Senior Manager, Investor Relations
CopelandAbout the role
About Us
We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead.
Whether you are a professional looking for a career change, an undergraduate student exploring your first opportunity, or recent graduate with an advanced degree, we have opportunities that will allow you to innovate, be challenged and make an impact. Join our team and start your journey today!
Description
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.
What We Offer:
Opportunity to work closely with a seasoned VP of IR and C-suite executives
A collaborative culture that values respect, growth, and innovation
A dynamic, fast-paced environment where you can directly shape the company’s narrative
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
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