At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.
Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Job Responsibilities
Lead and oversee the full investor relations function across client portfolios, setting strategy and ensuring best-in-class service delivery.
Serve as a senior point of contact for fund clients and key investors, managing high-level relationships and escalations.
Direct onboarding processes for new investors, ensuring all governing and due diligence documents are properly collected, reviewed, and compliant.
Oversee all investor transaction activity, including capital calls, distributions, subscriptions, redemptions, and transfers, ensuring accuracy and timeliness of associated cash flows.
Provide strategic guidance on investor communications, reporting, and engagement, including oversight of investor portals and digital platforms (e.g., Anduin).
Partner cross-functionally with accounting, treasury, and fund administration leadership to ensure alignment on investor data, reporting, and operational processes.
Establish and maintain data governance standards for investor databases (e.g., Investran), ensuring integrity, accuracy, and accessibility of investor information.
Deliver insights and reporting to executive leadership on investor trends, client performance, and operational metrics.
Drive enhancements to investor reporting, analytics, and segmentation (e.g., geography, investor type) to support fundraising and relationship management strategies.
Lead process improvement initiatives across investor relations and fund administration, optimizing workflows and scalability.
Mentor and manage junior team members, fostering professional development and high performance across the team.
Requirements
Bachelor’s degree in Finance, Business, or a related discipline or equivalent work experience
Minimum 10 years in investor relations, fund administration, or asset management.
Advanced proficiency in MS Excel and investor reporting systems (e.g., Investran).
Exceptional communication and stakeholder management skills, with experience interacting with senior executives and institutional investors.
Strong leadership and team management capabilities.
Proven ability to manage complex operations, prioritize competing demands, and meet tight deadlines.
Strategic thinker with a process improvement mindset.
Highly organized, detail-oriented, and adaptable in a fast-paced environment.
"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $195,400 - $264,400. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
Medical, dental, vision
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.