Investor Relation Analyst Principal
About The Position
Partners closely with leadership to execute and enhance AEP’s investor relations strategy, effectively communicating the company’s financial performance and long-term value proposition to both internal and external stakeholders. Drives the development of investor-facing content, presentations, and communications; performs advanced financial analysis and market research; and supports relationship-building with investors, analysts, brokers, and rating agencies. Provides mentorship and guidance to team members and contributes to the continuous improvement of investor relations processes, communications, and stakeholder engagement.
Requirements
- Bachelor's degree in accounting, finance or business.
- 6 years' experience in Finance or Accounting.
- Proficiency and expert-level skills in Microsoft PowerPoint and Excel.
- Must have excellent communication skills.
- Working knowledge of the business and competition.
- Strong client focus and initiative.
Nice To Haves
- MBA or CPA preferred.
Responsibilities
- Drive investor relations content creation, including earnings presentations, investor decks, strategic messaging, fact sheets, executive briefings, website content, and other communications.
- Ensure messaging is accurate and aligned with AEP's strategy.
- Monitor industry, regulatory, market, and company developments relevant to investor relations activities.
- Maintain summaries and reports of key trends, news, analyst commentary, and market developments for the Investor Relations team and senior leadership.
- Support earnings call-related activities, including development of key messages, analyst and investor Q&A preparation, consensus analysis and post-earnings market feedback assessments.
- Support relationships with investors, analysts, rating agencies, and other financial community stakeholders.
- Coordinate responses to investor inquiries with internal and external partners.
- Support planning and execution of investor events, including the annual meeting, conferences, roadshows, and earnings calls.
- Coordinate content, logistics, messaging, and event follow-up.
- Perform financial analysis, valuation benchmarking, ownership analysis, investor targeting strategies, consensus tracking, and peer comparisons.
- Collaborate with internal business partners, including Finance, Treasury, Accounting, Corporate Communications, Legal, Regulatory, and Strategy teams, to gather information and support investor relations initiatives and deliverables.
- Identify and implement improvements to investor relations processes, reporting, tools, and engagement strategies.
- Provide mentorship and serve as a subject matter expert in investor communications and market analysis.
Benefits
- Compensation Data
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What This Job Offers
Job Type
Full-time
Career Level
Principal
