1-3 years of experience in Investor Relations, Investment Banking, or Equity Research.
Experience supporting significant liquidity events like IPOs or major capital raises.
Background in a large, publicly traded company with rigorous financial standards, preferably in advanced technology sectors.
Strong understanding of financial modeling, valuation techniques, and GAAP.
Proficiency in Microsoft Office Suite and IR-specific platforms like Bloomberg or Refinitiv.
Excellent written and verbal communication skills for financial narratives.
Detail-oriented and organized, capable of managing multiple projects under tight deadlines.
Responsibilities
Support the development and execution of the company's capital strategy across various financing avenues.
Act as a key execution team member on new debt and equity issuances, managing due diligence and legal documentation.
Build and maintain complex financial models to evaluate financing proposals and assess capital structures.
Monitor global capital markets and peer financing activity to inform internal strategy.
Cultivate relationships with investment banks, institutional investors, and financial partners.
Prepare professional marketing materials to articulate the company's financial story to external capital providers.
Analyze cash flow forecasts and manage liquidity and risk exposures.
Benefits
Competitive compensation
Restricted Stock Units
Paid time off & paid holidays
Comprehensive health, dental & vision insurance
Employer contributions to HSA account
Paid parental leave
Paid life insurance, short-term and long-term disability
Professional development & tuition reimbursement
Mental health & wellness support
Commuter benefits (parking & transit)
Cell phone stipend
401(k) Retirement plan with company match up to 4% of salary
Volunteer time off
Full Job Description
About the Role:
We are seeking a highly motivated and analytical professional to join our Corporate Finance team as an Associate, Capital Markets and Capital Formation. In this critical role, you will be effectively managing the company's financial structure by determining where we source our capital and how we strategically deploy it.
This role requires a unique blend of financial structuring expertise, capital allocation discipline, and world-class relationship management to secure and optimize the financing essential for our high-growth initiatives.
This role will be required to be based in San Francisco, CA.
What You'll Be Working On:
Capital Formation & Transaction Execution
Financing Strategy: Support the development and execution of the company's capital strategy across various financing avenues, including debt facilities, equity investments, corporate credit lines, asset-backed securitizations, and private placements,.
Transaction Lead: Act as a key execution team member on new debt and equity issuances, coordinating due diligence, managing legal documentation, and overseeing the closing process.
Financial Modeling: Build, maintain, and stress-test complex financial models to evaluate new financing proposals, analyze pricing, and assess the impact of different capital structures on the balance sheet and overall cost of capital.
Market Intelligence: Monitor global debt and equity capital markets, interest rate environments, and peer company financing activity to inform and shape internal strategy.
Relationship Management & Investor Relations
Create and maintain key relationships across the banking and buy-side community. Attend relevant conferences and events to establish strong ties into the capital markets. Lender and Investor Relationship Management: Cultivate and maintain strong, high-touch relationships with investment banks, institutional investors, credit rating agencies, and financial partners.
External Representation: Prepare high-quality, professional marketing materials (pitch books, deal teasers, investor presentations) to articulate the company's financial story and financing needs to external capital providers.
Negotiation Support: Assist senior management in term sheet negotiations and structuring discussions with capital partners.
Internal Capital Allocation & Treasury
"Internal Bank" Function: Work closely with treasury and broader finance organizations in order to help manage capital flows and capital availability for new projects (e.g., Corporate Development, Operations, and Business Units) as well as understanding and evaluating internal capital requests, applying a rigorous, return-focused allocation framework.
Liquidity & Risk Management: Support the Treasury function by analyzing short- and long-term cash flow forecasts, monitoring liquidity levels, and managing interest rate and foreign exchange risk exposures.
Reporting and Research: create and distribute internal research papers for executive leadership and the Board of Directors on market activity, peer financings and their pricing, as well as important precedent transaction summaries.
What You'll Bring to the Team:
1-3 years of experience in Investor Relations, Investment Banking, or Equity Research.
Ideal experience in supporting a company through a significant liquidity event, such as an Initial Public Offering (IPO) or a major public capital raise.
Prior experience working for a large, complex, publicly traded company known for its rigorous financial standards and advanced technology products (e.g., in the semiconductor, cloud, or advanced technology sectors).
Strong understanding of financial modeling, valuation techniques, and Generally Accepted Accounting Principles (GAAP).
High proficiency in Microsoft Office Suite (Excel and PowerPoint) and experience utilizing IR-specific platforms (e.g., Bloomberg, Refinitiv, CRM software).
Outstanding written and verbal communication skills, with a proven ability to synthesize complex data into clear, concise narratives for a financial audience.
Detail-oriented, highly organized, and capable of managing multiple projects under tight deadlines and with a high degree of confidentiality.
Strong interpersonal skills and the ability to build and maintain trust with internal executives and external investors.
Bachelor's degree in Finance, Economics, Accounting, or a related field.
Benefits:
Competitive compensation
Restricted Stock Units
Paid time off & paid holidays
Comprehensive health, dental & vision insurance
Employer contributions to HSA account
Paid parental leave
Paid life insurance, short-term and long-term disability
Professional development & tuition reimbursement
Mental health & wellness support
Commuter benefits (parking & transit)
Cell phone stipend
401(k) Retirement plan with company match up to 4% of salary
Volunteer time off
Compensation Range
Compensation will be paid in the range of up to $130,000 - $160,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data.
