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← StepStone Group

Associate, Client Onboarding - Investor Services

StepStone Group
Location
Charlotte
Posted
1 month ago
Department
BD Support
What they actually want (must-haves)
  • 5-7+ years of direct, hands-on experience in investor onboarding for an alternative investment manager
  • Experience onboarding investors into funds with private equity, venture capital, real estate, private debt, and/or infrastructure
  • Demonstrated experience using digital subscription and onboarding platforms such as Anduin, SUBSCRIBE, Goji, or comparable systems
  • Strong working knowledge of subscription documentation, investor questionnaires, AML/KYC requirements, and global jurisdictional considerations
  • Proven ability to manage multiple complex onboarding processes concurrently in a deadline-driven environment
  • Track record of process improvement, with experience leveraging technology, automation, and AI to enhance operational efficiency
Nice to have
  • Self-starter with strong initiative, entrepreneurial
  • Adaptable and comfortable with evolving responsibilities
  • Strong collaboration and teamwork skills
  • Positive attitude and willingness to take on new challenges
What the job really is

The Associate in Client Onboarding at StepStone will manage the investor onboarding process for various investment vehicles, acting as the primary contact for investors from initiation to closure. Responsibilities include coordinating with legal and compliance teams, managing investor documentation, and improving onboarding workflows using technology and data management tools.

Things to weigh
  • No salary listed
  • Role involves managing complex processes and requires strong organizational skills
  • Position may involve evolving responsibilities and a high level of independence
  • Emphasis on technology and process improvement suggests a modern approach to onboarding
Job score2.8/5
Benefits1/5
Freshness4/5
Career value4/5
Role clarity5/5
Pay transparency0/5

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