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The Robert Toigo Foundation

Investor Relations Analyst – 502174

University of Richmond
Published
January 11, 2023
Location
231 Richmond Way, Richmond, VA, Virginia
Category
Job Type
City
Richmond
State
  • Virginia

Description

SUMMARY:

 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 $5.6 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, massage therapy), select complementary and discounted tickets to University sporting events, in addition to countless other programs and services offered.

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
  • Develops written responses to RFPs and other
  • Interacts with investors on meeting scheduling, requests for information, quarterly reports, additions/withdrawals, and other requests for
  • 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
  • Identifies ways to use new technology to enhance the client service
  • Proactively identifies and executes ways to improve client service, processes, and communications.
  • Responds to and proactively develops strong relationships with investors and
  • Tracks and follows up on communications with investors and
  • 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
  • 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

  • Plans and coordinates annual investors’ meeting, including event location, room reservations, catering, IT needs, speakers’ travel and logistics, and other event details.
  • 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, design, vendor management, technology enhancement, community relations, and volunteerism. Help support the firm’s efforts and communications regarding responsible investing and diversity, equity, and inclusion.

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 & EXPERIENCE:

  • 1-3 years of related work experience required
  • 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

WORK HOURS:

  • Full-time, exempt position
  • Monday – Friday, 8:30 a.m. - 5:00 p.m.; 7.75 hrs./day; 38.75 hrs./week

COVID-19:

The University of Richmond requires COVID-19 vaccinations for all students, faculty, and staff. The University allows exemptions to this requirement for religious, medical and strong personal conviction reasons. All newly hired employees must report their status within the first two weeks of employment.

ABOUT UR:

At the University of Richmond, we’re creative, inclusive, and determined. We’re Spiders, and our mission is to create positive change in the UR community and beyond. Located minutes from downtown Richmond, Virginia, the University of Richmond (www.richmond.edu) blends the intimacy of a small college with exceptional academic, research, and cultural opportunities usually found only at large institutions. There’s only one place like Richmond.

UR is committed to developing a diverse faculty, staff and student body, and to modeling an inclusive campus community which values the expression of differences in ways that promote excellence in teaching, learning, personal development and institutional success. In keeping with this commitment, our academic community welcomes candidates from diverse backgrounds and candidates who support diversity. EOE 

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