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Investor Onboarding Specialist – Private Equity Real Estate at Walter. Location Information: Anywhere in the World. . . Headquarters:. Remote . URL:. . http://gowalter.co. . . Description. . . This role is responsible for ensuring all new and existing investors receive a seamless, "white-glove" experience during the capital commitment and investment lifecycle. The . Investor Onboarding Specialist. owns the full end-to-end workflow, from commitment to funding, ensuring compliance, data accuracy, and proactive communication. This position is essential for maintaining strong investor relationships and driving reinvestment velocity.. . Key Responsibilities. . . Investor Onboarding Execution:. . . Own the entire onboarding workflow. . Coordinate KYC, accreditation, and Blue Sky requirements with third-party compliance partners to ensure all legal and regulatory obligations are met.. . Process and track wire transfers and capital commitments accurately.. . . Investor Portal Management (InvestNext):. . . Ensure portal accuracy, including correct entity mapping and secure documentation storage.. . Serve as the primary data owner for investor records, capital commitments, and distribution reporting within InvestNext.. . Track investment lifecycle status per investor and proactively escalate issues to executive leadership.. . . Client Experience & Relationship Management:. . . Drive a high-touch, white-glove investor experience that significantly reduces friction and encourages future reinvestment.. . Track onboarding timelines per investor and per offering to ensure efficiency and speed.. . Work with CPAs, fund administrators, and operations to maintain accurate investor records for tax and reporting purposes.. . . . . Requirements. . . Prior Experience:. 2–5 years of experience in investor relations, investor operations, financial services operations, or similar client-facing roles. Experience in private investments or real estate is a strong plus.. . Systems Experience:. Experience with InvestNext or similar investor portal software, or the ability to learn systems quickly. Strong proficiency with task management software (Asana, Monday, ClickUp) and data entry/tracking in Excel.. . Work Style:. . . Exceptionally detail-oriented. and highly organized, with strong follow-through.. . Possesses an ownership mindset and takes full responsibility for client outcomes.. . Excellent interpersonal and communication skills, necessary for a white-glove client experience.. . . . . . . . To apply:. . https://weworkremotely.com/remote-jobs/walter-investor-onboarding-specialist-private-equity-real-estate-1.