"Investor Relations Analyst"

POSITION SUMMARY

For consideration, please submit a resume and cover letter

Spider Management Company ("Spider Management" or "Spider"), a wholly owned affiliate of the University of Richmond ("University") is the investment office for the University's endowment and a select group of other endowments and foundations. Through a unique outsourced chief investment officer (OCIO) model, Spider Management has approximately $6.5 billion in assets under management from the University and other non-profits, including colleges & universities, independent schools, community foundations, and cultural institutions. Spider Management is a dynamic and fast-paced investment management firm, investing a single portfolio across public equity, hedge funds, absolute return, venture capital, private equity, and real assets strategies.

The Investor Relations Analyst is an integral member of the Investor Relations team and focuses on the areas of communications, marketing, client service, branding, research, analysis, and compliance for Spider Management. Successful candidates are self-motivated, organized, professional, process-oriented, and have excellent attention to detail. The Analyst will have opportunities to learn about the investment industry and to lead projects.

BENEFITS

Through the University of Richmond, Spider Management offers an extensive and unique benefits package that includes 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, and 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.

JOB DUTIES/RESPONSIBILITIES

Key responsibilities include: 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.

Client Service and Investor Relations

• 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.

Content Management System

• 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

Event Planning

• 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.

Branding & Public Relations

• 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.

Special Projects

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

WORKING CONDITIONS/PHYSICAL EFFORT

• Environment - For the first six months, the Investor Relations Analyst should be in the office five days a week to facilitate learning. Following that, a hybrid arrangement is possible, with a minimum of three days in the office per week and dependent on demonstrated effectiveness with remote work. Remote work days may need to be altered for special projects or meetings.
• Essential physical requirements - standing, sitting, typing, and must be able to lift 20 lbs.
• Some local travel is required

QUALIFICATIONS

• 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

Education and Experience

• 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
• Bachelor's degree required

Schedule: 38.75 hours per week. Monday through Friday, 8:30 am to 5 pm

Salary: Commensurate with experience