Analyst, Investor Relations

The role

The Investor Relations Analyst supports operational and analytical work including shareholder reporting, cap table management, and investor data. You will partner with Finance, Legal, Accounting, Investments, and Strategy teams.

What you will do

• Maintain the investor portal and manage shareholder access
• Coordinate annual audit confirmations and support due diligence requests
• Prepare quarterly shareholder financial reporting packages
• Contribute to projects across investor relations, capital formation, corporate finance, and marketing
• Maintain the cap table and reconcile it against official share records
• Develop familiarity with impact and ESG processes and prepare investor reports
• Coordinate investor transfers and support shareholder voting events
• Maintain a calendar of reporting obligations
• Help plan and execute the annual Investor Day
• Support investor due diligence requests related to fundraising

Required qualifications

• 1-3 years of finance experience at an investment manager, investment bank, 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, commitment to accuracy, and strong organizational skills
• Sound judgment and discretion when handling confidential information
• Clear, concise written and verbal communication
• Collaborative working style with strong judgment under ambiguity
• Interest in using AI and automation thoughtfully to improve recurring workflows

Nice to have

• Experience in investor relations, capital formation, impact, climate, energy, or infrastructure investing
• Familiarity with ESG reporting frameworks, investor questionnaires, securities regulation, or private company and private fund structures and governance
• Experience with equity management platforms such as Carta or Global Shares
• Experience with investor portals or CRM systems such as DealCloud

Benefits

• Health care benefits
• Retirement benefits
• Paid days off including sick leave, parental leave, and paid time off or vacation benefits

About the company

Generate Capital is an equal opportunity employer.