Investor Relations Associate
We are partnered with a leading middle-market private investment firm headquartered in San Francisco that is seeking an Investor Relations Associate to support senior leadership and the broader IR team. This role spans investor relations, business development, and marketing, offering a unique opportunity to contribute to high-impact initiatives in a dynamic environment. The ideal candidate is organized, detail-oriented, and thrives in a fast-paced setting.
Investor Relations Associate Key Responsibilities:
- Act as a primary point of contact for investor inquiries and requests.
- Prepare and distribute quarterly reports, investor presentations, and performance updates.
- Assist in fundraising activities, including drafting marketing materials and coordinating due diligence.
- Maintain CRM systems and investor databases to ensure accurate records.
- Support senior leadership in organizing investor meetings, annual conferences, and roadshows.
- Monitor industry trends and competitor activity to inform investor communications.
Investor Relations Associate Qualifications:
- Bachelor's degree in Finance, Economics, Business, or related field.
- 2-4 years of experience in investor relations, private equity, investment banking, or asset management.
- Strong analytical and communication skills with exceptional attention to detail.
- Proficiency in Microsoft Office Suite; experience with CRM tools is a plus.
- Ability to manage multiple priorities in a fast-paced environment.
Interested candidates, please apply!
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.