Investment Relations Specialist, Operations

4 weeks ago


Menlo Park, California, United States Selby Jennings Full time

Investor Relations Associate Role

At Selby Jennings, we are seeking an experienced Investor Relations Associate to join our team. As an Investor Relations Associate, you will be responsible for answering investor inquiries, processing capital activity, and supporting financial analysis in response to investor requests.

Key Responsibilities:
• Process capital calls and ensure timely completion
• Relay strategic information, performance updates, and market insights to investors
• Oversee AML/KYC protocols and ensure regulatory compliance
• Review LP sub-documents and focus on DDQs and RFPs for potential and current investors
• Oversee the distribution of K-1 tax documents to investors, ensuring regulatory compliance

Requirements:
• Bachelor's degree in finance, business administration, or related field
• Minimum of 3-6 years of relevant experience in Investor Relations or Business Development
• Excellent communication and written skills
• Understanding of financial markets, investment principles, and regulatory requirements

About Selby Jennings:
As a leading financial services firm, we offer a dynamic and challenging work environment. Our team is committed to delivering exceptional results and building long-term relationships with our clients.



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