Onboarding Specialist

• 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.

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