Reports to the Senior Vice President, Investor Relations.

Purpose of Function

The AVP of Investor Relations (IR) collaborates with the Global Head of Investor Relations and the IR team in developing and executing the global IR program. The primary operating objective of the IR program is to educate and inform investors and analysts about the companytrategy, financials and prospects to achieve a fair valuation relative to its financial services peers.

The AVP, IR position has primary responsibility for qualitative and quantitative financial analysis of State Street and its peers to ensure the IR team and company leaders understand how State Street is positioned to enable the development and communication of strategic advantages to the investment community.

This position will work closely with Financial Planning & Analysis, other areas of Finance and business units to gather and assimilate information and ensure the Market receives clear and transparent information regarding State Streettrategy and financial condition. The AVP will also interact with sell-side analysts and buy side investors as required to gather information and insights.

Primary Internal and External Relationships

Internal relationships: SVP of IR, IR team, Chief Financial Officerffice and Finance executives, FP&A, Controller, Treasurer, General Counsel, Securities and Finance Lawyers, Chief Technology Officer, Marketing and Communication Officer, Human Resources, Strategy, leaders in operating divisions, and their teams.

External relationships: Institutional investors including security analysts, portfolio managers, and sell-side analysts. Also responsible for interacting with vendors that provide data and information that supports the function.

Primary Responsibilities

• Conducts analysis on State Streetinancial results in order to assist with the preparation of earnings press releases, presentations and call scripts
• Develops investor communications and presentations for conferences, investor roadshows, and special shareholder events and meetings
• Analyzes short-term and long-term guidance, and share price performance, including valuation analyses vs. industry peers, "what if" scenario analyses and similar work as required. In conjunction with this responsibility, the AVP will maintain a quarterly report for senior leadership that will enable a clear understanding of State Streetaluation and competitive position versus its industry peers
• Closely monitors and analyzes State Streetell-side analyst models and compares their forecasts to State Street forecasts
• Builds a State Street side-indel, forecasting EPS results using publicly available information as well as guidance provided by State Street to analysts and investors. Works closely with the analyst community and IR team to ensure clear understanding of outside analyst views
• Gathers competitive intelligence through competitive research efforts and collaboration with other areas of the firm; maintains competitive data and quarterly dashboard to allow executives access to competitive information on as needed basis
• Collects information and insights from peer quarterly earnings reports, conference presentations and other events, and prepares summary reports for the management team.
• Other duties as required

Professional development

• Leads his or her own career development.
• Remains current on economic, political, regulatory, financial industry regulations, stock market outlook and other topics important to the operations of State Street
• Understands, in depth, the companyeaders, strategies, operating units/operations, technologies, and financial performance expectations.

Experience, skills, and knowledge required

• Minimum of five-seven years of experience in finance, strategy, business development, planning and analysis for a public company. Prior investor relations experience a plus
• An energetic, efficient, flexible, collaborative and resourceful team player and individual contributor with a sense of urgency and an insatiable appetite to learn.
• Outstanding financial and investment analysis skills, oral and written communication skills, and presentation ability
• Able to create highly effective presentations.
• A clear and thorough understanding of the financial modeling techniques used by security analysts to project a company's operating and financial performance and the resulting value for its stock.

• A highly ethical individual with an understanding of Regulation FD and all applicable securities rules and regulations is imperative. Must also adhere to all State Street compliance procedures and internal operations risk controls in accordance with all regulatory standards, requirements and policies.

• Understanding of the financial and capital markets and the ability to establish new relationships quickly, both internally and externally.
• Strong interpersonal skills, strategic thinker, superior intellect, and an outstanding ability to communicate using these qualities and skills.
• College degree is required. MBA or other relevant Masters Degree desirable. Other professional designation (CFA, CPA) welcome. Proficiency in Microsoft products, with expertise in Excel and PowerPoint.