Sr. Investor Relations Analyst - BSC (Hybrid)

About the role

We are seeking a skilled professional to join our Investor Relations team. This role focuses on developing, implementing, and executing analysis, processes, and projects related to company and industry data, market surveillance, communications, shareholder analysis, valuation, analyst research, and earnings release preparation.

Responsibilities

• Market Surveillance: Perform research and analytics to monitor market performance and expectations for EXC and peer companies. Prepare and distribute stock updates and monthly market summaries. Gather and prepare talking points on relevant topics as needed. Maintain the Q&A document and ensure its information is current.
• Data Analysis: Work with the IR team to enhance fundamental analytical capabilities, specifically for Exelon and the broader utilities industry, to provide broader stock market perspective to the organization.
• Communications/Messaging: Create and present internal and external presentations, including sell-side and EEI conference presentations, IR messaging meetings, annual investor sustainability report, quarterly financial reviews, leadership, and Board of Directors presentations. Develop and maintain the IR website and ensure content is up-to-date.
• Shareholder Analysis: Conduct research and analytics on EXC's shareholders and peers to identify trends, target new potential investors, and prepare reports of shareholder trends for senior management.
• Analyst Research: Utilize disclosure-related findings from regular IR model and sell-side model review processes to develop conference and public presentations. Review sell-side research and prepare IR summaries for senior management.
• Earnings Release Preparation: Assist in the preparation of earnings release materials, including the development of the earnings presentation. Ensure all materials are accurate and consistent before release (including scripts, release, slides, and Edgarized filings). Compile earnings season peer tracking documents for IR review and distribution to senior management. Develop post-earnings reaction materials for senior management and the Board of Directors.

Requirements

• Undergraduate degree in a related field required. MBA, CFA, and/or CPA preferred.
• Minimum of 5-8 years combined experience in sell-side or buy-side research, investment banking, corporate development, corporate reporting, finance, and/or investor communications, preferably including 3 years of utility industry experience.
• High degree of ethics and ability to exercise judgment in interactions with senior management and maintain confidentiality.
• Excellent analytical skills, including financial modeling experience and experience with analyzing and/or preparing financial statements.
• Strong written and oral communication skills.
• Experience in compiling effective presentations.
• Self-starter with the ability to plan and execute with minimal oversight; strong sense of ownership and commitment to excellence of all work products; and ability to manage multiple tasks and projects through exceptional project management and work management/planning skills.

Qualifications

• Undergraduate degree in a related field required. MBA, CFA, and/or CPA preferred.
• Minimum of 5-8 years combined experience in sell-side or buy-side research, investment banking, corporate development, corporate reporting, finance, and/or investor communications, preferably including 3 years of utility industry experience.
• High degree of ethics and ability to exercise judgment in interactions with senior management and maintain confidentiality.
• Excellent analytical skills, including financial modeling experience and experience with analyzing and/or preparing financial statements.
• Strong written and oral communication skills.
• Experience in compiling effective presentations.
• Self-starter with the ability to plan and execute with minimal oversight; strong sense of ownership and commitment to excellence of all work products; and ability to manage multiple tasks and projects through exceptional project management and work management/planning skills.

Skills

• Financial modeling
• Market analysis
• Shareholder research
• Communications and messaging
• Investor relations
• Earnings release preparation

Benefits

• Annual salary ranging from $85,600.00 to $117,700.00 per year
• Annual bonus for eligible positions
• 401(k) match and annual company contribution
• Medical, dental, and vision insurance
• Life and disability insurance
• Generous paid time off options, including vacation, sick time, floating and fixed holidays, maternity leave, and bonding/primary caregiver leave or parental leave
• Employee Assistance Program and resources for mental and emotional support
• Wellbeing programs such as tuition reimbursement, adoption and surrogacy assistance, and fitness reimbursement
• Referral bonus program