Investor Relations Analyst
- Financial Modeling & Analysis:
- Build and maintain detailed financial models to support financial guidance, investor messaging, earnings preparation, and strategic planning.
- Analyze peer performance, industry trends, and macroeconomic indicators to inform investor positioning.
- Investor Communications:
- Assist in the development of investor materials, including earnings scripts, presentations, fact sheets, Q&A prep, and investor day content.
- Support the drafting of earnings releases and shareholder letters.
- Market Intelligence:
- Monitor sell-side research, earnings calls, and valuation trends across the sector.
- Track institutional investor activity, market sentiment, and shareholder engagement trends.
- Cross-Functional Support:
- Liaise with FP&A, corporate strategy, legal, and communications to gather insights and ensure message consistency.
- Help coordinate investor conferences, non-deal roadshows, and earnings events.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; CFA or MBA a plus.
- 2+ years of relevant experience in equity research, investment banking, or corporate finance.
- Advanced financial modeling and Excel skills are essential.
- Strong understanding of public markets, earnings processes, and valuation methodologies.
- Excellent written and verbal communication skills.
- Highly detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment.
- Currently or recently a sell-side equity analyst with experience covering SaaS models
- Proven ability to distill complex financial data into clear, actionable insights for both technical and non-technical audiences.
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