Investor Relations Manager
EATONBeachwoodUpdate time: April 6,2022
Job Description
The Manager of Investor Relations will provide support of all investor relations activities to increase Eaton’s shareholder value and enhance investors’ perspective of the company. This position will be responsible for supporting investor relations strategies and investor presentations and will ensure the department’s websites and distribution lists are maintained. This position requires a broad understanding of the investment landscape, as well as the strategic ability to create a compelling investor relations narrative for Eaton with focus on both short-term and long-term growth potential. In addition, this position necessitates a leader with high business acumen who can provide a holistic and pro-active analyst relations strategy with regards to educating investors about Eaton’s investment narrative. The primary responsibilities will include ensuring accuracy of sell side analysts financial modeling, analyzing Eaton's financial statements, understanding company valuations, tracking market research and managing the preparation of materials for investor presentations and quarterly investor calls. ESSENTIAL FUNCTIONS: Provide support with on-going information to the company's executive leadership regarding competitive intelligence from Wall Street, analysts' positions and summaries, relative stock price movements, and periodic ownership analysis. Support company executives in building long-term rapport with investors and analysts and keep shareholders knowledgeable about the company. Support response to external requests for financial and strategic information in an accurate, appropriate and timely manner. Contribute to the development, design, writing, production and coordination of investor relations communications including earnings documents (press releases, earnings scripts, and appendices), conference and non-deal roadshow materials, investor relations website and other investor materials. Collaborate with the finance team to provide external and internal audiences with an accurate and timely view of the company's performance and prospects. Monitor macro and industry trends, particularly as they relate to the company's fundamental and stock performance. While monitoring, continually consider the potential for questions from external constituents. Collaborate with third-party targeting teams as well as corporate access teams across investors and investment banks to optimize management's time and efficiency while marketing. Support the quarterly earnings process and preparation, schedule, and external resources. Create and update investor presentations and participate in the creation of the company annual report. Prepare quarterly Investor Relations reports for Eaton’s Board of Directors. Track and analyze sell side financial models and competitor financial performance. Conduct financial analysis, both individually and in partnership with others, around performance of Eaton and the industry overall. This includes analysis of financial documents, operational statistics, and valuation. Synthesize and share insights from analysis with senior leadership. Qualifications SPECIALIZED KNOWLEDGE: The position requires regular interaction with senior leaders such as the CEO and CFO as well as business partners in Financial Planning & Analysis, Accounting, Corporate Development & Planning, Treasury and Legal. Given the nature of the role, particularly the extensive interactions with internal and external constituents, the person in this position must be a self-starter that possesses excellent interpersonal skills, integrity, and a strong work ethic. Basic Qualifications: Bachelor’s degree from an accredited institution is required. Master of Business Administration preferred. 10 years of financial management experience Must be legally authorized to work in the United States without company sponsorship now or in the future. Preferred Qualifications: Finance background, with knowledge of capital markets, valuation, financial principles, M&A, and corporate strategy. Persuasive communicator who will positively influence Eaton’s partners and who can clearly explain complex analytical financial topics. Understanding of the regulatory environment, the U.S. investment community and industry/trade analysts. Strong interpersonal skills to deal effectively with all business stakeholders. Excellent analytical, written and oral communication skills. Ability to work cooperatively and collaboratively with others; conducts working relationships in a manner acceptable to others and to the organization. Working understanding of project planning and implementation, including the ability to work effectively with tight timelines, high quality standards, and demanding, potentially overlapping priorities. Ability to positively model the organization's commitment to integrity, diversity, inclusion, and maintaining a respectful workplace. Accountable individual who displays discretion and confidentiality regarding sensitive information. Heavy MS Office experience; experience with Bloomberg, FactSet and other IR tools. Eaton considers qualified applicants regardless of criminal histories, consistent with local laws. To request a disability-related reasonable accommodation to assist you in your job search, application or interview process, please call 412-893-3600 or send an email to: AccommodationsForApplying@Eaton.com What you will get from us Eaton’s mission is to improve the quality of life and the environment through the use of power management technologies and services. We provide sustainable solutions that help our customers effectively manage electrical, hydraulic and mechanical power – more safely, more efficiently and more reliably. Making what matters work at Eaton takes the passion of every employee around the world. We create an environment where creativity, invention and discovery become reality, each day. It’s where bold, bright professionals like you can reach your full potential—and where you can help us reach ours. Eaton’s 2020 revenues were $17.9 billion, and we sell products to customers in more than 175 countries. We have approximately 85,000 employees. We make work exciting, engaging and meaningful for our employees through our dedication to tackling some of the toughest power management challenges on the planet and by never losing sight of what matters. Our culture is built on a strong commitment to practicing our core values and supporting our employees with the tools they need to succeed. We pledge to always foster a diverse and inclusive environment, including inclusion resource groups that bring together employees who share a common purpose, interest or background. In the past year, our company has received top employment recognition by the Human Rights Campaign and almost fifty percent of our Board of Directors represented diverse groups. When we embrace the different ideas, perspectives and backgrounds that make each of us unique, we — as individuals and as a company — are stronger. We have demonstrated our passion for sustainability with the recent announcement of cutting carbon emissions from the company’s operations by at least 50 percent by 2030. We are ethical, passionate, accountable, efficient, transparent and committed to learning. We are confident we can deliver on our promise to improve the quality of life and the environment because of the attributes that our employees embody. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Job: Finance/Accounting Region: North America – US/Puerto Rico Organization: Corporate Sector Job Level: Manager Schedule: Full-time Is remote work (i.e. working from home or another Eaton facility) allowed for this position?: Yes Does this position offer relocation?: Relocation from within hiring country only Travel: Yes, 10 % of the Time

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