Director of Operations & IR

Selby Jennings Ltd
  • San Francisco, CA
    4 days ago

    Job Description

    A well-established real estate investment firm is seeking a Director of Investor Relations to lead investor operations and client service efforts. This role partners with senior leadership to oversee communications, reporting, and capital activity while driving process improvements. It offers strong visibility and the opportunity to support growth in a collaborative, fast-paced environment.

    Accountabilities:

    Investor Operations Oversight

    • Lead core investor processes including onboarding, distributions, and ongoing account maintenance
    • Ensure data accuracy, compliance adherence, and consistency across all investor records and reporting
    • Review and approve investor-facing deliverables and transactions

    Team Leadership & Optimization

    • Manage, mentor, and scale a small investor relations team
    • Establish efficient workflows, improve processes, and drive operational consistency
    • Implement tools and automation to increase productivity and reduce manual effort

    Cross-Functional Coordination

    • Collaborate with internal teams such as finance, legal, and accounting to support investment activity
    • Act as a key point of contact for complex investor matters and resolve escalations
    • Support senior leadership with reporting, updates, and strategic initiatives

    Background/Qualifications:

    • 6+ years of experience in investor services, fund operations, or related fields
    • Prior experience leading and developing teams
    • Strong understanding of investor processes, systems, and reporting
    • Excellent communication, organization, and problem-solving skills
    • Proficiency in CRM systems and advanced Excel skills

    Numbers & Facts

    LocationSan Francisco, CA

    Skills

    • Automationunmatched
    • Communication Skillsunmatched
    • Cross-Functionalunmatched
    • Customer Relationship Management (CRM) Systemsunmatched
    • Customer Support/Serviceunmatched
    • Data Qualityunmatched
    • Financeunmatched
    • IR (Infrared)unmatched
    • Investment Accountingunmatched
    • Investment Servicesunmatched
    • Investor Relationsunmatched
    • Leadershipunmatched
    • Legalunmatched
    • Mentoringunmatched
    • Onboardingunmatched
    • Operations Processesunmatched
    • Problem Solving Skillsunmatched
    • Process Improvementunmatched
    • Productivity Managementunmatched
    • Real Estateunmatched
    • Strategic Planningunmatched
    • Team Lead/Managerunmatched
    • Team Playerunmatched

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