Investor Operations Specialist

LGT Capital Partners (USA) Inc.; New York (NY); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Healthcare with HSA

Dental/Vision package

401(k) plan participation

Long-term disability & life insurance

Commuter benefits

Remote work stipend

Job summary

LGT Capital Partners (USA) Inc. is seeking an Investor Onboarding Specialist to enhance the onboarding experience of new investors. This role will involve managing the onboarding process, maintaining detailed records, and collaborating with internal teams to meet compliance requirements.

The ideal candidate will possess a Bachelor's degree, five years of relevant experience, and strong communication skills. Benefits include a hybrid schedule, comprehensive healthcare, and a 401(k) plan with a match.

Qualifications

• 5 years’ experience in a similar role within the financial industry.
• Working knowledge of AML/Compliance regulations.
• Familiarity with international firm operations.

Responsibilities

• Coordinate and manage the onboarding process for new investors.
• Maintain clear records of investor documentation and compliance checks.
• Act as primary contact for investors during onboarding phases.

Skills

Client-centric mindset

English communication skills

Teamwork

Attention to detail

Microsoft Office proficiency

Education

Bachelor’s degree in finance, economics, business administration, or related field

Tools

Database management

Job description

Investor Onboarding Specialist – Private Markets Investor Operations

The Private Markets Investor Operations team is expanding and we are looking for a highly service‑driven Investor Onboarding Specialist who excels at coordination and maintaining a clear overview across multiple tasks and stakeholders. In this role, you will shape the first impression investors have of us – ensuring a smooth, professional, and truly outstanding onboarding experience.

Responsibilities

• Coordinate and manage the onboarding process for new investors, ensuring a seamless and professional experience.
• Maintain clear and up‑to‑date records of investor documentation and compliance checks.
• Act as the primary point of contact for investors during the onboarding phases, addressing questions and providing timely updates.
• Collaborate with internal teams to ensure all regulatory and AML/compliance requirements are met.
• Prepare and present onboarding status reports to management and stakeholders.

Qualifications

• Bachelor’s degree in finance, economics, business administration, or related field.
• Minimum of 5 years’ experience in a similar role within the financial industry, preferably in private equity or private credit.
• Positive, client‑centric mindset with a strong service orientation.
• Working knowledge of AML/Compliance regulations.
• Excellent English writing and communication skills; familiarity with working in an international firm is preferred.
• Strong teamwork, communication, and discretion; keen eye for detail and administrative tasks.
• Proficient in Microsoft Office; experience with database management is a bonus.
• Willingness to travel to Switzerland and other offices from time to time.

Benefits

• Current hybrid schedule with three (3) days a week in the office.
• Healthcare with HSA – both paid at 100%.
• Dental/Vision package.
• 401(k) plan participation with 1:1 match up to 6% (Traditional & Roth).
• Long‑term disability & life insurance.
• Commuter benefits.
• Discounted gym reimbursement.
• 14‑weeks parental leave paid at 100%.
• 20 vacation days.
• 16 paid holidays.
• One‑time remote work stipend of $1,000.