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Intact (intactfc.com)

Financial Specialist, Investor Relations

Posted 23 Days Ago
Be an Early Applicant
2 Locations
Mid level
2 Locations
Mid level
As a Financial Specialist in Investor Relations, you will facilitate communication with investors, prepare financial presentations, and analyze market data to support IR initiatives.
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Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times.


Our employee promise represents Intact’s commitment to you in exchange for living our Values, striving to do your best work, being open to change and investing in your career. In return, we promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow with us.

About the role

The primary operating objective of the Investor Relations (IR) team is to effectively educate and update investors and sell-side analysts about the company. As Financial Specialist in IR, you will collaborate with and support the Manager and Deputy SVP of IR in developing and executing Intact’s IR strategy.

In this critical role, you will foster strong relationships with both our key internal and external stakeholders. 

The successful candidate will join an award-winning Investor Relations program and work with a best-in-class senior management team.

Primary Responsibilities as Financial Specialist, Investor Relations:

  • Financial reporting – Collaborate with the team to assist in the development of key messages for external communication related to Intact’s public financial performance including:

    • Drafting quarterly press releases as well as the Management Discussion & Analysis;

    • Prepare presentation slides related to Intact’s financial performance; and

    • Prepare scripts and Q&A for quarterly earnings calls, webcasts and other investor events

  • Provide value-added insights to senior management and internal stakeholders – Work with the IR Team to:

    • Provide consensus compilation of sell-side forecasts, including analysis of consensus forecasts to identify the effectiveness of our messaging to the investment community;

    • Monitor P&C Insurance peers and broader industry trends to assess their potential impact to our Company; and

    • Provide periodic feedback reports about Intact’s stock price

  • Shareholder analysis & IR functional support – Assist the IR team with:

    • Monitoring shareholder base, and assisting in the preparation of quarterly presentations/ reports to senior management & the Board;

    • Development of slides and drafting briefing notes for senior management during Investor roadshow meetings, conferences, other; and

    • Help manage the IR calendar (including financial releases, speaking engagements, conference attendance) as well as managing and updating our CRM system

Qualifications

  • 3+ years of financial, accounting, or actuarial experience; prior IR experience, equity research, external audit, or FP&A background related to the financial services sector are beneficial

  • Undergraduate degree in finance, accounting or actuarial science

  • Pursuing or attained professional designation (e.g. CPA, CA, CFA) or relevant graduate degree (e.g. MBA) is an asset

  • Familiarity with the P&C Insurance sector and knowledge of capital markets a plus

Requirements

  • Strong financial aptitude, with refined research and analytical skills backed by strong capacity to listen, observe and synthesize observations from multiple sources

  • Expertise with spreadsheets and manipulating data; translating detailed financial and operating information into clear and concise presentations and messaging documents

  • Intellectual curiosity and the ability to research and retain large amounts of information about the company’s strategies, financials, and operating environment.

  • Demonstrated strategic thinker and strong organizational skills, with ability to operate and deliver under pressure during busy periods

  • Highly proactive, and self-motivated team player; willing to take instruction and also operate under minimal supervision when required; take initiative and prioritize

  • Strong communication, writing, and presentation skills

  • Ability to collaborate, build and maintain relationships across various stakeholder groups

  • For candidates located in Quebec, bilingualism is required considering the necessity to interact on a regular basis with English-speaking colleagues across the country.

#LI-Hybrid

Please submit: (1) an application letter; (2) résumé/CV; and (3) official transcript.

What we offer
 

Our hybrid work model provides the balance between working from home and enjoying meaningful in-person interactions.

Working here means you'll be empowered to be and do your best every day. Here is some of what you can expect as a permanent member of our team:

  • A financial rewards program that recognizes your success

  • An industry leading Employee Share Purchase Plan; we match 50% of net shares purchased

  • An extensive flex pension and benefits package, with access to virtual healthcare

  • Flexible work arrangements

  • Possibility to purchase up to 5 extra days off per year

  • An annual wellness account that promotes an active and healthy lifestyle

  • Access to tools and resources to support physical and mental health, embracing change and connecting with colleagues

  • A dynamic workplace learning ecosystem complete with learning journeys, interactive online content, and inspiring programs

  • Inclusive employee-led networks to educate, inspire, amplify voices, build relationships and provide development opportunities

  • Inspiring leaders and colleagues who will lift you up and help you grow

  • A Community Impact program, because what you care about is a part of what makes you different. And how you contribute to your community should be just as unique.

We are an equal opportunity employer


At Intact, our Value of respect is founded on seeing diversity as a strength. We strive to create an accessible workplace where employees feel valued, included and encouraged to share their unique perspectives.


We encourage applications from individuals who are members of equity-deserving groups, including but not limited to women, Indigenous peoples, persons with disabilities, Black people, and members of the 2SLGBTQI+ community.


As part of Intact’s commitment to reconciliation, we acknowledge that we work, meet and travel across the land currently called Canada, originally inhabited by First Nations, Metis and Inuit people. This history extends through many centuries and continues to evolve today.


We have policies to ensure equal access and participation for people with disabilities, including providing workplace adjustments (accommodations). A copy of applicable policies is available on request.


If we can provide a specific adjustment to make the recruitment process more accessible for you, please let us know when we reach out about a job opportunity. We’ll work with you to meet your needs.


Learn more about our recruitment process and your candidate journey here.


If you are an employee of Intact or belairdirect, please apply for this role on Internal Career Site.

Top Skills

Crm Systems
Excel

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