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Analyst, Investor Relations

Generate Capital · San Francisco, California, US · On-site

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About the role

The Investor Relations Analyst supports the operational and analytical work of Generate’s Investor Relations function, including shareholder reporting, share and cap table management, investor data and systems, and investor-facing reporting on compliance, impact, and ESG processes. You will work closely with the Investor Relations Head and Senior Director, partnering with Finance, Legal, Accounting, Investments, and Strategy. Found on 1752vc Careers, the job board for startup and VC roles.

What they're looking for

  • 1-3 years of finance experience at an investment manager or investment bank, or in corporate finance, strategic finance, or a related analytical role
  • Bachelor’s degree in finance, economics, accounting, or another quantitative field, or equivalent relevant experience
  • Advanced Excel skills and comfort working with financial data
  • Exceptional attention to detail, a commitment to accuracy, and strong organizational skills to manage multiple processes and deadlines
  • Sound judgment and discretion when handling confidential information
  • Clear, concise written and verbal communication, with the ability to collaborate across teams, follow through on requests, and interact professionally with investors and senior executives
More about this role

The Investor Relations Analyst supports the operational and analytical work of Generate’s Investor Relations function, including shareholder reporting, share and cap table management, investor data and systems, and investor-facing reporting on compliance, impact, and ESG processes. You will work closely with the Investor Relations Head and Senior Director, partnering with Finance, Legal, Accounting, Investments, and Strategy. This role suits a detail-oriented finance professional who wants to build analytical skills, develop relationships across the business, and gain firsthand experience in how an infrastructure investor raises capital and serves its shareholders.

Maintain the investor portal, manage shareholder access, keep documents and distribution lists current, and coordinate responses to ad hoc investor requests through completion.

Coordinate annual audit confirmations and support regulatory, compliance, and operational due diligence requests in partnership with the relevant internal teams.

Prepare quarterly shareholder financial reporting packages with Finance and Accounting, build fluency in Generate’s GAAP and non-GAAP reporting, and help develop materials for quarterly...

Read the full posting on Generate Capital's site ↗

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