Investor Onboarding Associate

Background within an alternative asset manager, private equity firm, hedge fund, transfer agent, investor services team, fund onboarding team, or comparable investment environment is highly relevant. Cross-Functional Partnership Work closely with Legal, Compliance, Fund Administration, Business Development, Client Relations, Product, Accounting, and other operational teams.

Investor Onboarding Associate

• We are partnering with an exceptional global investment organization that is expanding its Investor Operations team in Charlotte. This newly created Investor Onboarding Associate position is an exciting opportunity to join a growing function within a highly respected organization known for its people, collaborative culture, and outstanding benefits.
• The Charlotte office has a particularly close-knit, team-oriented culture. You’ll have the resources, sophistication, and career opportunities of a global organization while being part of a local team that genuinely enjoys working together and values collaboration, relationships, and professional development.
• This role offers significant visibility and the opportunity to take real ownership. You’ll work directly with investors while partnering across Legal, Compliance, Fund Administration, Business Development, and other key functions to move complex onboarding processes from initial engagement through closing.
• For someone with strong investor onboarding experience who is looking for a long-term opportunity with an organization where they can continue to learn, grow, and make an impact, this is an opportunity worth exploring. 

What You’ll Do
As an Investor Onboarding Associate, you will manage the end-to-end onboarding of investors into alternative investment vehicles, including both commingled funds and separately managed accounts (SMAs).
Investor Onboarding & Servicing

• Own investor onboarding from initial kickoff through documentation, approval, funding, and close.
• Serve as a primary point of contact for investors throughout the onboarding lifecycle.
• Coordinate subscription documentation, investor questionnaires, tax documentation, AML/KYC requirements, and other onboarding materials.
• Establish and maintain investor, entity, and account information across internal systems and onboarding platforms.
• Proactively track outstanding items and resolve issues that could impact closing or funding timelines.
• Communicate directly with investors and provide a high level of service throughout the onboarding process.
• Manage multiple concurrent investor onboarding workflows while maintaining accuracy and meeting critical deadlines.
• Support onboarding across commingled investment funds and separately managed accounts (SMAs).
• Navigate complex investor structures, jurisdictional considerations, and enhanced AML/KYC requirements.
• Lead and participate in onboarding status discussions, communicating progress, dependencies, risks, and outstanding items.

Cross-Functional Partnership

• Work closely with Legal, Compliance, Fund Administration, Business Development, Client Relations, Product, Accounting, and other operational teams.
• Coordinate with external administrators, AML/KYC providers, onboarding vendors, and other third-party partners.
• Build strong relationships with internal stakeholders and become a trusted resource throughout the investor onboarding process.
• Keep internal and external partners aligned and onboarding activities moving toward successful and timely closings.

Technology & Process Improvement

• Manage workflows through digital investor subscription and onboarding platforms such as Anduin, SUBSCRIBE, Goji, or comparable systems.
• Maintain accurate investor data across onboarding platforms, CRM systems, and downstream operational applications.
• Maintain onboarding trackers, dashboards, status reporting, and operational metrics.
• Provide investors and internal stakeholders with guidance on onboarding technology and digital platforms.
• Identify bottlenecks, inefficiencies, and potential risks within existing onboarding workflows.
• Partner with internal teams and external vendors on system enhancements, integrations, data mapping, and workflow improvements.
• Leverage technology, automation, data tools, and AI-enabled solutions to improve efficiency, accuracy, and the overall onboarding experience.
• Contribute to the continued development of scalable onboarding procedures, controls, and best practices.

What We’re Looking For

• Bachelor’s degree required. Degrees in Accounting, Finance or related field are highly preferred
• Approximately 5–7 years of relevant experience preferred, although the depth and relevance of an individual’s investor onboarding experience is more important than an exact number of years.
• Direct, hands-on experience with alternative investment onboarding processes.
• Strong familiarity with subscription documentation and AML/KYC review processes.
• Understanding of tax and legal considerations associated with investor onboarding.
• Experience working directly with investors throughout the onboarding process and through fund close.
• Background within an alternative asset manager, private equity firm, hedge fund, transfer agent, investor services team, fund onboarding team, or comparable investment environment is highly relevant.
• Experience supporting a meaningful volume of investor onboarding activity is strongly preferred.
• Experience with institutional investors, private investors, commingled funds, and/or SMAs.
• Ability to independently manage an onboarding workload and take ownership of processes from start to finish.
• Strong client-facing communication skills and confidence interacting directly with investors.
• Excellent organizational skills, attention to detail, urgency, and follow-through.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Experience with digital investor onboarding or subscription platforms is highly valuable.
• Proficiency with Microsoft Excel, Word, and PowerPoint.

Why This Opportunity Stands Out

• This is a newly created position driven by growth, joining an Investor Operations organization that is continuing to expand. You’ll have the opportunity to work closely with experienced leadership while becoming a key member of the Charlotte team.
• Beyond the position itself, the organization offers a truly outstanding culture and benefits package. The Charlotte office is collaborative, social, and close-knit, with employees who genuinely enjoy working together. The hybrid schedule includes approximately three days per week in the Charlotte office, making this a great fit for someone who values in-person collaboration and wants to be an active part of their team.
• This is the type of opportunity that combines the resources and career potential of a sophisticated global organization with the personal, team-oriented culture that can be difficult to find within a larger company.
• For someone looking for more than simply their next job, this is an opportunity to deepen your investor onboarding expertise, take meaningful ownership of your work, and grow alongside a team that is actively investing in this function for the future.

Ready to Learn More?

• If you have hands-on experience with investor onboarding, subscription processes, AML/KYC, and investment operations, we’d love to hear from you.
• You do not need to match an exact job title or number of years to be considered. We are particularly interested in professionals who understand the investor onboarding lifecycle, can confidently communicate with investors and internal stakeholders, and are ready to take ownership of their work within a collaborative, high-performing team.
• Apply today to learn more about the opportunity, meet the Charlotte team, and discover what makes this organization such an exciting place to build your career.

“ TalentBridge employees are eligible for many benefit offerings such as medical, dental, vision, life insurance, short term disability, 401(k) and holiday pay!”