Associate, Investor Relations

Confidential Company; San Francisco (CA); On-site; USD 200,000 - 250,000; Full time

Job summary

A leading investment firm in San Francisco is seeking an Associate for Investor Relations. This role focuses on managing investor inquiries, preparing reports, and supporting fundraising activities. Candidates should have 2-4 years of experience in investor relations or related fields, exceptional communication skills, and a bachelor's degree in finance or economics. This full-time position offers a competitive salary range of $200,000 - $250,000 annually and a collaborative working environment.

Qualifications

• 2-4 years in investor relations, capital markets, or related fields.
• Exceptional written and verbal communication skills.
• Strong organizational skills and ability to manage multiple priorities.

Responsibilities

• Manage investor inquiries and onboarding process.
• Prepare reports and portfolio updates for investors.
• Conduct market research and support fundraising activities.

Skills

Investor relations experience

Communication skills

Project management

Technical skills in CRM

Education

Bachelor’s degree in finance, economics or related field

Tools

CRM platform

Presentation tools

Job description

This range is provided by Confidential Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$200,000.00/yr - $250,000.00/yr

Key Responsibilities

Investor Relationship Management

• Customer service focused contact for investors, advisers, and custodians responsible for onboarding, responding to inquiries, and providing reports and statements.
• Update and maintain investor databases, and marketing materials, ensuring accuracy and compliance.
• Understand and assess investor sentiment and implement programs to raise awareness and address issues.

Communications & Reporting

• Prepare and distribute regular reports, portfolio updates, and market research to investors.
• Collaborate with accounting and investment teams to distribute capital account statements, capital calls, distribution notices, tax documents, quarterly reports and annual disclosures.
• Draft responses to questionnaires, data requests, RFPs and due‑diligence questionnaires (DDQs) received from investors and consultants.

Marketing and Event Support

• Conduct research on market trends, competitor activities and investment performance benchmarks to inform investor communications and strategy.
• Support fundraising activities, including crafting presentation materials and financial analysis for investor outreach.
• Maintain pulse on platform activities to articulate key developments for LPs.
• Organize investor meetings, and other events to foster engagement.

Compliance

• Work with internal and external compliance leads to ensure all investor communications meet regulatory requirements.

Qualifications

• Experience: 2-4 years in investor relations, capital markets, credit, fund formation, corporate development, or private equity.
• Technical Skills: Exposure to private‑equity markets and investment strategies; extensive work with presentation tools. Experience working within a CRM platform for IR a strong plus.
• Communication: Exceptional written and verbal communication skills, with the ability to convey complex information clearly and persuasively.
• Project Management: Strong organizational skills; ability to manage multiple priorities and deadlines.
• Education: Bachelor’s degree in finance, economics or a related field
• Attributes: Strategic thinker, self‑motivated, collaborative, and comfortable working independently and in team settings.

Seniority level

Associate

Employment type

Full-time

Job function

Marketing

San Francisco, CA