Investor Onboarding Analyst

Jamesbeck; London; On-site; GBP 35,000 - 65,000; Full time

Job description

Job Description

Confidential Search: Investor Onboarding Analyst

Our client is a leading global infrastructure investment manager focused on a diverse range of sectors, encompassing energy, utilities, transport and logistics, digital, social and environmental infrastructure in the Americas, Europe, and Asia.

Location: Miami, FL or London, UK

About the Role

To support the growth of our semi-liquid investment programs within the private wealth space, we are hiring an Investor Onboarding Analyst for the Investor Services team. This role will focus on ensuring a seamless investor experience, managing operational processes, and collaborating with internal and external stakeholders to support our semi-liquid product offerings tailored for high-net-worth investors.

Key Responsibilities

• Facilitate the investor onboarding process, including reviewing subscription agreements, AML/KYC documentation, and tax or regulatory forms specific to semi-liquid structures.
• Capture and maintain investor data throughout onboarding and lifecycle management, ensuring alignment with private wealth operational needs.
• Respond to investor inquiries and requests in a timely and professional manner, focusing on delivering a best-in-class client experience for high-net-worth and private wealth clients.
• Escalate complex or high-priority queries related to semi-liquid products to senior team leads or subject matter experts.
• Reconcile investor data with Fund Administrators’/Transfer Agent records and resolve discrepancies in line with semi-liquid product reporting standards.
• Manage and maintain investor data rooms for semi-liquid products, ensuring accurate documentation and secure access.
• Foster strong collaboration across internal departments—Technology, Finance, Legal, Compliance—and with external service providers to support the unique requirements of semi-liquid products.

Ideal Candidate Profile

• 1-3 years of professional experience in investment management, wealth management, or financial services, with exposure to semi-liquid product structures strongly preferred.
• Familiarity with Salesforce, Intralinks, or similar platforms is advantageous.
• Customer service experience, particularly within the private wealth or high-net-worth investor space, is a plus.
• Experience working with alternative asset classes is highly desirable.
• Strong team player who enjoys collaboration and demonstrates flexibility to support various semi-liquid product-related tasks.
• Eagerness to learn and grow within the alternative investment industry, specifically in semi-liquid and private wealth products.
• Ability to manage multiple priorities and respond to investor needs across global time zones.
• Exceptional attention to detail and client-centric mindset to deliver a superior investor experience.
• Strong Microsoft Excel and PowerPoint skills.
• Outstanding written, verbal, and interpersonal communication skills, with a focus on tailoring communication for high-net-worth and private wealth audiences.
• Degree in finance, economics, or a related field with a strong academic track record.
• A motivated, passionate individual with a proven ability to handle high workloads and deliver error-free results.

Why Apply?

This is a chance to build your career at a global investment firm with a dynamic team and a mission to redefine how infrastructure investment reaches a broader investor base. If you’re ready to grow with a fast-moving platform and are excited by operational excellence and client engagement—this role is for you.

Our client is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.