What are the responsibilities and job description for the Head of Investor Relations position at Patterson-Kelley?
Building the people that build the world.
With platforms in HVAC and Detection and Measurement, SPX Technologies builds innovative solutions that enable a safer, more efficient, sustainable world. Through our RiSE talent development framework, we Reach, Identify, Strengthen, and Engage our employees to support them in their continued development. We’re a global company of problem solvers, collaborators, and innovators, and our businesses build solutions that impact the world.
How You Will Make An Impact (Job Summary)
SPX is a diverse team of unique individuals who all make an impact. As the Head of Investor Relations, you will shape and execute a world-class investor relations strategy aligned with SPX Technologies' strategic vision. You will serve as a key advisor to senior leadership, fostering transparent, consistent, and credible communication with the investment community to enhance shareholder value and ensure accurate valuation of the company.
What You Can Expect In This Role (Job Responsibilities)
While each day brings new opportunities at SPX, your core responsibilities will be:
We each bring something to the table, and we are looking for someone who has:
Required Experience
Our culture is at the center of what we do and, more importantly, who we are. Our core values set a standard for how we manage ourselves, and our Leadership Model sets the standard for how we engage with each other. Whether you are an individual contributor or you lead a large team, each of us leads at SPX.
What benefits do we offer?
We know that the well-being of our employees is integral. Our benefits include:
We value different backgrounds, experiences, and voices at SPX, and we are committed to challenging ourselves, openly communicating, and striving to improve every day. We believe in creating an inclusive work environment where everyone has a voice and is encouraged to realize their fullest potential.
SPX is an affirmative action and equal opportunity employer committed to making selection decisions without regard to race, color, religion, sex, sexual orientation or identity, national origin, age, disability, veteran status, or any other legally protected basis.
With platforms in HVAC and Detection and Measurement, SPX Technologies builds innovative solutions that enable a safer, more efficient, sustainable world. Through our RiSE talent development framework, we Reach, Identify, Strengthen, and Engage our employees to support them in their continued development. We’re a global company of problem solvers, collaborators, and innovators, and our businesses build solutions that impact the world.
How You Will Make An Impact (Job Summary)
SPX is a diverse team of unique individuals who all make an impact. As the Head of Investor Relations, you will shape and execute a world-class investor relations strategy aligned with SPX Technologies' strategic vision. You will serve as a key advisor to senior leadership, fostering transparent, consistent, and credible communication with the investment community to enhance shareholder value and ensure accurate valuation of the company.
What You Can Expect In This Role (Job Responsibilities)
While each day brings new opportunities at SPX, your core responsibilities will be:
- Strategic Communications and Messaging:
- Develop and articulate a compelling equity story aligned with SPX’s long-term strategy.
- Lead the creation of external messaging related to financial performance, strategic initiatives, M&A activity, sustainability topics, and macroeconomic developments.
- Act as a spokesperson to institutional investors and analysts, ensuring transparent and consistent communication.
- Analyst and Investor Engagement and Market Intelligence:
- Build and manage strong relationships with key institutional investors, analysts, and other financial stakeholders.
- Organize and manage company participation in investor conferences, roadshows, investor days, and site visits.
- Monitor and analyze market trends, investor sentiment, peer performance, and analyst models to provide timely insights to senior leadership.
- Earnings and Reporting:
- Manage all aspects of quarterly earnings communications including earnings call preparation, Q&A scripting, financial highlights, and press releases.
- Partner with Finance, Accounting, and Legal to ensure consistency across earnings materials, SEC filings, and investor presentations.
- Manage all aspects of the annual report preparation process.
- Cross-Functional Leadership
- Collaborate with Communications, Marketing, Legal, and EH&S teams to align messaging across channels, including for the annual proxy,
- Collaborate with Communications and IT on the design and content of the investor relations section of the company website.
- Assist the creation and presentation of Board and Audit Committee materials with IR-focused insights.
We each bring something to the table, and we are looking for someone who has:
Required Experience
- 5 years of experience in investor relations, equity research, or corporate finance in a global enterprise.
- Exceptional financial and investment analysis skills, with strong oral, written, and presentation capabilities
- Deep understanding of financial modeling techniques used by security analysts to forecast a company’s operational and financial performance, and assess stock valuation
- Solid grasp of strategic communications, public relations, marketing, advertising, and media engagement
- Strong knowledge of the industrial sector
- Proven ability to build strong cross-functional relationships, particularly with Marketing and other internal teams, and to collaborate effectively
- High level of integrity and discretion in handling confidential information
- Energetic, efficient, and resourceful team player, capable of thriving as both a collaborator and independent contributor
- BS in Finance, Accounting, Economics, or related discipline
- Prefer MBA or Master’s in Finance, CFA or CPA designation
- Less than 25%
Our culture is at the center of what we do and, more importantly, who we are. Our core values set a standard for how we manage ourselves, and our Leadership Model sets the standard for how we engage with each other. Whether you are an individual contributor or you lead a large team, each of us leads at SPX.
What benefits do we offer?
We know that the well-being of our employees is integral. Our benefits include:
- Generous and flexible paid time off including paid personal time off, caregiver, parental, and volunteer leave
- Competitive health insurance plans and 401(k) match, with benefits starting day one
- Competitive and performance-based compensation packages and bonus plans
- Educational assistance, leadership development programs, and recognition programs
We value different backgrounds, experiences, and voices at SPX, and we are committed to challenging ourselves, openly communicating, and striving to improve every day. We believe in creating an inclusive work environment where everyone has a voice and is encouraged to realize their fullest potential.
SPX is an affirmative action and equal opportunity employer committed to making selection decisions without regard to race, color, religion, sex, sexual orientation or identity, national origin, age, disability, veteran status, or any other legally protected basis.