Senior Investor Relations Analyst
Posted on 1/18/2023
Dorchester, Boston, MA, USA
Experience Level
Desired Skills
Market Research
  • 3-5 years of experience in either investment banking, equity research, or investor relations
  • Needs to be detail oriented, proactive, and a strong project manager
  • Strong problem-solving abilities and ownership mindset
  • Equally comfortable building spreadsheets or presentations
  • Must be able to work both independently and in a tight knit team environment
  • SaaS experience and knowledge of key metrics a plus
  • Serve as a key cross-functional project manager to support quarterly earnings process and deliverables
  • Create and build comparable company databases to provide a clear view on financial profile relative to peers
  • Own creation, and maintenance of sell-side analyst estimates matrix on a quarterly basis
  • Own and maintain investor and analyst tracking in a CRM tool
  • Build executive briefing documents to prepare management for investor events
  • Build out views on target investors based upon investor strategies, holding periods and related investments
  • Cross-functionally collaborate with business stakeholders to gather and summarize key highlights for quarterly earnings process
  • Provide market research based upon analyst research and corporate disclosures

1,001-5,000 employees

Growth marketing customer platform
Company Overview
Klaviyo's missions is to help companies retain customers and maximize their ROI. Klaviyo’s data–proven customer platform allows companies to send relevant, well–timed emails and SMS that increase lifetime values.
Company Core Values
  • We always put our customers first.
  • We are always learning.
  • We strive to make the world more equitable.
  • We collaborate radically.
  • We are ambitious.
  • We are remarkable.