Walter: Investor Onboarding Specialist – Private Equity Real Estate
Role highlights
Full Time
Permanent
Mid
Remote · On-site
The Investor Onboarding Specialist role in Private Equity Real Estate requires 2 to 5 years of experience in investor relations, investor operations, financial services operations, or similar client-facing positions, ideally with exposure to private investments or real estate. The specialist must manage the entire investor onboarding lifecycle, ensuring a seamless, high-touch experience from capital commitment through funding and ongoing investment tracking. Key competencies include coordinating KYC, accreditation, and Blue Sky compliance with third-party partners, maintaining legal and regulatory adherence, and accurately processing wire transfers and capital commitments. Proficiency with investor portal software such as InvestNext or similar platforms is essential, alongside strong skills in task management tools like Asana, Monday, or ClickUp, and advanced data entry and tracking capabilities in Excel. The role demands exceptional attention to detail, organizational skills, and a strong ownership mindset to ensure data accuracy, secure documentation storage, and timely escalation of issues to leadership. Effective communication and interpersonal abilities are critical for maintaining strong investor relationships, collaborating with CPAs, fund administrators, and operations teams to ensure accurate investor records for tax and reporting purposes, and driving reinvestment velocity. A bachelor's degree supports the mid-level experience requirement, emphasizing a balance of technical proficiency, compliance knowledge, client service orientation, and operational excellence in private equity real estate investor onboarding.
About the role
Role Summary
- Ensure all new and existing investors receive a seamless, "white-glove" experience during the capital commitment and investment lifecycle
- Own the full end-to-end onboarding workflow, from commitment to funding
- Ensure compliance, data accuracy, and proactive communication
- Maintain strong investor relationships and drive reinvestment velocity
Responsibilities
Investor Onboarding Execution
- Own the entire onboarding workflow
- Coordinate KYC, accreditation, and Blue Sky requirements with third-party compliance partners
- 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
- Proactively escalate issues to executive leadership
Client Experience & Relationship Management
- Drive a high-touch, white-glove investor experience to reduce friction and encourage future reinvestment
- Track onboarding timelines per investor and per offering
- Work with CPAs, fund administrators, and operations to maintain accurate investor records for tax and reporting purposes
Requirements
- 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
- Experience with InvestNext or similar investor portal software, or ability to learn systems quickly
- Strong proficiency with task management software (Asana, Monday, ClickUp) and data entry/tracking in Excel
- 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
How to Apply
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