Investor Relations Associate

About the Role:

Grade Level (for internal use):

09

 

With Intelligence (now part of S&P Global) is a globally recognized provider of business intelligence, data, and insights within the asset management industry. We deliver high-quality, specialized business information to audiences in both alternative and traditional fund management sectors.  

This position offers an exciting opportunity to support the team in building and maintaining relationships with institutional investors across the United States.  

This role will involve research, data analysis, client communications, and attending investor-focused events to help facilitate connections between our organization and key market players. As an Investor Relations Associate, your insights and contributions will be pivotal in supporting the development of our client base and enhancing our outreach strategies. 

 

Responsibilities 

• Assist in the preparation of investor materials, including presentations, reports, and correspondence. 
• Conduct research to identify potential investors and gather market intelligence. 
• Manage participant lists, create the team’s “work-in-progress" for each event, make all agenda edits, schedule prep calls and advisory board calls, track investor engagement, and maintain the CRM database. 
• Support investor communications, including follow-ups and regular updates through scheduled investor calls and face-to-face meetings for the territories they cover.  
• Attend events and conferences, representing the company and engaging with prospective clients. 
• Collaborate with the Investor Relations team to execute outreach initiatives and events successfully to achieve event targets.  
• Stay informed on industry trends, competitor activity, and changes in investor preferences. 

  

• Excellent verbal and written communication skills. 
• A customer-focused mindset and the desire to build relationships. 
• Strong analytical skills with the ability to process and interpret data effectively. 
• Ability to work collaboratively with team members and contribute to a positive team environment. 
• Familiarity with CRM systems and Microsoft Office Suite (Excel, PowerPoint, Word). 
• A proactive attitude with a willingness to learn and take on new challenges. 
• Ability to travel as needed to attend events and meetings. 
• Previous experience in finance, investor relations, or a related field is a plus but not mandatory. 
• A bachelor’s degree in Finance, Business Administration, Economics, or a related field preferred. 

 

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

For more information, visit www.spglobal.com/marketintelligence.

What’s In It For You?

Our Mission:

Advancing Essential Intelligence.

Our People:

We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership

Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.

Our benefits include: 

• Health & Wellness: Health care coverage designed for the mind and body.

• Flexible Downtime: Generous time off helps keep you energized for your time on.

• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.

• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.

• Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.

• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

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Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law.  Only electronic job submissions will be considered for employment.  

 

If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.  
 
US Candidates Only: Know Your Rights: Workplace discrimination is illegal

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20 - Professional (EEO-2 Job Categories-United States of America), RESECH202.1 - Middle Professional Tier I (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning)