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Investor Relations Associate @ Asset Management Firm
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-26
Listing for:
Coda Search│Staffing
Full Time
position Listed on 2026-01-26
Job specializations:
-
Business
Business Development, Financial Analyst
Job Description & How to Apply Below
Coda Search is recruiting for an asset management group that is seeking to hire an Investor Relations Associate with offices located in San Francisco. The Investor Relations Associate will be responsible for preparing quarterly and year-end marketing materials, preparing pitchbooks, competitor analysis, updating the investor portal, and financial insights for leadership.
Responsibilities:- Prepare quarterly and year-end investor reports
- Assist with preparing marketing material for prospective investors
- Build frameworks and questionnaires for prospective investors
- Prepare competitors analysis
- Work closely with the deals, marketing and operations team
- Update and manage all information into the CRM system
- Answering investor questions and responding in a timely manner
- 3+ years experience in consulting, asset management, banking or private equity
- Strong excel and PowerPoint skills
Position Requirements
10+ Years
work experience
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