Financial Analyst, FP&A and Investor Relations

As a Financial Analyst for FP&A and Investor Relations at Securitize, you will spend approximately 75% of your time on financial planning and analysis and 25% supporting the Investor Relations function. You will build financial models, automations and dashboards that drive forecasts and business decisions, while supporting the Head of IR with daily market research and executive materials. You report to the VP of FP&A.

What you'll do

• Own the forecast and performance tracking for acquired businesses, including integration into the FP&A system
• Build financial models for acquisitions, new products, pricing and partnerships
• Prepare revenue bridges, unit economics and KPI analysis for leadership; build AI-enabled automations and dashboards
• Support the quarterly and annual forecast process
• Monitor sell-side research daily; summarize new notes and flag errors or notable items
• Prepare the daily end-of-day recap for senior management covering stock performance, research and market data, and a weekly recap
• Build and maintain executive conference prep packets including investor research, holdings and AUM, meeting history, bios and likely questions
• Keep the IR CRM current after investor meetings and conferences
• Support earnings activities, including collecting research notes and analyst models

What you bring

• 2-4 years of experience in FP&A, financial analysis, investment banking or transaction advisory
• Strong financial modeling skills including 3-statement and driver-based forecasting, plus exposure to deal or valuation models
• Clear, concise written communication and polished PowerPoint materials for executive audiences
• Ability to research investors from public sources such as 13F filings, Form ADV and SEC filings
• Advanced Excel proficiency and hands-on experience with an FP&A planning tool such as Datarails, Adaptive, Anaplan, Planful, Cube or Pigment
• Experience with an ERP system
• AI-inclined, with experience building automations or dashboards
• Sound judgment in handling confidential and material non-public information
• Working knowledge of financial markets and interest in digital assets; able to judge which research and market news matters

Nice to have

• Experience in fintech, digital assets, asset management or capital markets
• Specific experience with Datarails and NetSuite, including multi-entity and multi-currency environments
• Public company experience

What we offer

• Flexible paid time off
• Equity grant opportunities
• Remote work flexibility
• Comprehensive insurance coverage including employer-paid medical, dental and vision benefits for you and your family (US employees)
• 401(k) retirement plan with employer sponsorship (US employees)

About Securitize

Securitize is the leader in tokenizing real-world assets with $3.7B+ AUM, bringing the world on-chain through tokenized funds in partnership with top-tier asset managers including Apollo, BlackRock, Hamilton Lane and KKR. As a SEC-registered broker dealer, digital transfer agent, fund administrator and operator of a SEC-regulated Alternative Trading System, Securitize is backed by major names in finance and technology including BlackRock, Morgan Stanley, Blockchain Capital, MUFG, Sumitomo Mitsui Trust Bank, Sony Finance, Banco Santander and Coinbase, and has been recognized as a 2025 Forbes Top 50 Fintech company.