• Investor Services Specialist | SF

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

    Jennifer Fukumae with Robert Half Financial Services is partnering with a confidential investment firm to hire an Investor Services Specialist to join their growing San Francisco office. This is an excellent opportunity for a detail-oriented financial services professional to support investor operations in a collaborative and evolving environment.

     

    About the Role

     

    The Investor Services Specialist will support day-to-day investor operations, including managing communications, assisting with onboarding new funds and investors, and coordinating investor due diligence requests. You’ll work closely with the Senior Manager of Investor Services, Investor Relations, and Finance teams, as well as external consultants, contributing to projects and technology initiatives. Flexibility, strong attention to detail, and a willingness to adapt are key for success in this role.

    Key Responsibilities

    Investor Reporting & Deliverables

     

    + Prepare and distribute quarterly and annual investor reporting packages, including capital account statements, performance reports, and fund financials

    + Coordinate with Finance and Investor Relations to ensure timely, accurate investor communications

    + Maintain consistency of investor data across systems and reports

    + Prepare capital call and distribution notices in compliance with partnership agreements

     

    Investor Operations & Communications

     

    + Manage day-to-day investor inquiries and monitor team inboxes

    + Assist with onboarding new investors and funds

    + Maintain high standards of data quality and accuracy in all communications

     

    Data & Systems Management

     

    + Maintain and update investor information in CRM and fund accounting systems

    + Respond to internal and external data requests from investors and consultants

    + Identify opportunities to improve reporting and workflow processes

     

    Collaboration & Support

     

    + Partner with Investor Relations on fundraising, due diligence, and reporting needs

    + Support materials for annual meetings, investor updates, and other client-facing initiatives

    + Collaborate across Finance, IR, and external consultants on ad hoc projects

     

    Compliance & Tax Support

     

    + Coordinate AML/KYC documentation and tax form collection

    + Ensure investor records are accurate and comply with internal controls

     

    Continuous Improvement

     

    + Recommend enhancements to reporting templates, portals, and communication tools

    + Adapt to evolving team responsibilities and implement best practices

    Requirements

    + Bachelor’s degree in Economics, Business Administration, or related field

    + 3+ years of experience in investor services or related financial operations

    + Strong Excel skills (pivot tables, formulas, data analysis)

    + Familiarity with CRM platforms and fund accounting software (e.g., DX/FIS Investran, DealCloud)

    + Excellent organizational, project management, and communication skills

    + Ability to work independently, manage multiple priorities, and collaborate across teams

    + Experience with system implementation is a plus

     

    Compensation & Benefits

     

    + Competitive base salary + annual bonus

    + 100% company-paid medical, dental, and vision; HSA contribution

    + 401(k) profit sharing, phantom carry, and pre-tax transit/parking benefits

    + Generous PTO and flexible time-off policies

    + Free meals and supportive team culture

     

    If you are an experienced investor services professional looking to advance your career in a dynamic environment, this is an exciting opportunity.

     

    For fastest consideration, please message Jennifer Fukumae on LinkedIn.

     

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .