Investor Relations Manager
$130k - $150kAustralia-Employment
Investor Services Manager $130000 - $150000 per year | San Francisco, CA | On-site | Permanent Lead a high-impact Investor Services team supporting premier private equity sponsors while driving operational excellence, client satisfaction, and strategic initiatives in a growing industry-leading organization! A bit about us: A leading private capital services organization is seeking an Investor Services Manager to oversee investor operations, elevate client service delivery, and lead a high-performing Investor Relations team. This role is responsible for driving operational improvements, managing client-facing deliverables, strengthening investor communication processes, and ensuring service excellence across a complex and fast-paced private equity environment. The ideal candidate combines operational leadership, investor services expertise, and a passion for developing teams while delivering an exceptional client experience. Why join us? Competitive salary of $130,000 - $150,000 annually Discretionary performance bonus Comprehensive benefits package Hybrid work schedule (2 days onsite, 3 days remote) Opportunity to lead a critical function supporting premier private equity clients High visibility with senior leadership and client service teams Career growth and advancement opportunities Exposure to strategic transformation and operational improvement initiatives Ongoing professional development and training Collaborative culture focused on excellence, innovation, and client satisfaction Job Details Lead and manage the Investor Services and Investor Relations team Ensure staff adherence to operational guidelines, best practices, and service standards Support execution of tactical and strategic initiatives designed to enhance investor and client experiences Build and maintain strong relationships with internal client service teams and leadership stakeholders Partner with technology teams to identify and implement workflow automation and centralized processes Facilitate communication, training, and information-sharing sessions across operational groups Participate in regular client meetings and effectively manage escalated issues Identify process improvements that reduce turnaround times while maintaining strong controls and risk management standards Develop and maintain cross-training programs and team heat maps to mitigate key-person dependency risks Monitor service level agreement compliance and overall team performance Manage staffing, workload balancing, and business-driven overtime requirements Supervise, train, coach, mentor, and evaluate associates and supervisors Lead special projects, operational transformation initiatives, and process enhancement efforts Ensure all deliverables are completed in accordance with company policies, procedures, and best practices Operate effectively in a high-volume, deadline-driven, and continuously evolving environment Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. #J-18808-Ljbffr
$100k - $160k
...Job Title: Operations and Investor Relations Manager Location: San Francisco Bay Area Employment Type: Full-Time – Hybrid While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before...SuggestedFull timeSeasonal workLocal areaRemote work$125.84k - $157.3k
...As Marqeta’s Investor Relations Manager you will support the company’s investor relations efforts. The team is focused on maximizing shareholder value through effective communication of our value proposition. To do this we must tell a cohesive and data-driven story about...SuggestedWork at officeRemote workFlexible hours1 day per week$88.8k - $165.6k
...Family Group:Commercial Sales & ServiceBilingual AVP, Portfolio Manager-Asset Based Lending (ABL) Pacific RimNote: This position may be... ...- 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience...SuggestedFull timeContract workPart timeLocal area$175k - $225k
...culture? Start your Voyage -Apply NowJob PurposeThe Voya Investment Management (Voya IM) Mortgage Derivatives Team manages approximately $6... ...structured mortgages, mortgage prepayments, OAS modeling, and related markets such as rates, credit, or derivatives; deeper...SuggestedFull timePart timeWork experience placementWork at officeLocal areaFlexible hours$120k - $250k
...and extension loans within delegated authority.Underwrite and manage a diversified portfolio of technology-sector clients, including... ...Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.If a...SuggestedFull timeContract workPart timeWork experience placementLocal areaShift work$92.11k - $156.88k
...net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-...Temporary workRemote workShift work- ...direct exposure to leadership.ResponsibilitiesOwn fund accounting and financial reporting across investment vehiclesReview NAVs, investor allocations, fees, capital activity, and partnership accountingManage fund administrator deliverablesEnsure accurate monthly, quarterly...
