Hiring: Associate, Client Onboarding - Investor Services Company: StepStone Group Location: Charlotte, NC Job Posted Time: 2026-09-10 11:25:00 Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint About the job Experience: •5-7+ years of direct, hands-on experiencein investor onboarding for an alternative investment manager. •Demonstrated experience using digital subscription and onboarding platformssuch 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. Required Skills: •The Associate of StepStone Investor Servicing in Charlotte will support the investor onboarding into StepStone’s investment vehicles and will be responsible for investor communications and coordination with functional teams involved in the onboarding process. The individual may also support institutional business development efforts in the region. •Own the full lifecycle of investor onboarding, serving as the primary point of contact for investors from initiation through close. •Set up and maintain investor, entity, and account records across internal systems and approved digital subscription platforms. •Guide investors through subscription documentation, investor questionnaires, tax documentation, and all AML/KYC requirements. •Coordinate closely with Legal, Compliance, Fund Administration, Business Development, and external vendors to drive timely approvals and issue resolution. •Proactively track onboarding progress, manage open items, and escalate risks or delays that could impact funding timelines. •Host and lead launch call series with key stakeholders to discuss notable status updates, flag at-risk items, and dependency areas. •Handle complex investor structures, jurisdictional nuances, and heightened AML/KYC cases with confidence and ownership. Qualifications: •Strong organizational skills, with the ability to work cross functionally to manage projects from start to finish •Operates independently at the Associate level with the confidence to quarterback end to end onboarding processes •Acute attention to accuracy and detail •Strong sense of urgency and the ability to prioritize multiple in-process deliverables at the same time •Robust understanding of the private equity market and StepStone’s offerings within the market •Effective communication skills and strong problem-solving skills •Demonstrated capacity to prioritize activities while working on multiple projects and achieve target deadlines •Motivated to build scalable future state onboarding processes •Proficiency with Microsoft Excel, Word, and PowerPoint •Self-starter with strong initiative, entrepreneurial Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!