Investor Relations Analyst

Investor Relations Analyst

At Bloom Energy, our vision for a world powered by clean, reliable, and affordable energy is more than just a dream—we're making it reality. For over two decades, we've been at the forefront of the global energy transition, pioneering solutions that empower critical industries to thrive in a rapidly digitizing, energy-intensive world. From revolutionizing power for AI-driven data centers to ensuring resilience for hospitals, electric grids, manufacturing facilities, and utilities, our solid oxide fuel cell (SOFC) and solid oxide electrolyzer (SOEC) technologies are redefining what's possible by delivering energy abundance for all. With more than 30,000 fuel cell modules deployed worldwide, we are the trusted partner for Fortune 100 companies and innovators alike. Our cutting-edge solutions enable unparalleled "time-to-power" capabilities, reliability, and sustainability, ensuring our customers remain ahead in a world where soaring energy demand and intensifying energy scarcity are rapidly becoming the new norm.

At Bloom, we thrive on collaboration, bold thinking, and relentless innovation. We believe that, together, we can create a brighter, more sustainable future while tackling the most pressing challenges of the 21st century.

We are looking for an Investor Relations Analyst to join our team in one of today's most exciting technologies. This role will report to our VP, Investor Relations and is based in San Jose, CA. This is a fully on-site, in office role 5 days a week.

Role Summary

Reporting to the Vice President, Investor Relations, this role is a core strategic partner to senior leadership, responsible for shaping the company's engagement with the investment community and providing data-driven insight into investor positioning, competition, market perception, and valuation frameworks.

The role combines analytical rigor and capital markets judgment with execution of the IR program—owning consensus tracking, peer benchmarking, investor targeting, and Street model analysis. The position requires strong market intuition, the ability to synthesize complex inputs into clear narratives, and credibility with both internal stakeholders and external investors. Hours start early — you need to be aware of market-moving news before the market opens.

This role is based in San Jose, CA, and Bloom has a 5-day in-office culture. Ability to travel is required.

Responsibilities

• Lead execution of the quarterly earnings process — manage cross-functional timelines, prepare and review earnings materials (press release, earnings script, investor presentation, supporting analysis), and ensure accuracy and consistency across external disclosures
• Plan and coordinate logistics for investor meetings, conferences, factory tours, non-deal road shows, and earnings calls; prepare briefing materials for senior executives ahead of investor and analyst meetings.
• Own Street intelligence and consensus analytics: Maintain and interpret analyst models, consensus estimates, and revisions using FactSet, S&P and Visible Alpha; proactively identify deviations, key drivers, and emerging risks or opportunities in Street expectations; deliver timely, data-driven insights to leadership.
• Lead investor positioning analysis: Analyze shareholder base, flows, and positioning trends to inform targeting strategy and anticipate trading dynamics; develop regular insights on how the stock is owned and where incremental demand may come from.
• Develop peer benchmarking and valuation frameworks: Maintain a consistent view of relative valuation across key peers, including revenue, EBITDA, and cash flow multiples; contextualize Bloom's positioning within AI, power infrastructure, and broader industrial/tech ecosystems.
• Translate market feedback into strategy: Synthesize investor and sell-side feedback into actionable insights for senior leadership; identify shifts in investor perception and recommend adjustments to messaging and engagement.
• Support executive engagement with investors: Prepare senior leadership for investor and analyst interactions with clear, insight-driven briefings incorporating investor history, positioning, and key debate areas.
• Oversee IR data systems and AI tools: Utilize FactSet, Visible Alpha, and IR CRM platforms to maintain high-quality data on consensus, ownership, and engagement activity.
• Ensure disciplined disclosure and compliance: Partner with Legal and Finance to maintain adherence to Reg FD and SEC requirements, ensuring consistency and accuracy across all external communications.
• Contribute to broader capital markets strategy: Support positioning around capital allocation, investor targeting, and major events (e.g., roadshows, investor days, potential index inclusion scenarios).

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, Engineering, or a related field.
• Strong working knowledge of capital markets, financial statements, and the public-company earnings process.
• Strong written communication skills, with experience drafting investor-facing materials.
• Strong financial and business acumen, including a firm grasp of public-company financial metrics and modeling.
• Proactive, self-motivated, and collaborative — with the technical and interpersonal skills to work closely with teams across the company.
• Ability to travel is required.

Preferred Qualifications

• 7+ years of experience in Investor Relations, Buy Side or Sell Side Equity Research, Investment Banking, or FP&A at a public company.
• Experience with IR platforms and CRMs.
• Ability to think like an investor is preferred

Bloom Energy is an equal opportunity employer and makes employment decisions on the basis of merit. We are committed to compliance with all applicable laws providing equal employment opportunities. All qualified applicants, will receive consideration for employment without regard to race, sex, color, religion, national origin, protected veteran status, or on the basis of disability. Bloom Energy makes reasonable accommodations, consistent with applicable laws, for the known physical or mental limitations of an otherwise qualified applicant or employee with a disability, who can perform the essential job functions, unless undue hardship would result.

At Bloom Energy, we are committed to supporting the well-being of our employees and their families. Our comprehensive benefits package for eligible employees includes competitive Medical, Dental, and Vision plans with a large employer contribution, a 401(k) Retirement Plan with company match, generous Mental Health Support services, Legal services, virtual Physical Therapy access, and Fertility & Family Forming benefits.

Bloom Energy is committed to fair and equitable compensation practices.

FULL TIME ROLE ONLY: The total compensation for this position includes standard company benefits and is based on various factors including, but not limited to, relevant skills and experience.