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Investor Onboarding Specialist – Private Equity Real Estate

Posted 1 day ago

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Description

This role is responsible for ensuring all new and existing investors receive a seamless, "white-glove" experience during the capital commitment and investment lifecycle. The Investor Onboarding Specialist owns the full end-to-end workflow, from commitment to funding, ensuring compliance, data accuracy, and proactive communication. This position is essential for maintaining strong investor relationships and driving reinvestment velocity.

Key Responsibilities

  • Investor Onboarding Execution:
    • Own the entire onboarding workflow
    • Coordinate KYC, accreditation, and Blue Sky requirements with third-party compliance partners to ensure all legal and regulatory obligations are met.
    • Process and track wire transfers and capital commitments accurately.
  • Investor Portal Management (InvestNext):
    • Ensure portal accuracy, including correct entity mapping and secure documentation storage.
    • Serve as the primary data owner for investor records, capital commitments, and distribution reporting within InvestNext.
    • Track investment lifecycle status per investor and proactively escalate issues to executive leadership.
  • Client Experience & Relationship Management:
    • Drive a high-touch, white-glove investor experience that significantly reduces friction and encourages future reinvestment.
    • Track onboarding timelines per investor and per offering to ensure efficiency and speed.
    • Work with CPAs, fund administrators, and operations to maintain accurate investor records for tax and reporting purposes.

Requirements

Prior Experience: 2–5 years of experience in investor relations, investor operations, financial services operations, or similar client-facing roles. Experience in private investments or real estate is a strong plus.

Systems Experience: Experience with InvestNext or similar investor portal software, or the ability to learn systems quickly. Strong proficiency with task management software (Asana, Monday, ClickUp) and data entry/tracking in Excel.

Work Style:

  • Exceptionally detail-oriented and highly organized, with strong follow-through.
  • Possesses an ownership mindset and takes full responsibility for client outcomes.
  • Excellent interpersonal and communication skills, necessary for a white-glove client experience.

 

 

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