Investor Relations Associate - Private Equity Firm

Position Overview :

Private Equity firm with over $40bn AUM is seeking an Investor Relations Associate to join the team in San Francisco, CA.

The position will require close collaboration with multiple other internal departments, including Finance, Legal / Compliance, and Investments, and perform various support roles in the areas of investor relations, reporting, and fund raising.

The role is pre-MBA two-year program and open to extending for top performers.

Responsibilities :

• Prepare and oversee project management of ongoing reporting materials (including quarterly and annual reports) and investor reporting and data analysis requests
• Coordinate with other functional groups of the Firm (primarily Finance and Legal) to respond to LP requests / questions and reporting requirements in a timely manner
• Manage standard investor materials, such as investor, Advisory Board, and annual meeting presentations
• Support fundraising / co-invest efforts– maintain LP tracking, develop fundraising materials, complete diligence requests, manage dataroom
• Assist with event planning and logistics for Advisory Board and annual meetings
• Prepare briefing materials for investor meetings and conduct investor targeting exercises
• Stay abreast of industry news and market research
• Maintain various databases with detailed LP, fundraising, fund, and portfolio-level statistics
• Perform analyses of fund performance, benchmarks, projections, and other statistics
• Manage Salesforce-based CRM platform, firm website, LinkedIn, and other public relations channels
• Support Capital Formation group with other materials, research, and reporting as needed
• Work with team to effectively communicate investment strategies, investments, portfolio company and firm activity to current and prospective LPs
• Role is expected to be primarily focused on private equity, data infrastructure, and firm related matters such as public relations

Qualifications :

Salary : $40