Investor Relations, Operations

Taylor Root; San Francisco (CA); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Hybrid flexibility

Job summary

A leading global private equity firm is seeking an Investor Relations, Operations Specialist to support quarterly reporting and investor communications. The position involves collaborating with various teams to ensure precise reporting and compliance. Candidates should have a Bachelor's degree and 3–5 years of experience in investor relations or fund administration. This role offers competitive compensation, comprehensive benefits, and a hybrid work environment in San Francisco, California.

Qualifications

• 3–5 years of relevant experience in investor relations or fund administration.
• Strong command of DDQ and RFP processes.
• Proficiency with LP communication tools.
• Highly detail-oriented with strong analytical and written communication skills.
• Proficiency with Excel, PowerPoint, and LP communication or CRM tools.

Responsibilities

• Support quarterly investor reporting and capital account statements.
• Coordinate investor communications and assist with onboarding new funds.
• Manage due diligence questionnaires and respond to LP requests.
• 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.

Skills

Detail-oriented

Analytical skills

Written communication

Interpersonal skills

Flexible and adaptable

Education

Bachelor’s degree in finance, Accounting, Business, or a related field

Tools

Excel

PowerPoint

CRM tools

Job description

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.