Description A leading global private equity firm is seeking an Investor Services Associate to join its San Francisco office. This role supports LP operations, reporting, and investor communications within a highly respected and established investment platform. Overview This position will play a key role in managing investor reporting cycles, capital activity notices, onboarding workflows, and due diligence support. The individual will work closely with Finance and Investor Relations to ensure timely, accurate, and consistent delivery of investor materials and data. Responsibilities + Coordinate quarterly and annual investor reporting packages, including capital statements and performance updates + Prepare and distribute capital call and distribution notices + Serve as a point of contact for investor inquiries and ongoing communications + Maintain and reconcile investor data across CRM and fund accounting systems + Support DDQs, fundraising requests, and investor data needs + Contribute to process improvements and system enhancements Requirements + Bachelor’s degree in Business, Economics, or related field + 3+ years of experience in investor services within private equity or asset management + Advanced Excel proficiency + Experience with fund accounting systems (e.g., Investran) and CRM platforms preferred + Strong attention to detail, organization, and ability to manage multiple priorities + Effective communicator with cross-functional collaboration experience This is an opportunity to join a sophisticated investment firm offering strong compensation, long-term stability, and exposure to institutional investors. If you are interested in hearing more, please apply and message Jennifer Fukumae on LinkedIn referencing this job title. 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) .