Financial Analyst, FP&A and Investor Relations

Securitize

3d • Remote

About The Position

This role is part of the FP&A team, spending approximately 75% of its time on financial planning and analysis and 25% supporting Investor Relations. The analyst builds models, automations, and analysis to support forecasts, acquisitions, and new business decisions, and supports the Head of Investor Relations with daily market research and executive materials. The role reports to the VP of FP&A.

The position owns forecast and performance tracking for acquired businesses, including integrating them into the FP&A system; develops financial models for acquisitions, new products, pricing, and partnerships; and prepares revenue bridges, unit economics, and KPI analyses for leadership. It also supports quarterly and annual forecasting and builds AI-enabled automations and dashboards.

Investor Relations work includes monitoring and summarizing sell-side research, preparing daily and weekly market recaps for senior management, maintaining executive conference preparation packets, updating the IR CRM after investor meetings and conferences, and supporting earnings preparation by collecting research notes and analyst models.

Requirements

• 2–4 years of experience in FP&A, financial analysis, investment banking, or transaction advisory.
• Strong financial modeling skills, including three-statement and driver-based forecasting; exposure to deal or valuation models.
• Clear, concise written communication and polished PowerPoint materials for executive audiences.
• Comfort researching investors using public sources such as 13F, Form ADV, and filings.
• Advanced Excel skills and hands-on experience with an FP&A planning tool and an ERP.
• AI inclination and experience building automations or dashboards.
• Sound judgment when handling confidential and material non-public information.
• Working knowledge of financial markets and interest in digital assets, with the ability to assess which research and market news matters.

Nice To Haves

• Experience in fintech, digital assets, asset management, or capital markets.
• Experience with Datarails and NetSuite, particularly in multi-entity, multi-currency environments.
• Public company experience.
• Prior Investor Relations experience is not required.

Responsibilities

• Own forecasting and performance tracking for acquired businesses, including integrating them into the FP&A system.
• Build financial models for acquisitions, new products, pricing, and partnerships.
• Prepare revenue bridges, unit economics, and KPI analyses for leadership.
• Build AI-enabled automations and dashboards.
• Support quarterly and annual forecast processes.
• Monitor sell-side research daily, summarize new notes, and flag errors or notable items.
• Prepare daily end-of-day and weekly recaps for senior management covering stock performance, research, and market data.
• Build and maintain executive conference preparation packets, including investor research, holdings and AUM, meeting history, biographies, and likely questions.
• Keep the Investor Relations CRM current after investor meetings and conferences.
• Support earnings preparation by collecting research notes and analyst models.

Benefits

• Flexible paid time off.
• Equity grant opportunities.
• Remote work flexibility.
• Employer-paid medical, dental, and vision benefits for US employees and their families.
• 401(k) retirement plan for US employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed