Investor Onboarding Associate (m/f/d)
bunch
bunch is building the backbone of private markets, combining exceptional expertise, operational excellence, and frictionless technology. The platform enables funds and private investors to seamlessly and securely set up and manage their investment entities.
We’re looking for a detail-oriented, process-driven team member to join our Operations team at bunch. This role will focus on supporting investor onboarding across multiple markets, especially Germany, by managing documentation, communication, and compliance pre-checks.
This is a temporary 1-year position, designed to meet growing operational needs, with potential for extension or transition into other roles.
How the role contributes to the company's vision
Ensure a smooth onboarding experience for investors by managing and executing onboarding workflows with precision and care
Support the development of internal onboarding operations, SOPs, and documentation, driving consistency and excellence across the investor lifecycle
Lay the groundwork for future onboarding automation by identifying process inefficiencies and collaborating with cross-functional teams to improve scalability and user experience
Help maintain alignment with jurisdiction-specific onboarding requirements (e.g. DE, NL, LUX), particularly around investor qualification, legal documentation standards, and electronic signature rules
Contribute to a seamless fund closing process by ensuring all investor documentation is compliant, and finalized in coordination with fund managers and other stakeholders
Top responsibilities
Handle full-cycle onboarding from initial Investor introduction to post-signature documentation upload and AMLO/Fund Manager handoff
Assign documentation and manage investor email communications and follow-ups. Craft tailored communication that explains next steps to Investors and keeps them engaged
Conduct initial AML pre-checks: interpret document completeness, identify UBOs, check proof-of-address timelines, and flag edge cases to AMLOs
Assist in preparing case files for AMLO review and maintaining risk documentation records
Track onboarding progress via internal tools and proactively flag delays, blockers, or required clarifications to internal teams
Handle project management tools effectively
Create and monitor electronic signature envelopes depending on investor classification and jurisdiction
Maintain and improve onboarding SOPs and internal documentation
Document edge cases, fund-specific deviations, and lessons learned to improve future onboarding efficiency
Collaborate closely with internal teams and external partners, including Account Managers, Compliance Managers, AML Officers, Fund Managers, and Fund Operations during deal setup and closings
What you should bring with you
-
1–2 years of experience in:
Fintech or banking operations
KYB/CDD checks or AML processes
Customer support involving complex documentation handling
Investor relations or fund/legal operations experience is a plus
Comfortable with repetitive, detail-heavy tasks. You find satisfaction in keeping workflows clean and documentation accurate
Strong communication skills, especially in writing. Tone and clarity are critical when working with LPs and Fund Managers
Proactive, process-oriented, and dependable. Able to flag blockers early and push onboarding across the finish line
Able to manage multiple workflows simultaneously and adapt to evolving priorities
Comfortable working across multiple tools & systems like CRMs, communication tools, and databases
English fluency required; Advanced German is a strong plus
Why you should join bunch
Take part in a network of people passionate about investment and work closely with the most interesting players in the private market.
Benefit from working with a diverse mix of talents, unrivalled energy and team spirit within a culture of drive and ownership.
Flexible hours, hybrid office setup, and 28 days of vacation per year plus public holidays.
A competitive compensation package.
A great tech and work setup with everything you need.
What your interview journey will look like
Screening Call – with Roberto, our Talent Acquisition Manager, to get acquainted with bunch and understand if what we’re offering is what you’re searching for
Deep Dive – with Aylin Üzsal, our Head of Operations – discover the role in more detail and discuss how your journey has prepared you for it, your learnings along the way, your goals, and your overall personal purpose
Panel Interviews – with a few members of the team, to demonstrate your expertise, way of thinking, working, and communicating your output
Reference Calls To get a feel for your relationship-building ability
About bunch
bunch is an investment tech startup founded in Berlin in 2021. With a proven track record, bunch has garnered trust from leading fund managers and institutional LPs, who have collectively committed over €2 billion through the platform.
The private markets are experiencing unprecedented growth, with alternative assets expected to reach nearly $40 trillion by the end of the decade, yet still reliant on outdated tools and methods.
We recently closed our $15.5 million Series A to accelerate bunch’s mission to bring a trillion-dollar industry into the 21st century, driving a much-needed digital transformation.
At bunch, we are committed to creating an inclusive environment for all employees because we value and celebrate diversity. We are an equal opportunity employer, which means we do not tolerate discrimination toward any of our applicants or employees.