Job Description

Position Overview:

Private Equity firm with over $40bn AUM is seeking an Investor Relations Associate to join the team in San Francisco, CA.

The position will require close collaboration with multiple other internal departments, including Finance, Legal/Compliance, and Investments, and perform various support roles in the areas of investor relations, reporting, and fund raising.

The role is pre-MBA two-year program and open to extending for top performers.

Responsibilities:

• Prepare and oversee project management of ongoing reporting materials (including quarterly and annual reports) and investor reporting and data analysis requests
• Coordinate with other functional groups of the Firm (primarily Finance and Legal) to respond to LP requests/questions and reporting requirements in a timely manner
• Manage standard investor materials, such as investor, Advisory Board, and annual meeting presentations
• Support fundraising/co-invest efforts– maintain LP tracking, develop fundraising materials, complete diligence requests, manage dataroom
• Assist with event planning and logistics for Advisory Board and annual meetings
• Prepare briefing materials for investor meetings and conduct investor targeting exercises
• Stay abreast of industry news and market research
• Maintain various databases with detailed LP, fundraising, fund, and portfolio-level statistics
• Perform analyses of fund performance, benchmarks, projections, and other statistics
• Manage Salesforce-based CRM platform, firm website, LinkedIn, and other public relations channels
• Support Capital Formation group with other materials, research, and reporting as needed
• Work with team to effectively communicate investment strategies, investments, portfolio company and firm activity to current and prospective LPs
• Role is expected to be primarily focused on private equity, data infrastructure, and firm related matters such as public relations

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• Minimum of 2 years’ experience in investment banking, accounting, consulting, placement agent, or other related field (pre-MBA)
• General understanding of private equity and as an asset class, the financial markets, economic and accounting principles and practices, and the analysis and reporting of financial data
• Able to create executive-level reporting including written summaries and data visualization
• Familiarity with financial statements required
• Self-starter with strong project management and follow-through skills
• Ability to multi-task, prioritize, and work independently, while managing tight deadlines
• Excellent technical skills utilizing MS Office products(Word, Excel, and PowerPoint)
• Acute attention to detail and accuracy
• Strong work ethic and analytical skills
• Comfort with organizing and interpreting large amounts of data
• Strong written and verbal communication skills
• Ability to communicate well with a variety of individuals, both internally and externally across levels
• The position is based in San Francisco, CA

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