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?)

• Industry-leading medical, dental, and vision health care plans for employees and their dependents
• Rejuvenation Policy – Flexible Time Off + 13 holidays + 4 Mental Health Days Off
• New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
• Mental health support through Headspace
• Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar 
• Paid sabbatical for Nerds to recharge, gain knowledge and pursue their interests
• Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
• Weekly Virtual Bootcamp, Yoga, and Mindfulness Meditation sessions
• Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend

Have Some Fun! (Nerds are fun, too)

• Nerd-led group initiatives – Intramural Sports, Employee Resource Groups for Parents, Diversity and Inclusion, Women, LGBTQIA, and other communities
• Hackathons, Happy Hours, and team events across all teams and departments
• Company-wide events like Little Nerds Day (aka bring your kids to work day, even if you're remote!) and our annual Charity Auction 

Lifestyle (Be your best self - we’ll take care of the details)

• Our Nerds love to make an impact by paying it forward – Donate to your favorite causes with a company match
• Work from home equipment stipend and co-working space subsidy 
• Anniversary recognition program – choose from different items and experiences
• Commuting stipend 

Plan for your future (And when you retire on your island, remember the little people)

• 401K with company match
• Annual Enrichment Stipend for learning and development
• Be the first to test and benefit from our new financial products and tools
• Access to Rocket Lawyer for online legal support and resources 

If you are based in California, we encourage you to read this important information for California residents linked here.

NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment. 

NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see:

1. E-Verify Participation Poster (English+Spanish/Español)
2. Right to Work Poster (English) / (Spanish/Español)

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