---
title: 'Analyst, Investor Relations at Generate'
canonical: 'https://feeny.ai/job/analyst-investor-relations-generate-san-francisco-3jtn9fkg7h90'
type: 'job'
last_seen: '2026-11-02'
---

# Analyst, Investor Relations at Generate

- **Company:** Generate
- **Location:** San Francisco, CA
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-10-07
- **Last confirmed live:** 2026-11-02
- **Apply:** https://jobs.ashbyhq.com/generate/3c660301-adf4-4928-b78f-fd4d068c31a5

## Job description

The Investor Relations Analyst supports the operational and analytical work of Generate’s Investor Relations function, including shareholder reporting, share and cap table management, investor data and systems, and investor-facing reporting on compliance, impact, and ESG processes. You will work closely with the Investor Relations Head and Senior Director, partnering with Finance, Legal, Accounting, Investments, and Strategy. This role suits a detail-oriented finance professional who wants to build analytical skills, develop relationships across the business, and gain firsthand experience in how an infrastructure investor raises capital and serves its shareholders. What you will be doing at Generate Capital as the Investor Relations Analyst:

- Maintain the investor portal, manage shareholder access, keep documents and distribution lists current, and coordinate responses to ad hoc investor requests through completion.
- Coordinate annual audit confirmations and support regulatory, compliance, and operational due diligence requests in partnership with the relevant internal teams.
- Prepare quarterly shareholder financial reporting packages with Finance and Accounting, build fluency in Generate’s GAAP and non-GAAP reporting, and help develop materials for quarterly shareholder calls.
- Contribute to projects across investor relations, capital formation, corporate finance, and marketing and communications; strengthen investor data quality and improve recurring workflows through AI and automation.
- Maintain the cap table and reconcile it against official share records; keep investor records current in Global Shares; and record approved share issuances, sales, and transfers accurately and promptly.
- Develop familiarity with Generate’s impact and ESG processes; coordinate data collection and prepare investor reports.
- Coordinate investor transfers and related legal and operational requests; support shareholder voting events and maintain voting trackers in partnership with Legal, Compliance, and external counsel.
- Maintain a calendar of reporting obligations under shareholder agreements and coordinate timely delivery.
- Help plan and execute the annual Investor Day, including preparing materials, managing invitations and RSVPs, and coordinating logistics.
- Help prepare for and participate in calls and meetings with shareholders, and support investor due diligence requests related to fundraising.

Candidate qualifications & core characteristics:

- 1-3 years of finance experience at an investment manager or investment bank, or in corporate finance, strategic finance, or a related analytical role.
- Bachelor’s degree in finance, economics, accounting, or another quantitative field, or equivalent relevant experience.
- Advanced Excel skills and comfort working with financial data.
- Exceptional attention to detail, a commitment to accuracy, and strong organizational skills to manage multiple processes and deadlines.
- Sound judgment and discretion when handling confidential information.
- Clear, concise written and verbal communication, with the ability to collaborate across teams, follow through on requests, and interact professionally with investors and senior executives.
- Collaborative working style with strong judgment under ambiguity and an ability to recognize when an issue needs escalation.
- Interest in using AI and automation thoughtfully to improve recurring workflows.
- Experience in investor relations, capital formation, impact, climate, energy, or infrastructure investing is a plus.
- Familiarity with ESG reporting frameworks, investor questionnaires, securities regulation, or private company and private fund structures and governance is a plus, as is experience with equity management platforms such as Carta or Global Shares, investor portals, or CRM systems such as DealCloud.

Generate’s compensation packages are dependent on the facts and circumstances of each case. Salary decisions take into account a wide variety of factors including, but not limited to: skill sets, experience and training, licensure and certifications, geographic location, and other business and organizational needs. A reasonable estimate of the base salary range for this role is $100,000 - $115,000. In addition, the compensation package may include a discretionary bonus and other benefits, including health care benefits, retirement benefits, benefits permitting paid days off (including sick leave, parental leave, and paid time off or vacation benefits), and other benefits that must be reported for federal tax purposes. It is not typical for an individual to be hired at the top of this range. Generate Capital is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, gender identity, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state, or local laws.

## About Generate

## Company Overview
- **One-liner**: Generate Capital is a sustainable infrastructure investment platform that finances, builds, owns, and operates clean energy, mobility, water, and waste infrastructure for companies, governments, and communities.
- **Entity Type**: Private (heavily funded; last disclosed round: $1.5B private equity in 2024)
- **Headquarters**: San Francisco, California, United States (additional offices in New York and Washington DC)
- **Founded**: 2014
- **Founders**: Not publicly disclosed

## Core Business
- **Primary Industry**: Sustainable infrastructure / financial services – operates across energy, mobility, water, waste, and agriculture sectors.
- **Target Customers**: Technology and project developers (over 40 partners); also directly serves corporations, school districts, universities, cities, and communities (over 2,000 customers).
- **Mission Statement**: “Rebuild the world” by deploying affordable, resilient, and lower-carbon infrastructure solutions as a Public Benefit Corporation.

