Client Service & Product Solutions - Associate

Stockbridge • San Francisco, CA

5h • $130,000 - $150,000

About The Position

The Associate will play a critical role in supporting operational and strategic initiatives across the Firm’s private wealth and institutional channels. This role offers a unique opportunity to work at the intersection of client service, product strategy, and investment operations, including support for new product launches and the delivery of high-quality investor experience. As part of the Client Service and Product Solutions (CSPS) team, the Associate will focus on the Firm’s Platform Business, taking ownership of investor-facing deliverables and responding to both recurring and ad-hoc requests with precision and timeliness. The role also includes the responsibility for maintaining data accuracy across client materials, supporting core internal systems (including the Firm’s CRM and Q&A databases), and contributing to team initiatives such as the integration of AI into existing workflows. This position is well-suited for a detail-oriented, intellectually curious professional who thrives in a collaborative, fast-paced environment.

Requirements

• Bachelor’s degree from an accredited institution required; preferred fields include in real estate, finance, business, accounting, economics, or related discipline. Must have strong academic credentials.
• 2 to 4 years of relevant experience in investor relations, investment research, fund operations or formation support.
• Highly proficient in Microsoft Excel, Word, PowerPoint, Adobe; familiarity with CRM platforms strongly preferred.
• Exceptional attention to detail, placing a high priority on accuracy, organization, and consistency.
• Strong analytical and problem-solving skills, with ability to research solutions and suggest resolutions
• Demonstrated initiative, sound judgement and strong work ethic
• Ability to manage multiple priorities simultaneously, meet deadlines and collaborate effectively in a team

Nice To Haves

• Experience at an investment management firm or similar institutional environment strongly preferred.

Responsibilities

• Prepare timely, accurate, and well-structured responses to investor inquiries and fund due diligence questionnaires (“DDQs”) by updating quarterly metrics, curating supporting exhibits, and ensuring consistency across all materials.
• Serve as a key point of contact for investor requests, supporting both existing and prospective investors with professionalism, responsiveness, and attention to detail.
• Own and optimize the Firm’s centralized Q&A knowledge base (including AI-enabled tools), developing scalable processes to ensure accuracy, version control and team-wide adoption.
• Support the full fundraising lifecycle, including fund formation, creation of governing documents, product launches, marketing content, due diligence, and closing of investor capital commitments.
• Partner closely with sales, portfolio and client service teams to track investor deliverables, subscription documents, side letters, and fund communications, coordinating follow-ups to keep processes moving efficiently.
• Coordinate and assist with the preparation and execution of internal and external communications related to fund launches and closings.
• Maintain and enhance core investor platforms, including the Firm’s CRM and investor portal (Juniper Square) to support operational efficiency, data integrity, and system enhancement initiatives.
• Support day-to-day investor operations, including maintaining distribution lists, organizing marketing materials, reconciling data, managing key firm-wide metrics, and responding to ad hoc investor needs.

Benefits

• Benefits include medical, dental, vision, life and STD & LTD insurance.
• Stockbridge provides a 401K plan with a match as well as generous vacation, sick time and holiday time off.
• Additionally, Stockbridge provides opportunities for professional development and career advancement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level