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- Tasks: Support sophisticated investor onboarding and streamline processes using AI.
- Company: Early-stage private markets platform reinventing investor operations.
- Benefits: Competitive salary, equity, and a dynamic work environment.
- Why this job: Join a proven team and shape the future of private market operations.
- Qualifications: 2+ years in private equity ops or investor services with KYC/KYB experience.
- Other info: Fast-paced culture where creativity and ownership are valued.
The predicted salary is between 68000 - 102000 £ per year.
Salary: £85k + equity
London, full time
Fast-moving. High-impact environment.
Join an early-stage private markets platform reinventing investor operations with AI. If you come from fund management, private equity operations, venture ops, or alternative investments, this is a chance to help modernise how complex investor structures and onboarding processes are run.
What you’ll do:
- Support sophisticated investor onboarding, including structured reviews across entities and investment vehicles.
- Apply judgement to AI-generated outputs and help resolve nuanced escalations.
- Work across complex investor structures, contributing to smooth KYC/KYB workflows without being stuck in repetitive checks.
- Bring real client insight into product improvements and workflow design.
- Identify opportunities to automate and streamline tasks using AI.
You bring:
- 2+ years in private equity ops, fund admin, investor services, or venture operations.
- Exposure to investor due diligence (including KYC/KYB) in private markets environments.
- Precision, curiosity, and confidence navigating layered investment structures.
- Energy to thrive in a fast-paced, early-stage, office-first culture.
Why this role?
- Work closely with a commercially proven founding team (including a 2x exited operator).
- Competitive salary + meaningful equity.
- Shape product, workflows, and culture from the outset.
- Build in an environment where speed, ownership, and creativity matter.
If you want more impact, more momentum, and the chance to help build the future of private market operations, apply now!
Compliance Onboarding Specialist in City of London employer: Taylor Root
Contact Detail:
Taylor Root Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Compliance Onboarding Specialist in City of London
✨Tip Number 1
Network like a pro! Reach out to folks in the private equity and fund management space. Use LinkedIn to connect with current employees at companies you're interested in, and don't be shy about asking for informational chats. We all know that sometimes it's not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews by diving deep into the company’s mission and values. Understand their approach to AI in investor operations and think of ways you can contribute. We want you to show them that you’re not just another candidate, but someone who genuinely cares about their vision.
✨Tip Number 3
Practice your pitch! You need to clearly articulate how your experience in private equity ops or investor services aligns with their needs. We suggest rehearsing with a friend or even in front of a mirror. Confidence is key, and we want you to shine during those crucial moments.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the team. We’re excited to see how you can help us modernise investor operations!
We think you need these skills to ace Compliance Onboarding Specialist in City of London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Compliance Onboarding Specialist role. Highlight your experience in private equity ops or fund management, and show us how your skills align with what we're looking for.
Showcase Your Judgement Skills: Since you'll be applying judgement to AI-generated outputs, give examples in your application of how you've navigated complex situations in the past. We want to see your thought process and decision-making abilities!
Emphasise Your Curiosity: We love candidates who are curious and eager to learn! In your application, mention any instances where you've sought out new knowledge or improved processes, especially in KYC/KYB workflows or investor due diligence.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity to shape the future of private market operations.
How to prepare for a job interview at Taylor Root
✨Know Your Stuff
Make sure you brush up on your knowledge of private equity operations and investor onboarding processes. Familiarise yourself with KYC/KYB workflows and be ready to discuss how you've navigated complex investment structures in the past.
✨Showcase Your Curiosity
Demonstrate your curiosity by asking insightful questions about the company's use of AI in their operations. This shows that you're not just interested in the role, but also in how you can contribute to their innovative approach.
✨Be Ready for Real Scenarios
Prepare for situational questions where you might need to apply judgement to AI-generated outputs. Think of examples from your previous roles where you resolved nuanced escalations or improved workflows.
✨Emphasise Your Energy
This role thrives in a fast-paced environment, so convey your enthusiasm and energy during the interview. Share experiences that highlight your ability to adapt quickly and take ownership of tasks in dynamic settings.
