Associate, Investor Relations & Business Development

San Francisco, CA

CircleUp is seeking an Associate on the IR & BD team. CircleUp is a technology-driven investment firm that leverages Helio, a proprietary predictive analytics platform, to source, evaluate, invest, and add value to fast-growing consumer & retail companies. CircleUp is bringing the data-driven revolution that occurred in the public markets to the private markets, starting with consumer & retail. CircleUp has a series of fund vehicles built on top of our core technology platform - CircleUp Growth Partners, CircleUp Credit Advisors and the Systematic Equity Fund. Our current LPs include world class institutional investors (pensions, sovereign wealth funds, insurance companies, family offices). The Associate will report to the Managing Director of BD&IR and work closely with all client-facing team members.

CircleUp is backed by Union Square Ventures, Google Ventures, and Canaan Partners. We have pioneered a unique approach to Consumer investing by leveraging a world-class team of over 20 data scientists and engineers to build Helio, a powerful data science platform that tracks and makes actionable predictions on 1M+ companies. We take a quantamental approach to the private markets and use Helio to enhance investment sourcing, evaluation, and value creation.  


  • Develop a strong knowledge of the firm’s strategies, investment approach and operational functions to effectively respond to prospective and existing investor requests
  • Structure and develop Salesforce as CRM for sales and marketing process
  • Own and manage a process-driven sales funnel in Salesforce throughout the fundraising process
  • Maintain tracking system and data base of investors in Salesforce
  • Assist with onboarding of new clients including project management of DDQs
  • Responsible for all investor reporting and coordination of the annual investor meeting 
  • Lead coordination across teams to ensure proper execution of key deliverables
  • Actively participate in investment product development to deliver on LP demands
  • Collaborate with investing and technical teams to iterate on products
  • Develop agendas for client facing meetings, onsites, and trips/roadshows

Successful candidates will ideally possess:

  • 2-4 yrs experience in investor relations or project management functions
  • Experience working with Salesforce as sales and marketing CRM
  • Quantitatively and qualitatively adept; strong analytical and writing skills
  • Ability to work and communicate with a wide variety of internal and external constituents
  • Strong ownership and ability to run and manage processes
  • Resourceful, detail-oriented; organized, proactive, adaptive 
  • Passion to build something new and innovativeHave the ability to distill complex concepts into simple explanations

Personal Qualities:

  • A vision and drive to change how private market investing works
  • Strong growth mindset and deep desire to grow both personally and professionally
  • Exceptional integrity, highly intelligent and strong work ethic
  • Passion for meeting new people
  • Competitive spirit, and ability to thrive in the face of obstacles and long cycle times
  • High tolerance for risk
  • The humility to roll up your sleeves and do what it takes to get the job done
  • Desire to grow with early stage FinTech firm

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