Investor Relations Analyst

Overview

Investor Relations Analyst at Inside Higher Ed (Spider Management Company). A key member of the Investor Relations team focusing on communications, marketing, client service, branding, research, analysis, and compliance. The role is self‑motivated, organized, professional, process‑oriented, and detail‑focused with opportunities to learn about the investment industry and lead projects.

Benefits

Comprehensive health insurance, generous 403(b) retirement plan (up to 10% employer contribution), tuition remission for credit & non‑credit courses, employee discounts, and Wellness Center access including gym, fitness classes, and selective sports tickets.

Responsibilities Client Service and Investor Relations

• Creates reports for investors and prospects, including data updates, graphics, production, and compliance adherence.
• Develops written responses to RFPs and other communications.
• Interacts with investors on meetings, requests for information, quarterly reports, and other assistance.
• Uses Excel, PowerPoint, and design capabilities to report on portfolio and exposures; collaborates with all departments on 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 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 website to enhance usefulness, functionality, and visibility of the team.
• 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, note taking, design, vendor management, technology enhancement, community relations, and volunteerism.

Qualifications

• Ability to manage and advance multiple tasks and responsibilities at the same time.
• Cooperative and proactive; exhibits 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 & 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.

Working Conditions / Physical Effort

• Environment – First six months in the office five days a week; after that hybrid arrangement with minimum three days in the office per week.
• Essential physical requirements – Standing, sitting, typing, and must lift 20 lbs.
• Some local travel required.

Schedule

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

Salary

Commensurate with experience.

Seniority Level

Entry level.

Employment Type

Full‑time.

Job Function

Marketing and Sales.

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