Investor Relations Manager

Marqeta
Oakland, US
On-site

Who this role is best for

Best suited to mid-level finance professionals with investor relations experience in publicly traded companies who thrive in cross-functional collaboration and data-driven storytelling.

Best fit for

  • Finance professionals with 4-6 years of experience in investor relations or equity research.
    — “4-6 years of finance/accounting experience - with investor relations experience in a publicly traded company or equity research highly preferred
  • Candidates with expertise in financial statements and equity valuation models.
    — “Strong and detailed knowledge of financial statements, equity valuation models, and reporting requirements
  • Individuals comfortable working with AI tools and data management systems.
    — “Expertise working with and implementing AI tools

Things to consider

  • Requires in-person presence in Oakland at least once a week.
    — “this role requires in-person presence at our Oakland office once a week
  • Must be comfortable interacting with the investment community.
    — “Interact with the investment community in conversations regarding the Company’s business model

How to stand out

  • Highlight any experience with IR systems like Nasdaq IR Insight or Alphasense.
    — “Knowledge of IR systems such as Nasdaq IR Insight, Alphasense, Virtua, Workiva a plus
  • Demonstrate your ability to analyze sell-side analyst notes and identify key themes.
    — “Analyze sell-side analyst notes and identify key themes to highlight for management
  • Showcase your experience in drafting materials for quarterly earnings calls.
    — “Support the creation of materials related to the quarterly earnings call
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · TeamLevel · Mid

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • support creation of materials for quarterly earnings call
  • assist with development of board memos
  • interact with investment community
  • support company’s participation in investor and analyst events
  • monitor and report on industry and peer company information
Typical background
financeaccountinginvestor relations

Skills & requirements

Required

Materials For Quarterly Earnings CallDevelopment Of Board MemosInteraction With Investment CommunityParticipation In Investor And Analyst EventsMonitoring And Reporting On Industry And Peer Company InformationAnalysis Of Sell-side Analyst Notes

Preferred

AI Tools Implementation

Stack & domain

ExcelGsuiteNasdaq Ir InsightAlphasenseVirtuaWorkiva

About the role

Original posting from Marqeta via Greenhouse

As Marqeta’s Investor Relations Manager you will support the company’s investor relations efforts. The team is focused on maximizing shareholder value through effective communication of our value proposition. To do this we must tell a cohesive and data-driven story about our strategy, financial results, and operations to the financial community including new and existing investors as well as research analysts. This role will be tasked with implementing transparent systems and processes to allow our CEO and CFO to easily track communications with the investment community, in addition to assisting with data analysis and drafting materials. This role will also need to work cross-functionally across Marqeta to gain a strong understanding of our business and make sure the company is successfully communicating its strategic and financial opportunities with the investor community.   This is a highly visible opportunity where you can have a measurable impact at a fast-paced company. You will report to the Director of Investor Relations.

While we work Flexible First, this role requires in-person presence at our Oakland office once a week. We’d love for you to join us!

The Impact You’ll Have

Support the creation of materials related to the quarterly earnings call, including: earnings press release, scripts, Q&A, investor presentation, fact sheet, financial and legal back-up, post-event reporting, and transcript reviews, as well as other ad hoc analytical requests

Assist with development of board memos and other content to support broader finance team initiatives

Interact with the investment community in conversations regarding the Company’s business model, operating results and business strategy

Support the Company’s participation in investor and analyst events such as conferences, meetings, non-deal roadshows

Monitor and report on industry and peer company information and practices by tracking research reports, news, earnings calls, and other relevant resources

Analyze sell-side analyst notes and identify key themes to highlight for management

Review analyst models and build relationships with sell-side associates to understand how they built their models and their key underlying business and financial metric assumptions

Collaborate with third-party service providers, including those for web-hosting, surveillance, IR consultants, and targeting

Keep and document detailed notes of investors calls, summarize highlights, and track interactions in the database repository. Use this information to continuously improve our investor communication and target strategy

Who You Are

4-6 years of finance/accounting experience - with investor relations experience in a publicly traded company or equity research highly preferred

Strong and detailed knowledge of financial statements, equity valuation models, and reporting requirements

