National MI
Investor Relations & Treasury Manager
National MI, Emeryville, California, United States, 94608
Overview
Investor Relations & Treasury Manager
role at
National MI . This is a remote position. Candidates based in the San Francisco Bay Area are preferred. NMI Holdings, Inc. (NASDAQ: NMIH) is a U.S.-domiciled holding company and the parent of National Mortgage Insurance Corporation (National MI), an approved primary mortgage insurance provider. National MI provides products and services that protect mortgage lenders from credit loss and support the expansion of homeownership opportunities for borrowers in need of down-payment support. Mortgage insurance is a dynamic industry with considerable regulatory oversight and exposure to broad trends in the economy, consumer credit, public policy and interest rates. The ideal candidate will have strong intellectual curiosity and desire to learn more about these topics. Note : This description reflects the responsibilities and qualifications for the role as posted. Position Summary
The Investor Relations (IR) and Treasury Manager will report to the Vice President, Investor Relations & Treasury and will manage a wide range of initiatives and recurring and special projects in support of National MI’s investor relations and treasury management efforts. This position will have visibility and interaction with the executive leadership team and will regularly collaborate with planning and analytics, accounting and external reporting, as well as legal, risk, marketing and other departments. The Manager will build ongoing relationships with external constituencies such as rating agency analysts, securities analysts and investors, and will work with business partners such as National MI’s external investment manager, banks, IR services vendors and auditors. Job Duties & Responsibilities
Investor and Rating Agency Relations
Manage all preparations for quarterly earnings announcements, including developing first drafts of press releases, script outlines and Q&A documents for management review. Manage and develop presentations for investor marketing, ratings agencies and board reporting. Organize and manage National MI’s response to ratings agency annual surveys and reviews. Manage review and approval of IR materials, including tie-outs with accounting and legal sign-off. Maintain detailed summary of analyst models and track expectations relative to company forecasts. Act as a point of contact and build relationships with analysts covering the company. Develop and maintain competitive benchmarking. Collect and synthesize market information for presentations, including metrics related to unemployment rates, consumer credit, the housing market and interest rates. Prepare written briefings for management summarizing analysis of competitive, market and regulatory developments, earnings reports and analyst comments related to peer companies. Maintain contact management database of IR contacts and events, such as non-deal roadshows and conferences. Manage the IR website. Manage the IR calendar; coordinate schedules with external and internal participants along with logistics for investor conferences, non-deal roadshows and other related events. Develop and maintain investor targeting lists and track targeting activity; monitor and report on shareholder movements. Collaborate with team members on various projects as needed.
Treasury Management
Maintain a liquidity projection model – a working forecast of cash inflows and outflows across all legal entities. Propose strategies to reduce idle cash balances and maximize interest income. Work with the external investment manager to monitor credit activity in National MI’s $3.1 billion fixed income bond portfolio and advise management of noteworthy credit developments. Participate in periodic portfolio reviews and quarterly credit discussions with the investment manager and accounting team. Prepare the quarterly Investment Portfolio presentation for the Risk Committee of the Board. Work with the FP&A team to maintain a working forecast of investment income. Support stress testing related to the investment portfolio. Manage treasury risk controls and documentation; respond to information requests from internal and external auditors.
Skills & Knowledge
Bachelor’s degree in accounting, finance, economics, or related field; or equivalent work experience. Minimum of 5-10 years relevant business experience is required; finance experience, preferably in investor relations, insurance, capital markets, accounting or FP&A, preferred. Must have experience in project management, analytical, and organizational work. Must have excellent Excel and PowerPoint skills. Attention to detail and the highest standards for accuracy. Capital markets and/or insurance experience desired. Excellent communication skills, both verbal and written. Must have a demonstrated ability to work effectively individually, as well as in teams. Ability to work independently under general direction with latitude for initiative and independent judgment. Ability to interact well with senior internal and external parties. Ability to identify and prioritize problems and recommend solutions. Maintains confidentiality of information and uses information appropriately. *Posted Base Salary Range
applies to current posting and may change in the future. The posted Base Salary Range may vary for key factors including, but not limited to, location, experience and skill set. Benefit eligibility includes healthcare, life and disability insurance, 401(k), monthly allowance, 20 days of PTO, 10 paid Holidays, and bonus and equity potential. Additional benefit offerings may be found at https://www.nationalmi.com/career-benefits/. National MI is an Equal Employment Opportunity employer and is committed to a diverse workforce. We value and actively seek to recruit, develop, and retain individuals with varied backgrounds and experiences reflecting the full diversity of the communities that we serve. It is the policy of the National MI to comply with all applicable laws concerning the employment of persons with disabilities. Job Function
