Investor Relations Liaison
The Investor Relations Liaison is responsible for coordinating all activities related to: the Quarterly Earnings Release, Analyst & Shareholder Relations, Presentations (including all Board, shareholder, and Senior Officer, and road show presentations), Vendor Relationships, and Rating Agencies.
Position Responsibilities:
Quarterly Earnings Release
- Coordinate activities surrounding release of quarterly earnings: communicate earnings release date; work with Corporate Communications to issue press release announcing date of press release and conference call/webcast details; set up conference call and webcast with vendors; convert press release, financials pages and earnings slides to Adobe format for blast email to distribution list; send blast email to investment community prior to earnings conference call.
- Create and update earnings slides and facing pages using press narrative and financial pages from Controller and other sources.
- Using analyst research reports, monitor analyst estimates and stock recommendations prior to and subsequently following the quarterly release of earnings. Distribute summary to management council members.
- Monitor peer quarterly earnings releases and prepare summary of key performance measures to management council members.
- Review write-ups following earnings release for analyst comments quotes to be included in Senior Officers Meeting presentations.
Annual Shareholder Meeting Support
- Work with Corporate Legal and Corporate Communications in preparation of the annual shareholder meeting including the daily distribution of proxy voting tabulations, annual report and proxy material distribution, and annual meeting presentation.
Presentations
- Create and update board, senior officer, road show and conference presentations.
- Maintain catalog of presentations, general information and current events for major departments and divisions within the corporation to be used in creating new presentation materials and communicating with the investment community.
Peer Monitoring
- Monitor, analyze, summarize, and share peer bank data including, but not limited to:
Quarterly Earnings: Monitors schedule of peer presenters in addition to reviewing earnings releases, slides, transcripts, and Q&A to understand, compare and summarize results, guidance, updates to guidance, and strategic initiatives. Prior to CMA presentation, shares this information to assist in preparing for anticipated Q&A and to serve as a backdrop and anticipate market reaction considering CMA performance, guidance, and strategic initiatives. Following earnings, synthesizes and shares results, guidance, and strategic action updates in a timely manner to Executive Leadership. Reviews materials for best practices on presentation of information and disclosures. - Conferences: Monitors attendance at major industry conferences including those that CMA does and does not attend. Proposes recommendations on CMA attendance as part of investor engagement strategy. Studies, summarizes, and shares relevant conclusions from presentations and transcripts to assist in anticipating investor questions and in comparison, to CMA results. Reviews materials for best practices on presentation of information and disclosures.
- 10-Q and 10-K: Monitors quarterly and annual regulatory reporting to understand results and best practices on presentation of information and disclosures from an IR perspective.
- Ad Hoc Communications & Other Relevant Activity (Press Releases, 8K, Investor Days, Media): Regular monitoring of press releases, 8Ks, investor days and other public forums to identify emerging topics, issues, questions, and best practices.
- Data Collection & Reporting: Collects and maintain information in a central location to assist in analyzing results and identifying key themes.
Rating Agencies, BURC/EWC, IR Website, Diversity, Other
- Assist with the review of rating agency write-ups.
- Prepare and distribute quarterly rating agency package.
- Maintain debt ratings on corporate bulletin board and IR section of corporate website. Keep current write-ups from the various rating agencies available on the corporate bulletin board.
- Act as liaison between Corporate Web Administration and website vendor.
- Continually review IR section of the corporate website to ensure that all information is current, accurate and relevant.
- Work to enhance the content of the IR section of the website as new developments or changes are requested. Benchmark peer websites to ensure consistency of information available to users.
Position Qualifications:
- Bachelor's Degree from an accredited university in finance or related field
- 4 years financial analysis and reporting experience. Managing small to medium projects
- 4 years Presenting and reporting to senior management
- Strong analytical and communication skills
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.
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Comerica Bank
life insurance, parental leave, paid time off, sick time, 401(k)
Jan 28, 2025