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.
