Capital & Private Markets Scale-up | Investor Operations Associate | London | Competitive salary
About the Company:
Our partner is a fast-growing and innovative scale-up in the capital and private markets
ecosystem. Their mission is to make investment opportunities, which are typically only available
to institutional investors, accessible to a much broader audience. They achieve this by
partnering with leading fund managers and providing seamless, intuitive journeys for investors.
The company is well-capitalised and scaling quickly, offering a unique opportunity to join at a
pivotal stage of growth.
About the Role:
We are seeking a highly organised and driven Investor Operations Associate to join our
partner’s growing team. This role sits at the core of the platform’s day-to-day operations, owning investor and fund onboarding processes while supporting the smooth execution of transactions and client servicing.
You will work closely with Compliance, external fund administrators, and the custodian, ensuring
all onboarding, payment flows, and operational processes are executed accurately and
efficiently. This is a hands-on role with significant exposure across the business and strong
long-term progression potential.
Responsibilities:
* Own the end-to-end investor onboarding process, supporting clients through KYC/AML
requirements and ensuring all documentation is accurate and complete.
* Manage fund onboarding workflows, coordinating with external fund administrators to
complete subscription and onboarding documentation.
* Act as the primary point of contact for the custodian, drafting payment instructions and
ensuring timely and accurate execution of transactions.
* Monitor investor subscriptions and incoming payments, performing checks and liaising
with relevant stakeholders to confirm completion.
* Provide high-quality support to investors, fund managers, and wealth managers,
responding to operational and onboarding queries.
* Assist with investor reporting and the distribution of key communications.
* Identify opportunities to improve operational processes, contributing to automation and
increased efficiency as the platform scales.
Ideal Background & Experience:
* 2+ years of experience in operations, fund administration, investor services, or a similar
role within financial services.
* Experience working with KYC/AML processes and client onboarding workflows.
* Exposure to private markets, asset management, fintech platforms, or fund environments is highly advantageous.
* Strong organisational skills with the ability to manage multiple processes simultaneously while maintaining high levels of accuracy.
Tech & Process Mindset:
* Comfortable working with Excel and core MS Office tools to manage data and workflows
* Process-driven with an interest in improving systems, automation, and operational efficiency.
* Able to work within structured workflows while contributing to scaling operational infrastructure.
Personal Profile:
* Detail-oriented, reliable, and proactive, with a strong sense of ownership over tasks and outcomes.
* Confident communicator, comfortable engaging with both internal teams and external clients.
* Collaborative team player who thrives in a fast-paced, high-growth environment.
* Genuine interest in private markets and motivation to develop deeper industry knowledge.
Compensation:
* Competitive salary.
* Competitive benefits package.
* Opportunity for share options and progression into a leadership role as the company scales.