$135.6k - $300k
...for working with complex, high-net-worth investors to create customized investment... ...include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary... ...products and services through extensive related work experienceBroad-based technical...Work at officeFlexible hoursDay shift$200k - $230k
...is building an Operations Cloud for the real world. We deliver a modern, AI-native platform that helps physical product businesses manage the flow of goods, dollars, and data across procurement, inventory, orders, fulfillment, and finance in real time. Purpose-built to...Full timeWork at officeImmediate startRelocation packageFlexible hours$200k - $300k
...Senior Vice President, Portfolio Manager Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families...Work at office- ...Doss DOSS is building an Operations Cloud for the real world. A modern, AI-native platform for physical product businesses to manage the flow of goods, dollars, and data in real time, across: Procurement Inventory Orders Fulfillment Finance...Work at officeImmediate startRelocation packageFlexible hours
- ...during visits from winery partners Work with distributor sales team in all designated markets to generate placements Proactively manage at least 100 key accounts, including weekly visits Frequently travel and visit all markets in designated territory Conduct...Local area
$143.74k - $191.65k
...Commercial Banking Relationship Manager This position is responsible for managing, servicing, and developing commercial or business... ...per loan approval servicing requirements. Performs other tasks related to the servicing and management of assigned portfolio. Client...$800 per month
...a leading AI lab to train frontier models on high-quality insurance reasoning data. We're hiring P&C Actuaries and Portfolio Risk Managers to design realistic pricing, reserving, forecasting, and portfolio-management scenarios, evaluate model outputs against established...Temporary workWork at officeImmediate start$115.44k - $140k
...Francisco, SpearWhat you'll do:As Assistant Vice President- Portfolio Manager - Commercial you'll be responsible for analyzing, structuring,... .../or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship...Full time- ...capital firm seeking a Fund Accounting Manager to join its lean Finance team. This is a... ...capital statements, capital activity, and investor reporting.Perform waterfall and carried... ...quarterly and year-end closes, audits, and tax-related deliverables.Partner closely with the...
- ...services, technology, and information sectors. Known for its collaborative and entrepreneurial culture, the firm partners closely with management teams to drive long-term growth and operational excellence.This is a high-visibility leadership role with significant autonomy....
- ...and transform the finance industry together.The Asset Liability Management (ALM) & Market Risk Modeling team within Corporate Treasury... ...for maintenance of the PolyPaths vendor model and own modeling related to linear and non-linear hedge instruments, prepayment of mortgage...16 hoursFull timeFlexible hours
- ...transform the finance industry together.First line Finance Risk Management (FRM) is an in-business strategic risk function within Finance... ...:Bachelor's degree in Finance, Economics, Business, or related field.10+ years of experience in counterparty credit risk, credit...16 hoursFull time
$160k - $170k
...capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net... ....Provide strategic and contractual advice on disputes and related resolution issues.Evaluate delay recovery measures.Carry out change...Contract workFor contractorsImmediate startFlexible hours$77k - $214k
Industry/SectorNot ApplicableSpecialismIFS - Risk & Quality (R&Q)Management LevelSenior AssociateJob Description & SummaryAt PwC, our people in risk and compliance focus on maintaining regulatory compliance and managing risks for clients, providing advice, and solutions...Full timeH1b$300k - $400k
...more - with fully integrated solutions to manage everything from business accounts,... ...$11 billion and backed by world-leading investors including T. Rowe Price, Visa, Mastercard... ...and true ownership. You bring strong role-related expertise and sharp thinking, and you’re...Temporary workLocal areaWorldwide$231.66k - $289.58k
...combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and... ...underwriting, portfolio management, commercial banking, or a related fieldDeep expertise evaluating business financial statements,...Work at officeRemote workWork from home$163.5k - $307.6k
...VCA advises Visa clients and ecosystem partners on core risk management areas for card portfolio lifecycle management, including prospecting... ...payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and...Full timeWork experience placementWork at officeLocal areaFlexible hours$140k - $190k
...by some of the most prominent technology investors and were most recently valued at $7.3B.... ...We're seeking a data-driven and hands-on Manager / Sr Manager on our Card Credit Risk... ...factors, including without limitation, job-related knowledge, skills, education, and experience...Work at officeLocal areaRemote workWorldwide- ...to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury... ..., healthcare organizations, education institutions, banks and investors.Global Investment Banking supports a broad range of corporations...
- ...status quo” and transform the finance industry together.The Investor Relations team is part of the broader Finance organization at Schwab and... ...functional stakeholders.Demonstrated ability to successfully manage multiple priorities and deliver high-quality work under tight...Full timeRelocation
$176k - $264k
...automotive, and smart infrastructure markets. As a dedicated Investor Relations leader, you will strengthen Ouster’s engagement with the... ...the narrative with the CEO and CFO and as a hands-on operator managing the mechanics of quarterly earnings, analyst logistics, and...Work experience placementLocal area$145k - $155k
...leading specialists in real estate investment management, with expertise in the investment,... ...real estate, is seeking a SeniorAssociate, Investor Services in our San FranciscoOffice. The... ...Team sits underneath the Investor Relations team at Carmel Partners.Carmel's Investor...Full timeLocal areaVisa sponsorshipWork visa$275k
...Real Estate Portfolio Manager San Francisco, CA About Anthropic Anthropic's mission is to create reliable, interpretable, and... ...Hold an MBA or advanced degree in real estate, finance, or related field Have relevant certifications such as CoreNet MCR or CCIM...Work at officeRelocationVisa sponsorshipFlexible hours
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