Senior Planning Analyst - Investor Relations
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The posting includes Overview, Responsibilities, Qualifications. Also there are subheadings like Core Responsibilities, Required Education/Experience, Preferred Education/Experience, Relevant Work Experience, Licenses and Certifications, Additional Physical Demands. We need to decide which sections to include. The instruction: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text. So we need to include sections for Overview? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Overview is not listed but could be considered similar to About the role. We can use Overview
maybe. But they said "e.g." not exclusive. So we can include Overview as heading.
We must not repeat job title as heading. No Job ID.
We must remove boilerplate: cookie/navigation/legal/EEO etc. Not present.
We must preserve all substantive information.
We need to use - for any list of duties/requirements/benefits, and
for prose.
We need to decide what is list vs prose. The Overview paragraph is prose: we can put in
. Responsibilities: there is a list of duties (Core Responsibilities bullet points). We can put each bullet as
- inside
. The responsibilities also include some prose before bullet list: "Core Responsibilities Lead the development..." Actually the bullet list starts after "Core Responsibilities". The text: "Core Responsibilities Lead the development, coordination, and execution of the Companys Investor Relations programs, ensuring alignment with corporate objectives and stakeholder expectations.Ensure compliance with SEC, NYSE, Regulation FD, corporate governance, and disclosure requirements, maintaining the integrity of all external communications.Monitor and analyze industry, economic, sustainability, governance, and proxy voting developments, providing timely insights and recommendations to senior management.Serve as a key liaison to the investment community, building and maintaining relationships with investors, analysts, institutional shareholders, and stock exchange representatives.Prepare senior executives for investor engagement activities by developing presentations, speeches, talking points, briefing materials, and responses related to Company strategy, financial performance, and sustainability initiatives.Provide timely, accurate communications to investors and stakeholders, while gathering and reporting investor sentiment, analyst feedback, market intelligence, and research coverage.Manage Investor Relations and communications platforms, including WDesk for preparation of quarterly earnings reports, website content, disclosures, reports, and initiatives that enhance transparency and accessibility of information.Prepare and deliver analyses and reports for senior management and the Board of Directors regarding stock performance, peer benchmarking, market trends, sustainability developments, and Wall Street perspectives.Support corporate governance and sustainability initiatives through participation in internal and industry committees, shareholder engagement activities, and sustainability survey coordination.Oversee Investor Relations operations, including vendor and contract management, coordination of investor meetings and executive travel, acting on behalf of the Director and/or Section Manager of Investor Relations when required, and supporting special projects for executive leadership.Develop and maintain financial, operational, and peer benchmarking analyses to support investor messaging, earnings communications, capital allocation discussions, and engagement with the investment community."
That is a long paragraph with sentences separated by periods but no line breaks. We could treat each sentence as a list item? The instruction: Use - for any list of duties/requirements/benefits. The responsibilities are a list of duties. So we should split each duty into
- . The duties are separated by periods but also some sentences have multiple clauses. We can split at each period that ends a sentence. Let's identify sentences:
1. Lead the development, coordination, and execution of the Companys Investor Relations programs, ensuring alignment with corporate objectives and stakeholder expectations.
2. Ensure compliance with SEC, NYSE, Regulation FD, corporate governance, and disclosure requirements, maintaining the integrity of all external communications.
3. Monitor and analyze industry, economic, sustainability, governance, and proxy voting developments, providing timely insights and recommendations to senior management.
4. Serve as a key liaison to the investment community, building and maintaining relationships with investors, analysts, institutional shareholders, and stock exchange representatives.
5. Prepare senior executives for investor engagement activities by developing presentations, speeches, talking points, briefing materials, and responses related to Company strategy, financial performance, and sustainability initiatives.
6. Provide timely, accurate communications to investors and stakeholders, while gathering and reporting investor sentiment, analyst feedback, market intelligence, and research coverage.
7. Manage Investor Relations and communications platforms, including WDesk for preparation of quarterly earnings reports, website content, disclosures, reports, and initiatives that enhance transparency and accessibility of information.
8. Prepare and deliver analyses and reports for senior management and the Board of Directors regarding stock performance, peer benchmarking, market trends, sustainability developments, and Wall Street perspectives.
9. Support corporate governance and sustainability initiatives through participation in internal and industry committees, shareholder engagement activities, and sustainability survey coordination.
10. Oversee Investor Relations operations, including vendor and contract management, coordination of investor meetings and executive travel, acting on behalf of the Director and/or Section Manager of Investor Relations when required, and supporting special projects for executive leadership.
11. Develop and maintain financial, operational, and peer benchmarking analyses to support investor messaging, earnings communications, capital allocation discussions, and engagement with the investment community.
That seems correct.
Now Qualifications: There's Required Education/Experience, Preferred Education/Experience, Relevant Work Experience, Licenses and Certifications, Additional Physical Demands.
