Definity is a leading insurance company in Canada, seeking an Analyst for their Investor Relations team. The role involves building relationships with stakeholders, preparing investor communication materials, and monitoring industry performance to support the Executive Leadership Team.
Responsibilities
- Build effective relationships with internal stakeholders – and develop a detailed understanding of Definity’s business in order to support our efforts to build the company’s profile and support our valuation
- Assist with preparation of external investor-related communication and disclosure materials, including investor presentations and the IR website, and identify best practices to ensure quality and consistency of IR materials
- Support with researching and coordinating information gathering and analysis for ad hoc inquiries and disclosure; including background notes and Q&A speaking notes investor meetings, conferences and meetings, news releases and scripts, and board reports
- Continuously monitor company’s share price, sell-side analysts’ estimates, investor perception, peer companies, and industry performance to help prepare briefing materials and potential questions for the Executive Leadership Team
- Lead the preparation of quarterly Board materials
- Conduct investor targeting analysis to provide proactive insight into current and prospective shareholders to support our outreach program
- Support the development and enhancement of relationships with institutional shareholders, fund managers, sell-side analysts, corporate access and institutional sales desk contacts
- Coordinate investor meetings (non-deal roadshow and otherwise) and conferences by working closely with internal and external stakeholders, including on any related materials and logistics
- Monitor activity in the Canadian P&C industry, including development and maintenance of industry benchmarking databases and presentations
- The incumbent may also be called to support and/or lead ad hoc projects for Executive Leadership Team and senior business leaders, such as competitive analysis, peer disclosure benchmarking, capital market analysis, investor days, and other strategic projects
Skills
- Bachelor's degree in business, commerce, accounting, finance, economics or related field of study, with high proven achievement
- 0-4 years work experience (including co-op or internships), in an accounting or finance-related role, preferably with experience in investor relations
- Strong knowledge of financial accounting practices and an ability to analyze and understand the implications of business activities on the financial statements
- Demonstrated ability to analyze and investigate problems, identify issues, and propose solutions
- Strong proficiency with MS Excel, with excellent attention to detail and strong analytical skills
- Ability to produce clear reports and presentations, including strong working knowledge of PowerPoint
- Ability to operate with a flexible work schedule, particularly during quarterly reporting and financial year-end periods
- Successful clearance of a background check (including criminal checks and leadership references)
- Further education, ideally an MBA, CFA, CPA, or Certified Professional in Investor Relations (CPIR) is highly desired
- Interest and/or prior experience in financial services industries in general, and insurance specifically, would be an asset
- Working knowledge of S&P CapIQ, Bloomberg, and/or FactSet
Benefits
- Flexible, hybrid work experience
Company Overview
Definity Financial Corporation is the parent company to some of Canada’s most long-standing and innovative property and casualty insurance brands and companies, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. It was founded in 2021, and is headquartered in Waterloo, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is https://www.definityfinancial.com/.