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State Street

Investor Relations Analyst, AVP

State Street

. Act as a trusted internal adviser to senior management on business performance in the broader financial market .

Posted 10/22/2026full-timeUnited StatesLead💰 $110,000 - $177,500 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong financial analysis and investment skills, with a thorough understanding of financial modeling techniques and securities regulations. Capable of effectively communicating insights and strategies to senior management while maintaining confidentiality and exercising sound judgment.

Highest-signal resume keywords
Investor Relations ExperienceFinancial Analysis SkillsCFA QualificationUnderstanding of Regulation FDProficiency in PowerPoint and Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Financial Modeling TechniquesBank Financial AnalysisValuation TechniquesInvestment AnalysisCompetitive Intelligence Gathering
Soft Skills
Interpersonal SkillsOral CommunicationWritten CommunicationPresentation SkillsCollaboration
Certifications & Qualifications
CFA
Industry Keywords
Investor RelationsCorporate FinanceFinancial MarketsSecurities RulesInternal Operations Risk Controls

About the role

Key responsibilities & impact
  • Act as a trusted internal adviser to senior management on business performance in the broader financial market
  • Support the Global Head of Investor Relations, the IR team, and State Street executives
  • Prepare for quarterly earnings, industry investor conferences, and meetings
  • Attend internal meetings with executive management and business unit leads
  • Assist with earnings releases, executive Q&A, and presentation materials
  • Create communications regarding the company’s vision, strategy, and shareholder value
  • Analyze sell-side analyst models and street expectations
  • Gather competitive intelligence through research and collaboration
  • Provide analysis and insights on competitive position, advantages, threats, and opportunities
  • Gather information from quarterly earnings reports, conference presentations, and other events
  • Prepare summary reports for management
  • Coordinate efforts across Legal, SEC Reporting, Finance, and other corporate functions

Requirements

What you’ll need
  • Minimum of 5 years of experience in Investor Relations, equity or credit buy-side or sell-side research, corporate finance, or investment banking focused on financials
  • High level of numeracy and knowledge of bank financial analysis and valuation techniques
  • CFA or equivalent qualification desirable
  • Strong financial and investment analysis skills
  • Understanding of financial modeling techniques used by security analysts
  • Thorough understanding of Regulation FD and applicable securities rules and regulations
  • Compliance with State Street procedures and internal operations risk controls
  • Understanding of financial and capital markets
  • Strong interpersonal, oral and written communication, and presentation skills
  • Ability to learn the company’s leaders, strategies, operating units, technologies, and financial performance expectations
  • Ability to work independently and collaboratively in a fast-paced environment
  • Ability to maintain strict confidentiality and exercise sound judgment handling material non-public information
  • Ability to develop relationships within an organization
  • Detailed knowledge of PowerPoint and Excel

Benefits

Comp & perks
  • Retirement savings plan (401K) with company match
  • Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
  • Paid time off including vacation, sick leave, short-term disability, and family care responsibilities
  • Employee Assistance Program
  • Incentive compensation, including eligibility for annual performance-based awards
  • Certain tax-advantaged savings plans
  • Inclusive development opportunities
  • Flexible work-life support
  • Paid volunteer days
  • Employee networks