## Products & Services
All offerings are delivered through an **Infrastructure-as-a-Service** model, meaning Generate owns and operates the assets while customers pay for the outcomes.
- **Sustainable Energy Infrastructure**: Solar, energy storage, microgrids, fuel cells, geothermal, biomass/biogas, building automation, heat pumps, lighting, HVAC – financing, development, and operation.
- **Sustainable Mobility**: Electric vehicle charging depots and infrastructure, hydrogen vehicles, autonomous vehicle fleets.
- **Sustainable Water, Waste & Agriculture**: Anaerobic digesters, wastewater treatment, desalination, food waste management, recycling, precision agriculture, irrigation sensors.
- **Credit & Investment Solutions**: Institutional credit strategies (e.g., $1B+ raised for infrastructure credit) and tax equity funds (e.g., $85M community solar fund with KeyState).
- **Data Center Power & Cooling (BYOP&C)**: In partnership with Vertiv, providing turnkey power and cooling solutions for data centers.

## Market Standing
- **Valuation / Market Cap**: Not disclosed (private company).
- **Key Metric**: Total funding raised exceeds **$8.2 billion** (as of mid-2026). Annual revenue reported at **$52.8 million** (LinkedIn estimate).
- **Notable Investors / Partners**: CCM Energy (lead Series A), KeyState (tax equity), Fiera Infrastructure (debt facility), Vertiv (strategic collaboration), and various institutional pension funds. The company has completed acquisitions including esVolta (battery storage), Stormfisher Biogas, and Atlas Organics.
- **Growth Signals**: Raised over $1 billion in credit capital in 2025–2026; secured a $1.2 billion corporate revolving credit facility and term loan in 2025; closed an $85 million community solar tax equity fund; signed a strategic data center partnership with Vertiv (Sep 2025); expanded into Europe.

## Competitive Advantages
- **Integrated Platform**: Combines project development, multi-technology solutions, and flexible financing under one roof, allowing faster and more reliable deployment than traditional developers or lenders.
- **Scale & Track Record**: Owns and operates over 2,000 assets globally; partners with 40+ technology and project developers.
- **Public Benefit Corporation (PBC)**: Dual fiduciary duty to shareholders and communities, which aligns with ESG-focused institutional capital.
- **Capital Access**: Demonstrated ability to raise large amounts of debt and equity from blue-chip institutional investors, even in volatile markets.

## Strategic Focus
- **Data Center Infrastructure**: Expanding into the rapidly growing data center power market through the Vertiv collaboration and the Soluna credit facility ($100M for green data centers).
- **Distributed Clean Energy**: Scaling community solar, battery storage (via esVolta acquisition), and renewable natural gas (Upcycle portfolio).
- **Credit Solutions**: Growing the infrastructure credit platform to serve institutional partners seeking resilient, inflation-hedged returns.
- **European Expansion**: Recently opened a London office and is building a European investment and asset management team.

## Why Work Here
- **Culture & Recognition**: Certified as a Great Place to Work®, with **92% of employees** rating it a great workplace (compared to 57% at typical US companies). Ranked #40 in Fortune Best Workplaces in the Bay Area 2025 (Small and Medium), and multiple years on Best Workplaces in Financial Services & Insurance lists.
- **Work Model**: Hybrid presence likely given multiple office locations (San Francisco, New York, Washington DC). Specific remote/hybrid policy not publicly detailed.
- **Impact & Mission**: Employees work directly on decarbonizing infrastructure, with clear dual-purpose commitment (profit + community benefit).
- **Recent Leadership Transition**: CEO David Crane departed May 2026, and several senior leaders left in early 2026 – this may signal a restructuring or strategic shift, but the company continues to hire (7 active postings as of mid-2026).
- **Typical Roles**: Openings include Counsel, Project Development Associate, Senior Director Business Development, FP&A Analyst, Portfolio Finance Associate, and Acquisitions & Development Associate – appealing to professionals with finance, legal, and energy backgrounds.

## Sources
1. [generatecapital.com – About](https://generatecapital.com/)
2. [generatecapital.com – Generate Capital Raises $1B+](https://generatecapital.com/insights/generate-capital-raises-over-1-billion-to-expand-infrastructure-credit-solutions/)
3. [generatecapital.com – Vertiv Collaboration](https://generatecapital.com/insights/vertiv-and-generate-capital-collaborate-to-accelerate-data-center-capacity-with-complete-power-and-cooling-infrastructure/)
4. [generatecapital.com – Sale of Equinox Growers](https://generatecapital.com/insights/generate-capital-announces-sale-of-equinox-growers-greenhouse-facility-to-taylor-farms/)
5. [generatecapital.com – Soluna $100M Facility](https://generatecapital.com/insights/soluna-secures-100m-facility-from-generate-capital-to-expand-green-data-centers/)
6. [generatecapital.com – $85M Community Solar Fund](https://generatecapital.com/insights/generate-capital-closes-85-million-community-solar-tax-equity-fund-with-keystate/)
7. [generatecapital.com – Fiera Infrastructure Financing](https://generatecapital.com/insights/generate-capital-secures-c60-million-financing-from-fiera-infrastructure-private-debt-for-upcycle/)
8. [generatecapital.com – esVolta Acquisition](https://generatecapital.com/insights/generate-capital-acquires-battery-storage-developer-esvolta/)
9. [generatecapital.com – David Crane Appointment](https://generatecapital.com/insights/generate-capital-appoints-david-crane-chief-executive-officer/)
10. [linkedin.com – Generate LinkedIn Profile](https://www.linkedin.com/company/generatecapital)
11. [pitchbook.com – Generate Company Profile](https://pitchbook.com/profiles/company/107593-48)
12. [greatplacetowork.com – Generate Capital Certification](https://www.greatplacetowork.com/certified-company/7026427)

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