Apply on Employer Site

University of Richmond · 2 weeks ago

Investor Relations Analyst

UR Main Campus

Full-time

Hybrid

Entry, Mid Level

1+ years exp

Spider Management, a wholly owned affiliate of the University of Richmond, is seeking an Investor Relations Analyst. This role involves supporting investor relations and client service functions, focusing on communications, marketing, and compliance, while providing opportunities to learn about the investment industry.

Higher Education

Growth Opportunities

Responsibilities

Supporting the investor relations and client service functions of Spider Management related to communications, presentations, proposals, event planning, websites, branding, analysis, compliance, research, and more

Creates reports for investors and prospects, including updating data, graphics, production, and adherence to compliance procedures

Develops written responses to RFPs and other communications

Interacts with investors on meeting scheduling, requests for information, quarterly reports, additions/withdrawals, and other requests for assistance

Uses Excel, PowerPoint, and design capabilities to accurately and intuitively report on the portfolio and exposures; collaborates with all departments on development of content and graphics for materials

Manages investor web portal, monitoring usage and improving functionality

Identifies ways to use new technology to enhance the client service experience

Proactively identifies and executes ways to improve client service, processes, and communications

Creates internal reports for the team and/or clients, including physical copies

Responds to and proactively develops strong relationships with investors and team

Tracks and follows up on communications with investors and prospects

Conducts research and analysis on investors and prospects as well as meeting preparation and follow-up

Tracks important monthly/quarterly financial documents, client presentations, and contact information in database to ensure historical data and documentation of all work

Researches, adds, and maintains current information for investors, prospects, and managers in the system

Analyzes report findings to develop improvements to client service, communications, and business development

Helps to plan and coordinate annual investors’ meeting

Communicates with speakers and attendees of events regarding details and attendance

Organizes ad hoc events throughout the year for board of directors, investors, and educational opportunities as needed

Supports development of presentations for events, adhering to Spider Management guidelines and compliance procedures

Upgrades and manages external web site to enhance the usefulness, functionality, and visibility of the team and the firm’s work

Promotes and enhances Spider Management branding and ensures consistency across all communications

Manages, supports, or lends guidance to special projects, which may include research, project management, notetaking, design, vendor management, technology enhancement, community relations, and volunteerism

Qualification

PowerPointExcelClient serviceBrandingResearchAnalysisInvestment managementProject managementSalesforceAdobeCommunication skills

Required

Ability to manage and advance multiple tasks and responsibilities at the same time

Cooperative and proactive; exhibits a high level of professionalism in all communications and interactions

Ability to present data in understandable charts and graphics

Ability to handle highly confidential materials and information

Ability to work independently

Takes initiative with attention to accuracy, process management, and detail

Creative thinker with ability to identify and execute new ideas

Excellent PC skills with advanced expertise in PowerPoint, Excel, Word, and Adobe

Excellent communication skills, including verbal and writing skills

Excellent client service skills

Demonstrated branding, messaging, and marketing ability, including events

Strong project management and organizational skills

Interest in investment management, global finance, and the needs of non-profits

Bachelor's degree required

Preferred

1-3 years of related work experience preferred

Salesforce experience a plus

Contact management and investment industry knowledge preferred

Experience managing a client reporting process

Investor relations, financial, asset management, or professional services marketing experience preferred

Benefits

Comprehensive health insurance

A generous 403(b) retirement plan (up to 10% employer contribution)

Tuition remission covering both credit and non-credit courses for eligible employees and their dependents

Employee discounts

Weinstein Wellness Center access (includes gym access, fitness classes, select complementary and discounted tickets to University sporting events, in addition to countless other programs and services offered)