Investor Onboarding Specialist – Private Equity Real Estate

<img src="https://we-work-remotely.imgix.net/logos/0171/1521/logo.gif?ixlib=rails-4.0.0&w=50&h=50&dpr=2&fit=fill&auto=compress" /> <p> <strong>Headquarters:</strong> Remote <br /><strong>URL:</strong> <a href="http://gowalter.co">http://gowalter.co</a> </p> <h2>Description</h2> <div> <p>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 <strong>Investor Onboarding Specialist</strong> 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.</p> <p><strong>Key Responsibilities</strong></p> <ul> <li><strong>Investor Onboarding Execution:</strong></li> <ul> <li>Own the entire onboarding workflow</li> <li>Coordinate KYC, accreditation, and Blue Sky requirements with third-party compliance partners to ensure all legal and regulatory obligations are met.</li> <li>Process and track wire transfers and capital commitments accurately.</li> </ul> <li><strong>Investor Portal Management (InvestNext):</strong></li> <ul> <li>Ensure portal accuracy, including correct entity mapping and secure documentation storage.</li> <li>Serve as the primary data owner for investor records, capital commitments, and distribution reporting within InvestNext.</li> <li>Track investment lifecycle status per investor and proactively escalate issues to executive leadership.</li> </ul> <li><strong>Client Experience &amp; Relationship Management:</strong></li> <ul> <li>Drive a high-touch, white-glove investor experience that significantly reduces friction and encourages future reinvestment.</li> <li>Track onboarding timelines per investor and per offering to ensure efficiency and speed.</li> <li>Work with CPAs, fund administrators, and operations to maintain accurate investor records for tax and reporting purposes.</li> </ul> </ul> </div> <h2>Requirements</h2> <div> <p><strong>Prior Experience:</strong> 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.</p> <p><strong>Systems Experience:</strong> Experience with InvestNext or similar investor portal software, or the ability to learn systems quickly. Strong proficiency with task management software (Asana, Monday, ClickUp) and data entry/tracking in Excel.</p> <p><strong>Work Style:</strong></p> <ul> <li><strong>Exceptionally detail-oriented</strong> and highly organized, with strong follow-through.</li> <li>Possesses an ownership mindset and takes full responsibility for client outcomes.</li> <li>Excellent interpersonal and communication skills, necessary for a white-glove client experience.</li> </ul> </div> <p> </p> <h3> </h3> <p><strong>To apply:</strong> <a href="https://weworkremotely.com/remote-jobs/walter-investor-onboarding-specialist-private-equity-real-estate-1">https://weworkremotely.com/remote-jobs/walter-investor-onboarding-specialist-private-equity-real-estate-1</a></p>