John Egan Email & Phone Number

Des Moines, Iowa, US

Des Moines, Iowa, US

• Develop and maintain relationships with sell-side analysts and buy-side institutional investors including responding to inquiries and proactively making calls and effectively communicating Principal’s operational and.
• Successfully represent Principal in a positive and effective manner, exhibiting behavior consistent with the Company’s strategy, values and brand. Represent the company at conferences, investor road-show visits both.
• Monitor and analyze changes in the company’s institutional ownership, trading trends, and targeted investors. Report on trends and implications to the executive team and the company’s board of directors. Pro-actively.
• Analyze and keep senior management informed of key industry and financial trends, market and media opinions, attitudes and reactions including staying abreast of shareholder concerns and peer actions that may impact.
• Manage and provide strategic input on quarterly financial earnings process including message development, call script, press release, Q&A, and other earnings preparation. This entails working closely with all areas of.
• Use financial and analytical skills to understand the company’s financial results, complex transactions, stock market and economic data, and the ability to interpret the information for the investment community, as.

Kansas City, MO, US

• Develop and maintain relationships with sell-side analysts and buy-side institutional investors including responding to inquiries and proactively making calls and effectively communicating the Assurant’s operational.
• Successfully represent Assurant in a positive and effective manner, exhibiting behavior consistent with the Company’s strategy, values and brand. Represent the company at conferences, investor road-show visits both.
• Monitor and analyze changes in the company’s institutional ownership, trading trends, and targeted investors. Report on trends and implications to the executive team and the company’s board of directors. Pro-actively.
• Analyze and keep senior management informed of key industry and financial trends, market and media opinions, attitudes and reactions including staying abreast of shareholder concerns and peer actions that may impact.
• Manage and provide strategic input on quarterly financial earnings process including message development, call script, press release, Q&A, and other earnings preparation. This entails working closely with all areas.
• Use financial and analytical skills to understand the company’s financial results, complex transactions, stock market and economic data, and the ability to interpret the information for the investment community, as.

• Responsible for the Insurance portfolio’s performance attribution. Entails tracking and valuating a $14 billion portfolio, then measuring it versus a predefined benchmark. Critical analysis is performed on sector.
• Present investment review to Assurant’s Pension Board quarterly. Monitor, rebalance and track performance of investment holdings in Assurant’s 401k and pension plans. Lead contact for the retirement plans and our.
• Responsible for tracking and monitoring our seven external investment managers. Tasks include performance measurement, rebalancing, reconciling, and auditing. Develop and maintain good working relations.
• Liaison for the Investment Management group and all areas, both internally and externally. Represent the asset management group in a positive and effective manner with such groups as legal, accounting, tax, product.
• Participate in due diligence for potential M&A candidates. Review and determine investment portfolio’s net worth. Lead integration process of all investment activity on to our system’s platform.
• Direct responsibility for Assurant’s $200 million low-income housing tax credit portfolio. Monitoring and maximizing return for this run-off sector.

Mba, Finance, General

B.S., Accounting