Investor Relations Associate



San Mateo, CA, USA
Posted on Saturday, October 28, 2023

About Us

Pursuit of truth in credit.

By using machine learning to anticipate and manage risk in credit, we’re empowering our partners and lenders to unlock opportunity and access for more borrowers, everywhere.

We strive to be the preferred partner to lending platforms, providing not only access to capital but also underwriting technology capabilities to allow innovative lending platforms to grow their business.

Our firm is made up of 60+ professionals working in San Mateo (HQ) and New York, working in-office on Tuesdays and Thursdays. We are passionate, hard-working, relentlessly-resourceful, impact-focused individuals. We deeply value intellectual curiosity, independence of thought, creative idea generation, empathy, and close collaboration.

The Role

In this high-impact role, you will pave the way for Theorem’s Investor Relations Team to be as productive and impactful as possible. You will collaborate with teams across the business and be responsible for assisting with the execution of investor relations activities, as well as maintaining accurate records and corresponding with investors. You get energy from being a thought partner to others and spending time translating operational problems into actionable outcomes. Your strong value orientation ensures you always tackle the most critical problems and build lasting, scalable solutions.

Communication is one of your greatest strengths, and you excel at constructing order out of ambiguity, surfacing signal in an easily digestible way, and creating efficiencies to drive solution-oriented outcomes. Your ability to understand complex and unfamiliar concepts is second to none. You are a person who loves fixing problems and always embraces the best idea, even when it is not your own.

No task is too small for you, and phrases like “if not me, then who?” and “I don’t care how it gets done, just that it gets done” resonate deeply with you. You see yourself as an owner, not an employee. Our ideal candidate is innovative, collaborative, and can balance differing goals and viewpoints when identifying solutions. We operate in a high accountability, high expectation environment where the goal is always to produce the best solution.

What You’ll Do

  • Integrate and partner with Theorem’s Investor Relations Team to increase their output

  • Coordinate investor events, such as annual meetings and conference calls

  • Respond to investor inquiries and requests in a timely and professional manner - both written and verbal - real-time and ongoing, both internally and externally, with high-level of professionalism, customer service and solutions-oriented demeanor

  • Assist in the development and implementation of a comprehensive investor relations strategy that aligns with the company's goals and objectives

  • Own meeting and client engagement coordination and ownership with completeness and accuracy

  • Client call and event support — urgent, real-time and in-person support wherever possible, including testing of software, video and hardware, conference room prep and materials prep

  • Data and materials support — ongoing, including maintaining accurate and up-to-date investor records and databases, reconciling prospect databases, investor deck production/updates, IR monthly reports production as well as discrete projects, e.g., salesforce data projects

  • Assist in the preparation of investor communications, such as presentations, reports, and press releases

  • Prepare and disseminate financial and operational reports, including earnings releases, annual reports, and other disclosures required by regulatory authorities

  • Maintain an understanding of the regulatory environment and stay up-to-date, through Theorem’s legal team, on changes that may impact the company's investor relations activities

  • Collaborate with both IR leadership and teams from across the business to unpack ambiguous problems and ensure a shared understanding of goals and outcomes

  • Proactively surface pain points and generate insights into the health of our operations, make recommendations on how to improve as we scale, and work with the Investor Relations business leader to drive change

  • Track and stabilize projects, remove roadblocks, drive operational outcomes, and anticipate needs, allowing teams to focus on the problems they are best equipped to solve

What We’re Looking For

  • Strong bias for action and enjoy working with high autonomy

  • Highly organized with exceptional attention to detail to manage multiple competing priorities

  • Capacity to probe when something doesn’t feel right and not take everything at face value, even when it’s an unfamiliar concept

  • Ability to problem solve while navigating differing viewpoints and ideas, and remaining open to new ideas and potential failures

  • Bachelor's degree in business, finance, or a related field

  • Strong organizational skills and attention to detail

  • Exceptional communication skills, both written and verbal with the ability to understand, translate, and convey complex concepts

  • Proficiency in Microsoft Office, particularly Excel and Apple Keynote, calendaring and productivity software

  • MacOS and GSuite expertise

  • Graphic design ability—or the willingness to learn—desired

  • Knowledge of and passion for financial markets and investment principles

  • Previous experience in investor relations or a related field is a plus: Minimum of 3 years in a fast-paced financial services or technology-focused organization

  • Strong interpersonal skills, diplomacy, and the ability to collaborate with others


  • Ability to create and maintain a sense of urgency—in yourself and with others

  • Prioritization — ability to manage and prioritize time-sensitive tasks while making progress with ongoing projects and work

  • Accuracy and meticulous attention to detail

  • Proactivity—thinks about “looking around corners” to help the IR team succeed

  • Autonomous and independent, but with a willingness to ask clarifying questions

  • Professional polish

  • Enjoys executing established best practices and processes, with eye towards improvement and optimization. Knows what it means to “build for scale”

  • Regularly seeks feedback proactively and applies towards individual and team improvement

  • Thrives in high-performance and high-stakes environment

Additional Information:

  • Expected full-time salary range between $100,000 to $130,000 + bonus + equity + benefits.
  • Advertised and actual salary ranges may differ by geographic area, work experience, education, and/or skill level.
  • This employee will sit onsite in our San Mateo office.

Our Commitment

We foster an environment that welcomes professionals with a diversity of backgrounds and ideas. We value professionals who are thoughtful, innovative, tenacious, and mission-driven. Every member of the team has a major impact on the company's success with visible contributions to the business. We encourage and reward growth, learning, and a solutions-seeking mindset. We offer a competitive salary and opportunity for equity ownership, generous benefits, and an inclusive and collaborative work environment. If you’re excited by the opportunities to create outsized impact as part of a world-class team, we strongly encourage you to apply.

We provide reasonable accommodation for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following alternative email address to contact us about your interest in employment: careers@theoremlp.com. Alternatively, you can contact us at 415-489-0457.

Theorem does not accept unsolicited agency resumes and is not responsible for any fees related to unsolicited resumes.