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- Tasks: Support sophisticated investor onboarding and streamline processes using AI.
- Company: Early-stage private markets platform revolutionising investor operations.
- Benefits: Competitive salary, equity options, and a dynamic work culture.
- 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 environment where creativity and ownership are valued.
The predicted salary is between 36000 - 60000 £ per year.
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 employer: Taylor Root
Contact Detail:
Taylor Root Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Compliance Onboarding Specialist
✨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.
✨Tip Number 2
Prepare for interviews by diving deep into the company’s mission and values. Understand how they use AI in their operations and think of ways you can contribute to that vision. Show them you’re not just another candidate, but someone who gets what they’re all about!
✨Tip Number 3
Practice your pitch! Be ready to explain your experience in private equity ops and how it relates to the role. Highlight your skills in KYC/KYB processes and how you can bring real client insights to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Compliance Onboarding Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Compliance Onboarding Specialist. Highlight your experience in private equity ops or investor services, and don’t forget to mention any relevant skills that align with our AI-driven approach.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re excited about this role and how your background in fund management or venture ops makes you a perfect fit for our team.
Showcase Your Problem-Solving Skills: In your application, give examples of how you've navigated complex investor structures or resolved nuanced escalations. We love seeing candidates who can think critically and bring real client insights into their work.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application 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 services. Familiarise yourself with KYC/KYB processes and be ready to discuss how you've navigated complex investor structures in the past.
✨Showcase Your Curiosity
Demonstrate your curiosity about AI and how it can streamline onboarding processes. Be prepared to share examples of how you've identified opportunities for automation in previous roles, as this will show your proactive mindset.
✨Be Ready for Real Scenarios
Expect to tackle some real-world scenarios during the interview. Think about how you would apply judgement to AI-generated outputs and resolve nuanced escalations. Practising these scenarios can help you articulate your thought process clearly.
✨Cultural Fit Matters
This role is in a fast-paced, early-stage environment, so convey your energy and adaptability. Share experiences that highlight your ability to thrive in dynamic settings and how you can contribute to shaping the company culture.
