About the role
The Associate of StepStone Investor Servicing in Charlotte will support the investor onboarding into StepStone’s investment vehicles and will be responsible for investor communications and coordination with functional teams involved in the onboarding process. The individual may also support institutional business development efforts in the region.
What they're looking for
- 5-7+ years of direct, hands-on experience in investor onboarding for an alternative investment manager
- Experience onboarding investors into funds with private equity, venture capital, real estate, private debt, and/or infrastructure
- Demonstrated experience using digital subscription and onboarding platforms such as Anduin, SUBSCRIBE, Goji , or comparable systems
- Strong working knowledge of subscription documentation, investor questionnaires, AML/KYC requirements, and global jurisdictional considerations
- Proven ability to manage multiple complex onboarding processes concurrently in a deadline-driven environment
- Track record of process improvement, with experience leveraging technology, automation, and AI to enhance operational efficiency
More about this role
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
The Associate of StepStone Investor Servicing in Charlotte will support the investor onboarding into StepStone’s investment vehicles and will be responsible for investor communications and coordination with functional teams involved in the onboarding process. The individual may also support institutional business development efforts in the region.
- Own the full lifecycle of investor onboarding, serving as the primary point of contact for investors from initiation through close.
- Set up and maintain investor, entity, and account records across internal systems and approved digital subscription platforms.
- Guide investors through subscription documentation, investor questionnaires, tax documentation, and all AML/KYC requirements.
- Coordinate closely with Legal, Compliance, Fund Administration, Business Development, and external...
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