Investor Relations, Officer

Company: CFA Institute
Location: Boston
Posted on: November 20, 2024

Job Description:

Who we are looking for We are looking for an Officer-level candidate for State Street's Investor Relations (IR) team. You'll be acting as a trusted internal adviser to senior members of the IR team and the management of the bank, delivering insightful feedback on business performance in the context of the broader financial market. You'll play an important role in supporting the IR team and State Street executives in preparing for quarterly earnings as well as industry investor conferences and investor meetings. 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 As an Officer within State Street's IR team, you will:

• Assist in the development and management of complex documents (e.g., management Q&A, earnings press releases, and corporate presentations)
• Attend meetings with executive management and other business unit leaders to better understand the financial and strategic impact of management actions
• Document institutional investor interaction by participating in investor meetings and industry conferences with senior members of the IR team
• Analyze sell-side models in detail and understand street expectations. Distribute market consensus estimates internally
• Help to gather competitive intelligence through research efforts in collaboration with other areas of the firm. Help to provide analysis and insights on State Street's competitive position (actual and perceived), strategic advantages, threats and opportunities
• Manage a weekly recap of market news, including both its content and distribution
• Assist in other ad-hoc projects as required What we value These skills will help you succeed in this role:
• A high level of attention to detail combined with a critical thinking mindset
• Strong interpersonal, written, and verbal communication skills
• Strong analytical capabilities with an ability to effectively synthesize data while applying critical thinking
• Ability to demonstrate initiative and problem-solving skills while simultaneously working on multiple competing priorities in a fast-paced environment
• An ability to work independently as well as collaboratively as a team member
• An uncompromising ability to maintain confidentiality, exercise sound judgment and have the highest level of discretion in handling material non-public information
• Ability to develop an excellent network of relationships within an organization
• Strong working knowledge of Microsoft Word, Excel and PowerPoint Education & Preferred Qualifications
• A minimum of 2-3 years of experience within the following areas: Investor Relations, equity or credit buy-side or sell-side research, corporate finance, or investment banking, ideally with a focus on financial services
• A high level of numeracy with a knowledge of financial analysis and valuation techniques
• University degree
• CFA or equivalent qualification desirable About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, 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. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Salary Range: $70,000 - $115,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
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Keywords: CFA Institute, Quincy , Investor Relations, Officer, Accounting, Auditing , Boston, Massachusetts