Investment Relations Specialist

1 week ago


Menlo Park, California, United States Selby Jennings Full time
Investor Relations Associate

An innovative asset management firm with a strong track record of success is seeking an experienced Investor Relations Associate to join their team.

Job Overview

As an Investor Relations Associate, you will play a critical role in supporting the firm's investment teams and communicating with current and prospective investors. Your responsibilities will include:

  • Processing capital calls and ensuring timely and accurate reporting
  • Relaying strategic information, performance updates, and market insights to investors
  • Overseeing AML/KYC protocols and ensuring regulatory compliance
  • Reviewing LP sub-documents and DDQs/RFPs for potential and current investors
  • Distributing K-1 tax documents to investors and ensuring regulatory compliance
Qualifications

To be successful in this role, you will need:

  • A Bachelor's degree in finance, business administration, or a 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

This is an excellent opportunity for a motivated and detail-oriented individual to join a dynamic team and contribute to the firm's continued success.



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