Finance and Sales Industries
Insurance
#J-18808-Ljbffr
Investor Relations & Treasury Manager
role at
National MI . This is a remote position. Candidates based in the San Francisco Bay Area are preferred. NMI Holdings, Inc. (NASDAQ: NMIH) is a U.S.-domiciled holding company and the parent of National Mortgage Insurance Corporation (National MI), an approved primary mortgage insurance provider. National MI provides products and services that protect mortgage lenders from credit loss and support the expansion of homeownership opportunities for borrowers in need of down-payment support. Mortgage insurance is a dynamic industry with considerable regulatory oversight and exposure to broad trends in the economy, consumer credit, public policy and interest rates. The ideal candidate will have strong intellectual curiosity and desire to learn more about these topics. Note : This description reflects the responsibilities and qualifications for the role as posted. Position Summary
The Investor Relations (IR) and Treasury Manager will report to the Vice President, Investor Relations & Treasury and will manage a wide range of initiatives and recurring and special projects in support of National MI’s investor relations and treasury management efforts. This position will have visibility and interaction with the executive leadership team and will regularly collaborate with planning and analytics, accounting and external reporting, as well as legal, risk, marketing and other departments. The Manager will build ongoing relationships with external constituencies such as rating agency analysts, securities analysts and investors, and will work with business partners such as National MI’s external investment manager, banks, IR services vendors and auditors. Job Duties & Responsibilities
Investor and Rating Agency Relations
Manage all preparations for quarterly earnings announcements, including developing first drafts of press releases, script outlines and Q&A documents for management review. Manage and develop presentations for investor marketing, ratings agencies and board reporting. Organize and manage National MI’s response to ratings agency annual surveys and reviews. Manage review and approval of IR materials, including tie-outs with accounting and legal sign-off. Maintain detailed summary of analyst models and track expectations relative to company forecasts. Act as a point of contact and build relationships with analysts covering the company. Develop and maintain competitive benchmarking. Collect and synthesize market information for presentations, including metrics related to unemployment rates, consumer credit, the housing market and interest rates. Prepare written briefings for management summarizing analysis of competitive, market and regulatory developments, earnings reports and analyst comments related to peer companies. Maintain contact management database of IR contacts and events, such as non-deal roadshows and conferences. Manage the IR website. Manage the IR calendar; coordinate schedules with external and internal participants along with logistics for investor conferences, non-deal roadshows and other related events. Develop and maintain investor targeting lists and track targeting activity; monitor and report on shareholder movements. Collaborate with team members on various projects as needed.
Treasury Management
Maintain a liquidity projection model – a working forecast of cash inflows and outflows across all legal entities. Propose strategies to reduce idle cash balances and maximize interest income. Work with the external investment manager to monitor credit activity in National MI’s $3.1 billion fixed income bond portfolio and advise management of noteworthy credit developments. Participate in periodic portfolio reviews and quarterly credit discussions with the investment manager and accounting team. Prepare the quarterly Investment Portfolio presentation for the Risk Committee of the Board. Work with the FP&A team to maintain a working forecast of investment income. Support stress testing related to the investment portfolio. Manage treasury risk controls and documentation; respond to information requests from internal and external auditors.
Skills & Knowledge
Bachelor’s degree in accounting, finance, economics, or related field; or equivalent work experience. Minimum of 5-10 years relevant business experience is required; finance experience, preferably in investor relations, insurance, capital markets, accounting or FP&A, preferred. Must have experience in project management, analytical, and organizational work. Must have excellent Excel and PowerPoint skills. Attention to detail and the highest standards for accuracy. Capital markets and/or insurance experience desired. Excellent communication skills, both verbal and written. Must have a demonstrated ability to work effectively individually, as well as in teams. Ability to work independently under general direction with latitude for initiative and independent judgment. Ability to interact well with senior internal and external parties. Ability to identify and prioritize problems and recommend solutions. Maintains confidentiality of information and uses information appropriately. *Posted Base Salary Range
applies to current posting and may change in the future. The posted Base Salary Range may vary for key factors including, but not limited to, location, experience and skill set. Benefit eligibility includes healthcare, life and disability insurance, 401(k), monthly allowance, 20 days of PTO, 10 paid Holidays, and bonus and equity potential. Additional benefit offerings may be found at https://www.nationalmi.com/career-benefits/. National MI is an Equal Employment Opportunity employer and is committed to a diverse workforce. We value and actively seek to recruit, develop, and retain individuals with varied backgrounds and experiences reflecting the full diversity of the communities that we serve. It is the policy of the National MI to comply with all applicable laws concerning the employment of persons with disabilities. Job Function
Finance and Sales Industries
Insurance
#J-18808-Ljbffr