Investor Operations Associate

We’re partnering with a highly respected global investment organization to add an Investor Onboarding Associate to its growing Investor Operations team in Charlotte. This is a newly created position offering the opportunity to take ownership of complex investor onboarding processes, work directly with investors, and collaborate with teams across the business.

The Charlotte office offers the resources and career opportunities of a global organization with the feel of a close-knit, collaborative team. With strong leadership, excellent benefits, and a culture that values professional development and teamwork, this is an opportunity to build a long-term career in a growing function.

What You’ll Do

Investor Onboarding & Client Service

• Manage the end-to-end onboarding process for investors in alternative investment vehicles, including commingled funds and separately managed accounts (SMAs).
• Serve as a primary point of contact for investors from initial engagement through documentation, approval, funding, and closing.
• Coordinate subscription agreements, investor questionnaires, tax documentation, and AML/KYC requirements.
• Maintain accurate investor, entity, and account information across internal systems and onboarding platforms.
• Track outstanding documentation, resolve onboarding issues, and keep processes moving toward critical closing and funding deadlines.
• Manage multiple onboarding workflows simultaneously while delivering a high level of service and attention to detail.

Cross-Functional Collaboration

• Partner with Legal, Compliance, Fund Administration, Business Development, Client Relations, Accounting, and other internal teams to facilitate successful investor onboarding.
• Coordinate with external administrators, AML/KYC providers, and third-party onboarding vendors.
• Lead and participate in onboarding status meetings, communicating progress, outstanding items, dependencies, and potential risks.
• Build strong relationships with internal and external stakeholders to ensure a smooth and timely onboarding experience.

Technology & Process Improvement

• Manage investor onboarding workflows through digital subscription platforms such as Anduin, SUBSCRIBE, Goji, or comparable systems.
• Maintain onboarding trackers, dashboards, reporting, and accurate investor data across systems.
• Help investors and internal stakeholders navigate onboarding technology and digital platforms.
• Identify opportunities to improve workflows, strengthen controls, and increase efficiency through automation, data tools, and emerging technologies.
• Collaborate with internal teams and vendors on system enhancements, integrations, and scalable onboarding procedures.

What We’re Looking For

• Bachelor’s degree required; Accounting, Finance, or a related field preferred.
• Approximately 5–7 years of relevant experience preferred, with an emphasis on hands-on investor onboarding expertise.
• Direct experience managing investor onboarding within alternative investments, private equity, hedge funds, asset management, transfer agency, or a comparable investment environment.
• Strong understanding of subscription documentation, AML/KYC requirements, and the tax and legal considerations involved in investor onboarding.
• Experience working directly with investors throughout the onboarding lifecycle and through fund closing.
• Familiarity with institutional and private investors, commingled funds, and/or separately managed accounts.
• Ability to independently manage multiple onboarding processes, competing priorities, and time-sensitive deadlines.
• Excellent communication, organizational, problem-solving, and relationship-building skills.
• Experience with digital investor onboarding or subscription platforms is a plus.
• Proficiency in Microsoft Excel, Word, and PowerPoint.

Why Join?

• Newly created role: Join a growing Investor Operations team and help shape an expanding function.
• Meaningful ownership: Take responsibility for complex onboarding processes and work directly with investors and senior internal stakeholders.
• Global organization, close-knit team: Enjoy the resources and opportunities of a respected investment organization alongside a collaborative Charlotte office.
• Career development: Work closely with experienced leadership and continue building specialized expertise in alternative investments and investor operations.
• Excellent benefits and hybrid flexibility: Enjoy a strong benefits package and a hybrid schedule with approximately three days per week in the Charlotte office.

Interested?

If you have hands-on experience with investor onboarding, subscription processes, and AML/KYC, we’d love to hear from you.

We’re open to candidates with different job titles and career paths. What matters most is your understanding of the investor onboarding lifecycle, your ability to manage the process independently, and your confidence working with investors and cross-functional teams.

Apply today to learn more about the opportunity and join a growing team in Charlotte!