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Generate

Investor Relations Analyst

Generate

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

Posted 10/8/2026full-timeSan Francisco • California • United StatesJunior💰 $100,000 - $115,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong financial acumen with expertise in GAAP and non-GAAP reporting, advanced Excel skills, and a commitment to accuracy in financial data management. Capable of collaborating across teams and effectively communicating with investors and senior executives while maintaining confidentiality and sound judgment.

Highest-signal resume keywords
Finance ExperienceAdvanced Excel SkillsInvestor RelationsESG Reporting FrameworksCollaboration Across Teams

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial ReportingData ManagementRegulatory ComplianceOperational Due DiligenceCap Table MaintenanceAI and AutomationQuantitative AnalysisShareholder CommunicationInvestor Due DiligenceFinancial Analysis
Soft Skills
Attention to DetailOrganizational SkillsClear CommunicationSound JudgmentCollaborative Working Style
Tools & Technologies
Global SharesInvestor PortalsCRM SystemsDealCloudExcel
Industry Keywords
Impact InvestingClimate InvestingEnergy InvestingInfrastructure InvestingSecurities Regulation

About the role

Key responsibilities & impact
  • Maintain the investor portal, manage shareholder access, keep documents and distribution lists current, and coordinate responses to ad hoc investor requests
  • Coordinate annual audit confirmations and support regulatory, compliance, and operational due diligence requests
  • 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 shareholder calls
  • Contribute to projects across investor relations, capital formation, corporate finance, and marketing and communications
  • Improve investor data quality and recurring workflows through AI and automation
  • Maintain the cap table and reconcile it against official share records
  • Keep investor records current in Global Shares and record approved share issuances, sales, and transfers
  • Develop familiarity with Generate’s impact and ESG processes, coordinate data collection, and prepare investor reports
  • Coordinate investor transfers and related legal and operational requests
  • Support shareholder voting events and maintain voting trackers with Legal, Compliance, and external counsel
  • Maintain a calendar of reporting obligations under shareholder agreements and coordinate timely delivery
  • Help plan and execute the annual Investor Day, including materials, invitations, RSVPs, and logistics
  • Help prepare for and participate in shareholder calls and meetings
  • Support investor due diligence requests related to fundraising
  • Partner with the Investor Relations Head and Senior Director, Finance, Legal, Accounting, Investments, and Strategy

Requirements

What you’ll need
  • 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, commitment to accuracy, and strong organizational skills
  • Sound judgment and discretion when handling confidential information
  • Clear, concise written and verbal communication
  • 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 ability to recognize when an issue needs escalation
  • Interest in using AI and automation 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, private company and private fund structures and governance, Carta or Global Shares, investor portals, or CRM systems such as DealCloud is a plus
  • Eligibility to work in the United States is requested in the application form

Benefits

Comp & perks
  • Discretionary bonus
  • Health care benefits
  • Retirement benefits
  • Paid sick leave
  • Paid parental leave
  • Paid time off or vacation benefits
  • Other benefits reportable for federal tax purposes