IR Operations & Reporting Specialist

Taylor Root; San Francisco (CA); On-site; 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.

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.

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

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.