Sr. Investor Relations Analyst

4 weeks ago


Miami Lakes, United States BankUnited Full time

Who We Are

BankUnited (NYSE: BKU) is a national bank headquartered in Miami Lakes, Florida with banking centers in Florida, the New York metropolitan area, Dallas and Atlanta. BankUnited has two subsidiaries, Pinnacle Public Finance headquartered in Scottsdale, Arizona and Bridge Funding Group headquartered in Hunt Valley, Maryland. We pride ourselves on our entrepreneurial and collaborative culture encompassing the best minds, the brightest talent and the boldest decision makers.

BankUnited is honored to announce that we have been included on the Newsweek and Statista America's Most Trusted Companies Award List

BankUnited has been recognized by Newsweek for two outstanding awards in 2023 as one of America's Greatest Workplaces and as one of America's Greatest Workplaces for Job Starters, which acknowledges our commitment to creating an exceptional workplace.

Our Culture

At BankUnited, we foster a diverse and inclusive environment where all employees have the opportunity to advance, grow and achieve their goals. Our rally cry is to GO FOR MORE™, a call to action to go above and beyond to provide the best customer experience to every client and to GO FOR MORE in your career.

Why BankUnited

Working for BankUnited offers you exciting challenges and opportunities to advance your professional development, while empowering you to deliver and be your best. We are happy to report the average tenure according to LinkedIn insights is 8.3 years. We strive to provide a competitive benefits plan to our employees and are proud to have been nationally ranked #1 as one of the 2023 Healthiest 100 Workplaces in America by Springbuk and awarded HEALTHIEST EMPLOYER by the South Florida Business Journal since 2020.

As a company, we believe we are only as successful as our people and are committed to providing training and innovative resources that prepare you to reach your full potential. That's why in addition to tuition reimbursement, we provide our employees with exciting career coaching, courses and training through our own GO FOR MORE™ Academy and mentoring opportunities through our iCARE™ (Inclusive Community of Advocacy, Respect and Equality) program.

At BankUnited, we strive to provide our employees with a work life balance. Specifically, retail branches operate 5 days a week Monday - Friday, excluding evening and/or weekend hours. For many of our positions, we offer a hybrid work environment, as well as a remote work environment for designated positions.

If you thrive in a fast-paced collaborative work environment, Apply Now and start your journey with BankUnited today

Job Description

SUMMARY: The Sr. Investor Relations Analyst is responsible for market and financial analysis, SEC regulatory compliance, investor communications and assisting with the annual proxy shareholder meeting.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

1. Annual Proxy Shareholder Meeting

  1. Assists with annual proxy statement planning, preparation, and filing, working closely with securities counsel, Corporate Secretary, SEC Reporting, Tax, and HR. Coordinates preparation of CD A section of annual Proxy Statement.
  2. Comprehensive understanding of applicable SEC rules and prior experience in proxy preparation required.
  3. Monitors emerging developments and best practices in proxy reporting.
  4. Coordinates with proxy advisory firms and monitors their reports.
  5. Plans and coordinates annual meetings of shareholders.
  6. Coordinates distribution of the proxy and tabulation of votes on matters brought before the shareholders for approval, and subsequent 8K filing for disclosure of results.

2. Market Financial Analysis

  1. Develops a collaborative relationship with the SEC reporting division and a thorough understanding of the Company's financial statements and disclosures. Monitors best practices and emerging trends in investor disclosures and acts as an advisor to the SEC reporting division.
  2. Assists CFO as needed with research and preparation of responses to investor inquiries.
  3. Monitors analyst reports; analyzes and summarizes them, providing insights to the CFO.
  4. Performs ongoing analysis of peers' disclosures, sell side reporting and earnings calls, noting trends and points of differentiation; assists the CFO in anticipating topics of interest and preparing for investor dialogue.
  5. Monitors the company's stock price and other KPIs and performance trends; prepares benchmarking to peers and provides insights to management.
  6. Assists the CFO in monitoring and analyzing the Company's shareholder base.

3. SEC Regulatory Compliance

  1. Assists with filing certain Form 8-K's and press releases.
  2. Assists with filing dividend, annual shareholder meeting, and other notifications with NYSE.
  3. Assists with preparation and filing of Forms 3, 4 and 5.
  4. Coordinates with the CFO to maintain opening and closing of the insider trading windows, insider listing and section 16 officers' trade restrictions.

4. Investor Communications

  1. Assists with scheduling and coordination of the Company's quarterly earnings calls.
  2. In consultation with the Corporate Secretary and CFO, manages the investor relations website.
  3. Assists as necessary with preparation of ESG related disclosures.
  4. Work with CFO and Corporate Secretary on shareholder outreach initiatives.
  5. Maintains relationships with stock exchange representatives.
  6. Works closely with senior management to monitor and manage communication during sensitive situations.

5. Other

  1. Maintains high regard for privacy and confidentiality.
  2. Assist with other special projects and confidential matters as requested.

  • Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
  • Adheres to Bank policies and procedures and completes required training.
  • Identifies and reports suspicious activity.

EDUCATION

Bachelor's Degree required.



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