31 Oct
|
Manulife
|
Toronto
Director, Credit Rating Agency Management and Investor Relations The Investor Relations (IR) team manages the company’s ongoing communication with the investment community, including existing and prospective equity and debt investors, sell-side equity research analysts and credit rating agencies. The team also provides market intelligence and external stakeholder perspectives to senior management and other internal partners.
The Director is an experienced member of the IR team responsible for managing the day-to-day execution of the company’s credit rating agency program and supporting the broader IR program as required. The role coordinates engagement with rating agency analysts and relationship managers, prepares agency submissions and management briefing materials, monitors ratings and relevant credit developments, and reviews agency publications for factual accuracy. Working under the direction of the VP, Investor Relations, the Director develops analysis and recommendations on matters that may affect the company’s credit profile and supports effective communication with internal and external stakeholders.
Responsibilities:
Credit Rating Agency Management
Manage day-to-day relationships with the company’s credit rating agencies, serving as a key point of contact for analysts and relationship managers and supporting senior-level engagement as appropriate
Coordinate and execute the rating agency engagement program, including annual reviews, quarterly updates, management meetings, information requests and transaction-related communications
Prepare and coordinate rating agency presentations, submissions and briefing materials, working with Finance, Treasury, Risk, Investments, Actuarial, business units and other internal stakeholders
Monitor the company’s ratings, outlooks,
key sensitivities and relevant methodology changes; identify potential areas of pressure or opportunity and provide timely analysis and recommendations to the VP, Investor Relations
Review rating agency publications concerning the company for factual accuracy and completeness, coordinate validation with internal subject-matter experts, and support follow-up with the agencies where clarification may be required
Analyze developments in capital, leverage, liquidity, earnings, investments, reinsurance, business mix and enterprise risk management to support the assessment of potential implications for the company’s credit profile and agency perspectives
Monitor rating actions, credit developments and emerging themes affecting peers, the life insurance sector and key markets, and summarize relevant implications for internal stakeholders
Support the evaluation of potential rating implications associated with financing, capital, reinsurance and other strategic initiatives, providing analysis and recommendations to the VP, Investor Relations and relevant internal partners
Leadership, Process and Analytics
Maintain and enhance processes, controls and analytical tools that support the effective execution of the rating agency management program
Use Nasdaq IR Insight, Bloomberg, Capital IQ and other relevant platforms to support analysis, reporting and timely responses to information requests
Provide guidance and quality review to junior IR team members and contribute to the coordination of work across the team
Participate in ad hoc and special projects as required
University degree in finance, accounting, actuarial science, economics or a related discipline; CPA/CA, CFA, FSA or MBA is an asset
At least five years of relevant experience, ideally within insurance or financial services, with exposure to credit analysis, capital markets, Treasury, Investor Relations, Corporate Finance or Enterprise Risk Management
Strong understanding of financial statements, capital markets and the insurance business; knowledge of the company’s products, financial profile and strategy is an asset
Understanding of credit rating agency frameworks and methodologies, including the factors that influence financial strength and issuer credit ratings
Ability to analyze complex financial and risk information and translate it into clear, credible and concise messaging for sophisticated internal and external audiences
Experience reviewing external research or credit reports for factual accuracy, identifying material issues and working constructively with external stakeholders to resolve them
Ability to identify emerging credit issues proactively and distinguish between informational developments and matters that could materially affect rating agency perceptions or ratings
Excellent written and verbal communication skills, sound judgment, robust attention to detail and well-developed relationship-management capabilities
Advanced Power Point and Excel skills; experience with Bloomberg, Capital IQ, Nasdaq IR Insight or comparable market-intelligence platforms is an asset
Ability to manage multiple priorit
📌 Director, Credit Rating Agency Management And Investor Relations (Toronto)
🏢 Manulife
📍 Toronto