Investor Onboarding Associate (f/m/d)

bunch is building the backbone of private markets, combining exceptional expertise, operational excellence, and frictionless technology. Our mission is to provide transparency & access to private markets by building a tech-based platform enabling 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.

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 markets.

• Benefit from working with a diverse mix of talents, unrivalled energy and team spirit within a culture of drive and ownership.

• We offer flexible working hours and a hybrid office setup. Most of our team members are coming to the office 2 to 3 days a week.

• Flexible hours, hybrid office setup, and 28 days of vacation per year plus public holidays.

• A great tech and work setup with everything you need.

What your interview journey will look like

• Screening Call – with Nour, 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

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 €5 billion through the platform, with more than 8000 investors trusting us.

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 closed our $15.5 million Series A to accelerate bunch’s mission to bring a trillion-dollar industry into the 21st century and drive a much-needed digital transformation, and are preparing for the next stage of our growth!

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.