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Private Equity Client Onboarding Jobs (NOW HIRING)

Aksia

Investment Professional, Private Equity

New York, NY · On-site

$130K - $160K/yr

As of May 31st, 2026, Aksia advises on over $343bn and manages $38bn of client capital. Team Overview Aksia's Private Equity team sources, evaluates, and invests in primary funds, co-investments, and ...

Aksia

Investment Professional, Private Equity

New York, NY · On-site

$130K - $160K/yr

As of May 31st, 2026, Aksia advises on over $343bn and manages $38bn of client capital. Team Overview Aksia's Private Equity team sources, evaluates, and invests in primary funds, co-investments, and ...

Aksia

Senior Investment Professional, Private Equity

$180K - $250K/yr

As of May 31st, 2026, Aksia advises on over $343bn and manages $38bn of client capital. Team Overview Aksia's Private Equity team sources, evaluates, and invests in primary funds, co-investments, and ...

HedgeServ

Private Equity Supervisor

Dallas, TX · On-site +1

Play a role in client onboarding and transitions HedgeServ operates a client focused structure which provides a wide range of experience to all levels of employees. As such a Private Equity ...

HedgeServ

Private Equity Supervisor

Dallas, TX · On-site

Play a role in client onboarding and transitions HedgeServ operates a client focused structure which provides a wide range of experience to all levels of employees. As such a Private Equity ...

HedgeServ

Private Equity Supervisor

New York, NY · On-site +1

Play a role in client onboarding and transitions HedgeServ operates a client focused structure which provides a wide range of experience to all levels of employees. As such a Private Equity ...

HedgeServ

Private Equity Supervisor

Raleigh, NC · On-site +1

Play a role in client onboarding and transitions HedgeServ operates a client focused structure which provides a wide range of experience to all levels of employees. As such a Private Equity ...

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Private Equity Client Onboarding information

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How much do private equity client onboarding jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for private equity client onboarding in the United States is $32.02, according to ZipRecruiter salary data. Most workers in this role earn between $25.96 and $34.86 per hour, depending on experience, location, and employer.

What is private equity client onboarding?

Private Equity Client Onboarding is the process of integrating new investors or clients into a private equity firm’s operations and investment products. This process typically involves verifying client identities, conducting due diligence, collecting necessary documentation, and ensuring compliance with relevant regulations such as anti-money laundering (AML) and know your customer (KYC) requirements. Effective onboarding ensures a smooth client experience, mitigates risk for the firm, and lays the groundwork for a strong and compliant business relationship.

What are the key skills and qualifications needed to thrive as a private equity client onboarding specialist?

To excel in Private Equity Client Onboarding, you need a strong understanding of financial products, compliance regulations, and client relationship management, often supported by a degree in finance, business, or a related field. Familiarity with KYC/AML systems, CRM platforms, and onboarding workflow tools is typically required. Outstanding attention to detail, problem-solving skills, and effective communication are essential soft skills for managing complex onboarding processes and ensuring client satisfaction. These skills ensure accurate client setup, regulatory compliance, and a positive experience, which are critical for building trust and long-term client relationships in private equity.

What are the main challenges faced during the private equity client onboarding process, and how can they be effectively managed?

One of the main challenges in private equity client onboarding is handling complex documentation and regulatory compliance requirements, which often vary by client and jurisdiction. Professionals in this role must coordinate with legal, compliance, and operations teams to ensure all necessary due diligence is completed accurately and efficiently. Effective communication and organization skills are critical, as onboarding often involves managing multiple stakeholders and tight timelines. Staying up-to-date with evolving regulations and maintaining a client-centric approach helps streamline the process and build strong client relationships.

What are popular job titles related to Private Equity Client Onboarding jobs?

For Private Equity Client Onboarding jobs, the most frequently searched job titles are:

Infographic showing various Private Equity Client Onboarding job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 4% Hybrid, and 21% Remote job distribution, with an average salary of $66,610 per year, or $32 per hour.

Analyst, Global Private Equity Client Solutions Group

Niagara Falls, NY • On-site

Growth Equity Interview Guide
Education • 1 - 10 employees
Learn more about Growth Equity Interview Guideexternal

Other

Posted 27 days ago

Job description

Analyst, Global Private Equity Client Solutions Group

The Carlyle Group is looking for an Analyst to join their Global Private Equity Client Solutions Group. In this role, you’ll support fundraising efforts and manage investor relations. You’ll create marketing materials, handle client requests, and analyze industry research. This is a great opportunity to work in a fast-paced environment and develop your expertise in private equity.

What You’ll Do
  • Support the entire fund lifecycle, including fundraising and investor relations
  • Create and maintain marketing materials and presentations
  • Prepare and manage client requests and due diligence
  • Coordinate client meetings, events, and conferences
  • Analyze industry research related to fundraising
What You Need
  • Series 7 and 63 required, or to be obtained within 90 days
  • Minimum of 2 years of analytical and presentation experience
  • Strong understanding of financial markets or experience with Private Equity
  • Experience at an alternative investment firm, investment bank, or consultant
What You’ll Love
  • Competitive salary with a comprehensive benefits package
  • Opportunity to work with a talented team in a dynamic environment
  • Engagement in special projects that enhance your skills
  • Flexible work environment with hybrid options
About the Firm
  • The Carlyle Group is a global investment firm with $475 billion in assets
  • Founded in 1987, it has grown to over 2,500 professionals in 28 offices
  • Invests across various segments including Private Equity and Credit
  • Focuses on connecting people, ideas, and capital for growth
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