Job Description

Associate – Investor Relations and Operations

Location: San Francisco, CA

Role Overview:

An investment firm based in San Francisco is seeking an Associate to support its Investor Relations and Operations functions. This individual will be responsible for managing investor communications, supporting subscription processes, participating in meetings with current and prospective investors, and working closely with internal teams including marketing, finance, legal, compliance, and operations.

Key Responsibilities:

• Respond promptly and accurately to investor inquiries and requests
• Facilitate the processing of subscription agreements
• Maintain and update the firm’s CRM with investor data
• Coordinate with fund administrators and internal back-office teams
• Collaborate with finance and marketing to ensure consistency in investor messaging
• Support improvements in investor relations processes and documentation
• Participate in investor and prospective investor meetings
• Provide general office and administrative support
• Assist back office operations with regulatory filings, invoice management, and team expense tracking

Qualifications:

• 2–4 years of experience in financial services or as a legal assistant/paralegal
• Bachelor’s degree in Finance, Business Administration, Economics, or a related field
• Prior experience in investor relations, client services, or a related financial services role; exposure to private credit, venture funds, family offices, or alternative investments preferred
• Strong relationship management and communication skills
• Highly organized with excellent time and project management abilities
• Proficient in Microsoft Office (Outlook, Word, PowerPoint); experience with CRM platforms such as Dealcloud or Hubspot is a plus

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