• Investor Services Associate - Leading Private…

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

    Interested? Let’s Connect!

     

    If this opportunity sounds like a great fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!

     

    Investor Services Specialist – Premier Private Equity Firm

     

    About the Role

     

    We’re seeking an Investor Services Specialist to join a highly respected private equity firm. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and can manage multiple priorities with ease. You’ll play a key role in investor operations, communications, and data management while driving technology initiatives and process improvements.

     

    What You’ll Do

     

    Investor Reporting

     

    + Prepare and distribute quarterly and annual reports, capital account statements, and fund financials

     

    Operations & Communication

     

    + Monitor shared inboxes, coordinate investor communications, and assist with onboarding new funds and investors

     

    Data & Systems

     

    + Maintain accurate investor data across CRM and fund accounting platforms

    + Support system enhancements and implementations (Investorflow, Allvue, Sensr)

     

    Cross-Functional Collaboration

     

    + Partner with Investor Relations, Finance, and external consultants on ad hoc and strategic projects

     

    Compliance

     

    + Coordinate AML/KYC documentation and tax forms with third-party service providers

     

    Continuous Improvement

     

    + Identify opportunities to enhance reporting templates, workflows, and investor portal experiences

     

    Why Join Us

     

    + Competitive base salary + annual bonus

    + 100% employer-paid medical, dental, and vision coverage

    + Generous retirement contributions and additional firm perks

    + Collaborative, hands-on manager who values clarity, structure, and organization

    + Free meals and a supportive, team-oriented culture

    Requirements

    Want to Learn More?

     

    If this opportunity sounds like a great fit for your background, apply today and share your resume with JC del Rosario via LinkedIn—let’s explore whether this role aligns with your next career move!

     

    What We’re Looking For

     

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

    + 3+ years of experience in investor services or a similar function

    + Strong organizational skills with the ability to manage multiple priorities simultaneously

    + Excellent written and verbal communication skills, including professional email and virtual meeting etiquette

    + Proficiency in Excel; familiarity with CRM and fund accounting platforms

    + Ability to quickly learn new systems and contribute to process improvements

    + Experience supporting or leading system implementations is a plus

     

    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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .