Selby Jennings
Investor Relations (RFP & Marketing Materials)
Selby Jennings, San Mateo, California, United States, 94409
Overview
A leading asset manager in the San Francisco Bay Area is seeking a detail-oriented and analytically driven Investor Relations Associate to join its growing team. This role is ideal for professionals with a strong background in investor communications, RFP writing, and performance analytics, looking to make an impact in a dynamic and collaborative environment. Location:
San Francisco, CA Industry:
Hedge Fund / Asset Management Experience Level:
2-8 years Base pay range:
$90,000.00/yr - $140,000.00/yr Responsibilities
Lead and support the completion of RFPs, DDQs, and other investor due diligence materials. Assist in the creation, refinement, and management of presentations and marketing collateral. Analyze fund performance and portfolio data to support investor reporting and communications. Collaborate with investment, product, and marketing teams to ensure accuracy and consistency across materials. Maintain and update internal databases and CRM systems with investor and consultant interactions. Ideal Candidate
3-8 years of experience in investor relations, RFP writing, sales support or a similar role within asset management or hedge funds. Strong analytical skills with the ability to interpret performance data and translate it into clear messaging. Excellent writing and presentation skills. Experience managing RFPs/DDQs and working with institutional investors. Proficiency in Excel, PowerPoint, and CRM platforms (e.g., Salesforce). What They Offer
A high-impact role within a respected asset manager with strong pedigree. Exposure to a wide range of investment strategies and institutional clients. A collaborative, intellectually rigorous culture with opportunities for growth.
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A leading asset manager in the San Francisco Bay Area is seeking a detail-oriented and analytically driven Investor Relations Associate to join its growing team. This role is ideal for professionals with a strong background in investor communications, RFP writing, and performance analytics, looking to make an impact in a dynamic and collaborative environment. Location:
San Francisco, CA Industry:
Hedge Fund / Asset Management Experience Level:
2-8 years Base pay range:
$90,000.00/yr - $140,000.00/yr Responsibilities
Lead and support the completion of RFPs, DDQs, and other investor due diligence materials. Assist in the creation, refinement, and management of presentations and marketing collateral. Analyze fund performance and portfolio data to support investor reporting and communications. Collaborate with investment, product, and marketing teams to ensure accuracy and consistency across materials. Maintain and update internal databases and CRM systems with investor and consultant interactions. Ideal Candidate
3-8 years of experience in investor relations, RFP writing, sales support or a similar role within asset management or hedge funds. Strong analytical skills with the ability to interpret performance data and translate it into clear messaging. Excellent writing and presentation skills. Experience managing RFPs/DDQs and working with institutional investors. Proficiency in Excel, PowerPoint, and CRM platforms (e.g., Salesforce). What They Offer
A high-impact role within a respected asset manager with strong pedigree. Exposure to a wide range of investment strategies and institutional clients. A collaborative, intellectually rigorous culture with opportunities for growth.
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