Analyst, Investor Relations

Investor Communications & Reporting

• Help prepare quarterly earnings materials including press releases, investor presentations, Q&A prep documents, and scripts
• Maintain and update investor-facing content on the IR website
• Track and organize analyst research, consensus estimates, and investor feedback following roadshows and conferences

Market Intelligence

• Monitor sell-side coverage, produce daily news summaries, and flag relevant fintech, neobank, and broader consumer finance developments
• Track peer company earnings calendars, disclosures, and analyst commentary; synthesize competitive positioning implications
• Maintain a peer group benchmarking model (valuation multiples, key operating metrics)

Investor Engagement Support

• Coordinate logistics for investor conferences, non-deal roadshows, and analyst days — including scheduling, travel, briefing documents, and follow-ups
• Manage the IR inbox and help field inbound inquiries from investors and analysts
• Maintain the investor CRM database, tracking engagement history and ownership changes

Financial Analysis

• Support updates to internal financial models and bridge analyses ahead of earnings
• Assist in preparing board and executive materials related to shareholder base, ownership trends, and consensus vs. guidance dynamics

Requirements

• 2–3 years of professional experience in investor relations, equity research, investment banking, consulting, corporate finance, or a related field
• Undergraduate degree in finance, economics, accounting, or a related discipline; strong academic record
• Exposure to public company financial statements and SEC filings (10-K, 10-Q, 8-K) is a plus
• Strong financial acumen — comfortable reading an income statement, balance sheet, and cash flow statement, and understanding how they connect
• Excellent written and verbal communication skills; able to synthesize complex information into clear, concise narratives
• Highly organized and detail-oriented, with the ability to manage multiple workstreams under deadline pressure
• Proficiency in Excel and PowerPoint; Google Office Suite, familiarity with Factset or Bloomberg terminal preferred
• Genuine curiosity about fintech, capital markets, and how institutional investors think
• Low ego, high initiative — comfortable rolling up your sleeves and owning administrative details as readily as analytical work
• Discretion and sound judgment when handling material non-public information (MNPI) and investor relationships
• Team-first mindset with a desire to grow within the IR function over time

Compensation & Benefits

• Base salary: $90,000 - $125,000 (may be higher depending on location, skills, qualifications, and experience)
• Eligible for bonus, competitive equity package, and benefits
• 401k match, medical, dental, vision, life, and disability benefits
• Generous vacation policy, company-wide paid days off, wellness stipend, parental leave, and more