USAAnalyst, Investor Relations
1 мес. назад
USAJuniorOnsite
financial modellingexcelpowerpointinvestor relations softwaredata analysis
Support investor relations activities including communications, reporting, and market intelligence to help investors understand company business and growth.
О компании
- At , we believe that everyone can achieve financial progress. We created —a financial technology company, not a bank*—on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential.
- We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members.
- We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress.
- We know that to achieve our mission, we must earn and keep people's trust—so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall—our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential.
- Because if we don't—who will?
- * is a financial technology company, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC.
Обязанности
- is looking for an Investor Relations Associate to join our IR team at a pivotal moment in the company's public market journey. This role sits at the intersection of finance, communications, and strategy — supporting the full spectrum of IR activities that help investors and analysts understand 's business, growth trajectory, and competitive position.
- You'll work closely with the Head and Director of IR and gain exposure to senior leadership, the sell-side analyst community, and institutional investors. This is a high-visibility, high-learning role for someone early in their career who wants to build a foundation in investor relations, capital markets and corporate finance.
- The base salary offered for this role and level of experience will begin at $90,000 and up to $125,000. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience.
- 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
Требования
- Experience & Background
- 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
- Skills
- 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
- Attributes
- 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
- #LI-BE1 #LI-Onsite
Условия
- 🏢 Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide events depending on location. Whether you’re coming in regularly or are part of our fully remote program, you’ll stay engaged with your work and teammates.
- 💻 In-office perks including backup child, elder, and/or pet care, plus a subsidized commuter benefit to support your regular commute
- 💰 Competitive salary based on experience
- ✨ 401k match plus great medical, dental, vision, life, and disability benefits
- 🏝 Generous vacation policy and company-wide Days, bonus company-wide paid days off
- 🫂 1% of your time off to support local community organizations of your choice
- 👟 Annual wellness stipend to use towards eligible wellness related expenses
- 👶 Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents
- 👪 Access to Maven, a family planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more.
- 🎉 In-person and virtual events to connect with your fellow Chimers—think cooking classes, guided meditations, music festivals, mixology classes, paint nights, etc., and delicious snack boxes, too!
- 💚 A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress
- We know that great work can’t be done without a diverse team and inclusive environment. That’s why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals.
- is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any s
- To learn more about how collects and uses your personal information during the application process, please see the Applicant Privacy Notice .