What are the responsibilities and job description for the Investor Relations Assistant position at A-Frame Search Partners?
Role: Investor Relations Coordinator
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 1–2 years of administrative or coordinator experience, ideally within a hedge fund, private equity, or financial services environment
- Are highly detail-oriented with strong organizational and time management skills
- Thrive in a fast-paced environment with shifting priorities and deadlines
- Have excellent interpersonal and communication skills
- Are proficient in Microsoft Office Suite; familiarity with CRM systems is a plus
- Bring a proactive, team-oriented mindset and strong judgment
Your Responsibilities:
- Utilize CRM systems and internal databases to support investor outreach, tracking, and relationship management
- Coordinate calendars, client calls, meetings, and investor roadshows
- Prepare client account summaries and briefing materials ahead of investor meetings
- Assemble and distribute materials for investor communications and presentations
- Support management of the business development pipeline
- Process expense reports and handle ad hoc administrative tasks
- Assist with planning investor events, including luncheons and update calls
- Contribute to the planning and execution of the firm’s annual Investor Meeting
Where You’ll Make an Impact:
- Serve as a key partner to the Investor Relations team, ensuring a seamless and high-quality client experience
- Help drive organization and efficiency across investor communications and business development efforts
- Play a visible role in investor engagement, from meeting prep to event execution
- Support the firm’s growth by enabling strong investor relationships and operational excellence
Salary : $90,000 - $130,000