Investor Onboarding Specialist

Taylor Root; Greater London; On-site; GBP 55,000 - 90,000; Full time

Job summary

Taylor Root in London (office-based) is partnering with a VC-backed technology business transforming AML, KYC and investor onboarding for private markets. You will review onboarding files, QA KYC/AML assessments, and support complex onboarding scenarios for sophisticated clients.

Ideal candidates have 2+ years in KYC/AML or client due diligence and experience in fund administrators, asset managers or similar. Strong written communication and analytical skills are essential.

Qualifications

• 2+ years' experience in KYC, AML, investor onboarding or client due diligence.
• Experience within fund administrator, private markets, asset manager or related RegTech.
• Strong understanding of LP onboarding and complex fund structures.

Responsibilities

• Review and quality assure KYC and KYB assessments against source documentation.
• Conduct due diligence on complex investor structures (trusts, family offices, feeder funds, offshore vehicles, LPs).
• Assess ownership chains, PEPs, sanctions and adverse media findings.
• Support enhanced due diligence investigations including source of wealth/funds reviews.
• Collaborate with clients to navigate onboarding requirements and ongoing monitoring.

Skills

KYC/AML experience

Investor onboarding

Private markets knowledge

Due diligence

Job description

London (Office-Based) | Competitive Salary + Equity

We're partnering with an innovative, VC-backed technology business that is transforming AML, KYC and investor onboarding across the private markets sector. Working with leading asset managers, fund administrators and financial institutions, they are using AI and workflow technology to modernise what has historically been a highly manual process.

This is an excellent opportunity for a KYC Analyst with strong private markets, fund onboarding or investor due diligence experience who wants to work at the intersection of compliance, operations and technology.

You'll be responsible for reviewing complex investor onboarding files, providing quality assurance on KYC and AML assessments, and supporting clients through sophisticated onboarding scenarios. This is a hands-on position where you'll work directly with private market investors and fund structures while collaborating closely with product and engineering teams to help shape future solutions.

Key Responsibilities

• Review and quality assure KYC and KYB assessments against source documentation.
• Conduct due diligence on complex investor structures, including trusts, family offices, feeder funds, offshore vehicles and limited partnerships.
• Assess UBO ownership chains, PEPs, sanctions and adverse media findings.
• Support enhanced due diligence investigations, including source of wealth and source of funds reviews.
• Work closely with clients to navigate challenging onboarding requirements.
• Assist with periodic reviews and ongoing monitoring activity.
• Identify process improvements and contribute to product development initiatives.

About You

To be considered, you must have private markets or investor onboarding experience and be comfortable reviewing complex investor structures.

You will likely have:

• 2+ years' experience in KYC, AML, investor onboarding or client due diligence.
• Experience gained within a fund administrator, private equity firm, asset manager, private bank, alternatives business or specialist RegTech supporting private markets clients.
• Strong understanding of LP onboarding, beneficial ownership assessments and complex fund structures.
• Hands-on CDD and EDD experience.
• Knowledge of AML, sanctions and financial crime regulations.
• Excellent written communication and analytical skills.

Particularly Relevant Experience

Fund Administration

Closed-Ended Funds

This role would suit someone who enjoys solving complex investor onboarding challenges and is excited by the opportunity to help shape the future of compliance technology within the private markets industry.