Investor Relations Analyst

The Investor Relations Analyst supports the operational and analytical work of Generate’s Investor Relations function, including shareholder reporting, share and cap table management, investor data and systems, and investor-facing reporting on compliance, impact, and ESG processes. You will work closely with the Investor Relations Head and Senior Director, partnering with Finance, Legal, Accounting, Investments, and Strategy. This role suits a detail-oriented finance professional who wants to build analytical skills, develop relationships across the business, and gain firsthand experience in how an infrastructure investor raises capital and serves its shareholders.

What you will be doing at Generate Capital as the Investor Relations Analyst:

• Maintain the investor portal, manage shareholder access, keep documents and distribution lists current, and coordinate responses to ad hoc investor requests through completion.

• Coordinate annual audit confirmations and support regulatory, compliance, and operational due diligence requests in partnership with the relevant internal teams.

• Prepare quarterly shareholder financial reporting packages with Finance and Accounting, build fluency in Generate’s GAAP and non-GAAP reporting, and help develop materials for quarterly shareholder calls.

• Contribute to projects across investor relations, capital formation, corporate finance, and marketing and communications; strengthen investor data quality and improve recurring workflows through AI and automation.

• Maintain the cap table and reconcile it against official share records; keep investor records current in Global Shares; and record approved share issuances, sales, and transfers accurately and promptly.

• Develop familiarity with Generate’s impact and ESG processes; coordinate data collection and prepare investor reports.

• Coordinate investor transfers and related legal and operational requests; support shareholder voting events and maintain voting trackers in partnership with Legal, Compliance, and external counsel.

• Maintain a calendar of reporting obligations under shareholder agreements and coordinate timely delivery.

• Help plan and execute the annual Investor Day, including preparing materials, managing invitations and RSVPs, and coordinating logistics.

• Help prepare for and participate in calls and meetings with shareholders, and support investor due diligence requests related to fundraising.

Candidate qualifications & core characteristics: