Investor Onboarding & Relations Operations Lead

Atlas Search; United States; Presencial; USD 110.000 - 150.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Attention to detail

Organizational skills

Independent worker

Proactive communication

Herramientas

CRM systems

Investor portals

Descripción del empleo

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.