Investor Onboarding Associate

Atlas Search; United States; On-site; USD 110,000 - 150,000; Full time

Job summary

Atlas Search, a growing real estate private credit firm, seeks an Investor Onboarding & Investor Relations Operations professional to join its lean, hands-on team in New York City.

You will own day-to-day investor onboarding, servicing, and operational processes, including subscription documents, KYC, custodian forms, investor portals, and reporting. Collaboration with senior leadership to improve workflows and ensure accurate investor experiences is key.

Qualifications

• Hands-on experience processing subscription documents, KYC, custodian forms, and investor transfers.
• Strong attention to detail and accuracy.
• Ability to work independently in a small team.
• Experience supporting high-net-worth individuals or family offices is preferred.
• Familiarity with investor portals, CRM systems, and fund documentation.
• Excellent written and verbal communication.

Responsibilities

• Manage ongoing investor relationships from an operational servicing and account maintenance perspective.
• Oversee investor onboarding, including subscription documents, KYC requirements, custodian paperwork, account transfers, and related documentation.
• Administer investor portal access, account statements, tax documentation, including 1099s and K-1s, and CRM records.
• Prepare and maintain investor-facing materials, including due diligence questionnaires, presentations, investor letters, conference materials, and roadshow decks.
• Process and coordinate investor subscriptions, redemptions, transfers, and other fund inflows and outflows.
• Review investor reporting, distribution calculations, performance figures, and financial information for accuracy and consistency.
• Serve as a reliable point of contact for day-to-day investor operational needs and inquiries.
• Identify opportunities to improve onboarding workflows, documentation management, and investor servicing processes.
• Work closely with senior leadership and internal stakeholders to ensure a smooth, accurate, and efficient investor experience.

Skills

Attention to detail

Organizational skills

Independent worker

Proactive communication

Tools

CRM systems

Investor portals

Job description

A growing real estate private credit firm is seeking an Investor Onboarding & Investor Relations Operations professional to join its lean, hands-on team in New York City. The firm manages approximately $500 million in assets under management, primarily lending against senior-secured Class A residential properties in the New York area, with additional investments in Florida and California.

The firm manages an open-end evergreen fund serving high-net-worth individuals and small family offices. This role offers direct exposure to senior leadership, including the Managing Partner, and the opportunity to take ownership of day-to-day investor onboarding, servicing, and operational processes. The ideal candidate has hands-on experience processing investor documentation and managing investor account operations, with the ability to work independently in a small-team environment.

Key Responsibilities

• Manage ongoing investor relationships from an operational servicing and account maintenance perspective.
• Oversee investor onboarding, including subscription documents, KYC requirements, custodian paperwork, account transfers, and related documentation.
• Administer investor portal access, account statements, tax documentation, including 1099s and K-1s, and CRM records.
• Prepare and maintain investor-facing materials, including due diligence questionnaires, presentations, investor letters, conference materials, and roadshow decks.
• Process and coordinate investor subscriptions, redemptions, transfers, and other fund inflows and outflows.
• Review investor reporting, distribution calculations, performance figures, and financial information for accuracy and consistency.
• Serve as a reliable point of contact for day-to-day investor operational needs and inquiries.
• Identify opportunities to improve onboarding workflows, documentation management, and investor servicing processes.
• Work closely with senior leadership and internal stakeholders to ensure a smooth, accurate, and efficient investor experience.

Qualifications

• Relevant experience in investor onboarding, investor relations operations, fund operations, or investor servicing within an alternative investment manager, private credit firm, real estate investment platform, or similar financial services environment.
• Demonstrated, hands-on experience processing subscription documents, KYC documentation, custodian forms, and investor transfers.
• Strong organizational skills and exceptional attention to detail, with a focus on accuracy and execution.
• Ability to manage responsibilities independently, prioritize competing deadlines, and take ownership of day-to-day processes.
• Experience supporting high-net-worth individuals, family offices, or private fund investors is highly preferred.
• Familiarity with investor portals, CRM systems, investor reporting, and fund documentation.
• Strong written and verbal communication skills.
• A proactive, collaborative mindset and willingness to learn, accept feedback, and grow with the business.