Senior Manager, Investor Relations

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 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

- 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

- R equired 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.)

Why Work in St. Louis, Missouri

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.

About Our Location

Our location is the host of Copeland’s corporate headquarters. Our products have become household names that support the comfort and well-being of our customers. The employees at this location provide support to the various businesses within the platform, allowing for many networking opportunities across businesses.

Collaboration First Hybrid Work Arrangements:

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.

#LI-FS1#LI-HYBRID

#LI-FS1

Our Commitment to Our People

Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That’s why everything we do is geared toward a sustainable future—for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial.

Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally.

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.

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!

Our Commitment to Inclusion & Belonging

At Copeland, we cultivate a strong sense of inclusion and belonging where individuals of all backgrounds, and with diverse perspectives, are embraced and treated fairly to enable a stronger workforce. Our employee resource groups play an important role in culture and community building at Copeland.

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.

Equal Opportunity Employer

Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.

If you have a disability and are having difficulty accessing or using this website to apply for a position, please contact: copeland.careers@copeland.com