Investor Onboarding Associate; f/m/d
Verfasst am 2026-01-16
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Wirtschaft
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IT/Informationstechnik
Cyber-Sicherheit, Datensicherheit
bunch is building the backbone of private markets, combining exceptional expertise, operational excellence, and frictionless technology. Our mission is to provide transparency & access to private markets by building a tech-based platform enabling funds and private investors to seamlessly and securely set up and manage their investment entities.
We’re looking for a detail-oriented, process-driven team member to join our Operations team s role will focus on supporting investor onboarding across multiple markets, especially Germany, by managing documentation, communication, and compliance pre-checks.
How the role contributes to the company's visionEnsure a smooth onboarding experience for investors by managing and executing onboarding workflows with precision and care
Support the development of internal onboarding operations
, SOPs, and documentation, driving consistency and excellence across the investor lifecycleLay the groundwork for future onboarding automation by identifying process inefficiencies and collaborating with cross-functional teams to improve scalability and user experience
Help maintain alignment with jurisdiction-specific onboarding requirements (e.g. DE, NL, LUX), particularly around investor qualification, legal documentation standards, and electronic signature rules
Contribute to a seamless fund closing process by ensuring all investor documentation is compliant, and finalized in coordination with fund managers and other stakeholders
Handle full-cycle onboarding from initial Investor introduction to post-signature documentation upload and AMLO/Fund Manager handoff
Assign documentation and manage investor email communications and follow-ups. Craft tailored communication that explains next steps to Investors and keeps them engaged
Conduct initial AML pre-checks
: interpret document completeness, identify UBOs, check proof-of-address timelines, and flag edge cases to AMLOsAssist in preparing case files for AMLO review and maintaining risk documentation records
Track onboarding progress via internal tools and proactively flag delays, blockers, or required clarifications to internal teams
Handle project management tools effectively
Create and monitor electronic signature envelopes depending on investor classification and jurisdiction
Maintain and improve onboarding SOPs and internal documentation
Document edge cases
, fund-specific deviations
, and lessons learned to improve future onboarding efficiencyCollaborate closely with internal teams and external partners
, including Account Managers, Compliance Managers, AML Officers, Fund Managers, and Fund Operations during deal setup and closings
1–2 years of experience in:
Fintech or banking operations
KYB/CDD checks or AML processes
Customer support involving complex documentation handling
Investor relations or fund/legal operations experience is a plus
Comfortable with repetitive, detail-heavy tasks
. You find satisfaction in keeping workflows clean and documentation accurateStrong communication skills
, especially in writing. Tone and clarity are critical when working with LPs and Fund ManagersProactive, process-oriented, and dependable
. Able to flag blockers early and push onboarding across the finish lineAble to manage multiple workflows simultaneously and adapt to evolving priorities
Comfortable working across multiple tools & systems like CRMs, communication tools, and databases
English fluency required;
Advanced German is a strong plus
Take part in a network of people passionate about investment and work closely with the most interesting players in the private markets.
Benefit from working with a diverse mix of talents, unrivalled energy and team spirit within a culture of drive and ownership.
We offer flexible working hours and a hybrid office setup. Most of our team members are coming to the office 2 to 3 days a week.
Flexible hours, hybrid office setup, and 28 days of vacation per year plus public holidays.
A great tech and work setup with everything you need.
Screening Call – with Nour, our Talent Acquisition Manager, to get acquainted…
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