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Details
  • Location: San Francisco CA
  • Type: Perm
  • Job #26211

Company Overview:
A dynamic investment firm is seeking an Investor Relations Associate to join their fast-growing team. The role involves supporting investor relationship management and ensuring an institutional investor relations experience for all limited partners.

Job Responsibilities:

  • Assist in the development and refinement of investor presentations, marketing decks, and related materials.
  • Support the coordination and follow-up of investor meetings, including preparing briefing memos and summaries.
  • Manage the firm’s dataroom, including user access, content organization, and ensuring materials are up to date.
  • Help maintain and optimize the firm’s CRM system, ensuring up-to-date records on investor interactions, preferences, and related activities.
  • Contribute to content creation and management for the firm’s website and social media channels.
  • Help prepare and execute quarterly investor reporting, investor webcasts, and LPAC meetings.
  • Participate in the planning and logistics of the Annual General Meeting and other investor events, conferences, and marketing initiatives.
  • Manage consultant database submissions and responses.
  • Monitor and respond to inbound investor relations inquiries in a timely and professional manner.
  • Assist in the preparation of RFPs, DDQs, and due diligence materials for prospective investors.
  • Conduct market research to support investor relations strategy and marketing outreach.
  • Work cross-functionally with the Investment, Finance/Accounting, and Compliance teams to ensure all investor-facing materials are accurate, current, and compliant with internal standards and regulatory requirements.
  • Enhance process efficiency and effectiveness of investor relations workflows to drive process optimization.

Qualifications:

  • Experience with CRM systems such as DealCloud or similar.
  • Proficiency in managing datarooms and content organization.
  • Familiarity with investor relations and private markets.
  • Ability to prepare investor presentations and marketing materials.
  • Experience in content creation for websites and social media.

Compensation:
Salary: $100,000 – $150,000, Plus Bonus

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