Investor Relations, Client Services Associate
Company: A-Frame Search
Location: San Francisco
Posted on: April 1, 2026
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Job Description:
Role: Investor Relations, Client Services Associate Location:
San Francisco | Hybrid (4 days in, 1 remote) Industry: Asset
Management / Financial Services Firm Style: Collaborative,
fast-paced, and high-performing You’re a great fit if you: Have 4–6
years of experience within investment management or financial
services Are highly detail-oriented, organized, and proactive in
managing workflows Thrive in a fast-paced environment and can
balance multiple priorities effectively Have experience with CRM
systems and investor servicing platforms Possess strong technical
skills across Microsoft Office and document management tools Have a
foundational understanding of investor reporting, fund operations,
or accounting concepts Are solutions-oriented and interested in
improving processes and leveraging technology Your
Responsibilities: Maintain and enhance CRM data integrity through
ongoing updates and system management Support investor portal
administration, including document distribution and access
management Assist with fund operations, including capital call and
distribution processes and cash flow tracking Coordinate recurring
compliance and regulatory reporting requirements Respond to
investor inquiries related to reporting, performance, and account
activity Support the preparation and distribution of periodic
investor reports Track and manage investor audit confirmations in
partnership with internal and external stakeholders Contribute to
ad hoc projects and cross-functional initiatives Where You’ll Make
an Impact: Enhancing the investor experience through timely,
accurate, and high-quality service Improving operational workflows
and identifying opportunities for automation and efficiency with AI
Supporting critical fund processes and ensuring accuracy in
investor-related activities Acting as a key liaison between
internal teams and external investors Helping scale systems and
processes as the firm continues to grow
Keywords: A-Frame Search, Santa Cruz , Investor Relations, Client Services Associate, Accounting, Auditing , San Francisco, California
