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Sr Investor Relations Financial Analyst

Sr Investor Relations Financial Analyst

CNO Financial GroupCarmel, IN, United States
10 hours ago
Job type
  • Full-time
Job description

Job Details

The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible.

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.

As a Sr Investor Relations Financial Analyst, your responsibilities will include :

  • 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.

The Sr Investor Relations Financial Analyst position is well-suited for you if you :

  • 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.
  • What you'll need :

  • Bachelor's degree in Finance, Accounting, or related field.
  • Minimum of 5-7 years related experience.
  • What will set you apart :

  • 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
  • The Company offers the following benefits for this position, subject to applicable eligibility requirements :

  • medical insurance
  • dental insurance
  • vision insurance
  • 401(k) retirement plan with company match
  • short-term & long-term disability insurance
  • Paid time-off and corporate holidays,
  • paid parental leave
  • company paid life insurance
  • Click on this link for additional information.

    CNO embraces flexibility and encourages you to work where you're most productive. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) have access to come into that office.

    Associates who live outside of a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) may perform this role full-time work from home (WFH) from any US based location, as long as you are willing to work central or eastern time zone hours.

    All associates may be asked to travel to varying corporate offices periodically. Work cannot be performed from outside of the United States.

    CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions.

    We are financially strong and well positioned for continued growth, and we are grounded in our core values of People Focused, Integrity, Customer Driven, and Excellence. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Orlando and Milwaukee.

    At CNO Financial Group, we're always looking forward-to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.

    If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.

    We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

    Compensation

    Pay Range : $87,400.00 - $131,000.00 Annual

    We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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    Sr Financial Analyst • Carmel, IN, United States

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