Investor Relations Analyst, AVP

State Street; New York (NY); On-site; USD 110,000 - 178,000; Full time

Job summary

State Street is seeking an Investor Relations professional to act as a trusted adviser to senior management, delivering insights on performance amid market dynamics. You will model financials, analyze consensus estimates, and prepare materials for earnings releases and conferences.

The role requires strong analytical capabilities, regulatory awareness, and the ability to translate complex data into clear executive communications. Collaboration with Legal, SEC Reporting and Finance is essential.

Qualifications

• 5+ years in Investor Relations, equity or credit research, corporate finance, or investment banking focusing on financials.
• Strong numeracy with bank financial analysis and valuation knowledge.
• CFA or equivalent desirable.
• Independent with owner's mindset and a collaborative team player.
• Excellent attention to detail and ability to work in a fast-paced environment.
• Discretion handling material non-public information.
• Strong interpersonal and communication skills with senior stakeholders.
• Ability to build an internal network.

Responsibilities

• Attend internal meetings with executive management to understand financial and strategic impact.
• Assist in development, preparation and management of earnings releases and executive Q&A and presentations.
• Help create clear communications regarding the company's vision and strategy for shareholder value.
• Analyze sell-side analyst models and understand street expectations.
• Gather competitive intelligence through research and collaboration across the firm.
• Provide analysis on the company's competitive position, strategic advantages, threats and opportunities.
• Collect information from quarterly earnings, conference presentations, and prepare management reports.

Skills

Financial analysis

Investment analysis

Presentation skills

Communications

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

• 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

• 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 ultima