Expertise working with and implementing AI tools

Strong knowledge of GSuite, Excel, or other data management tools

Knowledge of IR systems such as Nasdaq IR Insight, Alphasense, Virtua, Workiva a plus

Understanding of Reg FD and other SEC disclosure rules and regulations

Ability and comfort working independently across cross-functional internal teams and external relationships, and the ability to project manage multiple large scale projects

Superb communication skills, both spoken and written. Able to tell the story as well as the facts

Bachelor's degree in finance, accounting, economics, mathematics, computer science, or related field

Knowledge of the Payments industry is a huge plus

Must be intellectually curious

Your Manager

Maria Graizer, Director, Investor Relations

Typical Process

Application Submission

Recruiter video call

Hiring manager video call

Virtual “Onsite” consisting of 4-5, 45 min calls

Offer!

Compensation and Benefits

Marqeta is a Flex First company which allows you to choose your best working environment, whether that be from home or at a company office. To support Flex First, we calibrate pay to a competitive value according to working location. Compensation is aligned according to three tiers within the United States:

National: A baseline tier that applies to most of the geographic territory of the United States.

Premium: Slightly elevated from the National tier, and oriented toward a narrower set of higher cost-of-living areas, such as Los Angeles CA and Seattle WA

Premium Plus: A tier for the most expensive working areas, like the San Francisco Bay area and New York City.

Visit this page or consult with a Recruiter to determine which tier would be applicable to you.

When determining salaries, we consider several factors including, but not limited to, skills, prior experience, and work location. The new-hire base salary range for this position is:

National: $125,840 - $157,300

Premium: $136,000 - $170,000

Premium Plus: $148,000 - $185,000

We also believe in recognizing the contributions of our people. That's why we award annual bonuses to eligible employees, rewarding both individual performance and the success of the entire company.

Along with monetary compensation, Marqeta offers

Multiple health insurance options

Flexible time off – take what you need

Retirement savings program with company contribution and after tax contributions

Equity in a publicly-traded company and an Employee Stock Purchase Program

Family-forming benefits, fertility support, and up to 20 weeks of Parental Leave

Free therapy sessions, financial and professional coaching, and legal advice

Monthly stipend to support our remote work model

Annual “development dollars” to support our people growth and development

Through Flex First, the freedom to live and work wherever you and your family thrive

About Marqeta

Marqeta is on a mission to change the way money moves. We’re one of the earliest enablers of embedded finance, a market opportunity sized up in the trillions. Our card issuing platform provides unprecedented flexibility and control for companies to issue cards, authorize transactions, and manage payment operations in real time. Marqeta is powering the most well known brands in the new economy (Block, Cash App, Affirm, Instacart, Doordash, Uber, Walmart, etc). You don’t need to be a Payments expert to join the Marqeta Team, let us help you with that.  This is the opportunity of a lifetime to work with innovators around the world and unlock equitable financial access for all.

Marqeta’s Values

– Solve for the Customer: With a deep understanding of our customers' business and empathy for their needs, we deliver products and services that drive their success. Earning and keeping their trust guides everything we do.

– Do What's Right: Knowing businesses and livelihoods depend on us, we pursue solutions that disrupt responsibly and deliver high-quality results that our customers count on. We own our work from start to finish.

– Simplify and Innovate: We approach challenges with curiosity and take smart risks. Innovation comes from finding better, simpler ways to achieve extraordinary outcomes.

– Win as a Team: We succeed together by embracing diverse perspectives and pushing each other to raise the bar. We lead with humility and set aside hierarchy to work as a team.

– Make it Count: We drive forward with focus and agility. With a sense of urgency and purpose, we get the job done, and done right.

Equal Employment Opportunity, Accommodations and Privacy 

Marqeta is an equal opportunity employer committed to an inclusive workplace that fosters belonging. We do not discriminate based on race, color, religion, sex (including pregnancy, lactation, childbirth, or related medical conditions), veteran status or uniformed service member status, age, national origin or ancestry, citizenship or immigration status, physical or mental disability, gender identity, gender expression, sexual orientation, genetic information (including testing or characteristics) or any other characteristic protected by applicable law. We also con

Source: Marqeta careers (Greenhouse)

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