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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 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 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 in 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 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 the company you're eyeing, and don't be shy about asking for a chat to learn more about their experiences.
✨Tip Number 2
Prepare for those interviews! Research the company’s approach to AI in investor operations. Be ready to discuss how your background in KYC/KYB can bring value to their team and share specific examples of how you've navigated complex investor structures.
✨Tip Number 3
Showcase your problem-solving skills! During interviews, highlight instances where you’ve automated or streamlined processes in your previous roles. This will demonstrate your ability to contribute to their goal of modernising investor operations.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of our innovative team.
We think you need these skills to ace Compliance Onboarding Specialist in London
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 makes you a perfect fit. Be genuine and let your personality come through!
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 how you apply judgement and creativity in challenging situations.
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 the role. Plus, it shows you’re keen on joining our team!
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 investor structures in the past.
✨Showcase Your Judgement Skills
Since the role involves applying judgement to AI-generated outputs, prepare examples where you've had to make critical decisions based on data. Highlight your ability to resolve nuanced escalations and how your insights have led to improvements.
✨Be Ready to Innovate
Think about ways you can contribute to automating and streamlining tasks using AI. Come prepared with ideas or examples of how you've previously identified opportunities for process improvements in your past roles.
✨Embrace the Culture
This is a fast-paced, early-stage environment, so show your energy and enthusiasm! Be ready to discuss how you thrive in dynamic settings and how you can contribute to shaping the culture and workflows from the outset.
