Suntera Careers: Client Onboarding Associate US

Client Onboarding
Associate

Funds | United States | Full Time

About Suntera.

Suntera Global is a leading international provider of fund, corporate and private wealth services, with over 45 years of experience and 550+ specialists supporting a diverse range of industries worldwide, empowering responsible ambition through professional delivery of governance, administration and accounting services, all while focusing on strong relationships and continually evolving to provide the best possible service to clients.

About The Role.

We are looking for a detail-oriented and technically proficient Fund Onboarding Specialist to join our client onboarding and implementation team. This role will focus on the onboarding of Private Equity (PE), Venture Capital (VC), Private Credit, and Real Estate (RE) funds, ensuring that client and fund data is accurately interpreted, configured, and set up within our internal systems. Experience with Investran and/or LemonEdge is essential, along with a strong understanding of fund structures, KYC/CDD processes, and technical systems implementation.

Your duties will include:

Lead or support the end-to-end onboarding of new clients and fund structures, ensuring timely and accurate system setup.
Review and interpret complex fund documentation (e.g., LPAs, subscription agreements, side letters) to accurately translate terms into system records.
Configure and validate fund, investor, and transaction data within Investran, LemonEdge, or other fund accounting platforms.
Perform thorough KYC/CDD checks in coordination with compliance and legal teams, ensuring all regulatory and internal standards are met.
Liaise with fund managers, administrators, legal counsel, and internal teams to collect, verify, and process required onboarding documentation.
Assist in defining and documenting onboarding workflows and procedures, contributing to continuous improvement initiatives.
Act as a technical SME for onboarding-related systems and tools, assisting with troubleshooting and data validation.
Maintain a strong understanding of various private fund structures, waterfall terms, investor reporting requirements, and regulatory considerations.

What i love about my job

"I am incredibly proud to have been a part of Suntera Global for the past 11 years. Throughout this journey, I’ve had the opportunity to grow both personally and professionally, thanks to the supportive and inspiring environment fostered by the team. The company’s commitment to excellence, innovation, and collaboration has made every day a rewarding experience. I’ve been fortunate to work alongside talented colleagues who are not just co-workers but have become friends and mentors. The challenges we’ve faced together have only strengthened my dedication and loyalty to this company."

Justin Robinson
Senior Compliance Analyst

About you.

You will be able to display a desire to learn, grow and roll up your sleeves to build a business, while simultaneously handling multiple assignments.

The following attributes would also be advantageous:

Experience in fund onboarding, investor services, operations, or fund administration within financial services.
Strong familiarity with Private Equity, Venture Capital, Private Credit, and/or Real Estate investment structures.
Hands-on experience with Investran and/or LemonEdge (required).
Demonstrated ability to read, interpret, and operationalize fund legal documentation.
Understanding of KYC/CDD, AML regulations, and investor onboarding requirements.
Strong systems and technical aptitude; confident navigating complex data structures and operational platforms.
High attention to detail and organizational skills; able to manage multiple onboarding projects simultaneously.
Excellent written and verbal communication skills, and the ability to work collaboratively across teams.

Personal qualities

Integrity
Inspires client and team confidence
Adaptable and versatile
Assertive and confident
Discrete and tactful
Emotional resilience
‘Can do’ attitude
Role model
Appropriate office conduct and attitude to work

This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. In addition to a competitive salary, you will be rewarded with a performance-driven bonus, a comprehensive flexible benefits package, and the training and career opportunities that come as standard with a dynamic and rapidly growing group of companies.

Apply now

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