Locations: NYC, Norwalk
Working Environment: Hybrid
FactSet creates flexible, open data and software solutions for over 180,000 investment professionals around the globe. We stay ahead of global market trends, power robust company and industry research, and provide comprehensive data with our market-leading solutions.
We believe today’s talent powers tomorrow’s innovations. As a globally inclusive community, we bring our whole selves to work, and encourage employees to join in, be heard, contribute, and grow. Our work environment fosters diversity, engagement, and productivity because we know that great ideas can come from anyone, at any time.
As the Senior Investor Relations Manager, you will work with the Head of Investor Relations and play a crucial role in maintaining and enhancing the relationships between our company and the investment community. This role offers an exciting opportunity to shape our company’s narrative in the financial markets and contribute to its long-term success. The ideal candidate will be a strategic thinker with a passion for finance and communications, capable of thriving in a fast-paced environment and collaboration effectively with senior leadership,
Key Responsibilities:
Investor Communications
- Develop strategic communication plans to effectively convey the company’s financial performance, growth strategies and value proposition to investors and analysis.
- Prepare and deliver presentations, reports and other materials for investor meetings, conferences and roadshows
- Manage the investor relations section of the company website, ensuring timely updates of financial information, press releases and other relevant content
- Attend investor meetings and prepare meeting notes and timely follow-ups.
Relationship Management
- Cultivate and maintain strong relationships with current and prospective investors, analysis and other key stakeholders in the financial community
- Organize and participate in investor meetings, conferences and other events to promote the company’s investment thesis
- Respond to inquiries from investors and analysts providing accurate and timely information while ensuring compliance with disclosure regulations
- Conduct market research, trend analysis, monthly and quarterly investor reporting and prospecting, and maintain IR databases.
Financial Analysis and Reporting
- Collaborate with the Finance team to analyze financial results and markets trends, providing insights to senior management
- Assist in the preparation of quarterly earnings releases and processes across the organization, including creating materials to support earning calls, analyst meetings, and shareholder engagement.
- Monitor and report on stock performance, peer comparisons and investor sentiment
Strategic Support
- Provide market intelligence and investor feedback to senior management to inform strategic decision-making
- Collaborate with other departments (e,g, Finance, Legal, Marketing) to ensure consistent messaging across all communications
- Support crisis management efforts by developing appropriate investor communication strategies when needed
Required Skills:
- Bachelor’s degree, preferably in Finance, economics, or mathematics.
- 5-10 years of relevant experience, including 5+ years of experience in investor relations, finance, preferably at an investment bank, asset manager, or within investor relations.
- Strong understanding of financial markets, valuation methodologies and regulatory requirements
- Proficiency in financial modeling and data analysis tools
- Demonstrated ability to build and maintain relationships with diverse stakeholders, including the ability to effectively engage senior leadership.
- Proven project management skills, with the ability to manage multiple priorities
- Even keeled, detail-oriented individual with a client-first mindset and a strong sense of integrity
The budgeted amount range for this position in the State of Connecticut and NYC is $132,000 - $165,000
What's In It For You
At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:
- Contributing to a firm with over 40 years of consecutive growth, named a 2023 Best Place to Work by Glassdoor and led by a top-rated CEO Talent Champion.
- Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and companywide wellness days.
- Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
- A global community dedicated to volunteerism, sustainability, and inclusivity, where collaboration is always encouraged, and individuality drives solutions.
- Career progression plans with dedicated time each month for learning and development.
- Employee-led Business Resource Groups that align with our DE&I strategy and are wholly supported by Executive Management.
Learn More About Our Benefits Here.
At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.
Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.
At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. FactSet participates in E-Verify
FactSet is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
