Confidential Company
Associate, Investor Relations
Confidential Company, San Francisco, California, United States, 94199
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.
Base pay range $200,000.00/yr - $250,000.00/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.
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Base pay range $200,000.00/yr - $250,000.00/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.
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