Investor Onboarding Specialist at Walter

Walter is hiring an Investor Onboarding Specialist to manage the full investor onboarding process for private equity real estate investments. The role focuses on delivering a seamless “white-glove” experience for investors from commitment to funding while ensuring compliance, accurate records, and smooth communication.

Key Responsibilities

• Manage the end-to-end investor onboarding workflow.
• Coordinate KYC, accreditation, and regulatory compliance with third-party partners.
• Track capital commitments, wire transfers, and investment lifecycle updates.
• Maintain accurate investor data and documentation in InvestNext.
• Ensure smooth investor communication and support strong client relationships.

• Work with CPAs, fund administrators, and operations teams for accurate reporting.

Requirements

• 2 years experience in investor relations, financial operations, or similar roles.
• Experience with investor portal tools like InvestNext (or ability to learn quickly).
• Strong skills in Excel and task management tools (Asana, Monday, ClickUp).

• Highly organized, detail-oriented, and strong communication skills.

Benefits

• Remote work from anywhere
• Opportunity to work with global companies

• Collaborative and growth-focused work environment

Apply Here