Investor Onboarding Specialist (Documentation & Compliance)

KTek Resourcing; New York (NY); On-site; USD 65,000 - 110,000; Full time

Job summary

KTek Resourcing seeks an operations-focused professional in New York to manage the end-to-end investor onboarding lifecycle. You will review subscription documentation, ensure packages are complete, accurate, and compliant before onboarding, and act as both maker and checker in the process.

You will coordinate with clients to resolve outstanding items, process investor lifecycle transactions (subscriptions, redemptions, transfers), and manage onboarding mailboxes and workflows.

Qualifications

• IR Operations background required.
• Experience with private equity funds and investor onboarding processes.
• Experience reviewing investor documentation independently.

Responsibilities

• Review subscription documents for completeness and accuracy.
• Validate investor onboarding packages using checklists and controls.
• Identify missing information and documentation deficiencies.
• Coordinate with clients to resolve outstanding items.
• Process investor lifecycle transactions including subscriptions, redemptions, transfers.

Skills

IR Operations

Investor onboarding

Documentation review

Issue resolution

Job description

KTek Resourcing seeks an operations-focused professional in New York to manage the end-to-end investor onboarding lifecycle. You will review subscription documentation, ensure packages are complete, accurate, and compliant before onboarding, and act as both maker and checker in the process.

You will coordinate with clients to resolve outstanding items, process investor lifecycle transactions (subscriptions, redemptions, transfers), and manage onboarding mailboxes and workflows.