Investor Relations (IR) Senior Business Analyst
hace 5 días
Amarillo
Job DescriptionDescription: About the Role We’re looking for a high-performing Investor Relations (IR) Senior Business Analyst to join our team and support a growing IR function within a high-growth, billion-dollar energy company in its first year as a publicly traded firm. This role is ideal for someone early in their career who is analytically strong, detail-oriented, and eager to learn how public company investor communications and capital markets work from the inside. You will partner closely with the IR team, finance leadership, and cross-functional stakeholders to help build and maintain investor materials, track market and investor sentiment, support quarterly earnings processes, and provide data-driven insights that strengthen the company’s external narrative. This role is for someone who enjoys working in fast-moving environments, can produce high-quality work under tight timelines, and wants hands-on exposure to investors, analysts, earnings cycles, and the broader capital markets ecosystem. Key ResponsibilitiesInvestor Materials & Reporting Support · Support the creation, updating, and quality control of investor presentations, earnings decks, fact sheets, quarterly updates, and other external-facing materials. · Help ensure IR materials are accurate, consistent, and aligned with public company expectations and approved messaging. · Maintain supporting data tables, KPIs, charts, and appendices used across IR deliverables. · Assist with internal briefing materials and executive prep for investor meetings and conferences. Earnings & Public Company Process Support · Support quarterly earnings preparation, including tracking timelines, coordinating inputs, assembling materials, and managing review workflows. · Help compile and organize earnings Q&A preparation materials, FAQs, and investor talking points. · Partner with finance, accounting, legal, and communications teams to ensure disclosure support is timely and accurate. Investor and Market Intelligence · Track investor sentiment, meeting feedback, and engagement outcomes in a structured and accessible format. · Monitor sell-side analyst reports, consensus expectations, and changes in positioning across the coverage universe. · Maintain a peer benchmarking and competitive positioning toolkit, including valuation comps, KPIs, and market data. · Support research on energy sector developments, regulatory updates, and capital markets trends relevant to Fermi and its investor base. Financial Analysis & Modeling · Assist in financial analysis related to performance drivers, KPIs, valuation metrics, and investor questions. · Support the preparation of select internal models and analytics used for investor messaging and market comparisons. · Help produce clean, investor-ready visualizations, summary tables, and data narratives that translate financial and operational complexity into clarity. Requirements: Qualifications · 2-5 years of experience in a business analyst, finance, strategy, consulting, capital markets, investment research, or related role. · Strong analytical skills and high comfort working with financial statements, KPIs, and valuation concepts. · Excellent Excel and PowerPoint skills, with strong attention to detail and a high bar for accuracy. · Strong writing and communication skills - able to synthesize information and present it clearly. · Ability to manage multiple workstreams, prioritize effectively, and meet deadlines in a fast-paced environment. · High degree of maturity, judgment, and discretion when handling sensitive information. · Bachelor’s degree in Finance, Accounting, Economics, or a related field. Preferred · Exposure to investor relations, equity research, investment banking, or institutional investing. · Experience supporting earnings preparation, public company reporting, or capital markets-facing materials. · Familiarity with the energy, infrastructure, or industrials sector. · MBA, CFA, and/or CPA. Ideal Candidate You’re curious, sharp, and highly dependable - someone who takes pride in producing clean, accurate, and well-organized work. You enjoy digging into financial and market data, spotting trends, and translating complexity into clear materials. You are responsive, proactive, and comfortable working on time-sensitive deliverables, and you’re eager to learn how investors and analysts evaluate businesses. Known for your attention to detail and your ability to execute with discipline, you bring structure and reliability to the IR team as the company scales its public company presence. In the first 6-12 months, success in this role will look like: · Becoming a trusted execution partner on quarterly earnings cycles - supporting timelines, materials, and analysis with accuracy and discipline. · Developing strong mastery of the company’s KPIs, financial drivers, operating model, and investor narrative. · Building reliable tools and processes for tracking investor engagement, sentiment, and market intelligence. · Elevating the consistency and quality of IR materials through strong attention to detail, data integrity, and polished presentation. · Strengthening peer benchmarking and valuation analysis to support investor conversations and leadership decision-making. Compensation & Benefits · Competitive base salary · Annual bonus eligibility · Equity eligibility, plus health, and other benefits per company policy · Opportunities for growth