Manager, Investor Relations
Liberty, Boston, MA, United States
Purpose
The Manager, Investor Relations is responsible for managing the communication between Algonquin Power & Utilities Corp’s (APUC) corporate management and its investors. The role focuses on enhancing the company’s position in the market through support of the investor relations plan, managing information release, handling investor/analyst inquiries and meetings, and providing feedback to management. The role also develops and leads the planning and execution of external communication initiatives for APUC and its subsidiaries.
Accountabilities
Develop and maintain all investor presentations with updated strategies, messaging, and current quarterly financial data – equity, fixed income, quarterly earnings call, annual shareholder meeting, conference/speaking events
Manage the design, content development, and production of the annual and quarterly reports
Provide support during the acquisition process – fact sheets, communication material, etc.
Prepare regular IR reports for the Board of Directors/Executive Management Team providing information regarding analyst positions and summaries, share facts and programs, marketing activity, stock‑price movements and performance, and ownership analysis
Support/manage the development of other documents as required/requested – DRIP plan, IR process, brochures, internal and external audit and regulatory requests
Manage/support investor meetings and marketing initiatives – book and facilitate meetings with debt and equity investors, liaise with banks/analysts/sales desks, provide investor briefings, prepare presentations and other materials, support the development of the marketing schedule including conferences and roadshows (non‑deal, offering), manage conference participation and schedules and assist with logistics
Manage/support the planning and execution of Investor Days
Lead/manage the planning and direction for the quarterly conference calls, investor conferences, and presentations
Manage IR’s role in the Annual Meeting – manage liaison with transfer agent and other service providers (Broadridge, Perry, Lumi, etc.), execute/manage regulatory filings, manage communications with exchanges, prepare proxy and presentation materials, draft and disseminate voting results press release, provide hands‑on support at the meeting, manage investor inquiries
Manage the drafting, review, approval, dissemination, and filing of all corporate press releases to newswire services
Lead and execute IR’s role in the quarterly reporting process – press release script writing, presentation, MD&A content and review, and filings
Ensure/execute timely filings of publicly disclosed information on SEDAR/EDGAR
Communicate with the TSE and NYSE and other regulatory authorities as needed
Lead reporting obligations with stock exchanges – e.g., monthly Form 1, written affirmations, dividend declarations, etc.
Assist in ensuring regulatory requirements are met by the company both in regards to the Ontario Securities Commission and the Securities Exchange Commission
Ensure all publicly‑available and recent documents are posted on the corporate website (recent presentations, press releases, legal articles and policies, annual/quarterly documents)
Monitor and summarize analyst reports, track analyst consensus estimates for management/FP&A reports
Monitor daily trading activity and report any significant market developments to management
Manage day‑to‑day relationships with key investors (institutional/retail), equity research analysts, and other stakeholders
Manage response to queries from the financial community, institutional and retail shareholders and the general public
Manage the APUC investor relations website and create content for APUC’s social media platforms (LinkedIn, Twitter)
Support equity/debt offerings – schedule meetings, liaise with investment banks, prepare materials, press release drafting, review, dissemination and filing, facilitate conference calls
Lead day‑to‑day administrative requirements with external vendors/platforms
Education and Experience
University – Bachelor degree or equivalent
Strong communication (verbal, written, graphic) skills
Ability to develop and maintain business relationships
Strong ability to analyze, and interpret financial information
Strong problem‑solving skills
Intermediate‑high proficiency with MS Office Suite, particularly Word, Excel, and PowerPoint
Compensation Data Full base salary range $120,000.00–$170,000.00 per year. *Liberty considers several factors when extending an offer, including but not limited to the role and responsibilities, a candidate’s work experience, education, training and skills, and geographic location.
What We Offer
Company‑funded Pension program
401(k) with company match
Full insurance benefits (health, dental, vision, life)
Collaborative environment with genuine flexible working policy
Share purchase/match plan
Defined Contribution savings plan
Top Talent Program
Volunteer paid days off
Employee Assistance Program
Achievement fund
We are an equal‑opportunity employer and value each person’s unique background, diversity, experiences, perspectives and talents. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all of our employees and expect each of our employees to honor this commitment in their daily responsibilities.