We need to decide sections: maybe Qualifications (covering required and preferred), Skills (maybe not explicit), etc. The instruction says use headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have qualifications content. We could have a
Qualifications
and inside we can have subheadings? But we should not create extra headings unless they have real content. Could we embed subheadings as ? Not specified but we can use
for prose and
- for lists. The qualifications include bullet-like statements: "Master's Degree and 2 years of relevant experience or Bachelor's Degree and 3 years of relevant experience". That's a sentence with "or". Could be a list? Might be better as
. Then "Preferred Education/Experience Master's Degree in Accounting, Business Finance, Sustainability, Economics, or related field and 2 years in finance-related fields such as investor relations, investment banking, financial research, financial communications, or in experience in sustainability or other relevant areas". That's also a sentence. Then "Bachelor's Degree in Accounting, Business Finance, Sustainability, Economics, or related field and 3 years in finance-related fields such as investor relations, investment banking, financial research, financial communications, or in experience in sustainability or other relevant areas". Another sentence.
Then "Relevant Work Experience Must have experience in finance-type assignments and knowledge of financial statements of publicly-traded companies, required. Demonstrated proficiency in Excel, Word, PowerPoint and AI, required. Must have excellent verbal and written communication skills, required. Must possess strong analytical skills, required. Must be self-motivated and exhibit strong critical judgment skills, required. Must have ability to effectively communicate complicated financial concepts to a broad audience of financial and non-financial people, required."
These could be list items (requirements). Then "Licenses and Certifications Driver's License Required". That's a requirement.
Then "Additional Physical Demands The selected candidate will be assigned a System Emergency Assignment (i.e., an emergency response role) and will be expected to work non-business hours during emergencies, which may include nights, weekends, and holidays.Must be able and willing to travel domestically and internationally, as needed."
These could be list items under maybe a section "Additional Requirements" but not in allowed headings. Could we put them under Qualifications as list items? Probably yes.
We need to avoid creating Pay/Benefits/Schedule sections because not present.
Thus final HTML:
Overview
... overview paragraph ...
Responsibilities
- ... each duty ...
...
Qualifications
- ... each requirement ...
...
We need to ensure we preserve all substantive information. Let's extract overview paragraph:
"Overview Assume a major role in the Companys ongoing outreach to and communication with the financial community, including research analysts as well as institutional and individual investors in full compliance with applicable SEC, NYSE and other relevant rules and regulations. The Senior Planning Analyst - Investor Relations is responsible for assisting in the management, coordination and implementation of the investor relations plans for Consolidated Edison, Inc. Serves as point of contact for investors and other members of the financial community, including acting as company spokesperson to the financial community (analysts, portfolio managers, corporate governance officials, individual investors, etc.). Assists in the development of the Companys quarterly earnings presentations. The Senior Planning Analyst - Investor Relations will also have significant interaction with officers of the Company. Responsible for content on the companys investor relations website. The candidate will play a vital role in enhancing the Companys standing in the financial community and communicating Con Edisons strengths, performance characteristics and competitive advantages to members of the investment community."
We need to put that in . Ensure we keep the text exactly, but we can fix spacing: there is missing space after "Overview". We'll just output as is but maybe add a space. It's okay.
Now responsibilities list items as identified.
Now qualifications list items: we need to break down into individual requirements.
Let's list each requirement sentence:
From Required Education/Experience: "Master's Degree and 2 years of relevant experience or Bachelor's Degree and 3 years of relevant experience". That's one statement but includes "or". Could be two alternatives. We could keep as one
- .
Preferred Education/Experience: two sentences: one for Master's, one for Bachelor's. Could be separate
- items.
Relevant Work Experience: multiple sentences each starting with "Must have". We'll make each a
- .
Licenses and Certifications: "Driver's License Required".
- .
Additional Physical Demands: two sentences: "The selected candidate will be assigned a System Emergency Assignment (i.e., an emergency response role) and will be expected to work non-business hours during emergencies, which may include nights, weekends, and holidays." and "Must be able and willing to travel domestically and internationally, as needed." Each as
- .
Thus qualifications
with many - .
We must not invent or summarize away detail. Keep exact phrasing.
Let's copy each sentence exactly as in text, preserving punctuation.
I'll extract from the posting:
Required Education/Experience line: "Master's Degree and 2 years of relevant experience or Bachelor's Degree and 3 years of relevant experience"
Preferred Education/Experience lines:
- "Master's Degree in Accounting, Business Finance, Sustainability, Economics, or related field and 2 years in finance-related fields such as investor relations, investment banking, financial research, financial communications, or in experience in sustainability or other relevant areas"
- "Bachelor's Degree in Accounting, Business Finance, Sustainability, Economics, or related field and 3 years in finance-related fields such as investor relations, investment banking, financial research, financial communications, or in experience in sustainability or other relevant areas"
Relevant Work Experience lines:
- "Must have experience in finance-type assignments and knowledge of financial statements of publicly-traded companies, required."
