StepStone Group

Associate, Client Onboarding - Investor Services

StepStone Group · Charlotte

Posted about a month ago

or apply directly on StepStone Group's site. We never take the application ourselves.

Is this posting real?

This role has been open
30 days
StepStone Group's roles stay open a median of 44 days
Reposted
No
Salary listed
No
18% of StepStone Group's roles list one
Ghost-job risk at StepStone Group
high
33 stale, 2 reposted of 68 open
Hiring momentum
96 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-17

Measured from postings appearing on and disappearing from StepStone Group's own greenhouse board since 2026-08-03. Full hiring picture for StepStone Group.

About this role

The Associate in Client Onboarding at StepStone will manage the investor onboarding process for various investment vehicles, acting as the primary contact for investors from initiation to closure. Responsibilities include coordinating with legal and compliance teams, managing investor documentation, and improving onboarding workflows using technology and data management tools.

Our read on this posting2.8out of 5
benefits
1/5
freshness
4/5
career value
4/5
role clarity
5/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of StepStone Group as an employer.

What you need

  • 5-7+ years of direct, hands-on experience in 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 platforms such 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

Nice to have

  • 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

Worth weighing

  • No salary listed
  • Role involves managing complex processes and requires strong organizational skills
  • Position may involve evolving responsibilities and a high level of independence
  • Emphasis on technology and process improvement suggests a modern approach to onboarding

Summarised from StepStone Group's posting. Read the full original.

Listed by StepStone Group on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

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