Investor Relations Analyst (AVP) Investor Relations Analyst (AVP) …

State Street Corporation
in Boston, MA, United States
Permanent, Full time
Be the first to apply
State Street Corporation
in Boston, MA, United States
Permanent, Full time
Be the first to apply
State Street Corporation
Investor Relations Analyst (AVP)
The Investor Relations (IR) team liaises between State Street Corporation (STT)'s Management Committee and its institutional shareholders (real money asset managers, pension funds, hedge funds etc.). IR is a strategic management responsibility that aims to integrate finance, communication, and securities law compliance to enable the most effective two-way communication between the company, the financial community, and other constituencies, which ultimately contributes to the company's stock valuation. Externally, IR makes public strategic, operating, and financial information which can help investors assess the company's performance, valuation and strategic vision. Internally, IR synthesizes and effectively communicates feedback from institutional investors and sell-side research analysts to help senior management set STT's strategic objectives as well as implementation plans.

As part of the IR team, the successful candidate will assist IR team members in the accurate and timely delivery of information and insight between the bank and the investment community, allowing the market to make an informed judgment about the fair value of State Street Corporation (STT). You'll be acting as a trusted internal adviser to senior management of the bank, delivering insightful feedback on the business performance in the context of the wider market. The IR analyst will play an integral role in supporting the Global Head of IR, the wider IR team and STT executives in preparing for quarterly earnings as well as industry investor conferences and meetings. The IR analyst will have primary responsibility for financial modeling of STT and peer valuation, the generation of timely market intelligence and surveillance, as well as the provision of in-depth industry and peer analysis. The position will work closely with the offices of the CEO and CFO, as well as other Management Committee members and business heads to coordinate efforts across multiple functions including legal, SEC reporting, finance and compliance. The position requires significant attention to detail, excellent written and verbal communication skills, an analytical mindset, an understanding of corporate finance as well as a demonstrated ability to deliver results within a fast-paced environment. The successful candidate will be employed at the level of Assistant Vice President (AVP).

Primary Job Duties and Responsibilities
  • Producing comprehensive qualitative and quantitative industry, peer, and STT- analysis, including financial and performance metrics to be distributed to senior management
  • Providing timely market surveillance and intelligence to IR team members as well as senior business leaders
  • Assisting in the development and management of complex documents such as earnings releases, management scripts and Q&A documents as well as presentation materials
  • Attending internal meetings with executive management (CEO, CFO, Business Unit heads) to better understand the financial and strategic impact of management actions
  • Assist in ad-hoc projects
  • Proactively identifying and managing risk within the IR team
Minimum Job Specifications
  • A minimum of 5 years of experience in financial or accounting services in at least of one of the following areas: investor relations, corporate finance, credit or equity research, counterparty risk management or investment banking, with a focus on banking or financials
  • High levels of numeracy with a detailed knowledge of bank financial analysis and valuation techniques
  • The ability to work independently to resolve complex issues
  • CFA Charterholder or equivalent qualification highly desirable
  • Highly motivated to deliver high value add projects 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 an ability to be a credible adviser to senior stakeholders
  • An up-to-date understanding of the regulatory environment and requirements governing the U.S. banking and investment industry
  • The ability to develop an excellent network of relationships within the bank
  • A high level of attention to detail
  • Strong presentation skills, with detailed knowledge of PowerPoint and Excel
Company Overview

From technology and product innovation to corporate responsibility and community development, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people - strengthening markets, building communities and creating opportunities for growth.

We owe that longevity to the commitment, expertise and creativity of our employees. Our continued success depends on our ability to attract and develop the best talent in the industry. That's why we're keenly focused on employee development, corporate citizenship and inclusion.

For us, success comes in the mark we make as an organization - for the industry, our clients, our communities and each other.