Investor Relations Analyst, AVP

State Street•Boston, NY

About The Position

As part of State Street’s Investor Relations team, the Investor Relations Analyst acts as a trusted internal adviser to senior management, providing feedback on business performance in the context of the broader financial market. The role supports the Global Head of Investor Relations, the wider IR team, and State Street executives in preparing for quarterly earnings, industry investor conferences, and meetings. Work includes financial modeling of State Street, consensus aggregation and analysis, and timely market intelligence and surveillance. The position works closely with executive management and business unit leaders and coordinates with Legal, SEC Reporting, Finance, and other corporate functions. The role contributes to clear, transparent communications about the company’s vision and strategy for delivering shareholder value. It involves analyzing sell-side analyst models and market expectations, gathering competitive intelligence, assessing State Street’s competitive position and preparing management summaries of earnings reports, conference presentations, and other events. The position requires strong analytical, communication, and presentation skills, attention to detail, knowledge of corporate finance and financial markets, discretion in handling material non-public information, and the ability to deliver in a fast-paced environment. The role is titled Investor Relations, Assistant Vice President in the responsibilities section. A minimum of five years of relevant experience is required. CFA or an equivalent qualification is desirable. The stated annual salary range is $110,000–$177,500 for the primary location. State Street describes its culture as inclusive and offers development opportunities, work-life support, paid volunteer days, and employee networks.

Requirements

At least five years of experience in Investor Relations, equity or credit buy-side or sell-side research, corporate finance, or investment banking with a focus on financials.
Strong financial and investment analysis, oral and written communication, and presentation skills.
Thorough understanding of financial modeling techniques used by security analysts to project company operating and financial performance and stock value.
High level of numeracy and knowledge of bank financial analysis and valuation techniques.
Understanding of Regulation FD, applicable securities rules and regulations, and compliance procedures and internal operational risk controls.
Understanding of financial and capital markets and the ability to establish relationships quickly, internally and externally.
Strong interpersonal skills and ability to advise senior stakeholders credibly.
Ability to work independently with an owner’s mindset and collaboratively as a proactive team player.
High attention to detail and ability to adapt quickly in a fast-paced environment.
Ability to maintain strict confidentiality, exercise sound judgment, and use discretion when handling material non-public information.
Ability to develop strong relationships within an organization.
Detailed knowledge of PowerPoint and Excel.
Ability to keep current on economic, political, regulatory, financial industry, and stock market developments relevant to State Street.
Ability to quickly learn the company’s leaders, strategies, operating units, technologies, and financial performance expectations.

Nice To Haves

CFA or equivalent qualification.
Proven ability to work independently with an owner’s mindset while also being an energetic and collaborative team player with a proactive can-do attitude.

Responsibilities

Attend internal meetings with executive management and business unit leaders to understand the financial and strategic impact of management actions.
Assist with developing, preparing, and managing earnings releases, executive Q&A documents, and presentation materials.
Help create clear and transparent communications about the company’s vision and strategy for delivering shareholder value.
Analyze sell-side analyst models and understand Street expectations.
Gather competitive intelligence through research and collaboration with other areas of the firm.
Provide analysis and insights on the company’s actual and perceived competitive position, strategic advantages, threats, and opportunities.
Gather insights from quarterly earnings reports, conference presentations, and other events, and prepare summary reports for management.
Support the Global Head of Investor Relations, the IR team, and State Street executives in preparing for quarterly earnings, investor conferences, and meetings.
Perform financial modeling, consensus aggregation and analysis, and market intelligence and surveillance.

Benefits

Retirement savings plan (401(k)) with company match.
Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages.
Paid time off including vacation, sick leave, short-term disability, and leave for family care responsibilities.
Access to an Employee Assistance Program.
Incentive compensation, including eligibility for annual performance-based awards, subject to stated exclusions.
Eligibility for certain tax-advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Employee networks.