Investor Relations Analyst, AVP

Financeroles; Boston (MA); On-site; USD 110,000 - 178,000; Full time

Benefits offered by this job

401K with company match

Comprehensive insurance coverage

Paid time off

Job summary

State Street in Boston is seeking an Investor Relations Assistant Vice President to act as a trusted adviser to senior management, delivering insights on performance for quarterly earnings, investor conferences, and meetings. You will model financials, analyze consensus expectations, and compile timely market intelligence.

You will partner with the Global Head of IR, the IR team, and executives across Legal, SEC Reporting and Finance to ensure clear, compliant communications and strategic

Qualifications

• Minimum 5 years in Investor Relations, equity or credit buy-side/sell-side research, corporate finance, or investment banking with a focus on financials.
• Solid numeracy with knowledge of bank financial analysis and valuation techniques.
• CFA or equivalent qualification desirable.

Responsibilities

• Attend internal meetings with executive management to understand financial and strategic impact of management actions.
• Assist in development, preparation and management of earnings releases, executive Q&A, and presentation materials.
• Help create clear and transparent communications regarding the company’s vision and strategy for delivering shareholder value.
• Analyze sell-side analyst models and understand street expectations.
• Gather competitive intelligence through research and collaboration with other areas of the firm.
• Provide analysis and insights on the company’s competitive position, threats and opportunities.
• Prepare summary reports from quarterly earnings reports, conference presentations and events.

Skills

Financial analysis

Investment analysis

Communication skills

Presentation skills

Regulatory compliance

Education

CFA or equivalent

Tools

PowerPoint

Excel

Job description

Who we are looking for

As part of the Investor Relations (IR) team, you’ll be acting as a trusted internal adviser to senior management of the bank, delivering insightful feedback on business performance in the context of the broader financial market. You’ll play an integral role in supporting the Global Head of IR, the wider IR team and State Street executives in preparing for quarterly earnings as well as industry investor conferences and meetings. You will have responsibilities including financial modeling of State Street, consensus aggregation and analysis, and the generation of timely market intelligence and surveillance. The position will work closely with executive management and business unit leaders and coordinate efforts across multiple corporate functions, including Legal, SEC Reporting and Finance. The position requires significant attention to detail, excellent written and verbal communication skills, an analytical mindset, an understanding of corporate finance and a demonstrated ability to deliver results in a fast-paced environment.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on IR to help them better understand State Street’s financial performance, strategy and valuation.

What you will be responsible for

As an Investor Relations, Assistant Vice President you will:

• Attend internal meetings with executive management (CEO, CFO, business unit leads, etc.) to better understand the financial and strategic impact of management actions
• Assist in the development, preparation and management of complex documents such as earnings releases and executive Q&A, as well as presentation materials as required
• Help to create clear and transparent communications regarding the company’s vision and strategy for delivering shareholder value
• Analyze sell-side analyst models in detail and understand street expectations
• Help in gathering competitive intelligence through research efforts and collaboration with other areas of the firm
• Provide analysis and insights on the company’s competitive position (actual and perceived), strategic advantages, threats and opportunities
• Gather information and insights from quarterly earnings reports, conference presentations and other events, and prepare summary reports for management

What we value

These skills will help you succeed in this role:

• Strong financial and investment analysis skills, oral and written communication skills, and presentation ability
• A clear and thorough understanding of the financial modeling techniques used by security analysts to project a company's operating and financial performance and the resulting value for its stock
• A highly ethical individual with a clear and thorough understanding of Regulation FD and all applicable securities rules and regulations is imperative. Must also adhere to all State Street compliance procedures and internal operations risk controls in accordance with all regulatory standards, requirements and policies
• An understanding of the financial and capital markets and the ability to establish new relationships quickly, both internally and externally
• Strong interpersonal skills
• Leads his or her own career development
• Remains current on economic, political, regulatory, financial industry regulations, stock market outlook and other topics important to the operations of State Street
• Quick study and ability to learn, in depth, the company’s leaders, strategies, operating units/operations, technologies and financial performance expectations
• An energetic, efficient, flexible and resourceful team player, self-starter and individual contributor with a sense of urgency and an insatiable appetite to learn

Education & Preferred Qualifications

• A minimum of 5 years of experience within the following areas: Investor Relations, equity or credit buy-side or sell-side research, corporate finance, or investment banking with a focus on financials
• A high level of numeracy with a knowledge of bank financial analysis and valuation techniques
• CFA or equivalent qualification desirable
• Proven success of being able to work independently with an owner’s mindset, while also being an energetic and collaborative team player with a proactive can-do attitude
• Demonstrate high attention to detail and adapt quickly to work in a fast-paced environment
• An uncompromising ability to maintain strict confidentiality, exercise sound judgment and the highest level of discretion in handling material non-public information
• Excellent interpersonal and communication skills, coupled with the ability to be a credible adviser to senior stakeholders
• Ability to develop an excellent network of relationships within an organization
• Strong presentation skills, with detailed knowledge of PowerPoint and Excel

Salary Range:

$110,000 - $177,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.