Investor Relations Manager at Lafayette Federal Credit Union

Rockville, Maryland, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Jun, 26

Salary

85000.0

Posted On

06 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investor Relations, Financial Performance Communication, Stakeholder Management, Analytical Reporting, Portfolio Performance Analysis, Inquiry Response, Investor Systems Management, Market Intelligence Gathering, Regulatory Compliance, Crisis Communication, Team Coordination, Risk Management Collaboration, Accounting Collaboration, Finance Collaboration

Industry

Banking

Description

Description NOTICE: JOB APPLICANTS LIMITED TO DC, MD, OR VA RESIDENTS. POSITION IS HYBRID. Please note that we are exclusively considering applicants residing in the District of Columbia, Maryland, or Virginia for all open positions. Join Lafayette Federal Credit Union, a proud recipient of USA Today's Top Workplaces of 2024 and 2025 award! We are expanding and looking for exceptional talent to support our members and contribute to our reputation as an employer of choice. Be a key player in our mission to become the premier financial partner for our community. Your skills and dedication are essential to our success. We are currently seeking an Investor Relations Manager to join our dynamic team! About us: Our Difference: What makes Lafayette Federal cutting-edge? Lafayette Federal Credit Union is not only a great place to bank, but also a great place to work! We have been recognized nationally by (1) Newsweek’s America’s Best Bank’s list, (2) we’ve received a 5-star rating from Bauer financial, and (3) we’ve also ranked #12 in S&P Global’ s Top Performing Credit Union’s in 2022 for the second year in a row! Our Culture: Lafayette Federal is about inclusion, diversity, high performance, and new opportunities. Teamwork and our sense of community also make Lafayette Federal a great place to work. Each person is valued for his or her unique set of skills. We share a common devotion to the people we serve, participating in charity events throughout each year and giving back to the community. Our Opportunities: Professional development, training, and certification is a priority for our employees. We want you to reach your career goals and provide support that leads to opportunities of advancement within the industry. About the role: We are currently seeking an Investor Relations Manager to play a crucial role in fostering and sustaining robust connections between the company and its investors, analysts, and financial stakeholders. This position requires clear and effective communication with partners and investors regarding the company's financial performance, strategy, and future outlook. By ensuring transparency and building trust, the Manager helps strengthen the relationship between Lafayette Federal Credit Union's internal departments and the investor/partner community. Requirements A day in the life of an Investor Relations Manager: Investor Meetings: Supervise and oversee Analyst performance in planning and organizing quarterly meetings with Investors to discuss the partner’s portfolio performance and address any investor complaints or manager escalated inquiries. Preparing Analytical Reports for PVP: Collaborate with teams from finance, accounting, risk, and vendor management, default prevention, and asset recovery, as well as third-party attorneys and collection agencies, to develop comprehensive reports, presentations, and various materials for investor and departmental meetings. Additionally, regularly review and monitor Analyst performance on portfolio forecasts, Investor Decision forms, and the Analyst Data Spreadsheet to ensure accuracy and effectiveness. Responding to Inquiries: Address escalated inquiries from investors, analysts, and other stakeholders (LFCU internal departments) in a timely and accurate manner, providing relevant information and insights. Provide a written response to PVP weekly on all urgent and escalated inquiries. Staying Informed: Maintain and manage all Investor Relations systems and tools, including nCino, Keystone, Deskpro, Meridian Link, TLO, Pacers, Freddie Mac, FICS, Application Xtender, ShareFile, SharePoint, Avid Xchange, Allregs, etc. Manage all department subscriptions annually. Stay abreast of industry trends, market conditions, and competitor activities. Relationship Management: To foster and sustain strong connections with current investors, analysts, and management, it is essential to establish a framework for engagement. Implementing quarterly in-person meetings with investors and stakeholders will facilitate the sharing of departmental insights and set clear expectations for delivering outstanding service from Lafayette Federal Credit Union. Market Intelligence: Gather and analyze market intelligence to provide insights into investor sentiment, expectations, and concerns. Regulatory Compliance: It is essential to comply with all regulatory requirements for partner and investor agreements and for communications with investors. Ensuring that all team members are knowledgeable and trained in the nGage Compliance system is crucial for maintaining compliance standards. Additionally, it is important to complete all Annual Audit requests and requirements by the established deadlines. Furthermore, all annual certifications must be fulfilled for each partner and investor to ensure full compliance. Departmental Meetings: Coordinate and facilitate departmental meetings, ensuring compliance with legal and regulatory requirements to discuss performance, investor inquiries, trends, and make recommendations accordingly. Manage and document all new projects, working with PMO and stakeholders. Crisis Communication: Work closely with the PVP to develop and implement crisis communication strategies in response to unexpected events that affect the company's image or financial standing, and to address investor inquiries. Qualifications: Three years to five years of similar or related experience. A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program. Top benefits or perks: Joining Lafayette Federal comes with perks to support you in your personal and professional journey. We provide employees with a generous benefits package including: Employer paid (99.9%) health insurance premium for single and family coverage (HMO Plan) Fully funded deductible (HMO Plan) 401k employer matching contribution Income protection with life insurance, short and long-term disability Paid time off, holiday leave & birthday leave Educational assistance Commuter benefits program and more! Pay: $78,245 to $85,000 annually depending on experience and qualifications. The job posting highlights the most critical responsibilities and requirements of the job. It is not all-inclusive. There may be additional duties, responsibilities, and qualifications for this job. *Lafayette Federal Credit Union is an Equal Opportunity and E-Verify Employer *EOE/AA/DISABILITY/VETERAN

Responsibilities

The Manager will foster robust connections between the company and its investors, analysts, and financial stakeholders by communicating financial performance, strategy, and outlook clearly. Key duties include overseeing investor meetings, preparing comprehensive analytical reports for various stakeholders, and managing investor inquiries.