About this role

Lead the competitive intelligence program covering large bank peers
Develop peer dashboards, scorecards, and quarterly competitor insights
Monitor earnings releases, conference presentations, and strategic announcements
Track and synthesize sell-side research, investor commentary, and market sentiment
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, etc.
Own consensus tracking, variance analysis, and reconciliation of sell-side assumptions vs. internal expectations
Play a central role in the earnings preparation process
Provide the Head of IR, CFO, Executive Leadership Team, and Board with clear, actionable insights
Support investor and analyst meetings, conference participation, and non-deal roadshows
Manage, coach, and develop a Senior Associate focused on competitive intelligence

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.)

Investor Relations Director – Competitive Intelligence

Key skills