Associate, Investor Services
2 weeks ago
Associate, Investor Services
San Francisco, CA
Hiring firm is an investment manager with families of funds focused on primary commitments to venture funds, LP and direct secondaries, and direct investments. For over two decades this firm and its predecessor firm have made 160+ global investments backing top investors and innovators. Headquartered in San Francisco, with offices in Boston and London, the team consists of 50 employees globally.
Position Overview:
The Investor Relations Team (“IR”) is seeking an Associate to join their team in San Francisco. The IR team at this firm is responsible for asset gathering and strategy, investor services and marketing.
As a member of the IR team, the Associate will contribute to the production of marketing and investor materials and fulfill a variety of investor reporting and requests.
Primary responsibilities:
- Produce and assist with the production of marketing and investor collateral including:
- Quarterly LP letters, Webinar and AGM decks
- Presentation pitch decks for all funds for both existing and prospective investors
- Draft PPM's for new funds with assistance from senior management
- Curate and lead Website content, blog posts, white papers, Tweets, LinkedIn, and additional social media
- Ad hoc update materials for existing investors
- Coordinate and contribute to responses to RFPs/DDQs and existing investor communication
- Coordinate with other internal departments including Finance, Legal and Investments, and external service providers such as fund administrators and compliance, to produce accurate reporting and timely service to investors and prospective investors
- Field and fulfill various investor requests, reports and queries
- Other duties as assigned
Preferred Qualifications:
- 3-4 Years of institutional asset management experience and applicable undergraduate college degree; or equivalent combination of education and experience. MBA or masters degree a plus
- An understanding of venture capital and/or private equity investments, funds mechanics and performance metrics
- Effective communicator and ability to write clearly and concisely, particularly by telling a story through presentation materials
- Strong analytical skills, with an ability to present data effectively through written material
- Mastery of Microsoft Office products including Excel, PowerPoint and Word
- Exceptionally detail-oriented and ability to multi-task
- A strong work ethic and client-focused mindset
- Demonstrated leadership and organizational skills
- Strong interpersonal skills and a demonstrated commitment to teamwork
- Familiarity with pooled vehicle reporting materials such as Capital Account Statements and Audited Financial Statements
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