- "Demonstrated proficiency in Excel, Word, PowerPoint and AI, required."
- "Must have excellent verbal and written communication skills, required."
- "Must possess strong analytical skills, required."
- "Must be self-motivated and exhibit strong critical judgment skills, required."
- "Must have ability to effectively communicate complicated financial concepts to a broad audience of financial and non-financial people, required."
Licenses and Certifications: "Driver's License Required"
Additional Physical
Overview
maybe. But they said "e.g." not exclusive. So we can include Overview as heading. We must not repeat job title as heading. No Job ID. We must remove boilerplate: cookie/navigation/legal/EEO etc. Not present. We must preserve all substantive information. We need to use- for any list of duties/requirements/benefits, and
for prose. We need to decide what is list vs prose. The Overview paragraph is prose: we can put in
. Responsibilities: there is a list of duties (Core Responsibilities bullet points). We can put each bullet as
- inside
- . The responsibilities also include some prose before bullet list: "Core Responsibilities Lead the development..." Actually the bullet list starts after "Core Responsibilities". The text: "Core Responsibilities Lead the development, coordination, and execution of the Companys Investor Relations programs, ensuring alignment with corporate objectives and stakeholder expectations.Ensure compliance with SEC, NYSE, Regulation FD, corporate governance, and disclosure requirements, maintaining the integrity of all external communications.Monitor and analyze industry, economic, sustainability, governance, and proxy voting developments, providing timely insights and recommendations to senior management.Serve as a key liaison to the investment community, building and maintaining relationships with investors, analysts, institutional shareholders, and stock exchange representatives.Prepare senior executives for investor engagement activities by developing presentations, speeches, talking points, briefing materials, and responses related to Company strategy, financial performance, and sustainability initiatives.Provide timely, accurate communications to investors and stakeholders, while gathering and reporting investor sentiment, analyst feedback, market intelligence, and research coverage.Manage Investor Relations and communications platforms, including WDesk for preparation of quarterly earnings reports, website content, disclosures, reports, and initiatives that enhance transparency and accessibility of information.Prepare and deliver analyses and reports for senior management and the Board of Directors regarding stock performance, peer benchmarking, market trends, sustainability developments, and Wall Street perspectives.Support corporate governance and sustainability initiatives through participation in internal and industry committees, shareholder engagement activities, and sustainability survey coordination.Oversee Investor Relations operations, including vendor and contract management, coordination of investor meetings and executive travel, acting on behalf of the Director and/or Section Manager of Investor Relations when required, and supporting special projects for executive leadership.Develop and maintain financial, operational, and peer benchmarking analyses to support investor messaging, earnings communications, capital allocation discussions, and engagement with the investment community."
That is a long paragraph with sentences separated by periods but no line breaks. We could treat each sentence as a list item? The instruction: Use
- for any list of duties/requirements/benefits. The responsibilities are a list of duties. So we should split each duty into
- . The duties are separated by periods but also some sentences have multiple clauses. We can split at each period that ends a sentence. Let's identify sentences:
1. Lead the development, coordination, and execution of the Companys Investor Relations programs, ensuring alignment with corporate objectives and stakeholder expectations.
2. Ensure compliance with SEC, NYSE, Regulation FD, corporate governance, and disclosure requirements, maintaining the integrity of all external communications.
3. Monitor and analyze industry, economic, sustainability, governance, and proxy voting developments, providing timely insights and recommendations to senior management.
4. Serve as a key liaison to the investment community, building and maintaining relationships with investors, analysts, institutional shareholders, and stock exchange representatives.
5. Prepare senior executives for investor engagement activities by developing presentations, speeches, talking points, briefing materials, and responses related to Company strategy, financial performance, and sustainability initiatives.
6. Provide timely, accurate communications to investors and stakeholders, while gathering and reporting investor sentiment, analyst feedback, market intelligence, and research coverage.
7. Manage Investor Relations and communications platforms, including WDesk for preparation of quarterly earnings reports, website content, disclosures, reports, and initiatives that enhance transparency and accessibility of information.
8. Prepare and deliver analyses and reports for senior management and the Board of Directors regarding stock performance, peer benchmarking, market trends, sustainability developments, and Wall Street perspectives.
9. Support corporate governance and sustainability initiatives through participation in internal and industry committees, shareholder engagement activities, and sustainability survey coordination.
10. Oversee Investor Relations operations, including vendor and contract management, coordination of investor meetings and executive travel, acting on behalf of the Director and/or Section Manager of Investor Relations when required, and supporting special projects for executive leadership.
11. Develop and maintain financial, operational, and peer benchmarking analyses to support investor messaging, earnings communications, capital allocation discussions, and engagement with the investment community.
