Analyst, Investor Relations

What you will be doing at Generate Capital as the Investor Relations Analyst

Candidate qualifications & core characteristics

• 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.
• Collaborative working style with strong judgment under ambiguity and an ability to recognize when an issue needs escalation.
• Interest in using AI and automation thoughtfully to improve recurring workflows.
• Experience in investor relations, capital formation, impact, climate, energy, or infrastructure investing is a plus.
• Familiarity with ESG reporting frameworks, investor questionnaires, securities regulation, or private company and private fund structures and governance is a plus, as is experience with equity management platforms such as Carta or Global Shares, investor portals, or CRM systems such as DealCloud.
• Generate’s compensation packages are dependent on the facts and circumstances of each case. Salary decisions take into account a wide variety of factors including, but not limited to: skill sets, experience and training, licensure and certifications, geographic location, and other business and organizational needs. A reasonable estimate of the base salary range for this role is $100,000 - $115,000. In addition, the compensation package may include a discretionary bonus and other benefits, including health care benefits, retirement benefits, benefits permitting paid days off (including sick leave, parental leave, and paid time off or vacation benefits), and other benefits that must be reported for federal tax purposes. It is not typical for an individual to be hired at the top of this range.
• Generate Capital is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, gender identity, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state, or local laws.