Investor Relations Analyst

JOIN THE TEAM THAT’S POWERING PROGRESS Building cities. Driving commerce. Fueling Progress. For over 100 years, Allison has powered the vehicles and technology that move our world forward. What powers us? Our employees. From the first person hired by James Allison in 1915 to the thousands across the globe who work for Allison today, we’re driving progress everywhere because we employ top talent worldwide. In both the Allison Transmission and Allison Off-Highway Drive and Motion Systems business units, our team strives to Improve the Way the World Works. Learn more about this role and how you can begin driving your career forward! Benefits The below list features some of the benefits currently available. Eligibility may be subject to the terms and conditions of governing documents and available benefits may be subject to change at the company’s discretion. Choice of medical plans with prescription coverage Employer HSA contribution Dental & Vision Insurance Paid Parental Leave Short & Long-Term Disability Other voluntary benefits including: Critical Illness, Hospital Indemnity, Identity Theft Protection and Pet Insurance 401K with generous Company match & contribution Accrued Paid Time Off 12 Paid Holidays + 1 Floating Holiday Robust employee wellness program Tuition assistance program Job Description Primary Purpose of Role The Investor Relations Analyst plays an important role in organizing and executing investor relations activities, supporting the communication of Allison’s business strategy and financial results to the various investment communities. The Investor Relations Analyst will work closely with the Manager/Director, Investor Relations and Executive Director of Treasury and Investor Relations in support of company management, departmental and organizational goals to develop and execute a comprehensive Investor Relations program. As part of Investor Relations team, the Investor Relations Analyst plays a vital role in facilitating effective two-way communication between management and the investment community through accurate and timely delivery of information and insight. The position has cross-functional responsibilities with coordination of efforts across multiple teams including Legal & Compliance, Financial Reporting & Accounting and Marketing, Sales & Service. The Investor Relations Analyst seeks to strengthen the department’s relationships across the organization while supporting the development and communication of messaging to the financial community and other stakeholders. This role has visibility to the company’s executive leadership team and other members of management. The position requires significant attention to detail, excellent written and verbal communication skills, intellectual curiosity, an analytical mindset, an understanding of corporate finance as well as a demonstrated ability to deliver results within a fast-paced environment. Key Responsibilities Assist in developing and conveying a compelling investment story to current and prospective investors via quarterly earnings calls, industry conference presentations and engagement with shareholders, with lead responsibility for preparing earnings, investor and Board-related materials, including the quarterly earnings press release and presentation, conference call scripts, Q&A and Investor Relations and Board slide presentations. Foster relationships with investors, sell-side analysts and vendor partners. Key contributor to the build-out of a comprehensive shareholder targeting strategy that identifies potential investors and maintains an effective approach to shareholder outreach. Monitor developments and prepare reports on relevant data impacting the company, its peers and the industry, such as sell-side and investor research reports, consensus estimates, stock price targets, competitor trends and other developments impacting the Machinery / Commercial Vehicle space with development of summaries for senior leadership and the Board. Update the company’s analyst consensus model for internal reporting, comparison with the company’s internal forecasts and understanding of analyst and investor sentiment. Collaborate with external stock surveillance team to track investor movements and compile investor and market intelligence reports and assist in conducting detailed peer analysis for dissemination and reporting to senior leadership. Provide industry and investor conference support, including liaising with sell-side corporate access, scheduling, logistics and drafting investor presentation and management prep materials. Responsible for maintenance and regular updates to the Investor Relations website and activity calendar. Responsible for setup and coordination of the analyst and investor meetings and calls and logging / maintaining a database of interactions (CRM). Coordinate the quarterly earnings conference call and webcast logistics. Work with External Communications team to ensure Investor Relations interests are represented and aligned with priorities. Conduct ad-hoc assignments / projects on an as-needed basis. Key Performance Measures Earnings Disclosure Investor and Sell-Side Analyst Engagement and Relationship Management Shareholder Base Insight & Coverage Internal Support for External Disclosure & Messaging Competencies and Behaviors Impeccable ethics, the ability to think independently and effective communication skills with proactive, self-starter mentality. Able to handle confidential information and material with the highest degree of professional responsibility. Strong planning, organizational and execution skills with attention to detail and accuracy in all work performed. Ability to learn quickly and function well in a fast-paced and dynamic environment with competing priorities. High level of intellectual curiosity with an interest in capital markets, corporate finance and communications. Must possess professional manner in dealing with senior leadership and stakeholders, as well as internal cross-functional partners. Qualifications 3-5 years of financial analysis-related work experience, with investor relations experience. Knowledge of investor relations practices or capital markets. High degree of proficiency in Microsoft Office, including Excel for models and analyses and PowerPoint for presentations to internal and external audiences. Understanding of financial statements, external performance metrics and accounting principles. Excellent communication skills (written and verbal), analytical and organizational skills. Experience Bachelor’s degree in Finance, Accounting, or equivalent work experience 3-5 years of financial analysis-related work experience Strong interpersonal and communication skills and the ability to work optimally. Scope Factors Ability to work cross-functionally with internal and external stakeholders Superior analytical, technical and communication skills Allison Transmission is an equal opportunity employer. We have opportunities for all qualified applicants regardless of age, race, color, sex, religion, creed, national origin, disability, sexual orientation, gender identity/expression or veteran status. If you are an individual with a disability or a disabled veteran requiring assistance and/or reasonable accommodations reviewing any of the careers information, please contact us at ati+View email address on click.appcast.io. Please note that Allison Transmission will make an offer of employment only to individuals who have applied for a position using our official application. Be on alert for possible fraudulent offers of employment. Allison Transmission will not solicit money or banking information from applicants. #J-18808-Ljbffr