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Manager - Analyst Relations

AT Finastra
Finastra

Manager - Analyst Relations

Lake Mary, FL

Reporting into the Senior Director, Corporate Communications, this is a newly created role reflecting the importance of Analyst relations for Finastra. Industry analysts are a critical stakeholder, in their capacity to provide insight into market trends, technologies, and competitive landscapes that help institutions make informed decisions, and in their role as market influencers and amplifiers of Finastra's positioning and suitability to address institutional needs. This role therefore requires a combination strategic planning and operational execution skills, to both inform and learn from the analyst community.

Manager, Analyst Relations, will be responsible for developing and executing a comprehensive analyst engagement strategy to enhance the visibility and influence of Finastra and its four Business Units within the industry. They will have a track record of working with analysts to extract valuable market intelligence, trends, and competitive insights, and experience in synthesizing analyst feedback to inform business strategies and product development.

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This is an individual contributor role which requires close collaboration with multiple stakeholders across Finastra. Day-to-day, you will develop and industrialize best practice, working with Business Unit Marketing and Product Marketing, Product, Strategy and other internal stakeholders to determine Finastra's differentiators and ensure clarity, cadence, and consistency in all analyst engagements. You will be responsible for building a knowledge hub as a 'one stop shop' for internal audiences, and developing a strong engagement toolkit that ensures our teams can proactively communicate to analysts in the most effective way. Knowledge of collaboration tools such as Viva Engage and Teams is highly advantageous, as is a familiarity with or interest in Generative AI tools for assisting and enhancing your day-to-day work. You will also manage budgets and subscriptions to optimize Finastra's investment in key analyst houses.

Key Responsibilities:

  • Develop and Implement AR Strategy: Create and execute a strategic analyst relations engagement plan, incorporating subscription-based, pay-to-play, project-based or earned models strategies, at both a corporate level and a Business Unit-level for our four areas of Payments, Lending, Retail and Treasury & Capital Markets.
  • Build Analyst Relationships: Build and maintain strong, strategic relationships with key industry analysts to enhance Finastra's visibility and influence.
  • Manage Analyst Engagements: Support our Business Units and centrally coordinate, manage and track analyst briefings and responses to key industry analyst reports, including Gartner Magic Quadrants, IDC MarketScapes, and Forrester Waves.
  • Leverage Paid Subscriptions: Evaluate and optimize paid subscriptions to ensure analyst insight is integrated into internal product, product marketing and go-to-market strategies, with a focus on measuring ROI.
  • Collaborate with Internal Teams: Work closely with product marketing, product management, Sales, Services and executives to develop a frequent and effective cadence of communication with analysts, and develop best practice models to ensure consistency and efficiency across the business.
  • Develop Strategic Differentiators: Provide counsel on Finastra's narrative and differentiators, and maintain a repository of statistics and trends, to support favorable representation in analyst reports and research.
  • Messaging Governance and Support: Provide expert support to company spokespeople for analyst briefings; including key message development, training, feedback, and measurement.
  • Monitor Industry Trends: Stay informed about industry trends, competitive landscape, and analyst perspectives to provide synthesized, strategic insights to internal peers and upstream to executive decision-makers.
  • Maintain Ownership of Central Documents: Develop and own a central forward-looking research calendar, as well as a central tracker of analyst engagements for Business Unit and Executive audiences.
  • Manage Vendor Ratings: Proactively manage multiple vendor ratings in key reports and peer review sites, to ensure accurate and favorable representation.
  • Communicate Success: Build and own channels (such as Viva Engage, Teams or e-bulletins) to deliver AR-related updates. Collaborate with Brand, Social, Web, PR and Internal Communications to share successes of reports or award wins externally and internally.

Qualifications:

  • Experience: Minimum 6 years of experience in analyst relations, in-house or agency-side. B2B Software sector experience is highly preferential.
  • Education: Bachelor's degree in Marketing, Communications, Business, or a related field. Advanced degree preferred.
  • Skills:
    • Strong understanding of the analyst landscape and key industry reports.
    • Ability to build and maintain strong relationships with analysts and internal stakeholders.
    • Excellent interpersonal skills and verbal and written communications (including building on-point templates and PowerPoint presentations)
    • Strategic thinker with the ability to execute detailed plans.
    • A natural storyteller, with a focus on sourcing and connecting evidence to industry trends, to support messaging.
    • Exemplary project management skills, including budget management, and the ability to lead cross functional teams to success.
    • High energy, self-motivation, and the ability to handle different personalities and manage ambiguity.

Client-provided location(s): Lake Mary, FL 32746, USA
Job ID: Finastra-10190
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Vision Insurance
    • Life Insurance
    • Dental Insurance
    • Health Insurance
    • Mental Health Benefits
    • Health Reimbursement Account
    • Short-Term Disability
    • Long-Term Disability
    • Pet Insurance
    • FSA
    • HSA
  • Parental Benefits

    • Birth Parent or Maternity Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Casual Dress
    • Happy Hours
    • Company Outings
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Unlimited Paid Time Off
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • Financial Counseling
    • 401(K) With Company Matching
  • Professional Development

    • Internship Program
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Promote From Within
    • Access to Online Courses
    • Lunch and Learns