Job Opportunity
Associate – Investor Relations
Turn/River Capital | San Francisco, CA
Job Summary
Investor relations, fundraising, and project management. BA/BS degree. 5+ years of experience in alternatives or investment banking.
Details
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.
Turn/River is looking for its second hire for the Investor Relations team. This role spans investor relations, fundraising, and project management. The individual will work closely with the Head of IR and have exposure across the Investment, Growth Operations, and Platform (Internal Operations) teams. Being a key member of the IR team is an opportunity to contribute to the design and development of Turn/River’s Investor Relations platform and build meaningful relationships with both invested and prospective partners.
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
* 5+ 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
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- Compensation: $ 220,000
- Min Education: BA/BS
- Min Experience: 5 years