7 results for Investor Relations Associate in San Francisco, CA

Investment Analyst *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.Our client is a top-tier global placement agent, specializing in raising capital for private equity, real estate, infrastructure, and credit funds. With a proven track record and a strong global presence, they partner with leading fund managers and institutional investors to drive successful fundraising initiatives.We’re looking for an Investment Analyst to join the San Francisco team. This high-impact role offers direct exposure to senior leadership, including the CEO, and provides a unique opportunity to gain broad insights into private equity and venture capital.Key Responsibilities<ul><li>Support Fundraising: Prepare investor materials, including detailed presentations and due diligence reports.</li><li>Fund Analysis: Evaluate fund structures, performance, and investor profiles.</li><li>Investor Engagement: Coordinate communication with LPs, internal teams, and senior leadership.</li><li>Data Integrity: Manage investor databases and marketing materials with accuracy.</li><li>Market Research: Conduct deep analysis on private equity, real estate, infrastructure, and credit sectors to identify trends and opportunities.</li></ul>Why Join?<ul><li>Direct exposure to top-tier private equity and venture capital firms.</li><li>Hands-on mentorship from senior leadership, including the CEO.</li><li>Strong career trajectory—past analysts have gone on to successful careers in investing, investor relations, and entrepreneurship.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Client Service Associate - San Ramon **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Our client is a well-established fiduciary investment advisory firm dedicated to providing personalized retirement planning and investment management services. With a focus on long-term strategies, they tailor financial solutions to meet each client’s unique needs while maintaining a strong commitment to acting in their best interests. Over the years, the firm has built lasting relationships through a client-first approach and continues to grow its presence in the industry. We are looking for a Client Services Representative to join their well-established RIA firm. Key Responsibilities:<ul><li>Prepare reports, memos, and correspondence using Word and Excel.</li><li>Track and manage client communications within the Client Relationship Management (CRM) system.</li><li>Review and prioritize incoming emails, voicemails, and correspondence to ensure timely responses.</li><li>Organize and maintain records, reports, and documents in the firm’s electronic document management system (Laserfiche).</li><li>Communicate directly with clients regarding account requests, document preparation, and information gathering.</li><li>Coordinate with custodians to process account forms, transfers, deposits, and withdrawals.</li><li>Ensure timely completion of client paperwork while adhering to deadlines and compliance requirements.</li><li>Assist with client meeting preparation and follow-up.</li><li>Maintain up-to-date client records and information within internal systems.</li><li>Provide general administrative and operational support to the team and a Partner.</li></ul>

Associate Financial Advisor Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client is a thriving RIA. They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Content Manager We are offering a long term contract employment opportunity for a meticulous Content Manager. As a Content Manager, you will be deeply involved in both strategic planning and practical marketing execution within the company. You will work closely with various team leaders, including those in Investor Relations, Sales, and Marketing, to develop and manage an effective marketing funnel. Responsibilities:· Partner with leadership teams to contribute to strategic marketing plans and identify opportunities for growth.· Design, develop, execute, and optimize marketing campaigns, assets, and tools across multiple channels.· Produce compelling print and digital content aligned with brand guidelines and performance metrics.· Monitor and measure marketing tool performance, delivering actionable insights to drive improvements.· Manage multiple projects simultaneously, meeting deadlines and ensuring alignment with strategic objectives.· Utilize advanced productivity tools, including AI-driven solutions, to streamline workflows, manage tasks efficiently, and reduce time spent on redundant processes.

Assistant Controller, Property Accounting Jeff Abrams with Robert Half is looking to onboard an Assistant Controller, Property Accounting in the Real Estate Property/Facilities Management industry for his client. This role is central to the efficient management of accounting processes for our property portfolio. The Assistant Controller will be expected to handle a wide range of tasks including overseeing the accounting for a portfolio of properties, conducting month-end/year-end closing functions, and managing relationships with outsourced accounting providers. Responsibilities:• Take charge of the accounting processes for a selection of properties• Handle closing functions at the end of the month/year, including balance sheet reconciliations and calculation of property and construction management fees• Ensure all accounting transactions align with fair value GAAP• Oversee the accounting for property acquisitions and dispositions• Prepare tax packages for external tax accountants and review the same• Update personnel assignment schedules regularly• Prepare and review periodic municipal tax filings• Assist in coordinating audits and year-end accounting, including drafting footnote disclosures for property-level properties• Prepare and review periodic lender compliance packages• Update accounting policies and procedures documentation and assist in identifying internal control issues• Supervise relationships with outsourced accounting providers; oversee third party operators• Assist in the annual property-level budgeting process and provide oversight to periodic monitoring• Mentor, train, and supervise existing and new team members• Collaborate with other Accounting Teams, Property Management, Construction Management, and Investment Teams• Develop and manage training programs for internal and external accountants• Understand complex accounting transactions and make recommendations for accounting treatment to Property Controllers• Identify process efficiencies in partnership with the Property Controllers. If interested, please reach out to Jeff Abrams via LinkedIn

Marketing Administrative Assistant We are seeking a highly organized and detail-oriented Marketing Administrative Assistant to support our marketing team in executing campaigns, managing projects, and maintaining smooth departmental operations. The ideal candidate will provide critical administrative and organizational support to ensure the marketing team’s activities are efficient and successful. This is an excellent opportunity for someone looking to grow their career in a fast-paced marketing environment.Key Responsibilities:Administrative Support:<ul><li>Provide administrative assistance to the marketing team, including scheduling meetings, managing calendars, and preparing expense reports.</li><li>Answer and direct incoming calls, emails, and inquiries specific to marketing-related requests or partnerships.</li></ul>Project Coordination:<ul><li>Assist in coordinating marketing campaigns, events, and initiatives by managing timelines, deliverables, and communications among team members and partners.</li><li>Track and report on campaign or project progress by updating spreadsheets, project management tools, or departmental trackers.</li></ul>Content and Collateral Management:<ul><li>Help create, edit, or proofread marketing materials such as email templates, flyers, presentations, and social media posts.</li><li>Maintain and organize marketing assets, including digital libraries, image repositories, and promotional materials.</li></ul>Data Entry and Reporting:<ul><li>Input marketing data into CRM systems or tracking tools and generate regular performance reports.</li><li>Conduct basic market research, competitor analysis, or other industry intelligence as requested.</li></ul>Event Support:<ul><li>Assist in planning and executing marketing events, webinars, or tradeshows by coordinating logistics, bookings, and communications.</li><li>Manage post-event follow-ups such as surveys, thank-you notes, and performance summaries.</li></ul>Vendor and Partner Coordination:<ul><li>Serve as a point of contact for suppliers, designers, or vendors to ensure timely delivery of services or products.</li><li>Assist with processing vendor invoices and addressing any billing or account concerns.</li></ul>Other Duties as Assigned:<ul><li>Support marketing managers and directors with ad hoc administrative and operational tasks to ensure team success.</li></ul>

Marketing Communications Coordinator We are offering a long-term contract hybrid in Dublin, California, for a Marketing Coordinator. Responsibilities: - Campaign Coordination: Assist in coordinating and managing marketing campaigns across multiple platforms, including digital, social media, email, and traditional advertising . - Content Development: Collaborate with team members to develop engaging content for marketing materials, such as social media posts, email newsletters, and blog articles. - Client Support: Provide support to account managers by preparing presentations, updating client reports, and communicating updates in a timely manner to ensure client satisfaction. - Administrative Tasks: Support the team with day-to-day administrative tasks, such as managing schedules, preparing agendas for client meetings, and organizing project timelines.