Sr. Investor Relations Analyst - BSC (Hybrid)

Exelon

CHICAGO, Illinois

JOB DETAILS
SALARY
JOB TYPE
Full-time
SKILLS
Analysis Skills, Brokerage, Business Administration, Business Strategy, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Community Support, Community and Social Services, Compensation and Benefits, Corporate Planning, Corporate Tax, Data Analysis, Dental Insurance, Detail Oriented, Earnings Statements, Electricity, Federal Laws and Regulations, Financial Analysis, Financial Modeling, Financial Operations, Financial Planning and Analysis (FP&A), Financial Reporting, Fundamental Analysis, IR (Infrared), Industry/Trade Analysis, Investment Management, Investment Services, Investor Relations, Leadership, Market Tracking, Model Review, Multitasking, Presentation/Verbal Skills, Problem Solving Skills, Process Modeling, Project/Program Management, Public/Media/Press/Analyst Relations, Sales, Sales Presentation, State Laws and Regulations, Surveillance, Sustainability, Team Player, Trend Analysis, Vision Plan, Writing Skills
LOCATION
CHICAGO, Illinois
POSTED
3 days ago
Who We Are: We're powering a cleaner, brighter future.

Exelon is leading the energy transformation, and we're calling all problem solvers, innovators, community builders and change makers. Work with us to deliver solutions that make our diverse cities and communities stronger, healthier and more resilient.

We're powered by purpose-driven people like you who believe in being inclusive and creative, and value safety, innovation, integrity and community service. We are a Fortune 200 company, 20,000 colleagues strong serving more than 10.7 million customers at six energy companies -- Atlantic City Electric (ACE), Baltimore Gas and Electric (BGE), Commonwealth Edison (ComEd), Delmarva Power & Light (DPL), PECO Energy Company (PECO), and Potomac Electric Power Company (Pepco).

We're committed to creating an environment where every person can thrive. Our employee experience is grounded in four tenets that guide how we support our people: purposeful careers, growth opportunities, community impact, and support to thrive.

In our relentless pursuit of excellence, we elevate diverse voices, fresh perspectives and bold thinking. And since we know transforming the future of energy is hard work, we provide competitive compensation, incentives, excellent benefits and the opportunity to build a rewarding career.

Are you in? Primary Purpose:

Develop, implement, and execute on analysis, processes and projects within Investor Relations, focused on the various 
areas of company and industry data analysis; market surveillance; communications/messaging; shareholder analysis; 
valuation and analyst research; and earnings release preparation

Primary Duties:
  • Market Surveillance: Perform research and analytics to obtain surveillance on market 
    performance and expectations for EXC and peer companies. Prepare and distribute to EXC 
    management stock updates and monthly market summary. Monitor company and peer news 
    and prepare/gather talking points on relevant topics as needed. Support the maintenance of IR 
    Q&A document and ensure information is current. 
  • Data Analysis: Work with IR team to expand fundamental analytical capabilities, specific to 
    Exelon as and more broadly to the utilities industry with the intent of providing broader stock 
    market perspective back into the organization. 
  • Communications/Messaging: Prepare IR internal and external presentations, including sell-side 
    and EEI conference presentations, IR messaging meetings, annual investor sustainability report, 
    quarterly financial review, leadership, and Board of Directors presentations as they arise. Own 
    development of IR site and ensure content is up-to-date and complete on an ongoing basis. 
    Support the development of the organization through the development and presentation of IR 101 
    materials. 
  • Shareholder Analysis: Perform research and analytics on EXC’s shareholders and shareholders 
    of peers in order to identify trends, identify new potential investors to be targeted, and prepare 
    reports of shareholder trends/types/shifts/activity for senior management on a formal and 
    as-needed basis. 
  • Analyst Research: Leverage disclosure-related findings from regular IR model and sell-side 
    model review process to develop conference and other public presentations. Review sell-side 
    research and prepare IR summary of sell-side research for distribution to senior management as 
    needed.
  • Earnings Release Preparation: Assist in preparation of earnings release materials, including 
    leading efforts on the development of the earnings presentation. Tie-down all earnings 
    release materials for accuracy and consistency prior to release (including scripts; release; 
    slides; and Edgarized filings). Compile earnings season peer tracking document for IR 
    review and distribution to senior management. Develop post-earnings reaction materials for 
    distribution to senior management and Board of Directors.
Job Scope:

Impact to corporate image is significant through work output and analytical projects. Results of analytical work, Q&A document and periodic reporting will be used by executives, directors and managers, Board of Directors, and external interested parties in their communications and decision-making processes that affect the Corporation. Attention to detail and accuracy is critical.

