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Senior Manager, Investor Relations
Senior Manager, Investor RelationsCopeland • Saint Louis, MO, US
Senior Manager, Investor Relations

Senior Manager, Investor Relations

Copeland • Saint Louis, MO, US
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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 field
  • 5+ years of broad business or finance experience, strong preference for direct IR, investment banking, buyside, or sell-side research experience
  • Strong financial acumen and proficiency of financial statements
  • Exceptional prioritization and organization skills; ability to effectively manage multiple priorities and meet tight deadlines
  • Ability to operate with a high level of autonomy and independently execute responsibilities with attention to detail
  • A positive, collaborative, and team player attitude
  • Experience working with C-suite executives and handling confidential information with discretion
  • Strong written and verbal communications skills; ability to distill complex information into clear messages
  • Demonstrated ability to work cross-functionally and under pressure in a fast-paced environment
  • Ability and willingness to be nimble to quickly adapt to dynamic situations
  • Advanced proficiency in Microsoft Office Suite, including Excel, Word, PowerPoint
  • Required travel of 10%-20% domestically
  • Preferred education, experiences & skills :

  • MBA or CFA
  • Good knowledge and familiarity of the capital markets is preferred
  • IR or capital markets' experience is a plus
  • Preferred experience in IR tools (e.g., FactSet, Bloomberg, Ipreo, Nasdaq Insight, AlphaSense, Q4 Inc.)
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    Senior Manager • Saint Louis, MO, US

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