Investor Onboarding Specialist - Private Equity Real Estate

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 secur...