· Reports to Director of Investor Relations and provide support to CFO and VP of IR as necessary.

· Works with individuals across the Corporation in order to collect, analyze and prepare information.

· Key external constituents include (1) vendors ; (2) the buy-side: analysts and portfolio managers and (3) the sell-side:

 

utility research analysts (~15 – 25), mostly affiliated with the major brokerage firms, who do research and publish reports about Exelon, our peers and the industry in general.

· Key internal constituents and contacts include Controllership and Tax, Corporate and Utility FP&A and Financial Operations, Corporate Development, Corporate Strategy, Communications, Corporate Secretary’s office, Federal and State Regulatory and External Affairs, Corporate and Utility Customer Operations, and other Utility Business areas 

Minimum Qualifications:

 

  • Undergraduate degree in a related field required. MBA, CFA and/or CPA, preferred.
  • 5-8 years combined experience in sell-side or buy-side research, investment banking, corporate development, corporate reporting, finance, and/or investor communications required, preferably including a minimum of 3 years utility industry experience and/or experience in other financial or analytical roles in the company.
  • High degree of ethics and ability to exercise judgment in interacting with senior management and maintaining the confidentiality of information.
  • Excellent analytical skills, including financial modeling experience and experience with analyzing and/or preparing financial statements.
  • Excellent written and oral communications skills.
  • Experience in compilation of effective presentations required.
  • Position requires self-starter with ability to plan and execute with minimal oversight; strong sense of ownership and commitment to excellence of all work products; and ability to successfully manage multiple tasks and projects through exceptional project management and work management/planning skills.
Preferred Qualifications: PREFERRED QUALIFICATIONS
  • Undergraduate degree in a related field required. MBA, CFA and/or CPA, preferred.
  • 5-8 years combined experience in sell-side or buy-side research, investment banking, corporate development, corporate reporting, finance, and/or investor communications required, preferably including a minimum of 3 years utility industry experience and/or experience in other financial or analytical roles in the company.
  • High degree of ethics and ability to exercise judgment in interacting with senior management and maintaining the confidentiality of information.
  • Excellent analytical skills, including financial modeling experience and experience with analyzing and/or preparing financial statements.
  • Excellent written and oral communications skills.
  • Experience in compilation of effective presentations required.
  • Position requires self-starter with ability to plan and execute with minimal oversight; strong sense of ownership and commitment to excellence of all work products; and ability to successfully manage multiple tasks and projects through exceptional project management and work management/planning skills.
Benefits:
  • Annual salary will vary based on a candidate’s skills, qualifications, experience, and other factors: $85,600.00/Yr. – $117,700.00/Yr.
  • Annual Bonus for eligible positions: 15%
  • 401(k) match and annual company contribution
  • Medical, dental and vision insurance
  • Life and disability insurance
  • Generous paid time off options, including vacation, sick time, floating and fixed holidays, maternity leave and bonding/primary caregiver leave or parental leave
  • Employee Assistance Program and resources for mental and emotional support
  • Wellbeing programs such as tuition reimbursement, adoption and surrogacy assistance and fitness reimbursement
  • Referral bonus program
  • And much more

Note: Exelon-sponsored compensation and benefit programs may vary or not apply based on length of service, job grade, job classification or represented status. Eligibility will be determined by the written plan or program documents.

About the Company

E

Exelon

At Exelon Generation, we've got a place for you!  Join the nation's leading competitive energy provider, with one of the largest electricity generation portfolios and retail customer bases in the country. You will be part of a family of companies that strives for the highest standards of power generation, competitive energy sales, and energy delivery. Our team of outstanding professionals is focused on performance, thought leadership, innovation, and the power of ideas that come from a diverse and inclusive workforce.  Exelon will provide you the tools and resources you need to design, build and enhance a successful career. We are also dedicated to motivating the success of our employees through competitive base salary, incentives, and health and retirement benefits.  Join Exelon and share your passion at a forward-thinking Fortune 100 company. Establish yourself in a place where you can truly shine and create a brighter, more sustainable tomorrow.   Energize your career at Exelon Generation. We have exciting opportunities in IL, NY, PA and MD.
COMPANY SIZE
10,000 employees or more
INDUSTRY
Other/Not Classified
WEBSITE
https://www.exeloncorp.com/