Senior Manager, Investor Relations
At a glance
Senior Investment & Corporate Development role at Trupanion. Seattle · full-time · $140,000–$160,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Coordinate quarterly earnings drafts, reviews and approvals among finance, legal and executive teams
- Help write earnings scripts, Q&A, investor materials and updates to the IR website
- Respond to analysts and investors, identify new prospects and organize meetings, roadshows and conference appearances
- Monitor analyst forecasts, trading activity, ownership shifts and peer valuations, then advise management using investor feedback
- Set IR plans with the SVP, oversee vendors and support financing, share repurchases and ESG or proxy work
What you bring
- At least five years in investor relations or a related finance field, including three years in public-company IR or investor-facing work
- A bachelor's degree in finance, accounting, economics or a related discipline
- Strong financial modeling and analysis, plus knowledge of GAAP, non-GAAP reporting, SEC rules and Regulation FD
- You have led earnings cycles, managed analyst and investor relationships, and written materials executives can deliver
Who this fits
This senior, hands-on role suits someone comfortable working with the CEO, CFO and Board. You must be in the Seattle area and work from the office at least three days each week. Applicants need U.S. work authorization; visa sponsorship is unavailable.
From the employer
Trupanion is a leading provider of medical insurance for cats and dogs in North America. Our mission is to help loving, responsible pet owners budget and care for their pets. At Trupanion, we offer a collaborative, casual, and pet-friendly environment where everyone is encouraged to be themselves.
We are hiring a Senior Manager, Investor Relations to help tell Trupanion's story to the capital markets and bring the market's view back to the company. Reporting to the SVP, Investor Relations, you will co-own the quarterly earnings process end to end, deepen relationships with the sell side and current holders, and outreach to new investors.
This is a hands-on role with high visibility. You will report to the SVP, Investor Relations, work closely with the CEO, CFO, Finance, Legal and Communications, and you will help shape how management presents the business to investors.
This position is open to candidates in the Seattle, WA area. You will have a hybrid remote/in-office schedule where you will work from our casual, pet-friendly office at least 3 days a week.
What you'll do:
Earnings and disclosure
- Run the quarterly earnings calendar: timeline, drafts, reviews and sign-offs across Finance, Legal and the executive team
- Collaborate on drafting of the earnings release, CEO and CFO prepared remarks, Q&A preparation, and the supplemental metrics investors track (enrolled pets, retention, pet acquisition cost, adjusted operating income)
- Collaborate on the drafting and updating the shareholder letter, investor presentation, annual meeting materials and the IR website
- Construct and maintain the consensus file
- Assist in the collection and reporting of the company’s ESG
Investor engagement and targeting
- Serve as a contact for sell-side analysts and institutional investors; answer inbound questions accurately and quickly
- Assist in the building and execution of a targeting program aimed at investors, using ownership data, peer holder analysis and direct outreach
- Assist in the planning and management of non-deal roadshows, conference attendance, investor meetings and site visits, including briefing materials for management
- Prepare for and help run investor events such as an investor day
Analysis and market intelligence
- Maintain a consensus model and track analyst estimates, ratings and price targets against company results and guidance
- Monitor shareholder base changes, trading activity, short interest and peer valuation; report findings to management
- Benchmark Trupanion's disclosure and messaging against insurance, subscription and pet-industry peers
- Gather investor feedback after earnings and meetings and turn it into clear recommendations for management and the Board
Program building
- Help set IR strategy, annual calendar and success metrics with the SVP, Investor Relations
- Manage IR vendors and tools (surveillance, CRM, webcast, website)
- Support capital markets work as needed, such as share repurchases, financing and ESG or proxy-advisor engagement
What you'll bring:
- 5+ years in investor relations, equity research, buy-side investing, corporate finance or investment banking, including 3+ years in an IR role at a public company or a direct investor-facing role
- Bachelor's degree in finance, accounting, economics or a related field
- Strong financial modeling and analysis skills, with a working knowledge of GAAP and non-GAAP reporting
- Clear, concise writing — you can turn complex results into scripts, releases and Q&A that executives are comfortable delivering
- Hands-on experience running quarterly earnings cycles and managing analyst and investor relationships
- Working knowledge of SEC reporting, Regulation FD and disclosure best practices
- Sound judgment and discretion with material non-public information
- Comfort presenting to and working directly with the CEO, CFO and Board
Nice to have:
- CFA charter, MBA or CPA
- Experience covering or working at insurance, subscription or recurring-revenue companies
- Experience with IR tools such as Nasdaq IR Insight, S&P Capital IQ, Q4, or Irwin
- A shareholder-perspective or activism-preparedness background
- Experience in managing professional events
- A love of cats and dogs
Compensation:
- The base salary range for this position is $140,000 - $160,000 USD on a full-time schedule.
- Along with base salary, Trupanion employees may be eligible for monthly bonuses.
- We want all employees to be invested in Trupanion’s success, so we grant Restricted Stock Units to all new team members. Our new hire grants vest over 4 years.
Benefits and Perks:
- Full medical, dental, and vision benefits at no cost to the employee
- Four weeks of paid time off and 9 paid float holidays (you can decide which days are most important to you!)
- Five-week sabbatical after five years of employment
- Open, casual, pet-friendly, and fun office environment
- Free medical health insurance for your pet (1 dog or cat)
- Paid time off to volunteer at nonprofit organizations
- Seattle Office Amenities: Free on-site gym, free dog walking services for office pets during business hours, free parking, and paid ORCA cards.
For more information about Trupanion, visit https://trupanion.com/about
Learn more about how Trupanion has revolutionized our industry and the reimbursement model: https://www.youtube.com/watch?v=vdWZ4KHiPTQ
Trupanion is an equal-opportunity employer and embraces diversity. We are committed to building a team that represents a variety of backgrounds, abilities, perspectives, and skills.
We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodations.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.