Senior Manager, Investor Relations

As The Senior Manager Of Investor Relations, You Will

• Support preparation for investor meetings, conferences, and non-deal roadshows by updating presenting slides, compiling background briefs and creating follow-up materials
• Monitor and summarize daily news, market trends, industry news, and sell-side research reports related to industry peers, competitors, and customers
• Develop content and provide critical support in quarterly earnings release process, including presentation slides, script development, Q&A preparation, and coordination across teams
• Provide support in handling various lender inquiries as needed
• 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
• Prepare peer benchmarking analysis, valuation summaries, and investor targeting reports
• Collaborate with cross-functional teams to execute on deliverables related to earnings and all other IR-related materials
• Lead content development and maintenance of the IR website, including fact sheets and all related corporate content
• Create and maintain spreadsheets for tracking consensus estimates, analyst models, and other benchmarking data sets
• Partner with the VP of IR to develop and execute the overall IR strategy, aligning with the company’s long-term business objectives
• Provide support in managing sell-side and investor relationships; participate in and support analyst and investor meetings, conferences and events
• Support VP of IR and senior leaders in drafting executive-ready presentations, key messages and Q&A materials
• Lead and own third-party partner relationships and related procurement process
• Act as a resource to broader teams inside Copeland and perform ad-hoc projects as needed
• Maintain investor CRM database and consistently track meeting information and notes
• Maintain a master IR calendar for earnings and all relevant internal and external events

Work Authorization

Copeland will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1 with OPT or CPT, H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.

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.

• MBA or CFA
• IR or capital markets’ experience is a plus
• Strong financial acumen and proficiency of financial statements
• Ability and willingness to be nimble to quickly adapt to dynamic situations
• Demonstrated ability to work cross-functionally and under pressure in a fast-paced environment
• Advanced proficiency in Microsoft Office Suite, including Excel, Word, PowerPoint
• Required travel of 10%-20% domestically
• Good knowledge and familiarity of the capital markets is preferred
• Ability to operate with a high level of autonomy and independently execute responsibilities with attention to detail
• Bachelor’s degree in business, finance, accounting, economics, related field
• 5+ years of broad business or finance experience, strong preference for direct IR, investment banking, buyside, or sell-side research experience
• Preferred experience in IR tools (e.g., FactSet, Bloomberg, Ipreo, Nasdaq Insight, AlphaSense, Q4 Inc.)
• Strong written and verbal communications skills; ability to distill complex information into clear messages
• Experience working with C-suite executives and handling confidential information with discretion
• Exceptional prioritization and organization skills; ability to effectively manage multiple priorities and meet tight deadlines

Together, we have the opportunity – and the power – to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about us and how you can join our team!

This role is hybrid eligible with the requirement to be in office at least three days per week. Colleagues are expected to demonstrate a collaboration first mindset, which is the understanding that teams will work together in-person and colleagues should be flexible to adjust their hybrid days based on business needs. You will have an opportunity to work with your team and leader to determine when you should be in the office to drive meaningful connections and to best serve our customers.

Collaboration First Hybrid Work Arrangements

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!

Our facility is located in St. Louis, famous for its Gateway Arch standing at 630 feet tall. St. Louis is a family-friendly, historic metropolitan area with a low cost of living and first-class schools. The city offers excellent restaurants, shopping areas, art galleries, and numerous festivals throughout the year, making this an exciting place to live and work.

St Louis, MO is the primary location for this role; relocation assistance may be provided.

Flexible and competitive benefits plans offer the right options to meet your individual/family needs: medical insurance plans, dental and vision coverage, 401(k) and more. We provide employees with flexible time off plans, including paid parental leave, vacation and holiday leave.

• Opportunity to work closely with a seasoned VP of IR and C-suite executives