Senior Associate - Investor Relations

Senior Associate / Vice President – Investor Relations

Private Equity Firm c.$5bn

San Francisco Bay Area

We are partnering with a highly regarded middle-market private equity firm to identify a Senior Associate or Vice President.

As the firm prepares for its next fundraise, this hire will become a key partner in managing the end-to-end fundraising process, working directly with the Head of IR. The role offers significant responsibility from day one, with a clear path toward greater involvement in investor engagement and capital raising over time.

Key Responsibilities

• Lead project management efforts across all fundraising and investor relations initiatives
• Coordinate the end-to-end fundraising process, including timelines, deliverables, and stakeholder management
• Manage investor due diligence processes, data rooms, and information requests
• Prepare and maintain fundraising materials, presentations, quarterly updates, and reporting packages
• Own CRM management, investor tracking, and pipeline reporting
• Serve as a key liaison between investment professionals, finance teams, advisors, and prospective investors
• Support investor meetings, annual meetings, and fundraising events
• Develop best practices and scalable processes as the platform continues to grow
• Over time, gain increasing exposure to LP relationship management and fundraising strategy

Candidate Profile

• Placement agents and fundraising advisory professionals
• Investment banking professionals with strong project management and execution experience

Key Skills

• Exceptional organizational and project management skills
• Strong attention to detail and ability to manage multiple workstreams simultaneously
• Experience coordinating complex processes involving senior stakeholders
• Excellent written and verbal communication skills
• A proactive, hands-on mindset and willingness to build processes from the ground up
• Humility, professionalism, and the ability to work closely with founder-level leadership
• Long-term interest in fundraising, investor relations, and capital formation

Why This Opportunity?

• Direct exposure to senior leadership and firm strategy
• Significant career progression toward a long-term fundraising and capital formation career path
• High-impact environment with a collaborative and entrepreneurial culture

If you're interested in building a career at the intersection of private equity, fundraising, and investor relations—and want to play a central role in a high-profile fundraise—we would welcome a confidential conversation.