Manager – Analyst Relations

At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.

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. 

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.

Pay Range: $126,000-170,000/Annual with annual bonus potential.

We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold:

·       Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.

·       Well-being: Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support.

·       Medical, life & disability insurance, retirement plan, lifestyle and other benefits*

·       ESG: Benefit from paid time off for volunteering and donation matching.

·       DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).

·       Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.

·       Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.

*Specific benefits may vary by location.

At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves.

Be unique, be exceptional, and help us make a difference at Finastra!

Applicants for this position need to be located in the following cities or their immediate surrounding areas: Austin/Lake Mary (Orlando). Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.