Stanton Email & Phone Number

Toronto, ON, CA

• Directly advise CEOs, CFOs, and Board Members at publicly traded companies on how to effectively execute their investor relations, social media and corporate communications strategies for the media and Wall Street.
• Worked as an extension of our clients IR teams to support all aspects of the earnings process, including analyzing quarterly performance, drafting of earnings script, shareholder letter and press release, as well as.
• Utilized generative AI strategies for Investor Relations clients including meeting summarization, earnings script writing, competitive analysis and targeting.
• Directly Manage and oversee a team of 12 members who provide insights to clients on capital markets trends, equity surveillance, competitive landscape, and investor relations best practices.
• Consulted public firms on best practices around investor outreach, investor conferences, non-deal roadshows, investor days, and IR effectiveness.
• Advised clients on sell-side relationships, managed consensus models including estimates, ratings, reports, and notable changes.

Toronto, ON, CA

Toronto, ON, CA

London, United Kingdom, GB

• Analyzed stock activity in regard to performance, valuation metrics and technical analysis utilized by Chief Financial and Investor Relations Officers for strategic investor relations initiatives.
• Advised publicly traded companies on shareholder identification, investor targeting and activist defense.
• Aggregated quantitative and qualitative research to generate over 135 reports per week which were used to support communication objectives and targeted client-outreach efforts for Fortune 500 clients.
• Performed sector-specific research across the Consumer Services sector and evaluated institutional trading activity. Delivered ad hoc client reports and provided analysis in board-ready reports.
• Streamlined outdated work-flow processes by participating in a product improvement and innovation team.
• Supervised and led 6 new analysts, training them on business processes and customer service best practices.

New York, NY, US

New York, NY, US

New York, NY, US

Global Markets Intelligence GroupRetail & Industrials

New York, NY, US

• Advise Chief Financial Officers and Investor Relations Officers of several Fortune 500 companies on strategic investor relations initiatives
• Analyze company fundamentals in the retail sector with a focus on sales metrics, profitability and inventory management
• Educate Investor Relations Officers on U.S. capital markets activities and convey how the equity, fixed income, and derivatives markets affect their primary-listed securities
• Utilize FactSet, Bloomberg, and Microsoft Excel to analyze and generate extensive client reports on shareholder activities, equity markets, and trading activity in order to uncover main drivers of stock performance
• Conduct purchasing power analysis to assess existing shareholders ability to acquire a secondary offering
• Develop quarterly cross-ownership analysis for client-specific peer groups for investor targeting and prospecting purposes

• Held accountable for all financial transactions received cash and recorded all transactions in a ledger account, averaging $1,500 per week in cash transactions. Ensured each ledger was balanced at shift closing
• Implemented cloud technologies to assist operations.
• Worked independently to resolve all clients inquires for transient and local customers. Managed client relations, including returning clients and attracting new clients.