Investor Relations Manager

Career Area:

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar yourejoining a global team who cares not just about the work we do but also about each other. We are the makers problem solvers and future world builders who are creating stronger more sustainable communities. We dontjust talk about progress and innovation here we make it happen with our customers where we work and live. Together we are building a better world so we can all enjoy living in it.

The Investor Relations (IR) department is primarily responsible for communications and relationship management between the company and its investors and sell-side equity analysts. Key objectives for the group include: promoting fair valuation of the companys equity organizing investor marketing and events engaging with the investor base and providing insights to the companys leadership team. Additionally the IR team collaborates with our global finance organization and business units to flawlessly execute the quarterly earnings release process.

What You Will Do:

The Investor Relations Manager is a critical team member accountable for delivering investor insights supporting the earnings process and managing the shareholder outreach process. Responsibilities include but are not limited to:

• Conducting financial analyses and reporting them to the Investor Relations team and executive management.
• Leading market research and competitive analysis to deliver market intelligence and insights on economic and regulatory developments.
• Leading shareholder outreach campaigns during the Spring and Fall.
• Monitoring investor feedback sell-side research financial metrics and industry trends to analyze the companys investment community perception.
• Supporting communication of the organizations strategy financial results and performance reports to current and potential investors and research analysts.

What You Have:

• Education: Bachelors degree in finance accounting economics or relevant fields.
• Experience: 5 year experience in equity research valuation corporate finance and / or investor relations.

What skills you will need:

• Financial Modeling and Financial Statement Analysis: Knowledge of processes tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results. Knowledge of financial statements; ability to analyze financial statement data and determine the value of a business.
• Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
• Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
• Research Analysis: Knowledge of the concepts methodologies and methods of research analysis; ability to locate interpret and evaluate research findings compiled and documented by others.
• Effective Communications: Understanding of effective communication concepts tools and techniques; ability to effectively transmit receive and accurately interpret ideas information and needs through the application of appropriate communication behaviors.
• Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients vendors and peers.

Top Candidates Will Also Have:

• Experience leading and supervising teams
• Professional certificates or credentials such as CFA CERA etc.
• Advanced degree such as MBA in finance

Additional Info:

• Location: Global headquarters in Irving Texas
• This position requires 5 days a week in office
• Travel up to 5%
• Domestic relocation assistance is available for those who qualify
• Sponsorship is not available

What You Will Get:

• Our goal at Caterpillar is for you to have a rewarding career. Our teams are critical to the success of our customers who build a better world.
• Here you earn more than just a salary because we value your performance. We offer a total rewards package that provides benefits on day one (medical dental vision RX and 401K) along with the potential of an annual bonus. Additional benefits include paid vacation days and paid holidays.
• All qualified individuals - Including minorities females veterans and individuals with disabilities - are encouraged to apply.

About Caterpillar

Caterpillar Inc. is the worlds leading manufacturer of construction and mining equipment off-highway diesel and natural gas engines industrial gas turbines and diesel-electric locomotives. For nearly 100 years weve been helping customers build a better more sustainable world and are committed and contributing to a reduced-carbon future. Our innovative products and services backed by our global dealer network provide exceptional value that helps customers succeed.

Final details:

Please frequently check the email associated with your application including the junk/spam folder as this is the primary correspondence method. If you wish to know the status of your application please use the candidate log-in on our career website as it will reflect any updates to your status.

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Summary Pay Range:

Compensation and benefits offered may vary depending on multiple individualized factors job level market locationjob-related knowledge skills individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

Benefits:

Subject to plan eligibility terms and guidelines. This is a summary list of benefits.

• Medical dental and vision benefits*

• Paid time off plan (Vacation Holidays Volunteer etc.)*

• 401(k) savings plans*

• Health Savings Account (HSA)*

• Flexible Spending Accounts (FSAs)*

• Health Lifestyle Programs*

• Employee Assistance Program*

• Voluntary Benefits and Employee Discounts*

• Career Development*

• Incentive bonus*

• Disability benefits

• Life Insurance

• Parental leave

• Adoption benefits

• Tuition Reimbursement

* These benefits also apply to part-time employees

Any offer of employment is conditioned upon the successful completion of a drug screen.

Caterpillar is an Equal Opportunity Employer Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.

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