Job Description
Role: Investor Relations, Client Services Associate
Location: San Francisco | Hybrid (4 days in, 1 remote)
Industry: Asset Management / Financial Services
Firm Style: Collaborative, fast-paced, and high-performing
You’re a great fit if you:
- Have 4–6 years of experience within investment management or financial services
- Are highly detail-oriented, organized, and proactive in managing workflows
- Thrive in a fast-paced environment and can balance multiple priorities effectively
- Have experience with CRM systems and investor servicing platforms
- Possess strong technical skills across Microsoft Office and document management tools
- Have a foundational understanding of investor reporting, fund operations, or accounting concepts
- Are solutions-oriented and interested in improving processes and leveraging technology
Your Responsibilities:
- Maintain and enhance CRM data integrity through ongoing updates and system management
- Support investor portal administration, including document distribution and access management
- Assist with fund operations, including capital call and distribution processes and cash flow tracking
- Coordinate recurring compliance and regulatory reporting requirements
- Respond to investor inquiries related to reporting, performance, and account activity
- Support the preparation and distribution of periodic investor reports
- Track and manage investor audit confirmations in partnership with internal and external stakeholders
- Contribute to ad hoc projects and cross-functional initiatives
Where You’ll Make an Impact:- Enhancing the investor experience through timely, accurate, and high-quality service
- Improving operational workflows and identifying opportunities for automation and efficiency with AI
- Supporting critical fund processes and ensuring accuracy in investor-related activities
- Acting as a key liaison between internal teams and external investors
- Helping scale systems and processes as the firm continues to grow
Numbers & Facts
| Location | San Francisco, California |
Skills
Accountingunmatched
Administrative Skillsunmatched
Artificial Intelligence (AI)unmatched
Asset Managementunmatched
Auditingunmatched
Automationunmatched
Cash Flowunmatched
Cross-Functionalunmatched
Customer Relationship Management (CRM)unmatched
Customer Support/Serviceunmatched
Data Qualityunmatched
Detail Orientedunmatched
Document Managementunmatched
Financial Servicesunmatched
Investment Managementunmatched
Investment Servicesunmatched
Investor Relationsunmatched
Maintain Complianceunmatched
Microsoft Officeunmatched
Multitaskingunmatched
Operational Improvementunmatched
Organizational Skillsunmatched
Performance Analysisunmatched
Process Flowunmatched
Process Improvementunmatched
Regulatory Reportsunmatched
Regulatory Requirementsunmatched
Systems Administration/Managementunmatched
Systems Maintenanceunmatched
Team Playerunmatched
Time Managementunmatched
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