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Investor services

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Robert Half

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Location:
United States , San Francisco

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

Our client is a well-established private equity firm, partnering with leading companies across industries. The firm values collaboration, innovation, and high performers who make a tangible impact. Join a dynamic investor services team supporting a hands-on manager. Competitive pay, excellent benefits, and opportunities to improve processes and work across teams make this a high-impact role in a growing environment.

Job Responsibility:

  • Prepare and distribute investor reporting packages
  • Manage capital calls, distributions, and investor communications
  • Maintain investor data and support onboarding for new funds and investors
  • Collaborate with Finance, Investor Relations, and external consultants
  • Assist with compliance, tax, and investor documentation
  • Identify and implement process improvements

Requirements:

  • 3+ years in investor services or financial operations
  • Financial Services Experience required
  • Advanced Excel and familiarity with fund accounting/CRM platforms
  • Strong organizational, project management, and communication skills
  • Bachelor’s degree in Economics, Business, or related field

Nice to have:

Experience with compliance or tax processes a plus

What we offer:
  • Competitive pay
  • excellent benefits
  • opportunities to improve processes and work across teams
  • access to top jobs
  • competitive compensation and benefits
  • free online training
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
January 25, 2026

Work Type:
Hybrid work
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