Investor Relations Technology Specialist jobs in United States
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Sixth Street · 4 weeks ago

Investor Relations Technology Specialist

Sixth Street is a leading global investment firm dedicated to developing themes and offering solutions to companies across all stages of growth. The Investor Relations Technology Specialist will work closely with the CRM Systems Specialist to enhance the Salesforce instance and manage various applications within the Investor Services tech stack.

FinanceFinancial ServicesFunding PlatformImpact InvestingVenture Capital
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H1B Sponsor Likelynote

Responsibilities

Assume ultimate ownership of the Investor Services Salesforce instance and all connected applications (e.g., SunGard DX, investor portals, marketing automation)
Develop and maintain a multi-year strategic roadmap for the platform, aligning technology initiatives with the firm's business goals and investor engagement strategies
Architect and design scalable, robust solutions, making critical decisions on when to build custom (Apex/LWC) versus when to leverage declarative tools (Flows) or third-party applications
Lead all phases of the project lifecycle for IS technology initiatives, including requirements gathering, scoping, planning, resource allocation, development oversight, testing, and deployment
Manage project timelines, budgets, and stakeholder expectations, ensuring timely delivery of high-quality solutions
Prepare and present regular project status updates, performance metrics, and strategic recommendations directly to the Head of Investor Services and other senior management
Act as the primary technology partner for the Investor Services team, translating complex business needs into detailed technical requirements and functional specifications
Collaborate with cross-functional teams (IT, Compliance, Finance) to ensure seamless integration and data integrity across firm-wide systems
Proactively identify opportunities for process automation and system enhancements to improve team efficiency and the investor experience
Act as the primary technical lead and mentor for the CRM Systems Specialist and contractor(s), guiding their day-to-day project work and fostering their technical and professional development
Oversee the quality and outcome of all technical execution, ensuring adherence to best practices
Establish and enforce development best practices, documentation standards, and quality assurance protocols to elevate the team's capabilities
Design and oversee the architecture for all API integrations, ensuring secure and efficient data exchange between Salesforce and critical financial systems
Establish and manage a comprehensive data governance framework to ensure the accuracy, integrity, and security of all investor data within Salesforce
Oversee complex data migration projects and develop long-term data management strategies

Qualification

Salesforce developmentAPI integrationsProject managementData governanceCRM systemsData migration toolsAgile methodologiesAlternative investmentsProblem-solvingCommunication skillsCollaborationSelf-starter

Required

Experience in the finance / investment management industry
Understanding of Salesforce development, API integrations, and project management principles
Proven track record of delivering successful Salesforce solutions
Strong analytical and problem-solving skills with the ability to identify and resolve technical challenges and approach issues strategically
Excellent written and verbal communication skills, with the ability to explain technical concepts to both technical and non-technical audiences
Ability to work effectively within a team and collaborate with other developers and synthesize information from multiple stakeholders
Highly motivated and self-directed individual with the ability to work independently with minimal supervision

Preferred

Experience with CRM systems and investor services systems (particularly Salesforce)
Salesforce certifications (e.g., Platform Developer I/II, Integration Architecture Designer)
Familiarity with Agile development methodologies
Experience with data migration tools
Experience in alternative investments a plus
Proven experience in Salesforce development, automations/flows, and API integrations

Company

Sixth Street

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Sixth Street Partners is an investment firm that develops themes and offers solutions for businesses.

H1B Sponsorship

Sixth Street has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2022 (1)
2020 (1)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Dyal Capital Partners
2017-04-11Private Equity

Leadership Team

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Alan Waxman
Co-Founder and CEO
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Bornah Moghbel
Co-Founder & Partner
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Company data provided by crunchbase