Sr. Investor Relations Analyst - BSC (Hybrid)

About the role

We are seeking a skilled professional to join our Investor Relations team. The ideal candidate will have a combination of experience in sell-side or buy-side research, investment banking, corporate development, corporate reporting, finance, and/or investor communications. A minimum of 3 years of utility industry experience and/or experience in other financial or analytical roles in the company is preferred.

Responsibilities

• Market Surveillance: Perform research and analytics to obtain surveillance on market performance and expectations for EXC and peer companies. Prepare and distribute stock updates and monthly market summaries.
• Data Analysis: Work with the IR team to expand fundamental analytical capabilities, providing broader stock market perspective back into the organization.
• Communications/Messaging: Prepare internal and external presentations, including sell-side and EEI conference presentations, IR messaging meetings, annual investor sustainability report, quarterly financial review, leadership, and Board of Directors presentations.
• Shareholder Analysis: Perform research and analytics on EXC's shareholders and shareholders of peers to identify trends, identify new potential investors, and prepare reports of shareholder trends/types/shifts/activity for senior management.
• Analyst Research: Leverage disclosure-related findings from regular IR model and sell-side model review process to develop conference and other public presentations. Review sell-side research and prepare IR summary of sell-side research for distribution to senior management as needed.
• Earnings Release Preparation: Assist in preparation of earnings release materials, including leading efforts on the development of the earnings presentation. Tie-down all earnings release materials for accuracy and consistency prior to release (including scripts; release; slides; and Edgarized filings).
• Support the development of the organization through the development and presentation of IR 101 materials.

Requirements

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

Skills

• Strong analytical and financial modeling skills.
• Excellent communication and presentation skills.
• Ability to manage multiple tasks and projects effectively.
• High ethical standards and confidentiality awareness.

Benefits

• Annual salary range: $85,600.00/Yr. – $117,700.00/Yr.
• Annual Bonus for eligible positions: 15%
• 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
• And much more