Investor Relations and Rating Agencies Associate

1 month ago

Chicago, Illinois, United States CNA Full time
You have a clear vision of where your career can go. And we have the leadership to help you get there.

At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.

CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them - and their family members - achieve their physical, financial, emotional and social wellbeing goals.

For a detailed look at CNA's benefits, check out our Candidate Guide .
Job Summary
A key role in supporting the Investor Relations and Rating Agencies team's efforts for CNA

These include:
(1) managing relationships and information flow with our rating agencies, (2) providing capital adequacy insights through capital model forecasting, (3) informing capital management decisions from a rating agency and investor relations perspective, (4) facilitating effective engagement with the equity analyst and investor community, and (5) delivering timely competitor intelligence.
The position will have direct communication with senior and executive business leaders.

JOB DESCRIPTION:

Essential Duties & 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 the 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 and facilitation of information requests.
  • 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 metrics, valuation and dividend policy, among others.
  • Evaluates the impact of potential corporate initiatives from the perspective of rating agencies and the investor community, as well as 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.
May perform additional duties as assigned.
Reporting Relationship
Typically Director or above
Skills, Knowledge & Abilities

  • Strong knowledge of the property & casualty insurance industry and underwriting principles.
  • Strong knowledge of finance principles, valuation and financial metrics specific to the insurance industry.
  • Strong financial modeling, analytical and problem solving skills, with the ability to effectively resolve issues of a complex nature under limited guidance.
  • Excellent time management skills, with the ability to work in a dynamic environment and respond to shifting priorities.
  • Strong communication, interpersonal and presentation skills, with the ability to distill complex concepts and customize presentation style according to the needs of the audience.
  • Ability to exercise professional judgment and assume responsibility for informing decisions made by Senior Management.
  • Ability to interact effectively with all levels of CNA's internal and external business partners, including Senior and Executive Management.
  • Strong knowledge of Microsoft Office Suite (with emphasis on Excel and Power Point), market data sources such as CapitalIQ, and other business-related software.
Education & Experience

  • Bachelor's Degree in finance, economics, business, accounting, or equivalent. Master's degree, CFA, CPA, CMA or professional insurance designation preferred.
  • Minimum five to eight years of related financial analysis, investor relations, corporate development, investment banking, consulting, advisory or strategy related experience.
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CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact .

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