Associate, Investor Services - Evolve Talent Partners

Hiring firm is an investment manager with families of funds focused on primary commitments to venture funds, LP and direct secondaries, and direct investments. This firm has made 160+ global investments backing top investors and innovators.

Position Overview:

The Investor Relations Team (“IR”) is seeking an Associate to join their team in San Francisco. The IR team is responsible for asset gathering and strategy, investor services and marketing.

As a member of the IR team, the Associate will be responsible for all investor reporting and requests and will contribute to the production of marketing and investor materials.

Primary responsibilities:

• Responsible for timely responses to RFPs/DDQs and existing investor communication
• Coordinate with other internal departments including Finance, Legal and Investments, and external service providers such as fund administrators and compliance, to produce accurate reporting and timely service to investors and prospective investors
• Field and fulfill various investor requests, reports and queries
• Contribute to the production of marketing and investor collateral including:
• Presentation pitch decks for all funds for both existing and prospective investors
• Ad hoc update materials for existing investors
• Other duties as assigned

Preferred Qualifications:

• 1-3 Years of institutional asset management experience and applicable undergraduate college degree; or equivalent combination of education and experience. 
• An understanding of venture capital and/or private equity investments, funds mechanics and performance metrics
• Effective communicator and ability to write clearly and concisely, particularly by telling a story through presentation materials
• Strong analytical skills, with an ability to present data effectively through written material
• Mastery of Microsoft Office products including Excel, PowerPoint and Word 
• Exceptionally detail-oriented and ability to multi-task
• A strong work ethic and client-focused mindset
• Demonstrated organizational skills 
• Strong interpersonal skills and a demonstrated commitment to teamwork
• Familiarity with pooled vehicle reporting materials such as Capital Account Statements and Audited Financial Statements