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Senior Manager, Investor Relations – Strategic Finance

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. Serve as primary finance point of contact for investor-related modeling, analysis, and diligence inquiries .

Posted 10/9/2026full-timeSan Francisco • California • United StatesSenior💰 $175,000 - $200,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in financial modeling, investor relations, and strategic finance, with a strong ability to translate complex financial analyses into actionable insights. Proficient in utilizing advanced financial tools and methodologies to support fundraising activities and investor communications.

Highest-signal resume keywords
Financial ModelingInvestor RelationsExcel-Based Financial ModelingAnaplan ModelingData Analysis Using SQL

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Financial ModelingValuation MethodologiesDiscounted Cash Flow AnalysisThree-Statement Financial ModelsRisk-AssessmentForecastingCapital Structure FundamentalsFinancial ControlsData IntegrityScenario Analysis
Soft Skills
Clear CommunicationAnalytical ThinkingCollaboration
Tools & Technologies
ExcelAnaplanDealcloudSalesforceAdaptiveBusiness CentralPower BICRM Platforms
Certifications & Qualifications
Master’s Degree in EconomicsMaster’s Degree in FinanceMaster’s Degree in Commerce
Industry Keywords
Investor RelationsFundraisingFinancial MarketsCapital MarketsDue Diligence

Tech Stack

Tools & technologies
ERPPythonSQL

About the role

Key responsibilities & impact
  • Serve as primary finance point of contact for investor-related modeling, analysis, and diligence inquiries
  • Support fundraising activities, including planning and execution of fundraising roadshows, investor meetings, and marketing events
  • Support onboarding of new investors in coordination with internal teams and external partners
  • Support development and maintenance of performance metrics, KPIs, and management reporting for senior leadership and Board review
  • Coordinate with underwriting and asset management teams to deliver monthly actual vs. budget reporting, rolling forecasts, and variance analyses to investors
  • Develop, maintain, and oversee corporate, fund, and asset-level financial models for strategic planning, valuation, forecasting, and investor reporting
  • Build and review complex financial models in Excel and Anaplan, including multi-scenario analyses, capital structure modeling, and long-range forecasts
  • Review financial models for methodological soundness, data integrity, and adherence to internal standards
  • Apply financial controls and audit principles to ensure reliable outputs for decision-making and external stakeholders
  • Partner with FP&A, Asset Management, Underwriting, Operations, Fundraising, and Technology teams
  • Translate business strategy and operational drivers into scalable financial frameworks and decision support tools
  • Position does not have direct management or supervisory duties

Requirements

What you’ll need
  • Master’s degree or equivalent in Economics, Finance, Commerce or related field of study
  • 4 years of post-baccalaureate experience in investor relations and strategic finance
  • 4 years of experience with financial modeling, including structured investment modeling, risk-assessment, and forecasting
  • 3 years of experience with accounting principles, including independently building and interpreting three-statement financial models
  • 2 years of experience participating in buy-side or sell-side financial, commercial, and operational due diligence processes
  • Knowledge of discounted cash flow analysis, valuation methodologies, and capital structure fundamentals
  • Knowledge of financial markets and investment products
  • Experience supporting or consulting directly with institutional investors in fundraising, investor relations, or capital markets contexts
  • Ability to translate financial analyses into clear, concise insights
  • Excel-based financial modeling, including complex formulas, scenario analysis, and model auditability
  • Anaplan modeling concepts
  • Experience applying financial models to investment analysis, forecasting, and decision support
  • Experience preparing investor-ready communication materials
  • Experience using Dealcloud, Salesforce, Adaptive or similar ERP systems
  • Experience working with Business Central in a professional capacity
  • Experience using relationship management or CRM platforms
  • Data analysis using SQL and Python
  • Experience with automation tools, including Power BI
  • Any and all experience may be gained concurrently
  • Eligibility to work in the United States is requested in the application

Benefits

Comp & perks
  • Discretionary bonus
  • Health care benefits
  • Retirement benefits
  • Paid sick leave
  • Paid parental leave
  • Paid time off or vacation benefits
  • Other benefits reportable for federal tax purposes