Investor Onboarding Specialist

Posted 13 February 2024
Salary Negotiable
Job type Permanent
Discipline Compliance
Contact NameTeni Ade-Ojo

Job description

Broadgate Search is proud to partner with a privately-owned global multi-alternatives firm, specializing in asset management to hire an Investment Onboarding Specialist.


  • Collaborating with Onboarding teams and Administrators to ensure timely and client-oriented onboarding of investors.
  • Facilitating and supporting the onboarding of new investors while adhering to global policies and regulatory requirements.
  • Validating and updating investor data in referential systems.
  • Reviewing and liaising with internal tax teams on FATCA and CRS compliance matters.
  • Maintaining professional communication and coordination with internal and external stakeholders to optimize the investor experience.


  • A Business Degree
  • 3 years' experience in a similar role in the asset management sector.
  • Familiarity with AML/Compliance regulations.
  • Positive mindset with a focus on client service.
  • Fluent in English (German proficiency would be an advantage).

Please send your CV to me at