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Investor Relations and Rating Agencies Associate

Investor Relations and Rating Agencies Associate

CompanyCna Financial Corp
LocationChicago, IL, USA
Salary$72000 – $141000
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • Proven financial modeling, analytical and problem solving skills, with the ability to effectively resolve issues of a complex nature with limited guidance.
  • Strong knowledge of finance principles, financial statements, and valuation and financial metrics.
  • Familiarity with the commercial property & casualty insurance industry and underwriting principles.
  • Strong communication skills, with the ability to distill complex concepts clearly and concisely, and to tailor the level of detail according to the needs of the audience.
  • High proficiency in Microsoft Excel and PowerPoint, and familiarity with market data sources such as CapitalIQ.
  • Excellent time management skills and strong work ethic, with the ability to balance multiple assignments and prioritize appropriately.
  • Ability to collaborate closely with all team members in a fast-paced and dynamic environment.
  • Ability to interact effectively with all levels of CNA’s internal and external business partners, including Senior and Executive Management.
  • Bachelor’s Degree in finance, economics, business, accounting, or equivalent; CFA, CPA, CMA or professional insurance designation preferred.
  • Minimum five to eight years of relevant experience, including equity research, credit analysis at a rating agency, corporate development, investor relations, or investment banking; property & casualty industry experience preferred.

Responsibilities

  • Develops analyses and presentations in support of recurring deliverables and occasional ad hoc initiatives that support Senior and Executive Management discussions and decision making.
  • Applies a strong understanding of rating agency capital models to develop forecasts, support ORSA stress testing, perform ad-hoc analyses, and inform capital-related decision-making.
  • Supports relationships with rating agencies through development of presentations, facilitation of information requests, and review of rating agency publications.
  • Applies a strong understanding of equity analyst earnings models to inform detailed discussions of earnings estimates.
  • Facilitates engagement with the investor community by participating in quarterly earnings release logistics, maintenance of the investor relations website, and preparing materials for investor meetings.
  • Supports ongoing investor relations objectives through analyses of capital and valuation metrics.
  • Evaluates the impact of potential corporate initiatives from the perspective of rating agencies and the investor community, including by quantifying impacts to rating agency capital adequacy.
  • Researches and analyzes peer performance metrics to develop benchmarking and insights into CNA’s relative performance.
  • Interacts with and supports a wide range of business partners and stakeholders, including Senior and Executive Management.

Preferred Qualifications

  • CFA, CPA, CMA or professional insurance designation preferred.
  • Property & casualty industry experience preferred.