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Accountabilities
Develop and maintain all investor presentations with updated strategies, messaging, and current quarterly financial data – equity, fixed income, quarterly earnings call, annual shareholder meeting, conference/speaking events
Manage the design, content development, and production of the annual and quarterly reports
Provide support during the acquisition process – fact sheets, communication material, etc.
Prepare regular IR reports for the Board of Directors/Executive Management Team providing information regarding analyst positions and summaries, share facts and programs, marketing activity, stock‑price movements and performance, and ownership analysis
Support/manage the development of other documents as required/requested – DRIP plan, IR process, brochures, internal and external audit and regulatory requests
Manage/support investor meetings and marketing initiatives – book and facilitate meetings with debt and equity investors, liaise with banks/analysts/sales desks, provide investor briefings, prepare presentations and other materials, support the development of the marketing schedule including conferences and roadshows (non‑deal, offering), manage conference participation and schedules and assist with logistics
Manage/support the planning and execution of Investor Days
Lead/manage the planning and direction for the quarterly conference calls, investor conferences, and presentations
Manage IR’s role in the Annual Meeting – manage liaison with transfer agent and other service providers (Broadridge, Perry, Lumi, etc.), execute/manage regulatory filings, manage communications with exchanges, prepare proxy and presentation materials, draft and disseminate voting results press release, provide hands‑on support at the meeting, manage investor inquiries
Manage the drafting, review, approval, dissemination, and filing of all corporate press releases to newswire services
Lead and execute IR’s role in the quarterly reporting process – press release script writing, presentation, MD&A content and review, and filings
Ensure/execute timely filings of publicly disclosed information on SEDAR/EDGAR
Communicate with the TSE and NYSE and other regulatory authorities as needed
Lead reporting obligations with stock exchanges – e.g., monthly Form 1, written affirmations, dividend declarations, etc.
Assist in ensuring regulatory requirements are met by the company both in regards to the Ontario Securities Commission and the Securities Exchange Commission
Ensure all publicly‑available and recent documents are posted on the corporate website (recent presentations, press releases, legal articles and policies, annual/quarterly documents)
Monitor and summarize analyst reports, track analyst consensus estimates for management/FP&A reports
Monitor daily trading activity and report any significant market developments to management
Manage day‑to‑day relationships with key investors (institutional/retail), equity research analysts, and other stakeholders
Manage response to queries from the financial community, institutional and retail shareholders and the general public
Manage the APUC investor relations website and create content for APUC’s social media platforms (LinkedIn, Twitter)
Support equity/debt offerings – schedule meetings, liaise with investment banks, prepare materials, press release drafting, review, dissemination and filing, facilitate conference calls
Lead day‑to‑day administrative requirements with external vendors/platforms
Education and Experience
University – Bachelor degree or equivalent
Strong communication (verbal, written, graphic) skills
Ability to develop and maintain business relationships
Strong ability to analyze, and interpret financial information
Strong problem‑solving skills
Intermediate‑high proficiency with MS Office Suite, particularly Word, Excel, and PowerPoint
Compensation Data Full base salary range $120,000.00–$170,000.00 per year. *Liberty considers several factors when extending an offer, including but not limited to the role and responsibilities, a candidate’s work experience, education, training and skills, and geographic location.
What We Offer
Company‑funded Pension program
401(k) with company match
Full insurance benefits (health, dental, vision, life)
Collaborative environment with genuine flexible working policy
Share purchase/match plan
Defined Contribution savings plan
Top Talent Program
Volunteer paid days off
Employee Assistance Program
Achievement fund
We are an equal‑opportunity employer and value each person’s unique background, diversity, experiences, perspectives and talents. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all of our employees and expect each of our employees to honor this commitment in their daily responsibilities.
#J-18808-Ljbffr