Strategic Investor Relations Associate

Coda Search│Staffing; San Francisco (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading global asset management firm is seeking an Investor Relations Associate to enhance client relationship management in San Francisco. This role involves preparing investor materials, coordinating with internal teams, and conducting market research to support investor engagement. The ideal candidate has a Bachelor’s degree and over 3 years of relevant experience. Strong communication and organizational skills are essential for success in this collaborative position.

Qualifications

• 3+ years of experience in investor relations, client service, or related roles.
• Familiarity with institutional client types and investment products.
• Strong attention to detail and proactive management of priorities.

Responsibilities

• Support relationship managers with client servicing and communications.
• Prepare high-quality investor materials including reports and presentations.
• Coordinate with internal teams to deliver accurate information to investors.
• Assist with onboarding new clients and tracking deliverables.
• Conduct market research and competitor analysis for client engagement.

Skills

Communication skills

Organizational skills

Research skills

Collaboration

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Job description

A leading global asset management firm is seeking an Investor Relations Associate to enhance client relationship management in San Francisco. This role involves preparing investor materials, coordinating with internal teams, and conducting market research to support investor engagement. The ideal candidate has a Bachelor’s degree and over 3 years of relevant experience. Strong communication and organizational skills are essential for success in this collaborative position.