Role Description
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.
Your responsibilities will include:
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Analyze and summarize sell-side expectations, perform peer company analyses and prepare/coordinate meetings with rating agencies.
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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.
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Develop deep understanding of shareholder and analyst views to anticipate reactions & questions.
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Prepare background materials for investor meetings and track investor contacts.
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Analyze stockholder base, perform investor targeting and outreach.
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Anticipate and collaborate with key internal leaders to develop talking points for potential shareholder questions.
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Maintain/update IR and sustainability sections of CNO website.
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Manage collection of data and production of annual Corporate Social Responsibility report and related documents.
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Monitor and report on peer company CSR activities.
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Keep abreast of key sustainability/governance topics and trends; provide regular updates.
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Manage IR and CSR mailboxes.
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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.
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Track/consolidate industry and competitive news and provide updates to management.
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Ongoing analysis and monitoring of competitor and peer group companies’ presentations, financial reporting, disclosures, and websites.
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Coordinate and prepare for annual credit rating agencies’ reviews; manage annual survey process to ensure respective functional areas complete assigned tasks.
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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.
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Prepare and manage IR budget, including submitting/tracking vendor invoices.
Qualifications
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Bachelor’s degree in Finance, Accounting, or related field.
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Minimum of 5-7 years related experience.
Requirements
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Possess excellent quantitative, analytical, critical thinking and financial skills, with strong attention to detail.
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Have a strong working knowledge of financial statements (P&L, Cash Flow, and Balance Sheet).
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Are proficient in Excel, PowerPoint, Teams and AI tools.
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Are resourceful and able to navigate to solutions independently.
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Exhibit intellectual curiosity and an intense desire to learn.
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Demonstrate solid written and verbal communication skills.
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Maintain a strong work ethic and flexibility.
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Excel in exceptional time management skills and the ability to oversee and absorb large amounts of information in a fast-paced environment.
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Are comfortable interacting with colleagues at all levels, including C-suite.
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Show outstanding judgment and poise under pressure.
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Can work with highly confidential information and maintain unequivocal discretion.
Benefits
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Medical insurance
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Dental insurance
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Vision insurance
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401(k) retirement plan with company match
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Short-term & long-term disability insurance
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Paid time-off and corporate holidays
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Paid parental leave
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Company paid life insurance