Investor Relations Director and Competitive Intelligence

Key Responsibilities

• 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.
• 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).
• 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.
• Serve as a trusted advisor who blends deep financial expertise with strategic thinking and strong communication.
• 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.

Additional Responsibilities

• 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.
• Other duties as assigned to support the needs of the IR function.

Minimum 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.).

Preferred Qualifications

• MBA and/or CFA designation.
• Deep understanding of large-bank financials, regulatory capital frameworks, liquidity management, and disclosure norms.
• Experience managing or developing junior talent.
• Strong strategic thinker with the ability to connect market dynamics to company positioning and investor expectations.
• Analytical rigor to build models and insights that are accurate, traceable, and decision-useful.
• Executive influence and presence to communicate with senior leaders and external stakeholders.
• Ability to execute with urgency, precision, and composure under pressure.
• Strong leadership skills to develop talent and establish high analytical standards.
• A highly collaborative approach to work seamlessly across Finance, Treasury, Accounting, Legal, Communications, and business units.