Directs Competitive Research and Valuation Analysis
- Directs competitive research and analysis required by the SVP of Investor Relations, including valuation analyses vs. industry peers, "what if" scenario analyses and similar work as required. In conjunction with this responsibility, the MD will create a quarterly report for senior leadership that will enable a clear understanding of State Street’s valuation and competitive position versus its industry peers.
- Analyzes State Street’s sell-side analyst models and compares their forecasts to State Street forecasts. The variance analysis will be used to understand street expectations and for message refinement at quarterly earnings and other Regulation FD events.
- Builds a State Street “outside-in”model, forecasting EPS results using publicly available information as well as guidance provided by State Street to analysts and investors. Works closely with the Financial Analysis team to ensure clear understanding of outside analyst views and the State Street internal forecast to ensure external expectations are aligned with company forecasted results.
- Gathers competitive intelligence through competitive 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 on as needed basis.
- Supervises 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.
- Directs the collection information and insights from quarterly earnings reports, conference presentations and other events, and prepares summary reports for the management team.
Educates State Street leadership, investors and analysts
- Creates value-driver-based investment messages in collaboration with the SVP. Assists the IRO with the preparation and updates of key messages for earnings materials.
- Keeps shareholders knowledgeable of State Street’s financials, operations and prospects for growth.
- Provides analysis and insights to the State Street team on company’s competitive position (actual and perceived), strategic advantages, weaknesses, threats and opportunities periodically.
Creates presentation materials for conferences, road shows, and analyst day
- Collaborates with SVP and IR team in creating quarterly earnings key messages and materials as required.
- Collaborates with the IRO on the creation of presentation messages for industry conferences and events, including the annual analyst day.
- Other duties as required.
- 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.
- Understands, in depth, the company’s leaders, strategies, operating units/operations, technologies, and financial performance expectations.
Experience, skills, and knowledge required
- Minimum of five years of experience in finance, business development, planning and analysis for a public company. Prior investor relations experience a plus.
- An energetic, efficient, flexible and resourceful team player and individual contributor with a sense of urgency and an insatiable appetite to learn.
- 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, strategic thinker, superior intellect, and an outstanding ability to communicate using these qualities and skills.
- College degree, including graduate degreepreferred. Other professional designation (CFA, CPA) is highly desirable. Proficiency in Microsoft products, with expertise in Excel and PowerPoint.