other
Posted 1 hour agoInvestor Relations Manager
at Marqeta
Oakland, United StatesOn-site
Responsibilities
- Support the creation of materials related to the quarterly earnings call, including: earnings press release, scripts, Q&A, investor presentation, fact sheet, financial and legal back-up, post-event reporting, and transcript reviews, as well as other ad hoc analytical requests
- Support the Company’s participation in investor and analyst events such as conferences, meetings, non-deal roadshows
- Monitor and report on industry and peer company information and practices by tracking research reports, news, earnings calls, and other relevant resources
- Analyze sell-side analyst notes and identify key themes to highlight for management
- Review analyst models and build relationships with sell-side associates to understand how they built their models and their key underlying business and financial metric assumptions
- Collaborate with third-party service providers, including those for web-hosting, surveillance, IR consultants, and targeting
- Keep and document detailed notes of investors calls, summarize highlights, and track interactions in the database repository.
Requirements
- This role will also need to work cross-functionally across Marqeta to gain a strong understanding of our business and make sure the company is successfully communicating its strategic and financial opportunities with the investor community. This is a highly visible opportunity where you can have a measurable impact at a fast-paced company.
- experience in a publicly traded company or equity research highly preferred
- Strong and detailed knowledge of financial statements, equity valuation models, and reporting requirements
- Expertise working with and implementing AI tools
- Strong knowledge of GSuite, Excel, or other data management tools
- Knowledge of IR systems such as Nasdaq IR Insight, Alphasense, Virtua, Workiva a plus
- Understanding of Reg FD and other SEC disclosure rules and regulations
- Ability and comfort working independently across cross-functional internal teams and external relationships, and the ability to project manage multiple large scale projects
- Bachelor's degree in finance, accounting, economics, mathematics, computer science, or related field