IR Associate: Fundraising & LP Relations (AI-Driven)

Private Equity Fund; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Private Equity Fund, based in San Francisco, is seeking an Investor Relations Associate/Senior Associate to work directly with the Head of IR on all aspects of investor engagement and fundraising execution.

This hands-on role requires a minimum of two years in investment banking, PE, or related financial services, a bachelor's degree, and strong organizational and communication skills to manage multiple moving parts with sophisticated investors.

Qualifications

• Minimum of two years of investment banking, private equity, or related financial services experience with a bachelor’s degree and a strong academic record.
• Past exposure to private markets fundraising, LP relations, or placement agent work is a plus but not required; training will be provided.
• Exceptional organizational skills and meticulous attention to detail; comfortable managing many moving pieces at once.

Responsibilities

• Own and maintain the IR CRM — tracking LP relationships, meeting notes, outreach cadence, and pipeline across the fundraise.
• Lead DDQ completion, coordination and maintenance, keeping data rooms current and audit-ready.
• Maintain fund overview materials, LP presentations, LPAC materials, and LP-facing materials.
• Create new marketing collateral — one-pagers, leave-behinds, fund updates — aligned with the brand.
• Build LP/prospect investor profiles to support outreach and relationship strategy.
• Provide sales-assistant support to Head of IR: scheduling, briefing prep, travel logistics, and follow-up tracking.
• Support process letters, subscription documents, and closing logistics with legal counsel and fund administration.
• Tackle the full range of IR tasks with ownership and follow-through from start to finish.
• Collaborate closely with Investment & Finance Teams.

Skills

Organizational skills

Communication

Self-motivated

Excel

PowerPoint

CRM experience

AI in finance

Education

Bachelor's degree in finance or related field

Tools

DealCloud

Job description

Private Equity Fund, based in San Francisco, is seeking an Investor Relations Associate/Senior Associate to work directly with the Head of IR on all aspects of investor engagement and fundraising execution.

This hands-on role requires a minimum of two years in investment banking, PE, or related financial services, a bachelor's degree, and strong organizational and communication skills to manage multiple moving parts with sophisticated investors.