We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview
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.
Key Responsibilities:
Investor & SMA Onboarding Execution
- 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.
- Establish and manage SLAs across internal / external providers, ensuring all closes are met on time.
- Manage status updates across each phase of the onboarding life cycle (e.g., Ideation, Structing, Pre-Signing, Closing, Investing).
Technology, Platforms & Data Management
- Manage and oversee onboarding workflows using digital subscription and onboarding platforms such as Anduin, SUBSCRIBE, Goji, or similar technologies.
- Ensure data integrity, completeness, and consistency across onboarding platforms, CRM systems, and downstream operational systems.
- Partner with internal teams and vendors on system enhancements, integrations, data mapping, and workflow improvements related to SMA onboarding.
- Maintain trackers, dashboards, and reporting related to SMA onboarding status and operational metrics.
- Provide a white glove client experience with internal stakeholders and investors, by offering platform walk-throughs for a seamless onboarding process.
Process Improvement & AI Enablement
- Identify bottlenecks, inefficiencies, and risks within onboarding workflows and implement scalable process improvements.
- Leverage automation, data tools, and AI-enabled solutions to reduce manual touchpoints and improve speed, accuracy, and investor experience.
- Contribute to documentation of onboarding procedures, controls, and best practices to support team scalability.
Cross-Functional Collaboration
- Work closely with Business Development and Client Relationship teams to ensure clarity of roles, ownership, and investor communications.
- Partner with Legal, Compliance, Product, and Fund Accounting to align onboarding requirements with fund structures, timing, and regulatory obligations.
- Collaborate effectively with external administrators, AML/KYC providers, and outside counsel.
- Keep in close coordination with respective Fund Onboarding leads (across impacted asset classes) on SMA OB status.
Qualifications & Experience:
- 5-7+ years of direct, hands-on experiencein 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 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.
- Highly organized, detail-oriented, and accountable, with a strong sense of ownership.
Required Knowledge, Skills, and Abilities:
- 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
- Ability 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
Additional attributes:
- 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
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Candidates must be at least 18 years old to apply.
Developing People at StepStone
Skills Required
- 5-7+ years of direct, hands-on experience in investor onboarding for an alternative investment manager
- Experience onboarding investors into private equity, venture capital, real estate, private debt, and/or infrastructure funds
- Demonstrated experience using digital subscription and onboarding platforms such as Anduin, SUBSCRIBE, or Goji
- 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 deadline-driven environments
- Track record of process improvement leveraging technology, automation, and AI-enabled solutions
- Experience maintaining data integrity across onboarding platforms, CRM systems, and downstream operational systems
- Ability to coordinate with Legal, Compliance, Fund Administration, Business Development, external vendors, and administrators
- Highly organized, detail-oriented, accountable, with strong sense of ownership and ability to prioritize
- Proficiency with Microsoft Excel, Word, and PowerPoint
StepStone Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about StepStone Group and has not been reviewed or approved by StepStone Group.
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Healthcare Strength — Health coverage is described as generous with multiple plan options, and in some cases employee‑only premiums are fully paid. Feedback suggests wellness resources and plan choice enhance the overall value of the package.
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Retirement Support — Retirement offerings include a 401(k) program that is viewed favorably. Feedback suggests long‑term incentive elements complement core retirement benefits.
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Parental & Family Support — Parental support includes leave coaching, paid parental leave, and resources for new parents alongside related travel and logistical supports. Feedback suggests these policies are a meaningful part of the benefits package.
StepStone Group Insights
What We Do
StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients. StepStone’s clients include some of the world’s largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals.StepStone partners with its clients to develop and build private markets portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.
