Sr Investor Relations Analyst
Assurant has an exciting opportunity for a Sr. Investor Relations Analyst!
Reporting to the VP, Investor Relations, this is a critical role, supporting an award-winning Investor Relations program. The Sr. Analyst, Investor Relations is responsible for supporting the implementation of the Investor Relations strategy by fostering relationships with the Investment Community and Executive Management and developing supporting IR communications including: investor presentations and quarterly financial earnings materials (script, news release and Q&A). He/she also will conduct market, industry and peer analysis and manage key investor relations programs such as investor day, marketing and other company-sponsored events, etc.
What will be my duties and responsibilities in this job?
Assist in Managing Earnings Process
Outline IR earnings deliverables calendar based on finance deadlines, Executive Management availability, and IR requirements
Support the development of earnings deliverables such as call script, news release, and Q&A documents through continuous revisions; Coordinate with Finance updates to standard presentation, and other deliverables used during/post earnings call
Coordinate with outside vendors/communications team to ensure press release and supplement are properly distributed amongst press feeds
Constant review of process for necessary changes/improvements
Manage IR Website
Maintain and develop Investor Relations website and related content
Support website redesign and strategic updates
Manage Investor Events:
Develop target invite list of current and prospective shareholders and analysts with the help of market surveillance provider and IR team
Collaborate with both internal and external resources to: Draft both agenda and supporting materials, help manage logistics of event including audio visual team and onsite venue staff to determine details/layout of event, assist in facilitation of presentation development and finalization process.
Review process post-event to determine necessary improvements for future
Events include Annual Investor Day and other company-sponsored events
Work with IR management and Executive Assistant to develop appropriate presentation material
Manage External Vendors and Overall Budget
Be point person for all IR vendors
Assist in developing and updating annual budget
Assist in negotiating vendor contracts and services based on budget
Ensure appropriate external resources for department needs
Leverage information across Assurant, as appropriate
Assist IR Team Developing Investor Relations Events/Calendar
Develop comprehensive and effective IR calendar of investor and analyst events for senior management that supports efforts to attract and retain long term investor base. Events include annual investor data, investor workshops, conferences, roadshows, meetings in New York office, etc.
Define meeting targets and work with hosting firm to ensure effective manageable schedule and coordinate logistical support including assembling presentation, providing management with information on investors, and coordinating webcast details with Communications department including press release
Periodically evaluate effectiveness, peer activity, market and industry dynamics and work with Management to recommend adjustments
Conduct Industry and Peer Research
Assist and/or develop ongoing peer/competitive analysis and competitive intelligence to management
Special research projects as needed such as comparisons of financial metrics amongst peers and evaluating earnings processes for improvements.
Conduct ad hoc financial analyst
Assist IR Management in Investor Targeting Analysis
Analyze changes in shareholder base
Develop targeting list for investor events and provide feedback to analysts
Provide analysis of targeting efforts and prospective opportunities
Through discussion with sell side analysts and investors works to build effective schedule of meetings
What are the requirements needed for this position?
College degree – preferably with a degree in finance, accounting, communication/PR
Minimum 3 years’ work experience, in investor relations, finance, and/or public relations knowledge
What other skills/experience would be helpful to have?
Understanding of disclosure laws, SEC and NYSE requirements and sound corporate governance practices
Strong communications skills, both written and verbal
Strong financial skills and analytical skills in analyzing financial statements; solid understanding of finance and capital markets
Excellent organizational skills; strong attention to detail and accuracy
Recognizes and acts upon opportunities; takes initiative; self-starter yet ability to work collaboratively on a team
Ability to confidently interact with all levels of management and external investment professionals
Demonstrates attention to and conveys understanding of the comments and questions of others
Takes action to meet and, where possible, exceed needs or expectations
Thrives in an environment of multiple demands, shifting priorities, and rapid change
Seeks and welcomes unsolicited feedback, and modifies behavior in light of feedback received
Represent the Company in a positive, effective and professional manner, exhibiting behavior consistent with the Company’s values
Proficiency in Microsoft Office (Word, Excel, PowerPoint, SharePoint)
Some travel required
Pay Range:$85,700.00 - $143,100.00
Any posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.
Helping People Thrive in a Connected World
Connect with us. Bring us your best work and your brightest ideas. And we’ll bring you a place where you can thrive. Learn more at jobs.assurant.com.
For U.S. benefit information, visit myassurantbenefits.com. For benefit information outside the U.S., please speak with your recruiter.
What’s the culture like at Assurant?
Our unique culture is a big reason why talented people choose Assurant. Named a Best/Great Place to Work in 13 countries and awarded the Fortune America’s Most Innovative Companies recognition in 2023, we bring together top talent around the world. Although we have a wide variety of skills and experiences, we share common characteristics that are uniquely Assurant. A passion for service. An ability to innovate in practical ways. And a willingness to take chances. We call our culture The Assurant Way.
Assurant is a leading global business services company that supports, protects, and connects major consumer purchases. A Fortune 500 company with a presence in 21 countries, Assurant supports the advancement of the connected world by partnering with the world’s leading brands to develop innovative solutions and deliver an enhanced customer experience through mobile device solutions, extended service contracts, vehicle protection services, renters insurance, lender-placed insurance products, and other specialty products.
Equal Opportunity Statement
Assurant is an Equal Employment Opportunity employer and does not use or consider race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law in employment decisions.