Manager, Investor Relations

Role & Responsibilities

• Strategic Leadership
• Participates in the construction of strategic messaging and materials used to communicate with the investment community.
• Collections, analyzes, and presents insights and feedback including investor perceptions and opinions, research analyst models and ratings, industry report and summaries, stock performance, and quarterly ownership analysis.
• Presents analyses to senior leaders and the Board of Directors in written or oral form.
• Responds to related questions from senior leaders and the Board of Directors in the absence of the IRO.
• Collaborates in executing the global investor relations program, including strategy, operating plan, budget, vendor selection and management, and the shareholder engagement model.
• Collaborates with Public Relations, Accounting, FP&A, Sales, Operations, Marketing, and Internal Communication to ensure alignment and consistency of key messages across all audiences.
• May be responsible for educating and building relationships with members of the investor community.
• Maintains and monitors consensus estimate model and sell-side research notes to ensure accuracy and consistency.
• Provides regular updates to management on key changes to models or perceptions.
• Investor Relations Strategy, Plan, and Execution
• Executes and analyzes the results of the annual IR program, which includes:
• Educating and updating investors and analysts on the company, its strategy, financial results and prospects in a balanced way.
• Executing the creation of publications and electronic media used in the IR program.
• Supervising the data collection, analysis, writing and editing, and production of those materials.
• Creating value-driver-based investment messages in collaboration with the IRO and extended leadership team.
• Keeps shareholders knowledgeable about the company (and implicitly encourages them to buy and hold).
• Finds, supports, and encourages prospective investors by broadening awareness and interest through conferences, presentations, meetings, media, and mailings.
• Manages administration and logistics of, and hosts conference calls, helps prepare conference call scripts and practice questions (with answers when needed).
• Manages conference call services, webcast providers, web site hosts, surveillance, IR CRM, wire services, and other critical services as needed.
• Supports sell-side research analysts in brokerage firms.
• Partners with Director of ESG to educate and influence investors, advisors, raters and rankers.
• Schedules and provides preparation materials before all engagements, including investor profiles, key messages and likely questions.
• Helps plan and prepare for investor meetings with IRO other senior leaders.
• Prepares materials for and participates in monthly business reviews.
• Support to the Company
• Collaborates on company decisions that will create or destroy value for shareholders.
• Provides competitive intelligence from Wall Street to internal parties including sales, marketing, finance, and legal.
• Collaborates with Financial Reporting, Financial Analysis, Public Relations, Marketing, Legal, and operations, as needed.

Qualifications

• Bachelor's degree is required; Finance, Accounting or a related field is highly preferred; MBA or other advanced degree helpful.
• Minimum of 3 years of experience in investor relations or 5 years in finance; Investor Relations experience is highly preferred.
• Outstanding financial and investment analysis skills, oral and written communication skills, and presentation ability.
• A clear and thorough understanding of the financial modeling techniques used by security analysts to project a company’s operating and financial performance and the resulting value for its stock.
• An in-depth understanding of the financial and investment markets and the ability to establish new relationships in new industries quickly.
• A good understanding of strategic communication, public relations, and the media.
• An emerging reputation with the investment community, based on credibility, consistency, visibility, access, and depth and breadth of knowledge.
• A strong, professional presence is key.
• A superior intellect and an outstanding ability to communicate using these qualities and skills.
• An energetic, efficient, and resourceful team player and individual contributor.