What are the responsibilities and job description for the Associate, Investor Relations position at Turn/River Capital?
About Turn/River Capital
Turn/River Capital is a technology-focused private equity firm based in San Francisco with over $2B in committed capital. We are 100% focused on B2B software, specializing in growth capital investments, founder liquidity, buyouts, spin-outs, and recapitalizations of technology, web, and SaaS companies. Our strategy combines flexible capital with data-driven marketing, sales optimization, and operational execution to help companies double or triple their growth and build significant value. We are analytically driven, curious by nature, and always looking for the next experiment to drive improvement.
Key Responsibilities
Immediate Responsibilities (year one):
Turn/River Capital is a technology-focused private equity firm based in San Francisco with over $2B in committed capital. We are 100% focused on B2B software, specializing in growth capital investments, founder liquidity, buyouts, spin-outs, and recapitalizations of technology, web, and SaaS companies. Our strategy combines flexible capital with data-driven marketing, sales optimization, and operational execution to help companies double or triple their growth and build significant value. We are analytically driven, curious by nature, and always looking for the next experiment to drive improvement.
Key Responsibilities
Immediate Responsibilities (year one):
- Participate in investor meetings and learn the Turn/River story, team, and portfolio messaging
- Support all investor interactions through daily key processes (meeting prep, meeting recaps, meeting tracking, thank you notes)
- Spearhead implementation of CRM and design of custom templates and reports (pipeline, interactions and trip reports, meeting prep notes)
- Complete investor questionnaires and ad hoc investor requests
- Project manage operational due diligence work with Turn/River's COO and CFO
- Manage compliance review of external materials with CCO and Compliance Consultant
- Manage the quarterly update report process
- Create internal portfolio collateral to support portfolio updates
- Help organize and execute LP events including spring investor lunches and Annual Investor Day
- Support strategic planning, market mapping, prospecting trips/road show planning
- Organize the IR file system
- Document IR best practices in the IR handbook
- Start hosting and leading select investor meetings
- Travel to meet existing and prospective investors
- Attend select conferences and networking events
- Further systemize key processes and contribute to the continued buildout of the IR platform
- Manage future data rooms
- BA/BS degree
- 3 years of experience in Alternatives (private equity, venture capital, real estate, hedge funds) or Investment Banking
- Strong presentation skills (both verbal and written)
- Product specialist capability (eager to learn how to speak in depth about the portfolio)
- Systematic thinker, process oriented
- Strong attention to detail
- Self starter, high motor individual
- Highly curious, self-motivated to seek out new learning opportunities
- Collaborative and communicative
- San Francisco, hybrid work model (in office Tuesday - Thursday)
- The annual base salary range for this role is $180,000 - 220,000, taking into account numerous variable factors that are considered in making compensation decisions including but not limited to skill sets, experience, training, licensure, certifications, and organizational requirements.
- An opportunity to make an impact across multiple high-growth tech firms
- Competitive salary and discretionary bonus
- Medical, dental, and vision insurance
- Flexible vacation policy
- 401K
- Paid parental leave
- Commuter benefits
- Donation matching
- Work from home Monday & Friday
- Energetic work environment with snacks and weekly team lunches, centrally located near multiple public transit lines
- A company that enjoys having fun: holiday parties, annual company offsite, annual summer "work from anywhere" month
Salary : $180,000 - $220,000