Senior Manager Of Investor Relations
We are seeking a Senior Manager of Investor Relations (IR) to join as a critical member of Copeland's IR team. This role will serve as a strong #2, be the right hand to the VP of IR, and will be instrumental in supporting the overall IR strategy.
We are looking for an energetic and self-motivated team member who has strong relationship-building attributes. The job requires a broad interest in the Industrials and the HVACR sector, or a desire to learn the industry.
Reporting directly to the VP of IR, the ideal candidate is passionate about IR, a professional who thrives in a fast-paced, high impact environment, and has the desire to build a best-in-class IR program for a growth company.
St Louis, MO is the primary location for this role; relocation assistance may be provided.
As the Senior Manager of Investor Relations, you will :
- Partner with the VP of IR to develop and execute the overall IR strategy, aligning with the company's long-term business objectives
- Collaborate with cross-functional teams to execute on deliverables related to earnings and all other IR-related materials
- Develop content and provide critical support in quarterly earnings release process, including presentation slides, script development, Q&A preparation, and coordination across teams
- Maintain investor CRM database and consistently track meeting information and notes
- Create and maintain spreadsheets for tracking consensus estimates, analyst models, and other benchmarking data sets
- Maintain a master IR calendar for earnings and all relevant internal and external events
- Lead event management and assist in planning for investor conferences, non-deal road shows, HQ events, bus tours, analyst & investor days, industry tradeshows, and other events
- Support preparation for investor meetings, conferences, and non-deal roadshows by updating presenting slides, compiling background briefs and creating follow-up materials
- Lead and own third-party partner relationships and related procurement process
- Lead content development and maintenance of the IR website, including fact sheets and all related corporate content
- Support VP of IR and senior leaders in drafting executive-ready presentations, key messages and Q&A materials
- Provide support in managing sell-side and investor relationships; participate in and support analyst and investor meetings, conferences and events
- Monitor and summarize daily news, market trends, industry news, and sell-side research reports related to industry peers, competitors, and customers
- Prepare peer benchmarking analysis, valuation summaries, and investor targeting reports
- Provide support in handling various lender inquiries as needed
- Act as a resource to broader teams inside Copeland and perform ad-hoc projects as needed
Required education, experiences & skills :
Bachelor's degree in business, finance, accounting, economics, or related field5+ years of broad business or finance experience, strong preference for direct IR, investment banking, buyside, or sell-side research experienceStrong financial acumen and proficiency of financial statementsExceptional prioritization and organization skills; ability to effectively manage multiple priorities and meet tight deadlinesAbility to operate with a high level of autonomy and independently execute responsibilities with attention to detailA positive, collaborative, and team player attitudeExperience working with C-suite executives and handling confidential information with discretionStrong written and verbal communications skills; ability to distill complex information into clear messagesDemonstrated ability to work cross-functionally and under pressure in a fast-paced environmentAbility and willingness to be nimble to quickly adapt to dynamic situationsAdvanced proficiency in Microsoft Office Suite, including Excel, Word, PowerPointRequired travel of 10%-20% domesticallyPreferred education, experiences & skills :
MBA or CFAGood knowledge and familiarity of the capital markets is preferredIR or capital markets' experience is a plusPreferred experience in IR tools (e.g., FactSet, Bloomberg, Ipreo, Nasdaq Insight, AlphaSense, Q4 Inc.)