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
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: