Investor Relations Manager

Job Summary/Overview

Reporting to the VP Investor Relations (IR), the Investor Relations Manager will play an integral role in the development and execution of the Company’s strategic investor relations plan, including implementation of the key long-term strategies, objectives and targeting initiatives. This role will be responsible for drafting communications to the investment community in preparation for quarterly earnings calls and investor conferences.

Essential Duties and Responsibilities

• Plan for investor meetings with the executive leadership team, analyzing and monitoring peer group/industry trends, maintaining consensus estimates, and performing ad-hoc analysis.
• Prepare material for quarterly earnings calls, including developing content for the press release, management scripts, and comprehensive Question & Answer documents that address key financial, business, and competitive topics.
• Collaborate in the design and production of all externally facing IR-related material including drafting and staging press releases to support earnings, dividend announcement and other financial releases. 
• Actively monitor and analyze peer announcements, financial performance, and macroeconomic landscape to ascertain competitive trends, financial results, and latest developments within the consumer industry.
• Create and maintain a comprehensive management reporting dashboard with updated consensus estimates, stock ratings, valuation metrics, total stockholder returns, share price performance, and other relevant key financial indicators for the company and its peers.
• Track institutional ownership and help develop a target list of shareholders for proactive investor outreach; maintain records for shareholder engagement to monitor efficacy of outreach efforts.
• Collaborate with the surveillance firm to help provide clarity on day-to-day movements in the stock price.
• Organize and coordinate logistics for company and sell-side hosted events including meetings, site visits, conference calls, non-deal road shows, conferences, and/or Analyst days.
• Maintain the IR portion of the corporate website in coordination with external vendors, ensuring that all disclosures, presentations, and company information is accurate and current.
• Support the VP, Investor Relations and Treasurer in providing Executive Leadership with updates on peer activity and market trends, including news releases, earnings calls, and key sell-side research reports.
• Prepare ad-hoc analysis for the executive leadership team and/or Board of Directors, including analysis of stock price performance, sell side views, and other relevant competitive benchmarking analysis.
• Collaborate with internal legal and sustainability teams to develop and maintain messages and influence the sustainability strategy based on investor priorities.
• Develop and coordinate strategies for proactive outreach to investors regarding governance and ESG matters to identify opportunities for enhancement.
• Assist in the development and presentation of key financial and operational trends and strategies to the ratings agencies.
• Prepare and distribute a weekly market update on current events, media information, competitor disclosures and relevant sell-side analysis for CMCO and peers.
• Collect information on investor requests as necessary and appropriate.
• Maintain budget and relationships with vendors to plan and facilitate ongoing needs and annual shareholder meeting.
   

Knowledge, Skills, Competencies, and Abilities

• Demonstrated expertise in adding value through leadership by building strong high performing teams and achieving successful outcomes on complicated programs.
• Ability to develop effective communications that articulate both the company’s financial performance as well as its strategic vision to external stakeholders, including sell-side analysts, existing and prospective shareholders and bondholders, ratings agencies and proxy advisory firms.
• Be comfortable working with large amounts of data from various sources under multiple scenarios in a fast-paced environment.
• Good reasoning ability to investigate and analyze information and draw conclusions.
• Ability to work cross functionally and collaboratively with senior leaders to achieve desired business results.
• Attention to detail, thoroughness, and being able to deal with complexity and ambiguity.
• Good listening skills and ability to diplomatically deal with difficult situations.
• Ability to make effective and independent business decisions.
• Self-starter accustomed to working in a public company environment.

Required Qualifications

• Bachelor's degree (B. A.) from four-year college or university.
• 8+ years of experience in finance or related functions.
• 3+ years of relevant experience in areas such as investor relations, investment banking, or equity/credit research. 
• Proven track record of balancing projects and priorities and multi-tasking within a fast-paced environment.
• Understanding of finance, financial modeling, and capital markets, with basic understanding of accounting principles and practices.
• Broad knowledge of public company rules and regulations and proven experience working with Wall Street.
• High proficiency in Microsoft Word, Excel and PowerPoint.
• Industrial manufacturing experience preferred but not required.
• Experience with FactSet preferred but not required.
• CFA, MBA, or CPA preferred but not required.