Investment Relations Specialist

3 weeks ago


San Francisco, California, United States Selby Jennings Full time

Investor Relations Associate

About the Role

We are seeking a highly skilled Investor Relations Associate to join our team at Selby Jennings. As an Investor Relations Associate, you will play a critical role in supporting our Investments and Investor Relations teams.

Key Responsibilities

  • Process capital calls and ensure timely completion
  • Communicate strategic information, performance updates, and market insights to investors
  • Oversee Anti-Money Laundering (AML) and Know Your Customer (KYC) protocols to ensure regulatory compliance
  • Review Limited Partnership (LP) sub-documents and Due Diligence Questionnaires (DDQs)
  • Distribute K-1 tax documents to investors while maintaining regulatory compliance

Requirements

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

What We Offer

As an Investor Relations Associate at Selby Jennings, you will have the opportunity to work with a talented team and contribute to the success of our organization.



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