Investor Relations, Operations

Taylor Root; San Francisco (CA); Ibrido; USD 90.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work model

Competitive compensation

Descrizione del lavoro

Taylor Root is seeking an Investor Relations, Operations Specialist to join its team in a role that centers on servicing limited partners and delivering precise quarterly reporting and investor deliverables. You will coordinate across finance, legal, and investment teams to ensure timely LP communications and support onboarding of new funds and investors.

The ideal candidate brings 3–5 years in investor relations or fund administration, strong DDQ/RFP experience, and excellent written

Competenze

• Bachelor's degree in finance, accounting, business, or related field.
• 3–5 years of relevant experience in investor relations, fund administration, or institutional reporting.
• Experience in private equity, private credit, or alternative investments (preferred).
• Strong analytical and written communication skills.
• Proficiency with Excel, PowerPoint, and LP reporting or CRM tools.

Mansioni

• Support quarterly investor reporting, capital account statements, and fund data reconciliation.
• Support day-to-day investor operations, including monitoring team inboxes, coordinating investor communications, and assisting with onboarding of new funds and investors.
• Coordinate across finance, legal, and investment teams to ensure timely, accurate LP communications.
• Oversee the preparation of capital call and distribution notices, ensuring accuracy and compliance with partnership agreements.
• Manage and complete due diligence questionnaires (DDQs), RFPs, and consultant surveys.
• Respond to ad-hoc LP and consultant requests, maintaining consistency and brand accuracy in all deliverables.
• Maintain LP information in internal databases and portals; help refine investor reporting processes for efficiency and accuracy.
• Assist with recurring LP notices, performance summaries, and other investor materials.
• Participate in continuous process improvements and cross-functional initiatives that enhance LP servicing.

Conoscenze

Investor relations

DDQ processes

RFP processes

Analytical skills

Written communication

Multi-stakeholder collaboration

Time management

Formazione

Bachelor's degree in finance, accounting, business

Strumenti

Excel

PowerPoint

CRM tools

Descrizione del lavoro

Overview

Investor Relations, Operations Specialist

A leading global private equity firm is seeking a Specialist to join its Investor Relations team. This is an opportunity to work within one of the industry’s most respected global platforms, partnering closely with internal stakeholders to deliver exceptional service to institutional investors across multiple fund strategies.

This role sits at the heart of the Investor Services function, supporting LP reporting, DDQ and RFP completion, and ongoing investor communications. It’s ideal for a detail-oriented, adaptable professional who thrives in a collaborative, high-performance environment.

The role focuses on servicing existing limited partners and ensuring precision in quarterly reporting and investor deliverables.

Why This Opportunity

• Join a globally recognized private equity platform with a collaborative, long-term investment culture.
• Gain broad exposure to institutional investor relations, fund operations, and LP reporting at scale.
• Work in a team that values excellence, precision, and partnership, high visibility to senior leadership.
• Competitive compensation, comprehensive benefits, and hybrid flexibility.

Responsibilities

• Support quarterly investor reporting, capital account statements, and fund data reconciliation.
• Support day-to-day investor operations, including monitoring team inboxes, coordinating investor communications, and assisting with the onboarding of new funds and investors
• Coordinate across finance, legal, and investment teams to ensure timely, accurate, and compliant LP communications.
• Oversee the preparation of capital call and distribution notices, ensuring accuracy and compliance with partnership agreements.
• Manage and complete due diligence questionnaires (DDQs), RFPs, and consultant surveys.
• Respond to ad-hoc LP and consultant requests, maintaining consistency and brand accuracy in all deliverables.
• Maintain LP information in internal databases and portals; help refine investor reporting processes for efficiency and accuracy.
• Assist with recurring LP notices, performance summaries, and other investor materials.
• Participate in continuous process improvements and cross-functional initiatives that enhance LP servicing.

Qualifications

• Bachelor’s degree in finance, Accounting, Business, or a related field.
• 3–5 years of relevant experience in investor relations, fund administration, or institutional reporting; ideally within private equity, private credit, or alternative investments.
• Strong command of DDQ and RFP processes, consultant database updates, and quarterly reporting cycles.
• Highly detail-oriented with strong analytical and written communication skills.
• Proficiency with Excel, PowerPoint, and LP communication or CRM tools
• Professional demeanor with the ability to interact confidently across departments and with external partners.
• Flexible, adaptable, and comfortable managing multiple priorities under tight timelines.