Flag job

Report

Associate, Investor Relations

Salary

$0.0018k - $0.0022k

Min Experience

3 years

Location

San Francisco, CA

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

About Turn/River Capital

Turn/River Capital is a technology-focused private equity firm based in San Francisco with over $2B in committed capital. We are 100% focused on B2B software, specializing in growth capital investments, founder liquidity, buyouts, spin-outs, and recapitalizations of technology, web, and SaaS companies. Our strategy combines flexible capital with data-driven marketing, sales optimization, and operational execution to help companies double or triple their growth and build significant value. We are analytically driven, curious by nature, and always looking for the next experiment to drive improvement.

Key Responsibilities

Immediate Responsibilities (year one):

  • Participate in investor meetings and learn the Turn/River story, team, and portfolio messaging
  • Support all investor interactions through daily key processes (meeting prep, meeting recaps, meeting tracking, thank you notes)
  • Spearhead implementation of CRM and design of custom templates and reports (pipeline, interactions and trip reports, meeting prep notes)
  • Complete investor questionnaires and ad hoc investor requests
  • Project manage operational due diligence work with Turn/River's COO and CFO
  • Manage compliance review of external materials with CCO and Compliance Consultant
  • Manage the quarterly update report process
  • Create internal portfolio collateral to support portfolio updates
  • Help organize and execute LP events including spring investor lunches and Annual Investor Day
  • Support strategic planning, market mapping, prospecting trips/road show planning
  • Organize the IR file system
  • Document IR best practices in the IR handbook

Future Responsibilities (year Two Onward)

  • Start hosting and leading select investor meetings
  • Travel to meet existing and prospective investors
  • Attend select conferences and networking events
  • Further systemize key processes and contribute to the continued buildout of the IR platform
  • Manage future data rooms

Qualifications

  • BA/BS degree
  • 3+ years of experience in Alternatives (private equity, venture capital, real estate, hedge funds) or Investment Banking
  • Strong presentation skills (both verbal and written)
  • Product specialist capability (eager to learn how to speak in depth about the portfolio)
  • Systematic thinker, process oriented
  • Strong attention to detail
  • Self starter, high motor individual
  • Highly curious, self-motivated to seek out new learning opportunities
  • Collaborative and communicative

Location

  • San Francisco, hybrid work model (in office Tuesday - Thursday)

Compensation

  • The annual base salary range for this role is $180,000 - 220,000, taking into account numerous variable factors that are considered in making compensation decisions including but not limited to skill sets, experience, training, licensure, certifications, and organizational requirements.

Benefits And Perks

  • An opportunity to make an impact across multiple high-growth tech firms
  • Competitive salary and discretionary bonus
  • Medical, dental, and vision insurance
  • Flexible vacation policy
  • 401K
  • Paid parental leave
  • Commuter benefits
  • Donation matching
  • Work from home Monday & Friday
  • Energetic work environment with snacks and weekly team lunches, centrally located near multiple public transit lines
  • A company that enjoys having fun: holiday parties, annual company offsite, annual summer "work from anywhere" month

Turn/River provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, religious creed (including religious dress and grooming practices), national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, natural hair styles, age (40 years and over), sexual orientation, veteran and/or military status, protected medical leaves (requesting or approved for leave under any applicable state, or federal leave act), domestic violence victim status, political affiliation, and any other characteristic or status protected by state or federal law.

About the company

Turn/River Capital is a technology-focused private equity firm based in San Francisco with over $2B in committed capital. We are 100% focused on B2B software, specializing in growth capital investments, founder liquidity, buyouts, spin-outs, and recapitalizations of technology, web, and SaaS companies. Our strategy combines flexible capital with data-driven marketing, sales optimization, and operational execution to help companies double or triple their growth and build significant value. We are analytically driven, curious by nature, and always looking for the next experiment to drive improvement.

Skills

sql
java
C