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Investor Onboarding Specialist – Private Equity Real Estate

Walter · Anywhere in the World · posted 11 months ago

Investor Onboarding Specialist – Private Equity Real Estate at Walter — remote job on CafeRemote
All Other Remote Communication Skills Full-time Worldwide
We’re Walter—a passionate team on a mission to revolutionize how businesses hire remote talent! We connect skilled professionals like you with top companies worldwide, helping you land your ideal role while enabling businesses to scale with exceptional global talent. 

We believe great work can happen from anywhere. Explore our open positions and apply today! 
The Investor Onboarding Specialist ensures that all new and existing investors experience a seamless, “white-glove” onboarding process throughout the capital commitment and investment lifecycle. You’ll own the end-to-end workflow—from commitment to funding—ensuring compliance, data accuracy, and proactive communication. This role is critical for maintaining strong investor relationships and driving reinvestment momentum.  

Key Responsibilities 

Investor Onboarding Execution 

  • Manage the full investor onboarding workflow.

  • Coordinate KYC, accreditation, and Blue Sky requirements with third-party compliance partners to meet all legal and regulatory obligations.

  • Accurately process and track wire transfers and capital commitments.

Investor Portal Management (InvestNext)
 

  • Maintain portal accuracy, including proper entity mapping and secure document storage.

  • Serve as the primary data owner for investor records, capital commitments, and distribution reporting.

  • Track investment lifecycle status per investor and escalate issues to executive leadership as needed.

Client Experience & Relationship Management
 

  • Deliver a high-touch, white-glove investor experience that reduces friction and encourages future reinvestment.

  • Monitor onboarding timelines per investor and offering to ensure efficiency.

  • Collaborate with CPAs, fund administrators, and operations to maintain accurate investor records for tax and reporting purposes.

Requirements

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

Systems Experience: Experience with InvestNext or similar investor portal software (ability to learn new systems quickly is essential). Strong proficiency in task management tools (Asana, Monday, ClickUp) and Excel-based data tracking.

Work Style:
 
  • Exceptionally detail-oriented, highly organized, and thorough.

  • Takes ownership and accountability for client outcomes.

  • Excellent interpersonal and communication skills to deliver a superior, white-glove client experience.

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