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Investor Relations, Client Services Associate

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  • San Francisco, California
  • 30+ days ago

    Highlights

    Role: Investor Relations, Client Services Associate Location: San Francisco | Hybrid (4 days in, 1 remote) Industry: Asset Management / Financial Services Firm Style: Collaborative, fast-paced, and high-performing You’re a great fit if you: Have 4–6 years of experience within investment management or financial services. Assist with fund operations, including capital call and distribution processes and cash flow tracking.

    Numbers & Facts

    LocationSan Francisco, California

    Description

    Role: Investor Relations, Client Services Associate
    Location: San Francisco | Hybrid (4 days in, 1 remote)
    Industry: Asset Management / Financial Services
    Firm Style: Collaborative, fast-paced, and high-performing
    You’re a great fit if you:
    • Have 4–6 years of experience within investment management or financial services
    • Are highly detail-oriented, organized, and proactive in managing workflows
    • Thrive in a fast-paced environment and can balance multiple priorities effectively
    • Have experience with CRM systems and investor servicing platforms
    • Possess strong technical skills across Microsoft Office and document management tools
    • Have a foundational understanding of investor reporting, fund operations, or accounting concepts
    • Are solutions-oriented and interested in improving processes and leveraging technology
     
    Your Responsibilities:
    • Maintain and enhance CRM data integrity through ongoing updates and system management
    • Support investor portal administration, including document distribution and access management
    • Assist with fund operations, including capital call and distribution processes and cash flow tracking
    • Coordinate recurring compliance and regulatory reporting requirements
    • Respond to investor inquiries related to reporting, performance, and account activity
    • Support the preparation and distribution of periodic investor reports
    • Track and manage investor audit confirmations in partnership with internal and external stakeholders
    • Contribute to ad hoc projects and cross-functional initiatives

    Where You’ll Make an Impact:
    • Enhancing the investor experience through timely, accurate, and high-quality service
    • Improving operational workflows and identifying opportunities for automation and efficiency with AI
    • Supporting critical fund processes and ensuring accuracy in investor-related activities
    • Acting as a key liaison between internal teams and external investors
    • Helping scale systems and processes as the firm continues to grow

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