What are the responsibilities and job description for the Investor Relations Assistant position at Robert Half?
Investor Services Specialist
About the Role
A leading global private equity platform is looking for an energetic Investor Services Specialist to join its San Francisco team. This is a high‑visibility role where you’ll support investor reporting, operations, and data management while partnering closely with Investor Relations, Finance, Legal, and external service providers. If you enjoy a fast pace, variety, and cross‑functional collaboration, this is an excellent next step.
What You’ll Do
- Prepare and distribute quarterly/annual reporting packages, capital account statements, and fund financials
- Coordinate investor communications and handle day‑to‑day inquiries
- Support onboarding for new investors and new funds
What You Bring
- Bachelor’s degree in Business, Economics, or related field
- 3 years of investor services or fund operations experience
- Familiarity with CRM, investor portals, or fund accounting platforms
Compensation & Benefits
- Competitive base annual bonus
- 100% employer‑paid medical, dental, and vision
- Strong long‑term growth trajectory
Interview Process
- HR
- Hiring Manager
- Cross‑functional leaders (Finance, IR, Legal)
- Senior leadership
- Offer
Salary : $120,000 - $150,000