Senior Investor Relations Analyst

Qualtrics is looking for an energetic and selfmotivated individual to join our growing Treasury function as a Senior Investor Relations Analyst. Youll lead efforts to bridge the gap between Qualtrics financial operations and the investment community. Youll be responsible for developing executing and optimizing strategies to effectively communicate our companys financial performance liquidity position capital structure and treasury initiatives to investors analysts and other key stakeholders.

We are a goaloriented team that works hard and enjoys the incredible trajectory that Qualtrics provides. This is a job for a wellspoken hardworking selfstarting financial professional with excellent social skills. If you enjoy working in a fastpaced environment on a daily basis this job may be a good fit for you.

Why We Have This Role

Qualtrics is experiencing rapid growth and we need a skilled professional to help manage our relationships with the internal stakeholders and investment community. This role is critical in ensuring that our financial strategy and treasury activities are accurately and compellingly conveyed internally and to the market supporting our longterm growth and financial stability objectives.

This role will report into the Treasurer of the company.

How Youll Find Success

• Takes initiative & works autonomously. Understands the expected outcome gets the context and then works entrepreneurially to get it done.
• Highly communicative and executes precisely and effectively creating trust at the team level.
• Thrives in a dynamic evolving environment where you can quickly adapt to new processes and changes.
• Strong attention to detail will help ensure all information is processed correctly and efficiently while adding value to the business.
• Ability to think critically and find effective solutions across various aspects of the role within the team.
• Strong teamwork and collaboration will enable you to communicate well and deliver results in an effective manner.
• Anticipate the needs of the business by taking a proactive approach to potential issues before they arise.

How Youll Grow

In this role you will have the opportunity to:

• Become a key strategic partner to the CFO and finance leadership in shaping Qualtrics financial narrative and investor relations approach
• Lead the development of innovative financial analysis and communication strategies
• Spearhead financial strategic and competitive analyses to drive major corporate initiatives
• Take ownership of quarterly lender and investor calls building and managing relationships with key players in the investment community and banking partners
• Play a pivotal role in enhancing market perception directly contributing to the companys longterm success

Things Youll Do

• Develop and maintain financial models and analyses to support investor communications and internal decisionmaking processes.
• Spearhead the preparation and delivery of comprehensive quarterly lender presentations including financial results key performance indicators and strategic updates.
• Drive collaboration with Csuite executives finance accounting and business units to gather and synthesize information for investorfacing materials and internal reports.
• Conduct advanced market trend analysis competitor activities assessment and industry development evaluation to provide insights to senior management and investors.
• Take a leadership role in developing and implementing the companys investor relations strategy and messaging.
• Support treasury initiatives by analyzing capital structure liquidity position and debt covenant compliance.
• Partner with the legal team to ensure compliance with disclosure regulations and best practices in investor communications.
• Deliver highimpact updates to senior management on investor sentiment market perceptions and competitive positioning.
• Manage and optimize relationships with investment banks and other financial institutions.

What Were Looking for on Your Resume

• Bachelors degree in Finance Accounting Economics or related field
• 5 years of experience in corporate investor relations or investment banking
• Excellent financial modeling and analysis skills
• Experience with financial reporting to investors and lenders
• Experience working with Refinitiv Bloomberg or Factset
• Excellent verbal and written communication and interpersonal skills
• Proficiency in Microsoft Office suite Google Suite and other presentation softwares
• CFA designation is a plus

What You Should Know About This Team

The Treasury and IR Team at Qualtrics is a dynamic and collaborative group that plays a critical role in managing the companys financial resources and risk. We work closely with various departments across the organization to ensure optimal cash management funding and financial risk mitigation. Our team culture emphasizes continuous learning innovation and a strategic approach to treasury management and investor communications. We value individuals who can think critically adapt quickly to changing market conditions and thrive in a fastpaced environment while maintaining a strong focus on financial stewardship.

Our Teams Favorite Perks and Benefits

• Work life integration is deeply important to us we have frequent office events team outings and happy hours
• Qualtrics Experience Program $1800 for an experience of your choosing (eligible after a year)
• We take pride in our offices design aiming at fostering creativity from our rooftop views to an open and collaborative work space.
• 30 paid days off 15 PTO 5 Personal Days 10 Holiday Closures (additional after a year)
• On top of standard benefits package (medical employees and their families dental vision life insurance etc) we provide snacks drinks and free lunches in our office
• Free lunches in the office
• Gym onsite

The Qualtrics Hybrid Work Model: Our hybrid work model is elegantly simple: we all gather in the office three days a week; Mondays and Thursdays plus one day selected by your organizational leader. These purposeful inperson days in thoughtfully designed offices help us do our best work and harness the power of collaboration and innovation. For the rest of the week work where you want owning the integration of work and life.

Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability status as a protected veteran or any other protected characteristic.

Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave ActEqual Opportunity EmploymentEmployee Polygraph Protection Act

Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please let your Qualtrics contact/recruiter know.

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