Investor Onboarding Specialist — Private Equity Real Estate

Company: WALTER

About the Company: WALTER is a remote-first private equity real estate company that manages capital commitments and investment lifecycles for high-net-worth investors. Operating fully remotely with a white-glove investor service standard.

Job Category: Finance / Investor Relations / Operations / Real Estate

Contract Type: Full-Time, Permanent

Location: Remote — Worldwide

Salary: Competitive (finance operations level; apply to confirm exact figure)

Application Link: https://weworkremotely.com/remote-jobs/walter-investor-onboarding-specialist-private-equity-real-estate-1

Source: We Work Remotely (posted May 2026 — approximately 9 days old, still active)

Job Description: You'll own the full end-to-end investor onboarding workflow for WALTER's private equity real estate fund investments — from commitment through funding — ensuring compliance, data accuracy, and a seamless white-glove experience for every investor.

Key Responsibilities:

• Own the full investor onboarding workflow from commitment to funding
• Coordinate KYC, accreditation, and Blue Sky requirements with third-party compliance partners
• Process and track wire transfers and capital commitments accurately
• Manage investor records, capital commitments, and distribution reporting within InvestNext
• Ensure portal accuracy including correct entity mapping and secure documentation storage
• Serve as the primary data owner for investor records
• 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
• Serve as the primary point of contact for investors throughout their onboarding journey

Skills Required: InvestNext or similar investor portal software, Asana/Monday/ClickUp, Excel, KYC/compliance processes, investor relations, private equity or real estate familiarity, wire transfer processing, data entry and tracking.

Requirements:

• 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
• Experience with InvestNext or similar investor portal software, or ability to learn quickly
• Strong proficiency with task management tools (Asana, Monday, ClickUp) and Excel
• Exceptionally detail-oriented and highly organized, with strong follow-through
• Excellent interpersonal and communication skills for a white-glove client experience