Top Investor Relations Executive jobs in Oakland, CA

Requisition ID # 155614 

Job Category: Accounting / Finance 

Job Level: Manager/Principal

Business Unit: Finance

Work Type: Hybrid

Job Location: Oakland

Department Overview

The Investor Relations department is responsible for effectively communicating the company’s performance and future financial outlook to members of the external investment community. The team’s primary focus is achieving a fair valuation for PG&E Corporation’s common stock while also prioritizing the needs and interests of fixed income investors and analysts. The IR team develops a strategic approach to targeting and marketing PG&E’s publicly traded securities to both current and future investors. IR collaborates closely with PG&E’s most senior leadership team and across the company, developing appropriate short-term and long-term messaging along with timely, compelling, and accurate investor materials. IR acts as the eyes and ears of PG&E within the investment community, providing senior management with up to the minute intelligence and insights into prevailing investor perspectives on the company as well as the broader utility industry.

Position Summary

The Investor Relations Principal works with other members of the IR team and senior management to describe our corporate investment thesis, key milestones, financial outlook, and provide other  disclosures to the investment community. Works with IR team to ensure timely, accurate and comprehensive response to inbound requests from both external and internal contacts. External contacts for the IR group may include investors (buy-side equity and fixed income analysts and portfolio managers), publishing sell-side research analysts covering both equity and credit, the major credit rating agency analysts, and ESG/sustainability specialists at both rating entities and within investment firms. The IR Principal will have primary responsibility for scoping, researching, and ensuring maintenance of the team’s comprehensive knowledge base of talking points and Q&A to be used by management in responding to questions from the investment community. The IR Principal will also own the scoping, creation, and maintenance of compelling investor presentation materials. Ownership of these products provides the opportunity to combine deep knowledge of the business, a strong understanding of the utility’s financing structure, and communication skills. To be effective this will require building awareness of external investor priorities, concerns and thought process. Critical to success in this role will be the ability to establish and develop close collaborative relationships across the company while leveraging these into cohesive, clear and compelling investor marketing content while providing timely response to inbound requests. An active interest in financial markets and the investment process would be an asset along with the ability to balance competing demands, often under hard to predict time pressure. The successful candidate should expect to have opportunities for travel and direct engagement with investment community contacts with levels of independence and responsibility commensurate with readiness and command of the overall company investment picture.

The position can frequently require out-of-hours and weekend work due to breaking news and other scheduling factors which are often outside of the IR team’s direct control.

This position is hybrid, working from your remote office and your assigned work location based on business need. The preferred work location is Oakland, CA. The assigned work location will be within the PG&E Service Territory. Work location will be determined by hiring leader and successful candidate.

PG&E is providing the salary range that the company in good faith believes it might pay for this position at the time of the job posting. This compensation range is specific to the locality of the job. The actual salary paid to an individual will be based on multiple factors, including, but not limited to, specific skills, education, licenses or certifications, experience, market value, geographic location, and internal equity. Although we estimate the successful candidate hired into this role will be placed between the entry point and the middle of the range, the decision will be made on a case-by-case basis related to these factors.​ This job is also eligible to participate in PG&E’s discretionary incentive compensation programs.  

A reasonable salary range is:​

Bay Area Minimum:      $140,000

Bay Area Maximum:     $238,000

Responsibilities

• Develops earnings/investor day slides, ensuring consistency, thorough review, and clear communication. Proactively contributes ideas to enhance overall message and content.
• Actively recommends alternatives to improve investor communication strategy.
• Takes ownership of ensuring alignment between forecast, FPP/data book, and disclosures in 10Q and 10K with earnings deck.
• Proactively helps to identify key issues/questions, translating often complex information into clear and concise written, verbal and visual communications which are both useful and accessible to both specialist and generalist audiences. 
• Manages external vendors for accurate and timely delivery of key performance indicators (KPIs) and daily reporting.
• Engages with and builds trust with members of the external investment community including primary responsibility for managing the Investor Relations email inbox.
• Potential to lead a group of internal analysts providing coverage and awareness of PG&E's comparator group, including training.
• Co-leads with sustainability team IR’s proactive and reactive ESG engagement with goal of identifying target metrics and enhancing relevant external scores.
• Drives continuous improvement, thought leadership, and effective communication practices.

Qualifications

Minimum

• Bachelor’s degree in Accounting, Finance or related field, or equivalent experience.                                                                                                                        
• Requires a minimum of 9 years of accounting, finance, or related experience.

Desired

• Past experience demonstrating autonomous communications with members of the financial community and senior executives. 
• Past experience in regulated utilities or another regulated field.