About the Role
The Director, Investor Relations & Competitive Intelligence is a senior leader responsible for managing a world-class analytical framework that informs management’s view of how the investment community will interpret the company’s financial performance, strategic actions, and disclosures. This role supports the IR organization by leading competitive intelligence for the enterprise and translating insights into clear recommendations for senior leadership.
Responsibilities
- Lead the competitive intelligence program covering large bank peers: financial performance, KPIs, strategy changes, pricing/portfolio dynamics, credit trends, capital and liquidity actions, and regulatory developments.
- Develop peer dashboards, scorecards, and quarterly competitor insights that inform leadership’s understanding of market positioning.
- Monitor earnings releases, conference presentations, and strategic announcements across peer institutions; provide timely analysis and implications.
- Track and synthesize sell-side research, investor commentary, and market sentiment to identify themes that are resonating with the Street—and those that are not.
- Build, maintain, and enhance a financial model to forecast how analysts are likely to interpret company performance trends.
- Conduct scenario analyses on rate paths, deposit pricing/betas, loan growth, credit normalization, hedging strategies, CECL impacts, and capital actions.
- Own consensus tracking, variance analysis, and reconciliation of sell-side assumptions vs. internal expectations.
- Produce valuation, attribution, and peer rerating analyses (e.g., P/E, P/TBV, ROTCE vs. COE, capital return implications).
- Play a central role in the earnings preparation process, contributing to press releases, slides, Q&A materials, talking points, and internal briefing documents.
- Identify key themes and potential Street reactions during the earnings process.
- Ensure accuracy, consistency, and clarity across disclosures.
- Provide the Head of IR, CFO, Executive Leadership Team, and Board with clear, actionable insights derived from competitive analysis and Street modeling.
- Support investor and analyst meetings, conference participation, and non-deal roadshows.
- Build strong relationships across Finance, Accounting, Corporate Communications, Legal, Treasury/ALM, and other business segments.
- Manage, coach, and develop a Senior Associate focused on competitive intelligence.
- Establish clear goals, review cycles, and professional development paths for direct reports.
- Ensure high-quality processes, documentation, and analytical rigor across all work products.
- Support broader IR initiatives: investor targeting, perception studies, annual report elements, and IR program enhancements.
- Serve as a subject matter expert for internal partners on investor expectations, competitive trends, and sector dynamics.
- Other duties as assigned to support the needs of the IR function.
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, Business, or related field.
- 8+ years of relevant experience in equity research, investment banking, corporate finance, FP&A, Strategy, Treasury/ALM, or Investor Relations.
- Demonstrated mastery of financial modeling, especially bank financials (NII/NIM, deposit betas, credit/CECL, capital ratios, liquidity, AOCI).
- Strong analytical and storytelling skills, with the ability to translate complex drivers into clear and concise insights.
- Excellent written, verbal, and visual communication skills.
- Ability to manage highly confidential information with professionalism.
- Experience working under tight deadlines and in high-visibility situations.
- Proficiency with Microsoft Office (Excel, PowerPoint) and analytical tools (Bloomberg, FactSet, S&P Capital IQ, Visible Alpha, etc.).
- MBA and/or CFA designation.
- Deep understanding of large-bank financials, regulatory capital frameworks, liquidity management, and disclosure norms.
- Experience managing or developing junior talent.
- Strong strategic thinker with the ability to connect market dynamics to company positioning and investor expectations.
- Analytical rigor to build models and insights that are accurate, traceable, and decision-useful.
- Executive influence and presence to communicate with senior leaders and external stakeholders.
- Ability to execute with urgency, precision, and composure under pressure.
- Strong leadership skills to develop talent and establish high analytical standards.
- Highly collaborative approach to work seamlessly across Finance, Treasury, Accounting, Legal, Communications, and business units.
Skills
- Financial modeling
- Bank financials analysis
- Competitive intelligence
- Market analysis
- Investor relations
- Sell-side modeling
- Consensus tracking
- Valuation analysis
- Communication skills
- Storytelling
- Microsoft Office Suite (Excel, PowerPoint)
- Bloomberg
- FactSet
- S&P Capital IQ
- Visible Alpha
Location
- Office
Work Type
- Office
- Hybrid
Experience Level
- Senior leader
- 8+ years of relevant experience
Education Level
- Bachelor's degree in Finance, Economics, Accounting, Business, or related field
- MBA and/or CFA designation
Salary/Compensations
- $170,000.00 - $350,000.00 Annual Salary
Benefits
- Applicable incentive compensation plan
- Health insurance coverage
- Wellness program
- Life and disability insurance
- Retirement savings plan
- Paid leave programs
- Paid holidays
- Paid time off (PTO)
About the Company
- Huntington is an Equal Opportunity Employer.
- Huntington has a Tobacco-Free Hiring Practice.
Equal Opportunity
- Huntington is an Equal Opportunity Employer.
