Support the creation of quarterly earnings presentations, executive level briefing materials, and investor messaging
Track analyst estimates vs. actual results and provide insight into key business drivers and variances
Review earnings call Q&A, investor meeting materials, and management talking points
Maintain dashboards and models; tracking key insurance and financial metrics
Monitor business performance, underwriting trends, and peer valuations
Perform variance, trend, and sensitivity analyses for senior management
Monitor investor sentiment, analyst reports, competitor earnings, and industry trends
Prepare concise summaries and briefing notes for leadership ahead of investor meetings and conferences
Track shareholder activity and maintain investor interaction records
Support investor targeting efforts and maintain prospective investor lists
Coordinate investor meetings, conferences, non-deal roadshows, and IR calendars
Manage meeting logistics, schedules, and follow-up communications
Use AI and automation tools to streamline research, reporting, and investor analysis
Leverage AI-driven insights to identify trends, summarize disclosures, and improve workflow efficiency
Help modernize IR processes through automation and data-driven reporting
Partner with finance, actuarial, and business teams to ensure accurate, consistent investor messaging
Support strategic projects, investor day preparation, and ad hoc analysis for senior leadership

Bachelors degree in Finance, Business, Corporate Communications or related field
5+ years professional experience, preferably in Financial Services
Experience with Financial statement analysis
Excellent interpersonal and networking skills
Excellent communication
Strong presentation and PowerPoint skills, advanced Excel capabilities
Ability to convert complex financial information into understandable context
Track record of collaborating and partnering across teams

multiple medical plans plus dental, vision and prescription drug coverage
competitive 401k with generous matching
PTO beginning at 20 days per year
up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer
basic Life and AD&D Insurance as well as Short and Long-Term Disability
Paid Parental Leave of up to 10 weeks
Student Loan Assistance and Tuition Reimbursement
Backup Child and Elder Care
and more

Director, Investor Relations

Key skills