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Taylor Root · 4 days ago

Investor Relations, Operations Specialist

San Francisco Bay Area

Full-time

Hybrid

Mid Level

$120K/yr - $140K/yr

3+ years exp

Taylor Root is a leading global private equity firm seeking a Specialist to join its Investor Relations team. This role focuses on servicing existing limited partners and ensuring precision in quarterly reporting and investor deliverables while collaborating with internal stakeholders to deliver exceptional service.

EmploymentHuman ResourcesRecruiting

Responsibilities

Support quarterly investor reporting, capital account statements, and fund data reconciliation

Support day-to-day investor operations, including monitoring team inboxes, coordinating investor communications, and assisting with the onboarding of new funds and investors

Coordinate across finance, legal, and investment teams to ensure timely, accurate, and compliant LP communications

Oversee the preparation of capital call and distribution notices, ensuring accuracy and compliance with partnership agreements

Manage and complete due diligence questionnaires (DDQs), RFPs, and consultant surveys

Respond to ad-hoc LP and consultant requests, maintaining consistency and brand accuracy in all deliverables

Maintain LP information in internal databases and portals; help refine investor reporting processes for efficiency and accuracy

Assist with recurring LP notices, performance summaries, and other investor materials

Participate in continuous process improvements and cross-functional initiatives that enhance LP servicing

Qualification

Investor relationsFund administrationDDQRFP processesExcelPowerPointAnalytical skillsProfessional demeanorWritten communicationAdaptability

Required

Bachelor's degree in finance, Accounting, Business, or a related field

3–5 years of relevant experience in investor relations, fund administration, or institutional reporting; ideally within private equity, private credit, or alternative investments

Strong command of DDQ and RFP processes, consultant database updates, and quarterly reporting cycles

Highly detail-oriented with strong analytical and written communication skills

Proficiency with Excel, PowerPoint, and LP communication or CRM tools

Professional demeanor with the ability to interact confidently across departments and with external partners

Flexible, adaptable, and comfortable managing multiple priorities under tight timelines