Sr Investor Relations Financial Analyst

CNO Financial Group•Carmel, IN

41d•Hybrid

About The Position

CNO Financial Group is hiring a Sr Investor Relations Financial Analyst. Reporting to the VP, Investor Relations and Sustainability, this position is a key member of the Investor Relations team focused on investor and analyst engagement, corporate governance, rating agency management and Corporate Social Responsibility (CSR) activities. Supporting the quarterly earnings process, tracking peer reporting and disclosures, consolidating company specific strategic and financial information, and developing preliminary insights, and managing internal and external stakeholders, will be a primary focus. This position also supports the integration of CNO's CSR strategy and initiatives across the enterprise. This is your opportunity to join a critical team within CNO's organization in a high impact/high visibility role.

Requirements

Bachelor's degree in Finance, Accounting, or related field.
Minimum of 5-7 years related experience.
Possess excellent quantitative, analytical, critical thinking and financial skills, with strong attention to detail.
Have a strong working knowledge of financial statements (P&L, Cash Flow, and Balance Sheet).
Are proficient in Excel, PowerPoint, Teams and AI tools.
Are resourceful and able to navigate to solutions independently.
Exhibit intellectual curiosity and an intense desire to learn.
Demonstrate solid written and verbal communication skills.
Maintain a strong work ethic and flexibility.
Excel in exceptional time management skills and the ability to oversee and absorb large amounts of information in a fast-paced environment.
Are comfortable interacting with colleagues at all levels, including C-suite.
Show outstanding judgment and poise under pressure.
Can work with highly confidential information and maintain unequivocal discretion.

Nice To Haves

Insurance industry understanding
CFA, MBA, or CPA
Experience in investor relations, buy-side/sell-side, or equity/fixed income investment
Familiarity with ESG reporting frameworks and standards
Candidate location in Central or Eastern US time zone is preferred OR willingness to work Central or Eastern time zone business hours

Responsibilities

Analyze and summarize sell-side expectations, perform peer company analyses and prepare/coordinate meetings with rating agencies.
Assist with the coordination and preparation for the quarterly earnings call, including call logistics, scheduling & managing the prep sessions, material preparation, and updating the Investor Relations (IR) website as appropriate.
Develop deep understanding of shareholder and analyst views to anticipate reactions & questions.
Prepare background materials for investor meetings and track investor contacts.
Analyze stockholder base, perform investor targeting and outreach.
Anticipate and collaborate with key internal leaders to develop talking points for potential shareholder questions.
Maintain/update IR and sustainability sections of CNO website.
Manage collection of data and production of annual Corporate Social Responsibility report and related documents.
Monitor and report on peer company CSR activities.
Keep abreast of key sustainability/governance topics and trends; provide regular updates.
Manage IR and CSR mailboxes.
Prepare initial drafts of ad hoc projects, presentations, financial analysis and talking points as needed for board meetings, M&A activity, and other investor events.
Track/consolidate industry and competitive news and provide updates to management.
Ongoing analysis and monitoring of competitor and peer group companies' presentations, financial reporting, disclosures, and websites.
Coordinate and prepare for annual credit rating agencies' reviews; manage annual survey process to ensure respective functional areas complete assigned tasks.
Develop the knowledge base and ability to present and explain the company's businesses, including product offerings, market/customer dynamics, financial results, and major business events to the financial community.
Prepare and manage IR budget, including submitting/tracking vendor invoices.