Administrative Assistant

Alison Brown Placement Specialists, LLC; San Francisco (CA); Vor Ort; USD 120.000 - 130.000; Vollzeit

Zusammenfassung

A recruitment agency seeks an Investor Relations Administration Assistant and Analyst in San Francisco, focusing on investor communication and administrative tasks. Candidates should possess a Bachelor's degree and at least four years of experience in administrative or research roles. Key responsibilities include managing meetings, preparing reports, and conducting research on investment activities. Proficiency in Excel and familiarity with CRM tools is essential. Competitive salary is offered within the range of $120,000 to $130,000 annually.

Qualifikationen

• Bachelor’s degree required, advanced degree preferred.
• At least four years of professional experience in administrative, research, or operations focused roles.
• Strong organizational skills and attention to detail.
• Proficiency with Excel or Google Sheets and familiarity with CRM tools such as Affinity.
• Ability to manage multiple priorities in a fast paced environment.
• Interest in investor relations, fundraising, and financial markets.

Aufgaben

• Manage the IR calendar, schedule investor calls and meetings, and coordinate travel, conferences, and events.
• Prepare agendas, capture structured meeting notes, and manage follow up items.
• Maintain CRM data and assist with investor onboarding materials including NDAs, subscription docs, and AML or KYC items.
• Support annual meetings, webinars, investor days, and internal events.
• Assist with monthly and quarterly updates, fact sheets, reporting packs, and slide decks.
• Maintain data rooms and fundraising collateral.
• Draft and send investor communications through CRM systems and investor portals.
• Conduct research on prospective limited partners, market trends, and fundraising activity.
• Assist with DDQs, RFPs, and due diligence materials.
• Support daily office management tasks and coordinate with finance, legal, compliance, and investment teams to gather accurate information.

Kenntnisse

Organizational skills

Attention to detail

Proficiency with Excel or Google Sheets

Familiarity with CRM tools

Ability to manage multiple priorities

Research ability

Ausbildung

Bachelor’s degree

Advanced degree (preferred)

Tools

Affinity CRM

Jobbeschreibung

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Employer

Alison Brown Placement Specialists, LLC provided pay range. This range is provided by Alison Brown Placement Specialists, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$120,000.00/yr - $130,000.00/yr

Job title

Investor Relations Administration Assistant and Analyst

Location

Full time in office, split between Burlingame and San Francisco

Overview

Our client is seeking an Investor Relations Administration Assistant and Analyst to support investor communications, fundraising activity, reporting cycles, and daily cross functional coordination. This is a role suited to someone with strong administrative skills, research ability, and a genuine interest in investors and financial markets.

Key Responsibilities

• Manage the IR calendar, schedule investor calls and meetings, and coordinate travel, conferences, and events
• Prepare agendas, capture structured meeting notes, and manage follow up items
• Maintain CRM data and assist with investor onboarding materials including NDAs, subscription docs, and AML or KYC items
• Support annual meetings, webinars, investor days, and internal events
• Assist with monthly and quarterly updates, fact sheets, reporting packs, and slide decks
• Maintain data rooms and fundraising collateral
• Draft and send investor communications through CRM systems and investor portals
• Conduct research on prospective limited partners, market trends, and fundraising activity
• Assist with DDQs, RFPs, and due diligence materials
• Support daily office management tasks and coordinate with finance, legal, compliance, and investment teams to gather accurate information

Qualifications

• Bachelor’s degree required, advanced degree preferred
• At least four years of professional experience in administrative, research, or operations focused roles
• Strong organizational skills and attention to detail
• Proficiency with Excel or Google Sheets and familiarity with CRM tools such as Affinity
• Ability to manage multiple priorities in a fast paced environment
• Interest in investor relations, fundraising, and financial markets

Candidates who thrive in structured environments and enjoy supporting a high performing investment team are encouraged to apply.

Seniority level

Associate

Employment type

Full-time

Job function

Administrative

Industries

Venture Capital and Private Equity Principals

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