Data Management Lead in Life Sciences consulting, driving strategic client engagement and technology solutions at EXL. Overseeing proposals, account management, and team development for growth.
About the role
- AVP of Investor Relations at Voya Financial managing investor communications and strategies while collaborating with clients and stakeholders.
Responsibilities
- Shape messaging across all external investor and financial communications, including quarterly earnings news releases and conference call scripts, investor presentations and discussions with the investment community.
- Co-lead the quarterly earnings process, including the development of key earnings materials and drive conversations with key internal stakeholders.
- Maintain an overall IR strategy that prioritizes clear and effective communications with institutional investors and sell-side analysts.
- Lead the creation of investor communications plans and goals, including development of both tactical and strategic elements to both utilize and manage against them.
- Manage ongoing investor and analyst activities, including earnings announcements, investor and industry conferences, investor bus tours, non-deal roadshows, and other events.
- Be comfortable in frequent contact with clients, including CEO, CFO, IRO, and other senior leaders.
- Interact directly with client shareholders and covering sell-side analysts, discussing client business attributes, collecting feedback, and reacting to investment community informational needs.
- Monitor and perform sell-side valuation models and analyses and provide guidance on effectively setting expectations around future performance.
- Monitor the competitive landscape to provide competitive intelligence and insights to the executive team.
- Ensure junior staff is trained, supportive of team efforts and paying sufficient attention to detail.
- Help articulate the company’s strategy, financial results, growth opportunities, and business initiatives to current and potential shareholders and analysts.
- Lead market research and competitive analysis as well as deliver market intelligence to key partners.
- Take a leading role in the development of investor communications materials for events such as quarterly earnings, non-deal roadshows, conferences, and investor days.
- Assist with articulating the firm’s ESG strategy and interact closely with business units to develop materials and insights in support of the overall Investor Relations strategy.
- Drive the adoption and test new technologies to rapidly improve the across the efficiencies across Investor Relations program through greater adoption of automation and AI.
Requirements
- Bachelor’s degree in business/Finance/Accounting or equivalent work experience required.
- 8+ years of experience within the capital markets, including either with a sell-or buy-side firm (highly preferred), investor relations agency or in an IR role at a public company.
- Investor relations-specific or Wall Street experience a must for consideration.
- Experience in leading and managing coordination of Investor Days.
- Experience managing a high-performing team with proven track record of empowering and leading team to achieving results.
- Proficient in financial modeling and in-depth financial analysis.
- Excellent writing skills, including experience writing financial news releases and presentations.
- Excellent verbal communication skills required, including ideating, strategizing, and pitching communications strategies.
- Experience with relevant data platforms, including FactSet, AlphaSense, S&P/ IHS datasets as well as proficient in MS Excel and PowerPoint.
- Results-oriented, proactive and self-motivated to anticipate upcoming client projects and deliverables.
- Ability to think critically and demonstrate good judgment.
- Excellent interpersonal and verbal skills.
- Innate desire to provide excellent service to clients and a mindset/practice of continuous improvement.
Benefits
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time — 40 hours per calendar year
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