Corporate Development and Investor Relations Manager
Job Purpose :
Reportingto the Vice President, Corporate Development and Investor Relations, this position will be responsible for supporting corporatemergers and acquisitions (M&A) activities, market analysis, investor relations,and capital structure decisions.
The successful individual will have aunique combination of technical experience within the RF and Microwave orAnalog semiconductor markets, coupled with a strong business background.
The successful individual will beself-motivated with an ability to multi-task across multiple activities.
MainDuties and Responsibilities :
M&A :
- Monitor semiconductor industry developments and peer announcements to stay abreast of deal trends and current deal valuation levels.
- Maintain M&A database as a central repository for data on target companies.
- Create detailed financial and valuation models for potential target companies.
- Analyze strategic impact and ROIC for potential transactions.
- Participate in deal diligence as needed.
- Support presentation materials for executive team updates.
- Help refine corporate processes and guidelines around deal metrics such as WACC, deal multiples, etc.
Market Analysis :
- Work closely with business unit (BU) marketing managers, outside market research firms, customers and other sources to analyze served addressable market (SAM) opportunity for each of MACOM’s major end markets.
- Identify growth trajectories and drivers within each of these markets and opportunities for market expansion.
- Identify tangential new market opportunities for MACOM.
- Leverage knowledge of end markets to help identify new potential M&A candidates.
Investor Relations :
- Track / summarize quarterly earnings results and news announcements from semiconductor peers and compile any relevant feedback for executive team.
- Earnings call preparation. Create / maintain Q&A prep document and contribute to conference call script.
- Update / maintain quarterly consensus model and analyst target models.
- Quarterly updates to investor presentation and IR website.
- Analysis of investors that management will be meeting with at various venues.
- Prioritization of investor meetings / targeting for recruiting new investors.
- Participation in investor meetings and calls as needed.
Annual Strategy Planning Process
- Provide support for annual strategic plan.
- Create financial models to analyze capital structure, potential corporate actions.
- Peer analysis / benchmarking.
Board meeting preparation :
- Assist in quarterly BOD package process.
- Update / maintain quarterly data on peer valuations, MACOM short interest, MACOM stock performance versus peers.
- Track 13-F filing activity to monitor shareholder ownership changes and major buyers and sellers each quarter.
Insurance
- Manage annual renewal process.
- Maintain master cost analysis worksheet following annual renewals.
- Manage monthly invoices / cash management.
- Support property policy risk management activities.
- Investigate areas where new / additional coverage may be needed.
- Ownership of various projects including refining workers comp class codes, business continuity plan, cargo insurance analysis, aviation insurance background data, analysis of business interruption values.
Experience and Skills Required
- 5-10 years of experience in the semiconductor industry specifically within RF and Microwave or Analog applications
- B.S. or M.S in Engineering with MBA (preferably Finance / Accounting)
- Ability to work effectively and efficiently with diverse teams, customers, internal and external partners and stakeholders.
- Be able to thrive and succeed in a fast-paced environment, and not be hindered by ambiguity or competing priorities.
- Possess the ability to communicate clearly, accurately and directly, both verbally and in writing to a multinational and cross functional audience.
- Demonstrated ability to manage multiple simultaneous projects requiring efficient organization, frequent and direct communication and the ability to influence across all levels of the organization.
- Innovative, dynamic thinker with sound analytical techniques and ability to solve problems systematically.
- Show demonstrated ability to drive continuous improvement.