Director, Investor Relations & Rating Agency Management jobs in United States
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Jackson · 8 hours ago

Director, Investor Relations & Rating Agency Management

Jackson is a company focused on investor relations and rating agency management. The Director, Investor Relations & Rating Agency Management is responsible for developing and communicating Jackson's strategy and financial performance to rating agencies, managing key relationships, and ensuring consistency in messaging across the investment community.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Represents Jackson with analysts and business managers of the rating agencies as the main point of contact. Develops that key relationship to protect Jackson’s financial strength and debt ratings
Leads preparation of key communication materials for annual rating agency and management meetings and is proactive with respect to any Jackson-related events that could impact rating agency views
Directs the newly established quarterly updates with each of the four rating agencies, producing presentation materials and preparing senior management with scripts and Q&As
Coordinates the preparation and delivery of responses to surveys and general inquiries from the rating agencies, working with various departments across Jackson, including Actuarial, ALM, Distribution, and Investment Accounting
Leads the process to produce and update methodology for internal models replicating the rating agency models. These are key models that the agencies use to assess Jackson’s capitalization, and a critical component of the overall financial strength rating
Develops in-depth knowledge of key drivers of the rating agencies and monitors changes to methodologies used to assess companies
Monitors peer ratings opinions and reports, any material unusual trends, or items to senior management
Monitors peer earnings reports, including all published materials and conference calls, and updates senior management on key trends and topics, in preparation for Jackson’s quarterly earnings results
Analyzes and communicates key competitor differences and comparative metrics to Jackson
Assists with the development of shareholder communication documents, including quarterly slides, Q&As, etc
Performs other duties and/or projects as assigned

Qualification

Investor relations experienceRating agency experienceFinancial analysis skillsInsurance industry knowledgeMicrosoft Excel proficiencyMicrosoft PowerPoint proficiencyAnalytical problem-solvingResearch skillsInterpret strategyCPACFA certificationCommunication skillsTime management skillsCollaboration skills

Required

Bachelor's Degree in Accounting, Finance, or Finance related field required
8+ years of experience required within the financial services and/or life insurance industry required
Insurance and investment knowledge, technical financial skills, and a working knowledge of the complexities of various insurance products
Working knowledge of the insurance industry, including an understanding of stock markets and accountancy rules and regulations for insurers
Strong analytical and problem-solving skills
Strong computer skills, including advanced proficiency in Microsoft Excel and PowerPoint
Strong database and internet research skills
Strong ability to communicate effectively across all areas of the organization and externally, both verbally and in writing
Effective time management skills and ability to work to and within deadlines
Strong collaboration and relationship management skills. Ability to act as a liaison with Jackson core function teams and group counterparts
Ability to interpret critical and complex strategic elements of the organization into key messages

Preferred

Investor relations and/or rating agency experience preferred
CPA or CFA preferred

Company

Jackson is a financial services company dedicated to helping people pursue financial freedom for life.

H1B Sponsorship

Jackson has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (6)
2023 (9)
2022 (7)
2021 (10)
2020 (18)

Funding

Current Stage
Public Company
Total Funding
$1.55B
Key Investors
TPGAthene
2026-01-06Post Ipo Equity· $500M
2023-03-06Post Ipo Equity· $550M
2021-09-20IPO

Leadership Team

L
Laura Prieskorn
Chief Executive Officer
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Alison Reed
EVP, Head of Distribution
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Company data provided by crunchbase