Associate, Investor Relations

This range is provided by Confidential Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

Key Responsibilities

Investor Relationship Management

• Customer service focused contact for investors, advisers, and custodians responsible for onboarding, responding to inquiries, and providing reports and statements.
• Update and maintain investor databases, and marketing materials, ensuring accuracy and compliance.
• Understand and assess investor sentiment and implement programs to raise awareness and address issues.

Communications & Reporting

• Prepare and distribute regular reports, portfolio updates, and market research to investors.
• Collaborate with accounting and investment teams to distribute capital account statements, capital calls, distribution notices, tax documents, quarterly reports and annual disclosures.
• Draft responses to questionnaires, data requests, RFPs and due‑diligence questionnaires (DDQs) received from investors and consultants.

Marketing and Event Support

• Conduct research on market trends, competitor activities and investment performance benchmarks to inform investor communications and strategy.
• Support fundraising activities, including crafting presentation materials and financial analysis for investor outreach.
• Maintain pulse on platform activities to articulate key developments for LPs.
• Organize investor meetings, and other events to foster engagement.

Compliance

• Work with internal and external compliance leads to ensure all investor communications meet regulatory requirements.

Qualifications

• Experience: 2-4 years in investor relations, capital markets, credit, fund formation, corporate development, or private equity.
• Technical
  
  Skills:
  
  Exposure to private‑equity markets and investment strategies; extensive work with presentation tools. Experience working within a CRM platform for IR a strong plus.
• Communication: Exceptional written and verbal communication skills, with the ability to convey complex information clearly and persuasively.
• Project Management: Strong organizational skills; ability to manage multiple priorities and deadlines.
• Education: Bachelor’s degree in finance, economics or a related field
• Attributes: Strategic thinker, self‑motivated, collaborative, and comfortable working independently and in team settings.

Associate

Full-time

Marketing

San Francisco, CA