Investor Onboarding Specialist – Private Equity Real Estate

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.