Senior Manager, Investor Relations

The Investor Relations Senior Manager will play a pivotal role in managing communication between NerdWallet and its shareholders, analysts, and potential investors. The ideal candidate will possess a strong background in finance, coupled with strategic thinking and exceptional communication skills to effectively convey the company's financial performance, strategy, and outlook to the investment community.

If you were here 6 months ago, here are some things you might have worked on:

• NerdWallet’s first ever Investor Video event
• Attending investor conferences and NDRs around the US
• Execute on Earnings communications through a broad range of macroeconomic situations

Where you can make an impact: 

• Prepare detailed financial reports, presentations, and other materials for quarterly earnings releases, investor conferences, and other investor meetings.
• Monitor and analyze capital markets activity, including changes in shareholder ownership, analyst coverage, and industry trends.
• Cultivate and maintain relationships with institutional investors, analysts, and other key stakeholders within the finance community.
• Ensure compliance with regulatory requirements, including SEC filings, disclosure obligations, and corporate governance best practices.
• Serve as a liaison between finance, strategy, and other departments to ensure alignment on investor relations initiatives.
• Facilitate communication between senior management and the investor community, including preparing executives for investor meetings and presentations.
• Develop and implement Investor Relations strategy.
• Engage in public speaking engagements and communicate NerdWallet's financial results and analysis in a professional and polished manner.

You are:

• Business Focused: You are able to connect the dots and proactively drive towards broader business goals when executing tasks. You develop a deep understanding of the business plan and how the objectives of investor relations contribute to the overall business strategy.
• Client Focused: You act as a thought partner to the broader Finance & Accounting teams as well as with Communications, Legal and Executives who are public facing.
• Strong Communicator: You provide useful feedback within in-person and written communications with stakeholders for things such as earnings materials and external inquiries and responses.
• Analytical: You take on high complexity problems, while seeking mentorship from more experienced teammates as needed to accelerate processes for deliverables.
• Technical: You possess domain expertise to ideate on things such as projects, tools, and other features that support business goals and function efficiency.
• Accountable: You take high levels of responsibility and accountability for work after it's provided to stakeholders and quickly addresses issues as they arise.
• A self-starter/team player: You are excited by a fast-paced environment and the accountability that comes with owning high impact projects.

Your experience:

We recognize not everyone will meet all of the criteria. If you meet most of the criteria below and you’re excited about the opportunity and willing to learn, we’d love to hear from you.

• 8+ years of related work experience
• Bachelor's degree in finance, business, economics, or a related field
• Exceptional written and verbal communication skills, with the ability to distill complex financial information into clear, concise messaging.
• Detail-oriented with strong analytical skills and the ability to interpret and communicate financial data effectively.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities simultaneously.
• Demonstrated ability to build and maintain relationships with investors, analysts, and other stakeholders within the finance community is preferred.
• Proven experience in investor relations, financial analysis, investment management or related roles within a publicly traded company or financial institution is preferred.
• Strategic thinker with the ability to anticipate trends and proactively position the company within the investment community, leveraging financial expertise.

Where:

• This role will be based in San Francisco, CA or remote (based in the U.S. or Canada).
• We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.

What we offer:

Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)