Investor Relations Director and Competitive Intelligence

About the role

The Director, Investor Relations & Competitive Intelligence is a senior leader responsible for managing a world-class analytical framework encompassing macroeconomic, equity market and peer financial data that informs management’s view of how the investment community will interpret the company’s financial performance, strategic actions, and disclosures.

Responsibilities

• Competitive Intelligence & Market Insights
  Lead the competitive intelligence program covering large bank peers: financial performance, KPIs, strategy changes, pricing/portfolio dynamics, credit trends, capital and liquidity actions, and regulatory developments.
  Develop peer dashboards, scorecards, and quarterly competitor insights that inform leadership’s understanding of market positioning.
  Monitor earnings releases, conference presentations, and strategic announcements across peer institutions; provide timely analysis and implications.
  Track and synthesize sell-side research, investor commentary, and market sentiment to identify themes that are resonating with the Street—and those that are not.

• Sell-Side Modeling & Consensus Analytics
  Build, maintain, and enhance a financial model to forecast how analysts are likely to interpret company performance trends.
  Conduct scenario analyses on rate paths, deposit pricing/betas, loan growth, credit normalization, hedging strategies, CECL impacts, and capital actions.
  Own consensus tracking, variance analysis, and reconciliation of sell-side assumptions vs. internal expectations.
  Produce valuation, attribution, and peer rerating analyses (e.g., P/E, P/TBV, ROTCE vs. COE, capital return implications).

• Earnings & Disclosure Support
  Play a central role in the earnings preparation process:
  Contribute to the earnings press release, slides, Q&A materials, talking points, and internal briefing documents.
  Identify key themes and potential Street reactions.
  Ensure accuracy, consistency, and clarity across disclosures.

• Stakeholder Engagement & Communication
  Provide the Head of IR, CFO, Executive Leadership Team, and Board with clear, actionable insights derived from competitive analysis and Street modeling.
  Support investor and analyst meetings, conference participation, and non-deal roadshows.
  Build strong relationships across Finance, Accounting, Corporate Communications, Legal, Treasury/ALM, and other business segments.

• Leadership & Team Development
  Manage, coach, and develop a Senior Associate focused on competitive intelligence.
  Establish clear goals, review cycles, and professional development paths.
  Ensure high-quality processes, documentation, and analytical rigor across all work products.

• Broaden IR Initiatives
  Support broader IR initiatives: investor targeting, perception studies, annual report elements, and IR program enhancements.
  Serve as a subject matter expert for internal partners on investor expectations, competitive trends, and sector dynamics.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or related field.
• 8+ years of relevant experience in: Equity research, Investment banking, Corporate finance, FP&A, Strategy, Treasury/ALM, Investor Relations.
• Demonstrated mastery of financial modeling, especially bank financials (NII/NIM, deposit betas, credit/CECL, capital ratios, liquidity, AOCI).
• Strong analytical and storytelling skills, with the ability to translate complex drivers into clear and concise insights.
• Excellent written, verbal, and visual communication skills.
• Ability to manage highly confidential information with professionalism.
• Experience working under tight deadlines and in high-visibility situations.
• Proficiency with Microsoft Office (Excel, PowerPoint) and analytical tools (Bloomberg, FactSet, S&P Capital IQ, Visible Alpha, etc.).