Senior Vice President, Investor Relations

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As Otis head of investor relations you will serve as a key spokesperson and liaison for the financial communities for an internationally recognized brand with almost 175 years of history and at the forefront of innovation to keep the world moving. This role works closely with executive leadership as well as colleagues in finance legal and communication teams to represent the companys value. You will perform as a strategic business partner with a deep understanding of operational performance capital allocation transformation execution investor positioning and enterprise value creation. This highly visible role will shape and execute a strategically focused investor relations program significantly impacting Otis short- and long-term financial strategy and messaging.

The SVP Investor Relations will be based in the United States ideally in the Northeast and will report directly to Otis global EVP & CFO.

Key Accountabilities:

• Work closely with the CFO to develop an investor relations program that provides transparent well managed communications that reflect the Companys performance strategy and future opportunity.
• Evaluate design and implement policies procedures and guidelines on information provided to investment community.
• Proactive and regular engagement with the investment community both sell side and buy side (including existing and potential new investors) building relationships via in person meetings capturing their suggestions and concerns and managing expectations in line with the internal company outlook.
• Ensure external reporting compliance as well as accurate representation of Otis financial & operational performance and business outlook.
• Close monitoring of stock performance gaining insights of trading dynamics and drivers behind them. Assess changes in the investors base.
• Support Otis CEO & CFO with quarterly earnings reporting activities and investor events.
• Support Otis CEO & CFO in building the equity story & investment thesis and regularly update/ tune as the business develops.
• Suggest ideas to address investors concerns to support stock performance.
• Establish and coordinate the investor relations calendar schedules & logistics monitoring trading and ownership trends.
• Build relationships with key stakeholders in the business units to maintain a thorough understanding of the Otis business competitor activity & performance and remain current with global macro trends relevant to our markets.
• Oversee the development design writing production and coordination of investor relations communications documents press releases and other investor materials for conferences events and road shows.
• Oversee the companys capital structure and support in the relationship with the rating agencies and lending parties.
• Collaborate effectively with the broader finance team (FP&A Accounting Finance Business Partners etc.) to identify opportunities to improve the companys financial position results and create value.
• Be the recognized expert for Otis senior management and the companys board of directors regarding investor activity stock performance and peer company comparisons.
• Review and develop a solid understanding of the following areas: (a) cash flow monitoring and reporting; (b) hedging for interest rate currency and commodity risk; (c) corporate finance structure and funding (e.g. funding sources and instruments capital structure dividend program investment appraisal portfolio management etc.); (d) stakeholder relations related to external funding and (e) capital allocation levers (e.g. dividend share buyback inorganic).
• Maintain strong working relationships with external financial market news teams and internal communications colleagues.
• Complete questionnaires data requests RFPs DDQs received from investors consultants and potential investors by drafting and completing investment proposals.
• Develop your team through the acquisition coaching and engagement of talent.
• Embody the Otis Absolutes and leadership behaviors be a role model and lead on our culture statements.

The Person:

• Extensive Investor Relations and/ or Capital Marketing (sell-side preferable) experience.
• Successful background building and maintaining investor credibility.
• Solid understanding of corporate governance and best practices as a publicly traded company.
• Demonstrable experience combining finance communication and marketing competencies to effectively control the flow of information between a large multinational public company its investors and the companys financial community.
• Proven ability to create and analyse financial models to measure company performance relative to analyst and investor models simplify complexity into investor narratives and to effectively position the company among its competitors.
• Superior business acumen and intellectual curiosity with a broad understanding of business organizations functions management concepts and strong operational & commercial focus.
• A global/ growth mindset with in-depth knowledge of financial planning cost and general accounting budgeting and corporate finance.
• Executive presence with advanced interpersonal and communication skills including the ability to clearly and concisely present data and research performance drivers recommendations and communicate productivity & growth narratives.
• Adaptability to changing priorities able to excel in an active and complex global environment with exposure to business transformation.
• Understanding of pricing realization and service margin expansion.
• Strong collaborator and desire to empower others.
• Effective decision-making ability and excellent influencing & negotiation skills.
• Ability to lead in crisis management if required.
• Undergraduate degree in Finance Accounting Economics or relevant field. (Masters degree/ MBA in Finance preferred).

Salary & Benefits

The salary range for this role is USD $310k - $390k. We may ultimately pay more or less than the posted range and the range may change in the future. Pay within the salary range will be based on several factors including but not limited to relevant education qualifications certifications experience skills seniority geographic location performance and business or organizational needs.

This position is eligible to participate in our annual executive short-term Incentive plan and is eligible to receive equity awards under the Otis executive long-term incentive plan.

Otis currently provides our colleagues with the following benefits:

- 401(k) plan that includes generous company match and a separate automatic retirement contribution

- Comprehensive medical prescription drug dental and vision coverage for colleagues and their eligible dependents beginning on their first day of employment

- Three weeks paid vacation and paid company holidays

- Paid sick leave - Employee assistance and wellness incentive programs

- Life insurance and disability coverage

- Voluntary benefits such as legal pet home and auto insurance

- Birth/adoption and parental leave benefits

- Adoption assistance

- Tuition reimbursement program

- Peer recognition and service anniversary awards as well as spot performance bonus opportunities

If you live in a city chances are we will give you a lift or play a role in keeping you moving every day.

Otis is the worlds leading elevator and escalator manufacturing installation and service company. We move 2.4 billion people every day and maintain approximately 2.4 million customer units worldwide the industrys largest Service portfolio.

You may recognize our products in some of the worlds most famous landmarks including the Eiffel Tower Empire State Building Burj Khalifa and the Petronas Twin Towers! We are 72000 people strong including engineers digital technology experts sales and functional specialists as well as factory and field technicians all committed to meeting the diverse needs of our customers and passengers in more than 200 countries and territories worldwide. We are proud to be a diverse global team with a proven legacy of innovation that continues to be the bedrock of a fast-moving high-performance company.

When you join Otis you become part of an innovative global industry leader with a resilient business model. Youll belong to a diverse trusted and caring community where your contributions and the skills and capabilities youll gain working alongside the best and brightest keep us connected and on the cutting edge.

We provide opportunities training and resources that build leadership and capabilities in Sales Field Engineering and Major Projects and our Employee Scholar Program is a notable point of pride through which Otis sponsors colleagues to pursue degrees or certification programs.

Today our focus more than ever is on people. As a global people-powered company we put people passengers customers and colleagues at the center of everything we do. We are guided by our values that we call our Three Absolutes prioritizing Safety Ethics Quality in all that we do. If you would like to learn more about environmental social and governance (ESG) at Otis click here.

Become a part of the Otis team and help us #Buildwhatsnext!

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