Investor Relations & Treasury Senior Manager
Salary from £60,000 to £70,000 depending on experience
Permanent
Hybrid / Ashford, Kent
Here at Saga, the Investor Relations and Treasury team is the primary interface between Saga plc and the financial community; institutional and retail shareholders, debt holders, banks, sell-side and buy-side analysts. This central team’s focus is to ensure the Company’s overall strategy is understood by external stakeholders and that the business has the capital structure to support that strategy.
From an Investor Relations perspective, you will be key to creating effective materials to convey the Saga story by means of press releases, presentations and interacting with investors and analysts on a one-to-one basis, while the Treasury side of the team manages the Group’s liquidity, debt, hedging and investments.
On top of the external focus of this role you and the team will be responsible for keeping Executive Management and the Board abreast of developments impacting the capital markets and the trading of Saga plc securities.
The Investor Relations Senior Manager is a key leader within the team, deputising for the Director of Investor Relations and Treasury and taking accountability for the business-as-usual operations while playing a pivotal role in any ad hoc projects as required.
We work in a hybrid way at Saga both at home and in the office. When you do come into the office, it’ll be with a real purpose in mind – to meet with your team, to work together, and of course to socialise and celebrate too!
Package DescriptionPackage Description
Everyday our colleagues deliver exceptional experiences to our customers. We believe exceptional work deserves even more exceptional rewards, that's why we have put together an amazing benefits package for all colleagues.
BENEFITS AVAILABLE TO ALL COLLEAGUES:
- 25 days holiday + bank holidays
- Option to purchase additional leave up to 5 extra days
- Pension scheme matched up to 10%
- Company performance related annual bonus - Up to 5%
- Life assurance policy on joining us
- Wellbeing programme
- Colleague discounts including family discounts on cruises and holidays
- Range of reductions and offers from leading retailers, travel groups and entertainment companies
- Enhanced maternity and paternity leave
- Grandparents leave
- Income protection
- Access to Saga Academy, our bespoke learning platform
About the Company
Over the past 70 years we have become the UK's specialist provider of products and services to people aged over 50 in the UK. The Saga brand has become one of the most recognised and trusted brands amongst UK consumers in this demographic, recognised for its high-quality products and exceptional standards of service. These include cruises and holidays, insurance, personal finance and publishing.
We are a dynamic and forward-looking business with a clear, single-minded purpose; to create exceptional experiences every day whilst being a driver for positive change in our markets and communities. Our focus on exceptional experiences empowers our colleagues to create moments that are simple, personal and special for our customers and for each other. Our values underpin our approach and help guide us to deliver our purpose.
At Saga, we are committed to treating all colleagues fairly and to offering equal opportunities in all aspects of employment and advancement. We value diversity not just because it is the right thing to do, but because diverse teams perform better.
We’re passionate about diversity, equity, inclusion and belonging. Championing diversity is important to us, and diverse teams really are the best ones. We’re dedicated to creating a culture where every colleague feels like they belong. So that at Saga, more than anywhere else, you can be your best, be yourself and make a difference.
Fair consideration is given to all applicants, including those with disabilities and those over who are over the age of 50. As champions of age inclusivity and signatories of the Age-Friendly Employer Pledge, we are proud of our multigenerational teams. We are also an official Disability Confident Committed employer and ensure that our recruitment process is inclusive and accessible, we will make reasonable adjustments as required. For more information on our DEI&B policies please visit our Saga Careers page.
Saga does not accept agency CVs unless specifically engaged on the role by the Talent Acquisition Team. Please do not forward CVs to our recruiters, colleagues or any other company location. Saga will not be responsible for any fees related to CVs received in this unsolicited manner.
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Main ResponsibilitiesRole Responsibility
As the Investor Relations & Treasury Senior Manager, we need you to deliver a professional, high quality, reliable and efficient service to investors, banks, analysts and other key external stakeholders as well as the plc Board, Operating Board and the broader Finance and Saga Group Professional Services team, servicing the needs of the financial community.
You will be responsible for the following;
- Creating presentations, press releases and other communication materials for our annual results cycle, capital markets events and presentations to analysts, brokers, and investors.
- Day-to-day management of the analyst consensus, including liaising with equity and industry analysts, reviewing draft research, responding to questions and summarising them for senior management.
- Delivery of seamless end-to-end Annual Report & Accounts and AGM processes.
- Overseeing the organisation of conferences, road shows, earnings conference calls, and investor meetings.
- Management, update and review of shareholder-facing websites from both a content and technical perspective.
- Acting as an escalation point for retail investor interaction, alongside supervision of associated communications and management of our share registrar.
- Driving the production of comprehensive competitor analysis, including financial metrics and insightful commentary.
- Acting as an escalation point for day-to-day Treasury operations, coaching and supporting the team.
- Leading a continuous improvement approach to both Investor Relations and Treasury, identifying opportunities for efficiencies and implementing accordingly.
- Playing a pivotal role in the delivery of any one-off projects (from both a Treasury and Investor Relations perspective).
- Following our Business Code of Conduct and always acting with integrity and due diligence.
The Ideal Candidate - Highly numerate, with strong financial and business acumen
- Excellent written, oral and presentation skills with the ability to deliver information in a concise way
- Excellent influencing and relationship building skills. Able to quickly establish credibility by winning respect and co-operation
- Analytically strong with a willingness to question and challenge
- Ability to multi-task, be exceptionally well organised and meet established deadlines
- Extreme attention to detail; high level of accuracy; ability to work under pressure
- Strong work ethic, understanding that this is not a typical 9.00am to 5.00pm role
- Proven track record with business partnering with senior stakeholders
Desirable:
- Have gained experience from previously working in an Investor Relations or Treasury role
- Ideally have knowledge of the Travel Industry or Financial Services
- Accounting or financial background, ideally ACA, ACCA or CIMA qualified
Please note, this is a role where you will be acting in accordance with the following:
- FCA’s Disclosure and Transparency rules (DTR)
- Market Abuse Regulations (MAR)
- Plus, other applicable regulations
Saga Values: Make it Happen, Do the Right Thing, Customer First, Excellence Every Day,
Our People Make Us Special
About The CompanyOver the past 70 years we have become the UK's specialist provider of products and services to people aged over 50 in the UK. The Saga brand has become one of the most recognised and trusted brands amongst UK consumers in this demographic, recognised for its high quality products and exceptional standards of service. These include cruises and holidays, insurance, personal finance and the Saga Magazine.
At Saga we are committed to treating all employees fairly and to offering equal opportunities in all aspects of employment and advancement. We value diversity not just because it is the right thing to do, but because diverse teams perform better.
We’re passionate about diversity, equity, and inclusion. Championing diversity is important to us, and diverse teams really are the best ones. We’re dedicated to creating a culture where every colleague feels like they belong. So that at Saga, more than anywhere else, you can be your best, be yourself and make a difference.
Fair consideration is given to all applicants, including those with disabilities and those over who are over the age of 50. As champions of age inclusivity and signatories of the Age-Friendly Employer Pledge, we are proud of our multigenerational teams. We are also an official Disability Confident Committed employer and ensure that our recruitment process is inclusive and accessible and we will make reasonable adjustments as required. For more information on our DEI policies please visit our Saga Careers page.
Saga does not accept agency CVs unless specifically engaged on the role by the Talent Acquisition Team. Please do not forward CVs to our recruiters, employees or any other company location. Saga will not be responsible for any fees related to CVs received in this unsolicited manner.
#LI-KF1
