Sr Mgr Investor Relations
Indexed description
UGI Corporation (NYSE: UGI) is a holding company that distributes and markets energy products and services through our subsidiaries and the company’s common stock is a balanced growth and income investment. UGI Corporation has paid common dividends for more than 135 consecutive years.
In addition to a challenging career and competitive compensation, our employees enjoy:
Generous and Family-friendly Health & Welfare Benefits Including:
- Medical, Vision, and Dental Plans
- Optional Health Savings Account
- Optional Dependent Care Savings Account
- Paid Maternity/Paternity Leave
- Work from home policy
- Employee Assistance Program
- 401K with a generous company match
- Tuition Reimbursement
- Assistance with Professional Credentialing
- Referral Bonuses
- Employee Discount Programs
Essential Functions-
Investor Relations Activities Analyze ESG-related investor inquiries and prepare data-driven responses
Other Perform ad hoc quantitative analyses for the VP and senior leadership on topics including capital allocation, shareholder returns, market trends, and ESG performance
- Quarterly Earnings, Financial & Board Reporting
- Build consensus models and variance analyses vs. sell-side estimates
- Support the drafting of earnings release, prepared remarks, Q&A, and conference call deck
- Coordinate webcast logistics and post-call feedback summaries
- Assist with preparation of board materials for the annual investor relations update.
- Investor & Analyst Engagement
- Support the management of relationships with sell-side analysts and institutional investors
- Coordinate non-deal roadshows, conferences, and investor day
- Lead investor targeting and prepare briefing books for management
- Market Intelligence & Valuation Analysis
- Maintain internal valuation model and peer benchmarking framework
- Track ownership shifts, analyst sentiment, and activist activity
- Translate market intelligence into recommendations for VP of IR
- IR Infrastructure & Cross-Functional Support
- Manage IR website, CRM, and external vendors
- Contribute to annual report, proxy, and Board materials ESG
- Support annual sustainability report and climate disclosures
- Partner with ESG team on data integrity and messaging
- Develop strong relationships within the Finance org as well as cross-functional teams including Communications, Legal, Marketing, and our Business Units whose functions are important to UGI’s public positioning.
- Support the Finance organization in the preparation of internal and external materials to facilitate management discussion and analysis, and presentation to the board.
- Design and build scalable analytical frameworks, financial models, and reporting tools to serve IR, ESG and other Finance needs
Knowledge, Skills, And Abilities-
A sound understanding of business affairs, financial and investment markets, and securities regulations.
Strong financial and investment analysis skills, including robust financial modeling expertise.
Demonstrated strong interpersonal, oral and written communication skills.
Advanced PowerPoint knowledge and skills.
Ability to work effectively under pressure in a diverse work group involving significant outside contacts.
Ability to advance projects independently.
Minimum Qualifications-
Bachelor Degree in Finance, Economics, or Accounting, MBA preferred
8 years professional exp in investments, corporate finance or relevant function
CFA or CPA preferred
All offers of employment are contingent upon the successful completion of a background check and drug screen, subject to applicable laws and regulations.
UGI Corporation is an Equal Opportunity Employer. The Company does not discriminate on the basis of race, color, sex, national origin, disability, age, gender identity, sexual orientation, veteran status, or any other legally protected class in its practices.
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