Headquarters: Distant
URL: http://gowalter.co
Description
This position is answerable for guaranteeing all new and present traders obtain a seamless, “white-glove” expertise through the capital dedication and funding lifecycle. The Investor Onboarding Specialist owns the complete end-to-end workflow, from dedication to funding, guaranteeing compliance, knowledge accuracy, and proactive communication. This place is important for sustaining robust investor relationships and driving reinvestment velocity.
Key Duties
- Investor Onboarding Execution:
- Personal the whole onboarding workflow
- Coordinate KYC, accreditation, and Blue Sky necessities with third-party compliance companions to make sure all authorized and regulatory obligations are met.
- Course of and monitor wire transfers and capital commitments precisely.
- Investor Portal Administration (InvestNext):
- Guarantee portal accuracy, together with right entity mapping and safe documentation storage.
- Function the first knowledge proprietor for investor data, capital commitments, and distribution reporting inside InvestNext.
- Monitor funding lifecycle standing per investor and proactively escalate points to government management.
- Shopper Expertise & Relationship Administration:
- Drive a high-touch, white-glove investor expertise that considerably reduces friction and encourages future reinvestment.
- Monitor onboarding timelines per investor and per providing to make sure effectivity and pace.
- Work with CPAs, fund directors, and operations to keep up correct investor data for tax and reporting functions.
Necessities
Prior Expertise: 2–5 years of expertise in investor relations, investor operations, monetary companies operations, or comparable client-facing roles. Expertise in non-public investments or actual property is a powerful plus.
Techniques Expertise: Expertise with InvestNext or comparable investor portal software program, or the flexibility to study programs shortly. Robust proficiency with job administration software program (Asana, Monday, ClickUp) and knowledge entry/monitoring in Excel.
Work Type:
- Exceptionally detail-oriented and extremely organized, with robust follow-through.
- Possesses an possession mindset and takes full duty for consumer outcomes.
- Wonderful interpersonal and communication expertise, essential for a white-glove consumer expertise.