That seems correct.
Now Qualifications: There's Required Education/Experience, Preferred Education/Experience, Relevant Work Experience, Licenses and Certifications, Additional Physical Demands.
We need to decide sections: maybe Qualifications (covering required and preferred), Skills (maybe not explicit), etc. The instruction says use headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have qualifications content. We could have a
Qualifications
and inside we can have subheadings? But we should not create extra headings unless they have real content. Could we embed subheadings as? Not specified but we can use
for prose and
- for lists. The qualifications include bullet-like statements: "Master's Degree and 2 years of relevant experience or Bachelor's Degree and 3 years of relevant experience". That's a sentence with "or". Could be a list? Might be better as
. Then "Preferred Education/Experience Master's Degree in Accounting, Business Finance, Sustainability, Economics, or related field and 2 years in finance-related fields such as investor relations, investment banking, financial research, financial communications, or in experience in sustainability or other relevant areas". That's also a sentence. Then "Bachelor's Degree in Accounting, Business Finance, Sustainability, Economics, or related field and 3 years in finance-related fields such as investor relations, investment banking, financial research, financial communications, or in experience in sustainability or other relevant areas". Another sentence. Then "Relevant Work Experience Must have experience in finance-type assignments and knowledge of financial statements of publicly-traded companies, required. Demonstrated proficiency in Excel, Word, PowerPoint and AI, required. Must have excellent verbal and written communication skills, required. Must possess strong analytical skills, required. Must be self-motivated and exhibit strong critical judgment skills, required. Must have ability to effectively communicate complicated financial concepts to a broad audience of financial and non-financial people, required." These could be list items (requirements). Then "Licenses and Certifications Driver's License Required". That's a requirement. Then "Additional Physical Demands The selected candidate will be assigned a System Emergency Assignment (i.e., an emergency response role) and will be expected to work non-business hours during emergencies, which may include nights, weekends, and holidays.Must be able and willing to travel domestically and internationally, as needed." These could be list items under maybe a section "Additional Requirements" but not in allowed headings. Could we put them under Qualifications as list items? Probably yes. We need to avoid creating Pay/Benefits/Schedule sections because not present. Thus final HTML:
Overview
... overview paragraph ...
Responsibilities
- ... each duty ... ...
Qualifications
- ... each requirement ... ...
. Ensure we keep the text exactly, but we can fix spacing: there is missing space after "Overview". We'll just output as is but maybe add a space. It's okay. Now responsibilities list items as identified. Now qualifications list items: we need to break down into individual requirements. Let's list each requirement sentence: From Required Education/Experience: "Master's Degree and 2 years of relevant experience or Bachelor's Degree and 3 years of relevant experience". That's one statement but includes "or". Could be two alternatives. We could keep as one
- . Preferred Education/Experience: two sentences: one for Master's, one for Bachelor's. Could be separate
- items. Relevant Work Experience: multiple sentences each starting with "Must have". We'll make each a
- . Licenses and Certifications: "Driver's License Required".
- . Additional Physical Demands: two sentences: "The selected candidate will be assigned a System Emergency Assignment (i.e., an emergency response role) and will be expected to work non-business hours during emergencies, which may include nights, weekends, and holidays." and "Must be able and willing to travel domestically and internationally, as needed." Each as
- .
Thus qualifications
- with many
- . We must not invent or summarize away detail. Keep exact phrasing. Let's copy each sentence exactly as in text, preserving punctuation. I'll extract from the posting: Required Education/Experience line: "Master's Degree and 2 years of relevant experience or Bachelor's Degree and 3 years of relevant experience" Preferred Education/Experience lines: - "Master's Degree in Accounting, Business Finance, Sustainability, Economics, or related field and 2 years in finance-related fields such as investor relations, investment banking, financial research, financial communications, or in experience in sustainability or other relevant areas" - "Bachelor's Degree in Accounting, Business Finance, Sustainability, Economics, or related field and 3 years in finance-related fields such as investor relations, investment banking, financial research, financial communications, or in experience in sustainability or other relevant areas" Relevant Work Experience lines: - "Must have experience in finance-type assignments and knowledge of financial statements of publicly-traded companies, required." - "Demonstrated proficiency in Excel, Word, PowerPoint and AI, required." - "Must have excellent verbal and written communication skills, required." - "Must possess strong analytical skills, required." - "Must be self-motivated and exhibit strong critical judgment skills, required." - "Must have ability to effectively communicate complicated financial concepts to a broad audience of financial and non-financial people, required." Licenses and Certifications: "Driver's License Required" Additional Physical
- for lists. The qualifications include bullet-like statements: "Master's Degree and 2 years of relevant experience or Bachelor's Degree and 3 years of relevant experience". That's a sentence with "or". Could be a list? Might be better as