Investor Relations, Managing Director

Who we are looking for

The Managing Director (MD) of Investor Relations (IR) reports to and collaborates with the EVP, Global Head of IR in developing and executing the global IR strategy. The primary operating objective of the IR program is to educate and inform investors and analysts about the company’s strategy, financials and prospects to achieve a fair valuation relative to its financial services peers.  

The MD position has primary responsibility for qualitative and quantitative financial analysis of State Street and its peers to ensure the IR team and company leaders understand how State Street is positioned to enable the development and communication of strategic advantages to the investment community.

This position will work closely with State Street Financial Planning and Analysis, and other areas of Finance and business units to gather and assimilate information and work to ensure company messaging is analytically driven, transparent and clear. The MD will also act as a liaison with sell-side analysts and buy side investors as required on financial matters and to gather insights.

What you will be responsible for

As Managing Director of Investor Relations you will:

Create clear and transparent communications regarding the company’s vision and strategy for delivering shareholder value:

• Create value-driver-based investment messages in collaboration with the EVP, Global Head of Investor Relations and the high performing STT IR team. Assist IR in preparation and development of earnings materials including the earnings press release, earnings presentation, scripts and other preparation materials
• Keep shareholders knowledgeable of State Street’s financials, operations and prospects for growth
• Create presentation materials and accompanying preparatory materials for industry conferences and meetings

Direct Competitive Research and Valuation Analysis; generate quantitative analysis of STT and competitive analysis of financial services peers:

• Analyze sell-side analyst models in detail and understand street expectations to inform message refinement at quarterly earnings and other Regulation FD events
• Gather competitive intelligence through research efforts and collaboration with other areas of the firm; develop a system to house competitive data and create a dashboard to allow executives access to competitive information quarterly and on as needed basis
• Supervise the preparation of periodic reports regarding the relative stock price performance and valuation of STT and its peers, including insights on industry trends, regulations, emerging issues to watch and other observations and perceptions from a competitive marketplace standpoint 
• Direct and gather the collection of information and insights from quarterly earnings reports, conference presentations and other events, and prepare summary reports for the management team on a quarterly and as needed basis.
• Educate State Street leadership, investors and analysts
• Provide analysis and insights to the STT team on company’s competitive position (actual and perceived), strategic advantages, threats and opportunities quarterly and on an as needed basis 

What we value

These skills will help you succeed in this role

• Outstanding 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 in-depth understanding of the financial and capital markets and the ability to establish new relationships quickly, both internally and externally.
• Strong interpersonal skills, must be a highly collaborative team player, strategic thinker, superior intellect, and an outstanding ability to communicate using these qualities and 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