Investor Relations Analyst

At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 23K clients globally. Building a category takes grit, determination, and a disdain for convention—but most of all it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.

When you join one of our teams, you’ll be part of a nimble group that’s empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the mic and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 5,000 people across the globe who think that’s work worth doing.

 

 

Qualtrics is looking for an energetic and self-motivated individual to join our growing Treasury function as an Investor Relations Analyst. We are a goal-oriented team that works hard and enjoys the incredible trajectory that Qualtrics provides. This is a job for a well-spoken, hard-working, self-starting financial professional with excellent social skills. If you enjoy working in a fast-paced environment on a daily basis, this job may be a good fit for you. You'll play a crucial role in bridging the gap between Qualtrics' financial operations and the investment community. You'll be responsible for developing and executing strategies to effectively communicate our company's financial performance, liquidity position, capital structure, and treasury initiatives to investors, analysts, and other key stakeholders.

 

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 essential in ensuring that our financial strategy and treasury activities are accurately and compellingly conveyed internally and to the market, supporting our long-term growth and financial stability objectives.

This role will report into the Treasurer of the company. 

 

How You'll 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 You'll Grow

In this role, you will have the opportunity to:

• Develop a deep understanding of Qualtrics' financial performance, goals, treasury management, and capital structure
• Hone your financial analysis and communication skills, with a focus on finance performance-related topics
• Perform financial, strategic, and competitive analyses, including industry and peer benchmarking, and ad-hoc projects to support strategic and financial initiatives
• Work with CFO and finance leadership directly for ad-hoc finance presentations
• Gain exposure to various aspects of corporate finance, treasury management, and investor relations
• Lead quarterly lender calls and investor calls and build relationships with key players in the investment community and banking partners
• Contribute to the company's long-term success by optimizing treasury operations and enhancing market perception

 

Things You'll Do

• Develop and maintain financial models and analyses to support investor communications and internal decision-making processes.
• Prepare and deliver comprehensive quarterly lender presentations, including financial results, key performance indicators, and strategic updates.
• Collaborate with finance, accounting, and business units to gather and synthesize information for investor-facing materials and internal reports.
• Monitor and analyze market trends, competitor activities, and industry developments to provide insights to senior management and investors.
• Contribute to the development and implementation of the company's investor relations strategy and messaging.
• Support treasury initiatives by analyzing capital structure, liquidity position, and debt covenant compliance.
• Collaborate with the legal team to ensure compliance with disclosure regulations and best practices in investor communications.
• Provide regular updates to senior management on investor sentiment, market perceptions, and competitive positioning.
• Assist in managing relationships with investment banks and other financial institutions.

 

What We're Looking for on Your Resume

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 4+ years of experience in treasury analytics, investor relations, or investment banking
• Excellent financial modeling and analysis skills
• Experience with financial reporting to investors and lenders
• Experience working with Refinitiv or 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 team at Qualtrics is a dynamic and collaborative group that plays a critical role in managing the company's 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 fast-paced environment while maintaining a strong focus on financial stewardship.

 

Our Team's 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 - $1,800 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 in-person 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 Act,Equal Opportunity Employment,Employee 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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