Investor Relations Admin & Analyst

Alison Brown Placement Specialists, LLC; San Francisco (CA); On-site; USD 120,000 - 130,000; Full time

Job summary

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.

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.

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.

Skills

Organizational skills

Attention to detail

Proficiency with Excel or Google Sheets

Familiarity with CRM tools

Ability to manage multiple priorities

Research ability

Education

Bachelor’s degree

Advanced degree (preferred)

Tools

Affinity CRM

Job description

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.