Investor Relations Director

Overview of Position

Reporting to the VP, Investor Relations, the Director of Investor Relations represents a critical role and is responsible for implementing 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?

Act as a trusted advisor to VP of Investor Relations while supporting all aspects of the Investor Relations function, including:

• Supporting all aspects of quarterly earnings calls (press release, script, Q&A and presentation)

• Develop, organize and support execution of yearly Investor Relations calendar

• Lead set-up, development and execution of investor events – conferences, meetings, investor days, etc including plan and manage investor events from end-to-end

• Lead peer analysis with support of IR analyst and information sharing with Strategy team

• Track key news/trends around insurance/home warranty to gain and share in-depth information about the industry

• Monitor shareholder base and stock price performance

• Explore best-in-class IR practices and drive implementation

Act as a trusted resource for Executive Management

• On-going participation in discussions with CEO/CFO, including quarterly earnings process

• Vocalize and synthesize recommendations and thoughts to represent the Street perspective to Executive Management on an ongoing basis, including (but not limited to):

  • Quarterly earnings

  • M&A

  • Capital deployment

  • Valuation

  • Investor events (i.e. investor days)

Building stronger relationships with buy-side/sell-side analysts

• Interact with analysts/investors on an ongoing basis through virtual/in-person outreach

• Attend and participate at in-person investor conference/meetings

• Quickly develop into a trusted spokesperson for financial community and become a secondary Investor Relations resource

Support strategic investor communications to enhance investors understanding of business model, growth opportunities and financial results

• Quarterly Earnings

  • Responsible for earnings release and Q&A development

  • Script writing responsibilities to be pursued over time

• Assist in leading cross function communication with Comms, Marketing, M&A, etc.

• Responsible for development of Board of Directors, MCOM and ad-hoc presentations

• Investor day and/or other investor events

Develop strong internal relationships

• Partner and liaise with FP&A, Accounting, Actuarial, Corporate Communications and businesses to coordinate and facilitate information sharing across the organization  

• Support the development of enhanced employee education program

Lead Sr. IR Analyst while supporting development

• Manage analyst priorities on a daily basis

Some travel required

What are the requirements needed for this position?

• College degree – preferably with a degree in finance, accounting, communication/PR

• Minimum 10 years’ work experience, in investor relations, finance, and/or public relations knowledge with at least 3 years of experience in Investor Relations

• Prior experience leading investor discussions preferred

• Prior experience within insurance industry preferred

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 m