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Investor Relations Associate
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-10-05
Listing for:
Private Equity Fund
Full Time
position Listed on 2026-10-05
Job specializations:
-
Business
CRM Systems & Management
Job Description & How to Apply Below
San Francisco-based private equity firm with several billion in assets under management, investing in mid-market businesses is looking to hire an IR Associate / Senior Associate to be fully dedicated to the Investor Relations function — a hands-on, high-exposure seat working alongside the Head of IR on every aspect of investor engagement and fundraising execution.
KEY RESPONSIBILITIES- Own and maintain the IR CRM — tracking LP relationships, meeting notes, outreach cadence, and pipeline across the fundraise ensuring momentum continues to and through our upcoming fundraise.
- Lead DDQ completion, coordination and maintenance, keeping data rooms and responses current and audit-ready.
- Maintain fund overview materials, one-off LP presentations, LPAC materials, and other LP facing related materials.
- Create new marketing collateral — one-pagers, leave-behinds, fund updates — consistent with the brand.
- Build and maintain LP / prospect investor profiles to support targeted outreach and relationship strategy.
- Provide sales-assistant support to the Head of IR: scheduling, briefing prep, travel logistics, and follow-up tracking.
- Support process letters, subscription documents, and closing logistics alongside legal counsel and fund administration.
- Take on the full range of IR tasks, large and small, with ownership and follow-through from start to finish.
- Work in close partnership with the Investment & Finance Teams.
- Minimum of two years of investment banking, private equity, or related financial services experience, with a bachelor's degree and a strong academic record.
- Prior exposure to private markets fundraising, LP relations, or placement agent work is a plus but not a prerequisite — they will train the right person.
- Exceptional organizational skills and meticulous attention to detail; comfortable managing many moving pieces at once.
- Strong written and verbal communication; polished, professional presence with sophisticated investors.
- Self-starter who takes ownership — no task too small, no detail too minor.
- Excellence in Excel and PowerPoint; CRM/Deal Cloud experience a plus.
- Passion for leveraging and adopting Ai on a day-to-day basis across every aspect of the job.
Position Requirements
10+ Years
work experience
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