Associate, Client Onboarding - Investor Services
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, ent
